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December 21, 2025
5:23 PM
I received a CP28A. I rent out a portion of my home (17% by square footage is an ADU with a separate entrance, bath and kitchen) and the mortgage is more than the cap (>$750k, closer to $1.1M and I'...
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I received a CP28A. I rent out a portion of my home (17% by square footage is an ADU with a separate entrance, bath and kitchen) and the mortgage is more than the cap (>$750k, closer to $1.1M and I'm in CA). Since I rented out part of my home, TurboTax Desktop had me enter the Mortgage Interest in the rental section for Expenses. It told me to entire the entire amount and then allocated the personal part in Schedule A and the rental expense portion in Schedule E. It did not cap the personal part as the interest on the $750k on federal. This appears to be an error in the TurboTax calculation. What is the correct way to fix this when I amend? If I adjust the mortgage interest paid down to for TurboTax to update/correct Schedule A, that will make Schedule E incorrect because it will be 17% of the lesser amount. It will also make Schedule CA incorrect, because CA allows for deducting interest up to $1M, which the qualified portion of the mortgage principal is less than that.
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December 21, 2025
5:20 PM
3 Cheers
I agree. It's 12-21-25 and you can't do any tax planning as several functions are still not updated such as charitable contributions, 1099R income and other 1099 income. You would think they would h...
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I agree. It's 12-21-25 and you can't do any tax planning as several functions are still not updated such as charitable contributions, 1099R income and other 1099 income. You would think they would have all the tax law information by now and be able to update their software. I have been using turbotax for decades. This maybe the last year!
December 21, 2025
5:08 PM
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December 21, 2025
4:53 PM
Please explain in detail what you are doing. I suspect you are trying to transfer the 2024 data into a new 2025 return. How are you attempting that? What screen has the "continue" button you ref...
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Please explain in detail what you are doing. I suspect you are trying to transfer the 2024 data into a new 2025 return. How are you attempting that? What screen has the "continue" button you refer to? You do NOT try to open the *.tax2024 data file. We can tell you more about the transfer process once we understand your situation. Start by making it clear if your 2025 product is desktop software or Online TurboTax. If you are using desktop software, is it for Windows or Mac? How was the 2024 return prepared? i.e., was the *.tax2024 data file prepared online in your account, or was it prepared in 2024 desktop software and resides on your computer?
December 21, 2025
4:52 PM
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December 21, 2025
4:50 PM
Most forms become available about January 6.
December 21, 2025
4:10 PM
This answer assumes your previous return was prepared in Online TurboTax. Any return prepared in desktop TurboTax will not be in an Online account. Here's how one would normally find past-year onl...
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This answer assumes your previous return was prepared in Online TurboTax. Any return prepared in desktop TurboTax will not be in an Online account. Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary. Many people end up with more than 1 account. The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return. I provide both scenarios below, so choose which one is appropriate for your situation. If you have not yet started a 2025 online return: Sign in to your account. What you see next depends on whether or not you have already started a 2025 return in that account. If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account. If you haven't yet started a return, it will start asking you some questions. Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column. Do not click the Documents tab. Instead, click on Tax Home. Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents". Expand that section and choose the past year you want. If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one. I'll tell you below how to troubleshoot. If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home. If not, click the Tax Home tab in the left column menu. Do not use the Documents tab. At the Tax Home scroll down and expand "Your Tax Returns & Documents." If the past returns are not there, see the steps below. If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes. A User ID may be an email address, but it doesn't have to be. It might be only part of an email address, or it can be anything at all. To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below. When using the Account Recovery tool, try using your phone number first if you can still access it. After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop. Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below. You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access, here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.
December 21, 2025
3:55 PM
my annual income is 14,897
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December 21, 2025
3:38 PM
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December 21, 2025
3:31 PM
I edited the original to avoid having the wrong info out there. If you search for the following it finds the current version. NUA Overriding The 3.8% Net Investment Income Tax
December 21, 2025
3:03 PM
Where can I get copy of last years tax returns
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December 21, 2025
2:46 PM
Not until you file. Then if your federal refund is big enough to cover the fees plus the $40 Pay with Refund service charge. Pay with Refund https://ttlc.intuit.com/turbotax-support/en-us/help...
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Not until you file. Then if your federal refund is big enough to cover the fees plus the $40 Pay with Refund service charge. Pay with Refund https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/refund-processing-service/L3zANb1OR_US_en_US
December 21, 2025
2:40 PM
I got this email that is why I think it is ready to use
December 21, 2025
2:38 PM
I lived in 3 states in 2025 and signed up for the ACA medical insurance in each one. I moved to Arizona in 2024, and from January-April 2025, I lived in Arizona. I had intended to stay, so I sig...
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I lived in 3 states in 2025 and signed up for the ACA medical insurance in each one. I moved to Arizona in 2024, and from January-April 2025, I lived in Arizona. I had intended to stay, so I signed up for medical insurance through the ACA. Life change happened and I moved to Colorado in May. Again, I intended to stay, so I signed up for a plan through Covered Colorado/ACA. Registered to vote, registered my car, updated my license and everything. In the fall, I had a cancer scare and decided to move in with family in California where there is better access to doctors. I switched my license, voter registration, mail and everything and signed up for a new Covered California/ACA plan there that started November 1. How do I handle 3 states like this in Turbotax? I don't want to be forced to repay ACA subsidies. I had a qualifying life event with each move, and earned income in each state. Help appreciated!
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December 21, 2025
2:32 PM
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December 21, 2025
2:31 PM
...........make sure the notification is "Real". Fed and states do not notify you by email, only snail-mail...call the official IRS and/or state Tax people separately to ask if you aren't sure.. ...
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...........make sure the notification is "Real". Fed and states do not notify you by email, only snail-mail...call the official IRS and/or state Tax people separately to ask if you aren't sure.. ....If you prepared 2019 and PAID for the "Online" software for that year. Then you could log into that account and download the file as a PDF document...print..sign..date, add any documents showing tax withholding and mail it in. (Fed and state(s) forms go to different places). (no e-filing for old tax files) ___________________ IF you prepared it with the "Online" software, but didn't actually pay for the 2019 software at that time, then you'd have to go to the IRS website...find the PDF form downloads for that year, and prepare-mail in manually yourself. States usually have their own web-page with old tax forms and instructions...so same thing. _________________ IF you prepared with the "Desktop" software, and have the PDF files....then you could also print-sign-date-include withholding forms, and mail it in. If not, you're back to getting the forms from the IRS&State(s) websites and preparing manually to mail in. ________________________________
December 21, 2025
2:24 PM
Here is a more detailed explanation: my country is Paraguay (South America) I am a non-U.S. resident alien living outside the United States, and I am seeking professional assistance with filing ...
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Here is a more detailed explanation: my country is Paraguay (South America) I am a non-U.S. resident alien living outside the United States, and I am seeking professional assistance with filing a U.S. tax refund and obtaining an ITIN. Here is a summary of my situation: I receive sales commissions from a U.S. company as an independent distributor (not an employee). I live and perform all my work outside the United States. The company withholds 30% federal tax from each commission payment. I receive payments via bank transfer and issue invoices for my commissions. I do not currently have an ITIN. I applied several years ago, but the process was never completed. I would like to file Form 1040-NR, request an ITIN (Form W-7), and claim a refund for over-withheld taxes.
December 21, 2025
2:21 PM
................and .taxyyyy files can only be opened on the fully-installed desktop software for the yyyy year involved...including the state. ...only 2022, 2023, 2024 desktop software is availa...
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................and .taxyyyy files can only be opened on the fully-installed desktop software for the yyyy year involved...including the state. ...only 2022, 2023, 2024 desktop software is available for new installations now.
December 21, 2025
2:18 PM
@carijobailey8338 I suspect that they won't let you choose that officially, until the actual filing season starts. That won't happen until well into January. Absolutely no one can file now anyho...
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@carijobailey8338 I suspect that they won't let you choose that officially, until the actual filing season starts. That won't happen until well into January. Absolutely no one can file now anyhow. ______________________ But you will be far better of just paying with a credit or debit card. Tons of folks lose track of what refund is left (and don't get any $$ remaining) when they choose the refund-payment option....and if the IRS changes your refund...then chaos ensues. DO NOT FILE before the end of January. Even if TTX lets you e-file sooner DON'T DO IT as it just sits on the TTX servers until the IRS actually starts AND you cannot access it again.