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If you take out more of a 529 amount than the pure tuition costs (and "books") then it causes the excess to be taxable. But room and board (up to certain limits) are allowable expenses for 529 usage.  So Turbo tax not asking for this is a problem. Should we just enter those expenses in "books" or maybe change the actual form to show room and board vs books?

Hi Patricia,   Thank you for your offer to research more on my issue. After pondering on this issue for several days since I posted, I have found a solution to not over depreciating. I do not feel comfortable sending in my tax file and don't really have time to send in a cleansed one. If you like to investigate further for me and your other customers, I can offer up an hour or 2 with someone who is knowledgeable on this issue on the phone explaining what happened and try things out. I already spend an hour total with a product solution specialist who really didn't have the knowledge to help me and a tax advisor who suggested to modify my federal to fix state. I assume you can find me through my login. If not, please let me know of a way I can reach out directly.  Please note this prior depreciation not carried over has occurred for many years. I just found out now. I have been a loyal TTax customer for over 10 years. My original question is how do I change prior depreciation of a rental asset in ca tax form without affecting the federal one as I have taken Section 179 in federal in year 1 already. Their depreciation schedule is different.  Thank you for your time. 

When reporting overtime in Box 14 for the 2025 tax year "No Tax on Overtime" deduction, you should enter the overtime premium (the extra 0.5x "half" portion of time-and-a-half pay), not the total, full amount paid.

We would like to further test the property tax allocation for a home office. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue.   You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, please follow these instructions:    In TurboTax Online, open your return, go to the black panel on the left side of your program and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center. On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. You may wish to snap a screenshot to post instead of the actual number. Reply to this thread with your Token number (including the dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent."   We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and possibly provide you with a resolution.    @RAinMD 

It sounds like there might be a need to delete this entry and re-enter it so that the correct amount populates on your Medical Expense Worksheet.   Since you are using the Desktop version, go to Forms Mode and click on the Form 1099-R, then select Delete Form at the bottom left of the screen.   Next, review the Medical Expense Worksheet while still in Forms Mode, checking to see whether the $2,105 is still showing. If it is, delete it.   Next, re-enter your CSA 1099-R, by following these steps:   Click on Step-by-Step to return to the Wages & Income section Select IRA, 401(k), Pension Plan Withdrawals (1099-R) Select + Add another 1099-R and re-enter the 1099-R information manually, avoiding the import option Ensure you select the Office of Personnel Management (CSA 1099-R) option when asked, "Who gave you a 1099-R?"  Verify the transfer by immediately going to Forms Mode and opening the Medical Expense Worksheet. The full amount should now appear

Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the state use this TurboTax support FAQ to contact your state Department of Revenue - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=mmi86yfz

It depends, if you didn't have any business income in 2025, there typically wouldn't be any Qualified Business Income (QBI) deduction available  because the deduction is based on the amount of the QBI reported in your tax return.    If your business had a loss in a previous year, that loss may carry forward and could reduce your QBI in a future year when you have business income.   If you have zero business income but receive Section 199A qualified REIT dividends (reported in Box 5 of Form 1099-DIV) or 199A dividends from a Schedule K-1, you may still be eligible for a QBI deduction based on these dividends. This portion of the deduction equals 20% of your qualified REIT dividends and is not subject to the wage or property limitations applied to regular QBI. This means that even with no business income, you potentially can claim a QBI deduction for your qualified REIT dividends and qualified 199A dividends from K-1s. The deduction is limited by your taxable income before the QBI deduction. TurboTax will ask for and calculate this deduction if you enter the 1099-DIV or K-1 properly with the 199A information included.   (Edited March 9, 2026 at 10:21 AM PST)

If he is age 19 or older you should be able to designate him as disabled so that you can claim him as a dependent under the Qualifying Child rules. Click on My Info on the left side of the online program screen.  Enter him as your dependent.  On the screen Tell us more about (Name) situation check the box Disabled and Continue    

You can marker out or white out this section of the 1040 return; the state does not need to know your bank details for your federal refund to examine your federal-state differences in income and tax treatment. 

I'm not using the on-line version.  Just checked my return and found five Form 4562s.  The 4562 for the farm shows every piece of equipment that I've ever set up for depreciation, so the list is quite long even though all but two pieces are fully depreciated.  The rental property forms just shows the individual property, when it was purchased, present year depreciation, and prior years depreciation.  Keep looking, you may find a few more 4562s.  I set each of mine up as a stand alone business, so that would explain a form for each business.