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You get 0 on 6b if you didn't answer the Foreign question right. Or if the amount on 6b is too low and you are married you answered it wrong for one spouse. Go back though the Social Security entries and double check the questions. There is one that asks… Are you a U.S. citizen who lived abroad in one of these countries in 2025? Should pick NO.   Or maybe your SS is not taxable.  Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0

@mary - Excellent summary - thanks!   I did go through the F8829 line 11 Worksheet, and ended up with direct excess RE taxes.   Of interest, the 8829 instructions do say that that Sch A RE taxes should of course not include what's allocated here (line 6) of the Line 11 Worksheet.   HOWEVER - TT only picks up the real estate and not excess real estate from the 8829's. I tried overriding the value on line 2f of the TT Tax and Interest Deduction Worksheet ("less real estate taxes deducted on Form 8829) but that caused an error.   TT bug/feature or do I get to deduct it twice ....

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

A FMV calculator has been added, but it does not have the same functionality as ItsDeductible.    We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

You can e-file both your federal and state taxes together. But if you choose to file them separately, you'll have to wait until your federal return has been accepted by the IRS before e-file your state return. To do this, follow the instructions in the link below: How do I e-file my state after I have already filed my federal?  

When you edit your rental entries, you need to Update your Property Profile on the screen that says Review your (name of rental) Rental Summary. Work through that section until you come to a page that says Do any of these situations apply to this property? You will see a section for carryovers where you can indicate that you have carryover losses to report. On the next screen you can enter your carryover losses.

In the Michigan interview, after the screen 'Here's the Income that Michigan Handles Differently' you're asked about specific income items.  If you reported 'Other Income' in your Federal return, you'll get a screen showing the Federal amount, and an entry for the amount that belongs to MI.  Subtract your mortgage interest refund from the Federal amount for your MI amount entry.   @mdtquestioner   

Mine works fine.   If you are over 70 1/2 then after you enter the 1099R keep going.   In my Desktop program one of the next screens will say…Do any of these situations apply to you with a list. The 7th item is "I transferred all or part of this money directly to charity". Check that and the next screen will be either for RMD info or ask how much was transferred to Charity. Just keep going though all the screens. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K.  For QCD there is a new checkbox on the 1040 line 4. 4a is the amount of the IRA distribution. 4b is the taxable amount. 4c has 3 checkboxes. Checkbox 2 is for QCD If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check lines 4b & 5b for any taxable amounts.  

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.   Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.  

Thank you - I believe I sorted this out by using the search function when logged in and typing "Estimates and other taxes paid".  Under the Turbo Tax Mobile / online there was a hot link for "Estimated Tax Credits" that is not otherwise visible on my pulldown menu.  It took me directly to the place that was previously forbidden to enter and I could add her 2024 refund to pay for her 2025 taxes.     Appreciate  the assistance, but this still seems to be a missing option on my set of pull down menus.

Here's how to get all the forms and schedules.   TurboTax Online: Sign in to your TurboTax Account. Scroll down to the "Your tax returns & documents" section. Select the specific tax year you need (e.g., 2025). Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center). In the left-hand menu, select Tax Tools > Print Center. Select Print, save or preview this year's return. The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms." Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.   TurboTax Desktop: If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2025 app). Open your saved .tax file. Go to File > Print. In the print window, select the radio button for "All forms and worksheets." Choose "Save as PDF" to keep a digital copy with every detail.

I'm not getting these blank worksheets added when I duplicate your moves but the system usually adds things in anticipation of your needs.  If the worksheet isn't needed then deleting it should not effect anything.

Also if you have a high income the SALT deduction is still limited to 10,000 instead of the new 40,000.   Schedule A line 5e gets limited if AGI 1040 line 11b is more than $500,000 (250,000 married filing separately). See Sch A instructions page 7 to fill out the State and Local Tax Deduction Worksheet to figure the amount to enter on line 5e. https://www.irs.gov/pub/irs-pdf/i1040sca.pdf  

There was an update on this, but not all instances have been resolved for form 5695. If you are claiming a credit for an external door, you will need to wait until March 13 and try filing again.    If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.   If you are using the online software, Clear Cache and Cookies. 

No. I have not tried to file as I will wait for April. 7220 is also not applicable to me either. You are filing a partnership return ? Which is due march 15 ?   I am trying to claim 48e. mailing is better as there are statements that need to be attached .    

Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.