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@ekellyb wrote: There is no way to return to edit the amount, you are correct.   After you have accessed the W-2 to edit, you can either edit the amount of overtime shown in box 14 or continue past that screen and you will land on the screen to edit your overtime.

Please confirm and clarify whose social security number (SSN) is on the second one. It's not likely you would have two forms with the same SSN. If however that is the case, add the information together and enter one form in your TurboTax return.

I have the same question, but your response doesn't really answer it.  I'm at the "Enter your qualified energy property costs" page. What does it mean that we have to enter both "cost of the most expensive (product)" and "cost of all other (product)"? Where do we put in the cost we paid?

To obtain the 4562, you can take a look at the 1040 in pdf format.    Here is how: Select Documents on the left of your screen, then choose to view documents from 2024. Now you can download/print the pdf of your 1040.   Here is an article regarding the topic for more information: How do I view, download, or print a prior-year tax return?

You should be able to report the wages in Box 1, so that you have qualifying wages for the IRA contribution, then report the income as a negative amount in Schedule 1. These wages qualify under the SECURE Act for the contribution.   If you are having an issue with making this adjustment, you can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions for TurboTax Online users (please let us know which version you are using):    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. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information. We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.    Here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread   We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution. @semiosis 

Yes, cash basis means exactly that.    Allocation can be determined if you choose, since since the January, 2026 bill received in 2026 for 2025, is for a portion of the year when it was used for personal purposes and rental purposes.    However, when the bill is paid the property is fully rental for all of 2026 and M-MTax has a valid point taking the deduction in a year when the property is rental for the entire year.     The IRS would likely go with the cash basis rules and rental property period all of 2026.   @sockfight-1  @taxmodern 

No, you would only need to file one return for each state, either jointly or separately.  Since they're both Community Property states, where you report all your income and half of your spouse's on separate returns, it could be a wash using either method, though you may lose some deductions that are limited when MFS.    You can use your joint federal return and test filing separately for each state, and test filing jointly for each state.   Here's detailed info on Filing Separate States.   @unablezhy