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Go back to My Info and check that you said you are married and want to file together.   Did you enter a SSA-1099 for each of you?   If you are filing Joint there are 2 columns, one for each of you. Enter a SSA-1099, SSA-1099-SM or RRB-1099  under Federal Taxes Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button   After you enter it keep going.  There are follow up questions you need to answer.  Especially look for if you lived in a Foreign country.  Should be No.   Not sure what worksheet you are looking at.  Can you post a screenshot?  Maybe there’s a separate worksheet for each of you.   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      

It depends. If you remove any entry that you entered yourself in Forms and follow the steps below, it should flow appropriately to the state return. Also, if there were capital improvements made in late 2024 and/or 2025 that would not be part of your assets already in place on your rental, this cost would be part of your selling expenses. The reason is that assets placed in service and removed in the same tax year are not allowed to be depreciated. Example: In 2024 you began capital improvements that were not complete until 2025, therefore not ever entered as an asset. Add this to your selling expenses because due to the depreciation you cannot add this to the cost basis of the building. Use the instructions below to enter your rental sale. When you get to the Sales Information page, follow the instructions above for selling expense if applicable.   For your rental property sale in TurboTax Desktop see below: Search >  Type rentals > Click on the Jump to... link > Continue to the Rental and Royalty Summary screen Select Edit next to your sold rental property > Scroll to Assets/Depreciation > Update Once you reach the asset section of your rental property you will select each asset and then indicate the following as the screens come On the screen 'Tell Us More About This Asset'  Select I purchased this asset and The item was sold, retired, etc... Enter the date of sale Continue to Select 'No' for Special Handling. No - it was not the sale of your main home Enter your Sales Price, Sales Expenses, Land Sales Price, Land sales expenses. See below the best way to arrive at your selling prices for any and all assets.    Here is an example of how you prorate the selling price to each of the assets including the land.   For any asset, such as appliances, that really have no value because they are past the recovery period of five years you can use a zero.   Use the original cost of each asset listed on depreciation, add those together then divide each one by the combined total to find the percentage of the cost for each asset.  Use that percentage times the sales price and sales expenses to find the selling price/sales expenses for each asset. If you want you can check the allocation of building and land in your county real estate tax office, on file now.   Example:  Original Cost (of each asset on your depreciation schedule) $10,000 Land                = 13.33%  $50,000 House              = 66.67% $15,000 Improvements  = 20% $75,000 Total                 = 100%   Multiply each percentage times the sales price/sales expenses to arrive at each individual sales price/sales expense.   Passive Activity Loss Entry if applicable: Assuming your passive losses were carried over each year, this will be a separate and identifiable entry which will carry to the Schedule E.  The full remainder of passive loss carryover is used in the year of sale as an expense. This is combined with your overall rental gain or loss to your Form 1040.  When you are on the screen 'Do any of these situations apply to this property?' (Property Profile section), be sure to check the box under Carryovers.  You might also review information here for more details 

It is likely that you are missing the basis of the nondeductible traditional IRA that was from prior years, since $15,000 is more than the allowable contribution in one year. Please note that if you are converting a Traditional IRA that you deducted in the past, there is going to be tax on this amount (but not the 6% penalty) since it was never taxed before. If the IRA was a nondeductible Traditional IRA, make sure you enter the amount you contributed to the Traditional IRA in the current year and prior year(s).   Go to Deductions & Credits On the Your tax break screen, locate and select the Retirement and Investments section, then select Start or Revisit next to Traditional IRA and Roth IRA. Check the box for traditional IRA. Continue and enter the 2025 Traditional IRA contributions (pre-conversion) Continue and enter the amount of nondeductible IRA contributions to your traditional IRA from 2024 or prior years on the screen Traditional IRAs where it asks for this information.

I've just been advised that the issue with the credit card expiration dates was just fixed on March 6th.   If you are using the desktop version, be sure you have run all software updates. To update the TurboTax desktop software, select Check for Updates under the Online menu (Windows) or the TurboTax menu (Mac) at the top of the application. If automatic updates fail, see this help article to manually update Windows, or this help article for Mac.   For online users, you may also need to exit TurboTax, restart your device, and Clear cache and cookies.   @Remarkbb 

Oh, I should also mention that the transaction on the CASW with a sale date of 10/7/24 shows as short-term because it is overridden from long-term. I'm not sure if that will come through in the file that was sent. Thanks.   Brent

I just looked up my 2024 taxes...the state distribution, line 16 is blank and I was able to file my taxes last year.  For some reason, the form is missing in 2023.but, in 2022 line 16 is filled in with the info from line 1.  So, I guess 2024, line 16 needs to be filled-in with line 1.

To designate you took your entire RMD amount from one IRA distribution, do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section Click on the pencil to the right of the 1099-R from which you took your entire RMD Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD (no extras) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your RMD (no extras) that you entered in the prior screen, Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil) Since one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 4 above and just Continue through the remaining questions.

Hi Patricia, Thanks for your message.  FYI, "Your other option is to enter your expenses manually on the 8825 Worksheet using Forms mode" does not work.  I tried this early on, it appears but the resutntig value does NOT add up (appear) in the associated forms. Unfortunately I was not able to send my write up with screenshots to anyone, even after multiple calls to TurboTax help/Advantage; if they had sent a link to upload a PDF, etc.  it could have helped the tech team back in December.  This bug is too late to fix now.  I will likely get another software package to do 2025 taxes.  Really hard to understand how such this common and required function, entering rental property expenses, was not tested before the product was released.  Also really frustrating trying to get the information to the "tech team" for 3 months.  Sounds like you have finally been able to get the info to them.. Maybe it will be fixed for 2026. R/ Mike