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@OwenN wrote: Which department do I contact to have you pay for the completely unnecessary upgrade of my computer to be win11 compliant.  Kind of unlikely that a software company is going to compensate you for a hardware upgrade.

If you are having an issue moving forward in TurboTax, you can try the following to resolve this.   Logging out and back in to force a refresh.  Clearing your browser's cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try using a different Web browser like Google Chrome of Firefox Make sure your internet connection is strong You can contact TurboTax Customer Service using this link: Turbo Tax Customer Service. Please return to Community if you have any additional information or questions and we would be happy to help.

Yes, you will treat this as two separate sales: Treat each section of your duplex as separate sales (rental and home sale) splitting in half sales price, sales expenses, capital improvements that affect the entire duplex such as a roof, purchase price, purchase expenses, etc. for each entry. If there were capital improvements specifically for the home those costs should be added to the home cost basis. It is assumed that any specific expense for the rental portion have already been added to the depreciation schedule.   Let's review each question.  The easiest way to find your selling price is to use the tax assessment for land and building. Divide each by the combined total to arrive at the percentage to use for each, then divide that in half to represent each part of the property (home and rental). 1031 Exchange information: Key situations triggering capital gains tax include:  Receiving "Boot" (Cash/Debt Reduction): If you receive cash, personal property, or if your mortgage on the new property is less than the old one, that difference is taxable. Trading Down: Purchasing a replacement property of lesser value than the one sold  What is a like-kind (Section 1031) exchange?  Where do I enter a like-kind or Section 1031 exchange? The home sale is entered using the steps below. Where do I enter my Form 1099-S? See the home sale information below.  The rules of capital gain exclusion for the sale of your main home must occur within five years in your situation. It's necessary to show the time that it was your main home.  Below is a summary of the requirements for exclusion of gain on your main home sale. Exclusion amount: If you meet certain conditions, you may exclude the first $250,000 of gain from the sale of your home from your income and avoid paying taxes on it. The exclusion is increased to $500,000 for a married couple filing jointly.   Key Eligibility Requirements: IRS Publication 523 Ownership: If you owned the home for at least 24 months (2 years) out of the last 5 years leading up to the date of sale (date of the closing), you meet the ownership requirement. For a married couple filing jointly, only one spouse has to meet the ownership requirement. Use: If you owned the home and used it as your residence for at least 24 months of the previous 5 years, you meet the residence requirement. The 24 months of residence can fall anywhere within the 5-year period, and it doesn't have to be a single block of time. All that is required is a total of 24 months (730 days) of residence during the 5-year period. Unlike the ownership requirement, each spouse must meet the residence requirement individually for a married couple filing jointly to get the full exclusion. Look Back Period: If you didn't sell another home during the 2-year period before the date of sale (or, if you did sell another home during this period, but didn't take an exclusion of the gain earned from it), you meet the look-back requirement. You may take the exclusion only once during a 2-year period. Exceptions - May not apply to you and can be reviewed at the link above.

I'm having the exact same issue (and it's for my first time filing daughter, so we can't do AGI or IL pin).    LeticiaF1 Per the turbotax instructions you reference in #6 "Enter each field exactly as it is on your Drivers License or state ID (First Name, Middle Name, Last Name, Suffix (leave blank if necessary), and weight."   That's the issue... we're unable to access all the fields. The initial state of the Electronic Filing Information form fields are state, driver's license #, Expiration date, and Issued date. Then, when you go to file, TurboTax calls out an issue with Electronic Filing Information for Illinois and provides that secondary opportunity to "add driver's license weight", but none of the other fields are editable. 

@Stolat wrote: I believe this again is Intuit not rolling out a product that is tested and works.    This is a new issue this tax year (2025) due to security concerns with the import process and it is kind of a pain. However, at the very least, Intuit was able to make the import process generally work with Merrill while others have the same issue.   H&R Block, for example still does not list Merrill in their import list as of today. Believe it or not, some long-time H&R Block users have switched to TurboTax as a result of this issue.

Hi VolvoGirl You reference the note that I put in some months ago.... https://ttlc.intuit.com/community/taxes/discussion/problem-with-payment-api-for-filing-a-return-not-accepting-exp-months-9-12-credit-card-entry/00/3706526 There were some recommendations which DID NOT FIX the problem and were unreliable to most of the users, hence the number of people also commenting that the recommendations did not work and disappointment that this was NOT RAISE to DEVELOPMENT SUPPORT.  It is CLEARLY a CACHE or a problem with the PAYMENT API used by many companies, but your implementation was incorrectly programmed.  This problem needs development support as your user base can't pay for TurboTax with state tax returns. So if you don't care about your own revenue stream or users, continue on your path of not reading the messages fully.   Get on the horn to your development community to get this fixed.  This is from multiple users with the same begging over months that consequently may again lose your customers.

Try these options to fix the issue you are having:   Make sure the software is updated.  If you haven't rebooted your computer, please do. Check your firewall and antivirus settings. Make sure they aren't blocking any part of the software.  If you are still having issues after trying these options, contact Customer Support by clicking the link below: TurboTax Phone Number  

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

No, this exclusion only applies if 55 years old or older.  There is an exclusion possible for those under 55 years old if they are a beneficiary, though.  Following is from the Box 104 2025 Colorado Individual Income tax instructions:   "You might be eligible to subtract the income you earned from a pension or annuity. We recommend that you read publication Income Tax Topics: Social Security, Pensions & Annuities if this applies to you. This subtraction is allowed only for pension or annuity income that is included in your federal 19 taxable income. Do not enter any social security benefits on line 4. Instead, qualifying individuals may claim a subtraction for social security benefits on line 3. The amount of subtraction you can claim is also limited based upon your age. As of December 31, 2025, if you were:    • Age 65 or older, then you may subtract $24,000 minus any amount entered on line 3, or the total amount of your taxable pension/annuity income, whichever is smaller; if the amount in line 3 of this form is greater than $24,000, you may not claim any subtraction for pension and annuity income on line 4; or    • At least 55 years old, but not yet 65, then you may subtract $20,000 minus any amount entered on line 3, or the total amount of your taxable pension/annuity income, whichever is smaller; if the amount on line 3 of this form is $20,000, you may not claim any subtraction for pension and annuity income on line 4; or   • Younger than 55 years old and you received pension/annuity income as a secondary beneficiary (widow, dependent child, etc.) due to the death of the person who earned the pension/annuity, then you may subtract $20,000 minus any amount entered on line 3, or the total amount of your secondary beneficiary taxable pension/ annuity income, whichever is smaller; if the amount on line 3 of this form is $20,000, you may not claim any subtraction for pension and annuity income on line 4.   Pension/annuity income should not be intermingled between spouses. Each spouse must meet the requirements for the subtraction separately and claim the subtraction only on their pension/annuity income. Any qualifying spouse pension/annuity income should be reported on line 6. Submit copies of all 1099R statements with your return. Submit using Revenue Online or include with your paper return."  

 Yes, you will enter this exactly the same way as you indicate in your opening paragraph. The main thing is to leave the rows from Febuary-December blank and to report that his shared allocation is zero. You are correct in reporting his starting and ending months are in January.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

Here is how to find and use the bank link feature for your 2025 return.   The link option typically appears after you have finished entering your business income. Go to Wages & Income and select Self-Employment Income and Expenses. Click Edit/Review next to your business. Continue through the screens until you reach the "Your [Business Name] info" summary page. Scroll down to the Expenses section. Look for a blue button or link that says "Connect My Accounts" or "Import Expense Transactions." If you already started entering expenses manually or if the business was imported from last year, the "Connect" button might not be there. To get around this you can: Create a "dummy" business. Select Add another line of work. Give it a temporary name and enter $1 of income. When you move to the Expenses section for this new work, the "Connect Accounts" button should reappear. Once you import your transactions and categorize them, you can move them to your "real" business and delete the dummy one.

Thank you.  What about the passive activity thing?   What if I invest through my "business"?   Can I deduct the interest then even if I don't itemize?  What actually constitutes a business?   I also rent out an investment property and have a registered business for that.   

From what you described, it actually sounds like you've been handling inventory correctly. Even if you use the cash method, inventory is generally deducted through Cost of Goods Sold (COGS), meaning you deduct the cost of items when they are sold, not when they are purchased. So if you spent $1,000 on inventory but only deducted the cost of items sold that year, that is typically the correct treatment.   You don't automatically switch to the accrual method just because your business has grown. Most small businesses under the IRS gross receipts threshold are allowed to continue using the cash method while accounting for inventory properly.   If you later determine that your prior treatment was technically incorrect, you generally don't amend multiple prior years. Instead, you will file Form 3115 (Change in Accounting Method) and calculate a Section 481(a) adjustment.   At this point, you likely are not leaving money on the table, assuming your COGS was calculated properly each year.   A good plan would be:   File 2025 consistently Meet with a CPA or EA early in 2026 Have them review your inventory method and determine whether a formal accounting method change is needed.  

Thanks Melinda for your prompt response. I think that section is working. Been using Turbotax for years, and have checked several older returns. What I see differently is the treasury interest is being added on line 3 as an addition, which then increases my total state baseline. So, when I subtract the treasury tax once, I get back to what my income baseline should be, then I have to subtract it again to get the taxable Virginia income minus the treasury interest. The problem is in the treasury interest in line 3 in "additions" to Federal Gross Income.