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Did you finally get resolution to this? It is 2026 and we are still having the exact same issue with TT Deluxe Desktop version.  No matter what value we input to adjust the mortgage interest for California - exactly diddly squat changes.  Fantastic software, eh?

Looking forward to this being ready ASAP. Makes no sense that csv file import worked great for years but for some reason now I need to first convert to a TXF to import it into TT. I tried that, but not all fields mapped to the form and TT asked me to complete over 1,000 fields manually. Not gonna do it.

If you had insurance under the Affordable (what a lie) Care Act and had your premiums subsidized, you may have to repay some or all of the subsidized portion. You may have entered something incorrectly, causing this situation. We don't have access to your return. The calculation is on Form 8962.  With online, you need to pay your fees to see it. If you file without it, eventually the IRS will request it. If you don't file and pay, the IRS will eventually levy your assets and salary. Penalties and interest for nonpayment increase daily after 4/15.      If you had it, it doesn't matter whether you used it or not. 

Having the same problem - crazy that csv file import worked great for years but for some reason now I need to convert to a TXF to import it. I tried that, but not all fields mapped to the form and TT asked me to complete over 1,000 fields manually. Not gonna do it.

Sorry, this sounds like a political argument rather than a tax question.  I can't explain why the law was written the way it was written.  The PTC is income-based, to help people whose income is less than a certain threshold to purchase insurance.  You get the credit up front, based on your expected income so you can have your medical coverage.  If your income ends up higher than expected, you might have to pay back the credit.  That's just how the law is written.  You may want to contact your state senator and member of the House for your district and discuss it with them. 

There is a tax credit (not deduction) for insulation systems, possibly including the spray foam, but only if it was installed on your primary residence before September 30, 2025.  This outbuilding does not seem to have been your primary residence nor will it be, so you are not allowed to take the tax credit for energy efficiency improvements.    All improvements to real property can be added to the cost basis.  This may reduce your capital gains if and when you sell.  (Real property is land plus anything that is permanently attached.)  So you should keep track of all the costs of renovating this outbuilding, because that can be used as a cost basis adjustment, regardless of whether or not you rent it out at some point.   If you do rent out the new accessory residence, you can claim depreciation as a rental expense.  Depreciation is basically an allowance for wear and tear, and the basis for depreciation is the cost of the accessory dwelling plus whatever you invested to improve it.  For example, suppose you bought the property 10 years ago for $200,000 and the accessory building represents 5% of the land.  Your starting cost basis for the outbuilding is $10,000, then you add all the costs of the improvements and renovations.  That is your total cost basis for the building and would be what you use for depreciation if you start renting it out.  Separately, you can either depreciate, or take as an expense, most other expenses of getting the property ready to rent out, like inspections to get a certificate of occupancy, appliances that you provide (stove, fridge, clothes washer), furniture if it is a furnished apartment, and so on.  There is a lot more about being a landlord you can read about before you make that decision.    Lastly, some states may have financial incentives for creating accessory dwellings on your property.  I can't tell you which ones what qualifies for what benefits, you will have to check your state government web site. 

Click on Easy Step (step-by-step) to exit Forms mode.   You can enter your 1099-R by following the instructions here >>  Where do I enter a 1099-R? It gets entered in the Income section as Retirement income.   TurboTax will ask you all of the necessary questions as you go.     Here's how to navigate to the 1099-R section: TurboTax Online/Mobile: Go to 1099-R. TurboTax Desktop: Select Search.  Search for and select 1099-R. if you need information on manually updating TurboTax desktop, see    How do I troubleshoot TurboTax Desktop program updates?          @tealow 

Ok - So on 2/10/25, I originally had Firefox as my default browser, and the window launch from Turbotax was not working. So - I changed my default browser to Edge. Yes, Turbotax would then launch the browser to access Morgan Stanley eTrade and National Financial Service (separately), everything indicated it was working,  but no import data appeared in TurboTax.    So- - today 2/11/25 - I changed my default browser back to Firefox.  Turbotax successfully launched the window in the default browser Firefox, got the success message and - THANKFULLY - Import data appeared in TurboTax.    Perhaps the root cause then is a communication failure between TT and Edge. 

It can't be left blank. Where asked to enter the spouse's Social Security Number, enter 999-88-9999 or try 000-00-0000. After printing, change the spouse's SSN to "NRA". Without an SSN or ITIN, you'll never be able to e-file. You can request an ITIN for your spouse by attaching Form W-7 to the front of the mailed return.    https://www.irs.gov/site-index-search?search=w-7&field_pup_historical_1=1&field_pup_historical=1 

I discovered that the section for the 1099R has been updated in TurboTax as of January 21st, thanks to the help of this support chat. Typically whenever I open TurboTax it updates automatically however, for some reason this desktop version does not so you have to go in manually and update. Once you update TurboTax manually it will be ready to do the 1099R Questions and not trying to force it into the form. If you can’t figure out how to update it manually go back to my question and read the replies. Someone there gave step-by-step instructions.