All Posts

Hi @DaveF1006 - Thanks for the reply. I tried this and am still having the same problem. I'd really like some help or a refund - I was charged for Premium before being able to file and all of a sudden, this issue appeared. I'm noticing that the interest amounts paid to two of the servicers are very similar amounts. This is not a mistake; we paid interest for two months to the first one (United), two months to the second one (Mr Cooper), three months for the third one (Crosscountry mortgage). So the 2-month ones are very similar interest amounts. Could that be the problem? We did pay for points on the original loan. Do we need to say "we paid for points" on all three of the 1098 forms? Do we need to indicate the two later 1098 forms as a "refinancing" of the original loan?  Is the problem that the loan origination date is the same? Those are the dates that appeared on each form. Here is a screenshot of the issue that came up. 

The "Do Not File" watermark should disappear once the form is finalized. It also may appear if you printed your federal tax return before you e-filed it.   If you are using the TurboTax Desktop, you will have to update your software once the file is finalized. If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."    In the meantime, you can get the forms by clicking here.     Click here for Why does DO NOT FILE, FORM NOT FINAL appear on my printouts?   Here is information for mailing your 1040 ES.IRS - Where to Mail 1040-ES   Click here for Instructions to Form 1040 ES   Please return to Community if you have any additional information or questions and we would be happy to help.  

They might, but because of the stepped up basis tax rule, wherein the home is treated as an inheritance and not a gift, it is likely that the amount will be a smaller amount.   You will, however, need to report the sale. The good news is that, even though it was sold less than a year after the death, it is still considered a "Long-Term" holding.   To report the sale in TurboTax, using your Form 1099-S, do the following:   Go to Wages & Income, click the drop down arrow to the right of Investments and Savings Select Stocks, Cryptocurrency, Mutual Funds..., by clicking Start Select +Add Investments, then Enter a different way Next, select the Other 1099-S box (with an image of a house), Continue Type in name of issuer of you Form 1099-S, Continue Select Other from the drop down menu Select I inherited it from the drop down menu Type in, "Inherited House Sale" as description Type in Date sold, Proceeds (your share of the split amount) and Fair market value (FMV) on date of death, Continue Depending on whether the proceeds were more than the FMV, you will next be asked about expenses, so be sure to enter those when prompted.   Note: If the sale results in a loss, you will be able to deduct $3,000 this year and have a capital loss carryover in future years for the balance.

Update: I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.    See this help article for information about how filing Form 8915 may affect your state return. @hlhope 

I am sorry to say I will never attempt to use you product again. I spent over 6 hours, it was confusing and didn't work well at all. I call and talked with your rep for over 25 minutes and they didn't know what they were doing, they wouldn't listen, talked over me. So I found another product that cost 1/4 the amount, was more intuitive and very user friendly. The uploads were easy and worked well. So I will not be back again, don't see how you can remain a go to product. GW

This does not seem to work in TT 2026 Premier edition. After following your steps, it does not add a 1099-S to my return. It enters the info as if it is another 1099-B   See attached photo. Shouldn't it be added to the return as a 1099-S?

You can view Schedule A.   The second section (Lines 5-7) shows the detail of your State and Local Tax (SALT) deduction.    The total of your itemized deductions is on Line 17.  And that is the number that gets compared to the standard deduction.       How do I change from the standard deduction to itemized (or vice-versa)?   Schedule A

If you are referring to your taxable income and it is $0 but you owe taxes, it may from other things besides income, such as penalties. For instance, you may have a penalty for early withdrawal of pension funds. The income from that may not be taxable because you have deductions to reduce your income to $0, but you may still have to pay the penalty.   You will have to look at your Form 1040 and associated schedule 2 to see if you have any non-income taxes on your return.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done