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February 26, 2026
11:03 AM
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2025 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
February 26, 2026
11:03 AM
If you received interest you would not have this on a 1098 reported to you. You would issue a 1098 to the people who are paying the mortgage payments and interest to you if in the course of your tra...
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If you received interest you would not have this on a 1098 reported to you. You would issue a 1098 to the people who are paying the mortgage payments and interest to you if in the course of your trade or business you received interest of more than $600. If this was not related to a trade or business, then you would not need to issue a 1098.
Is the mortgage you are holding an installment sale or just a regular, you financed the home for someone and they are paying you back principal and interest.
If it is an installment sale, then to enter in TurboTax you will select the following:
Federal
Income and Wages
Installment Sales Under Miscellaneous Income
Walk through and enter all of the information for the entire property
Enter the payments received in 2025 and enter the amount for interest received and hit continue.
TurboTax will do the calculations from there
If this is a finance and you are just receiving interest you will enter it by selecting the following:
Federal
Income
Interest and Dividends
Start next to interest on 1099-INT
February 26, 2026
11:03 AM
When the program asks for a %, leave it blank or enter you standard local rate. Enter actual dollar amount paid from your receipts for major purchases.
To verify if an item does qualify as a ma...
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When the program asks for a %, leave it blank or enter you standard local rate. Enter actual dollar amount paid from your receipts for major purchases.
To verify if an item does qualify as a major purchase in the eyes of the IRS, see line 7 for the rules which include motor vehicle, plane, boat, or home. Things like jewelry and furniture don't count.
February 26, 2026
11:02 AM
Yes----but there is a phaseout if your income is over $150,000 on a joint return.
The “senior deduction” is added automatically by the software based on the date of birth and filing status you...
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Yes----but there is a phaseout if your income is over $150,000 on a joint return.
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
February 26, 2026
11:02 AM
First of all, You can only efile state if you first efiled federal from the same account or program and federal was accepted. If you didn't use Turbo Tax to do your federal return, you would first...
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First of all, You can only efile state if you first efiled federal from the same account or program and federal was accepted. If you didn't use Turbo Tax to do your federal return, you would first have to fill out a federal return (don't file it) to match the real return you did file and you would have to pay for federal for it to flow into the state return. Then you would have to pay for state and mail the state return. https://ttlc.intuit.com/community/filing-and-paying-taxes/help/can-i-prepare-and-file-just-my-state-return-using-turbotax/00/26408
February 26, 2026
11:02 AM
Contact me!
Topics:
February 26, 2026
11:02 AM
Topics:
February 26, 2026
11:02 AM
I just updated TT (I have TT H&B 2025 Desktop version) today (2/26/26) and now it has the proper room/board field in the easy step interview for the federal return. However, even after data is proper...
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I just updated TT (I have TT H&B 2025 Desktop version) today (2/26/26) and now it has the proper room/board field in the easy step interview for the federal return. However, even after data is properly entered and passed the federal validation, when I tried to run the OR state validation, it still says 1099Q is still being worked on. Is this expected to be updated by the end of this week?
February 26, 2026
11:01 AM
1 Cheer
@MountainGuy16 Although Turbo Tax response states "Cost/Returns: Lower cost, but you must pay for each return filed.", the response fails to be transparent that there is additional costs (varies...
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@MountainGuy16 Although Turbo Tax response states "Cost/Returns: Lower cost, but you must pay for each return filed.", the response fails to be transparent that there is additional costs (varies) for filing state returns. As you probably know there is one stated included in the "FED + State" versions of the desktop software.
February 26, 2026
11:01 AM
Topics:
February 26, 2026
11:01 AM
There hasn't been a change regarding this, so the same rules still apply. You mentioned that you have other rental properties. Maybe what you're seeing is the losses from that one rental property ar...
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There hasn't been a change regarding this, so the same rules still apply. You mentioned that you have other rental properties. Maybe what you're seeing is the losses from that one rental property are offsetting the gains from the other rental properties? Losses and gains from rental properties can offset losses and gains from other rental properties you own.
February 26, 2026
11:00 AM
1 Cheer
Agreed! Over a decade as a user, possibly two decades, and now I’ll have to look for an alternative. Stupid of TT to do this. May put them out of business soon enough. I’ll have to see if H&R Bloc...
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Agreed! Over a decade as a user, possibly two decades, and now I’ll have to look for an alternative. Stupid of TT to do this. May put them out of business soon enough. I’ll have to see if H&R Block offers what I need. Like doing taxes isn’t already enough of a headache….grumble grumble.
February 26, 2026
11:00 AM
You enter the unit as an Asset so it can be depreciated.
February 26, 2026
11:00 AM
Thanks for the reply. You may be right that the THR is the issue. Just to be certain, I don't work and I wife and I have no other income besides her job. Do the tax withholdings shown on her W2 ge...
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Thanks for the reply. You may be right that the THR is the issue. Just to be certain, I don't work and I wife and I have no other income besides her job. Do the tax withholdings shown on her W2 get added back the AGI to compute the THR?
February 26, 2026
11:00 AM
3 Cheers
I am having this same issue -- trying to claim the $2000 credit for a new heat pump. Returns rejected, and TT gave me this -- Description of error: There is a potential issue with the calculati...
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I am having this same issue -- trying to claim the $2000 credit for a new heat pump. Returns rejected, and TT gave me this -- Description of error: There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return What needs to be done: This return cannot be filed at this time due to a processing error that will be corrected on March 6, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing. Are we really to believe something is going to happen on March 6? Is there nothing wrong with the way I filled out the form, but instead something wrong with the IRS or TurboTax system? I noticed that there is nothing on my Form 5695 until I get to the top of Part II, Section B. Is that correct if I'm claiming credit for a heat pump? (not geothermal)
February 26, 2026
10:59 AM
Yes, the information from the federal tax return flows to the state tax return.
The TurboTax state program is not a stand-alone program.
February 26, 2026
10:59 AM
Did you purchase the TurboTax Desktop software? If so, first install it on your computer and start a tax return. Then, on the "Online" menu click "Download State."
February 26, 2026
10:59 AM
Your Help/Suggestion: "If you still have trouble with the entries you already made, you can delete the forms that were created from your previous entries: Open or continue your return in TurboTax....
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Your Help/Suggestion: "If you still have trouble with the entries you already made, you can delete the forms that were created from your previous entries: Open or continue your return in TurboTax. In the left menu, select "Tax Tools" and then "Tools". In the pop-up window Tool Center, select "Delete a form". Select "Delete" next to "(form number or worksheet name" and follow the instructions that appear." Too vague and non-specific to be of any use. Please advise solution to TT allowing CA e-filing.
February 26, 2026
10:59 AM
I got a Reject Code TY25_NM_Capital_Gains error on my NM state tax submission. Turbotax said the fix would be released today but I tried again this morning with the same error. What can I do to get ...
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I got a Reject Code TY25_NM_Capital_Gains error on my NM state tax submission. Turbotax said the fix would be released today but I tried again this morning with the same error. What can I do to get my state tax filed?
February 26, 2026
10:59 AM
Yes. When you use TurboTax, the information flows from the federal return to the state return. You cannot prepare a "stand alone" state return. You must e-file a federal return using TurboTax...
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Yes. When you use TurboTax, the information flows from the federal return to the state return. You cannot prepare a "stand alone" state return. You must e-file a federal return using TurboTax in order to e-file a state return using TT.