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Very sorry for your loss.   If you filed your 2022 return last year in 2025, then you must have filed by mail.  The IRS is currently showing information for 2023 2024 and 2025 on the refund site.   Check to see if the IRS has a trasncript of the 2022 return you filed last year.  If not, it is possible that they did not receive it in the mail and you may need to mail in another copy.   You will want to take care of that before April 15, 2026 or your 2022 refund will be forfeited.   https://www.irs.gov/individuals/get-transcript   And.....check your online account with the IRS to see what it shows. https://www.irs.gov/payments/your-online-account  

 Based on your numbers, the answer is yes to that question.  Here is a breakdown:   The IRS allows you to treat the new loan as "Grandfathered" (pre-December 15, 2017) as long as the new debt was used to refinance "acquisition indebtedness." Original Mortgage ($675,969): This is clearly acquisition debt.   Mortgage Assistance ($96,440): If this was a subordinate lien or "silent second" used to stay in the home or cover the original purchase/improvements, it is also considered part of the debt used to "secure" the residence. Cash to Close ($17,000): Since you put money in rather than taking money out, you didn't increase the debt for personal spending (like credit cards or a vacation). Because your total new loan is simply replacing the combined total of your previous home-related debts, the IRS views this as a "Refinance of Acquisition Debt." You are still within the $1 million grandfathered limit (pre-2018 rules) rather than the lower $750,000 limit. To summarize.   Original Loan Date: Use the 2017 date to keep the $1M limit. Is it a Refinance: Yes. Did you take cash out: No (putting $17k in is the opposite of a cash-out).      

Yes, I have tried to re-file multiple times and keep getting rejected.     Here is the most recent message: "YOUR TRANSMISSION DIDN’T GO THROUGH. TurboTax was unable to send your return to the Intuit Electronic Filing Center, for the following reason: Transmission failed. The transmission is a duplicate of one that was previously received. Please contact customer support. Looks like we’ve had a technical hiccup.  Try e-filing again. If that doesn't work, you can print your return and file by mail."   So, unless you have an immediate fix, I’m done banging my head against the electronic wall and will file by mail. If I don’t hear back by 9AM Friday morning with a new fix, please credit my charge card for the $25 filing fee.

The rental property real estate taxes are entered as an expense.   See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-income-expenses-rental-property/L5swpaUBt_US_en_US

To fix the error with box 16 being blank on a 1099-R form, you can enter the amount from box 1 in box 16 in TurboTax for the 1099-R and that will take care of the error and allow you to file your tax return.

THANK YOU FOR THE RESPONSE!!   I was running on a Win 10 desktop and it looks like the latest update to 2024 (not sure why they are still maintaining old versions) made that version so that it requires Win 11.   I moved everything over to a new Win 11 Desktop and it opens BUT my same issue prevails.   I have used TT for our LLC for 7 years.  All of a sudden this year when transferring data from 2024 to 2025, it drops one of my Members (my wife)....  Yesterday I moved the 2024 backup to new computer and tried to start over.  Same thing...  And when I try to add her back TT tells me that there must have been an ownership change and I am stuck.   My plan today is to start from scratch without transferring data,  I think that is my only option other than purchasing a different tool.   This has been an issue reported to Turbo Tax since 2019 and is still unresolved.   Thanks again!

Thank you so much for your quick response! I filed single but tried to amend to married filing jointly, that's when the problem occurred. My amendment was rejected for AGI/PIN, and I can't find where to enter that information.

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.     @Jenniferconway

If you transferred a .tax2024 file into your 2025 return, why do you think it does not recognize it?  You don't see any of your 2024 info?     You could open TurboTax 2024 and re-save your tax file to your desktop, then in the 2025 program, start a new return and transfer in that file.   @ermartin 

INJURED SPOUSE https://ttlc.intuit.com/turbotax-support/en-us/help-article/spouse-partner/file-form-8379-injured-spouse-allocation/L3KVDvR02_US_en_US?uid=ltmrgzbp   https://turbotax.intuit.com/tax-tips/marriage/what-is-irs-form-8379-injured-spouse-allocation/L7tsrxCbr   Federal>Other Tax Situations>Other Tax Forms>Miscellaneous Tax Forms   will take you to the injured spouse form   Note:  Using the injured spouse form delays your refund for at least 14 weeks.

  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    

No one can call you from the user forum.  That is now how this works.   If you used online "Live Assist" you can contact your expert:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb   Or: Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh