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March 15, 2026
9:52 AM
I would. However, your real issue is tracking your proper tax basis in the PTP.
Beginning capital of the trust K-1 should be the same as the ending capital of the original K-1.
TurboTax does no...
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I would. However, your real issue is tracking your proper tax basis in the PTP.
Beginning capital of the trust K-1 should be the same as the ending capital of the original K-1.
TurboTax does not track basis. That's your responsibility, though, usually in a PTP it tracks your basis. Brokers don't know your tax basis because they don't receive the K-1s. Therefore, they do not adjust your tax basis for income. loss, deductions, credits, and distributions. However, when you changed the ownership the broker may have reported a new basis to the PTP based on the FMV on the date transferred. The PTP info should provide information on how to correct any incorrect info on the K-1.
March 15, 2026
9:51 AM
1 Cheer
Q. Why am I filling out a RITA form here, and then I have to re-enter my information on their site?
A. You don't do both. You make a choice of which way you want to do it. If you have TurboTax (T...
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Q. Why am I filling out a RITA form here, and then I have to re-enter my information on their site?
A. You don't do both. You make a choice of which way you want to do it. If you have TurboTax (TT) do it, you will have to print and mail your return. It can not be e-filed. For that reason, many people don't use TT and file at the RITA site.
TurboTax (TT) does not automatically prepare a city return, you must initiate it. At the screen, in the Ohio program, titled "A few things before we wrap up your state taxes" scroll down to Ohio City taxes. Or, later "Your 2025 Ohio Taxes are ready for us to check" -Click Other situations -Scroll down to Ohio City taxes.
TT cannot e-file an Ohio City or RITA return. It must be printed and mailed.
I actually find it easier to fill out a city return by hand or at the city, CCA or RITA web site, than to use TT. Things don't happen automatically and you need to know what you’re doing. The actual RITA/city forms are easier to follow than the TT interview..
March 15, 2026
9:50 AM
Using take me through everything. Problems was in screen rendering. Screen graphics need to be set to Windows native mode. (Disable gaming optimization if on.) Also program must be started in Admin m...
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Using take me through everything. Problems was in screen rendering. Screen graphics need to be set to Windows native mode. (Disable gaming optimization if on.) Also program must be started in Admin mode to enable TurboTax to make changes. This was default mode for my userid, but TurboTax required explicit start in Admin mode.
March 15, 2026
9:50 AM
1 Cheer
You will want to use the age for the specific tax year (2025) for which you are calculating the distribution.
See Table III (Uniform Lifetime).
March 15, 2026
9:48 AM
1 Cheer
No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word ...
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No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word “refund.”
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
March 15, 2026
9:47 AM
I just checked after doing the updates and no changes were made as far as I can tell.
March 15, 2026
9:47 AM
If you're using TurboTax Desktop, select Forms view, under Forms In My Return, select Depr Wkst to see what assumptions the software is using to calculate these assets. You have the first 2 categoriz...
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If you're using TurboTax Desktop, select Forms view, under Forms In My Return, select Depr Wkst to see what assumptions the software is using to calculate these assets. You have the first 2 categorized as 7-year property, and the computer as 5-year (seems correct), but your answers to interview questions may have accidentally led to different inputs.
You may need to manually add the state depreciation worksheet to view it for comparison with the federal; this option will be the first depreciation page on the Forms In My Return list.
If you're using TurboTax Online, continue to print and view the PDF return as you have been, but select the print option for all TurboTax worksheets to find your federal and state deprecation calculations. You can also search for "4562" in the return PDF to view the assumptions on the Federal depreciation form, if needed.
This doesn't seem to be the issue, but general reminder that a major difference in federal/state depreciation for PA purposes is that bonus depreciation (Special Depreciation Allowance) is disallowed by PA Dept of Revenue.
March 15, 2026
9:46 AM
Rental property put in service in 2025 My ordinary expenses for the rental property were about $35,000 The items I'm depreciating (appliances, bath remodel etc) are about $30,000 My rental income...
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Rental property put in service in 2025 My ordinary expenses for the rental property were about $35,000 The items I'm depreciating (appliances, bath remodel etc) are about $30,000 My rental income was $6000 My loss for the year is about $59,000 The deductible real estate loss allowed is $10,000 for this year. Should I take 179 option (max, partial, none) or SDA option (max reduced special, none)?
March 15, 2026
9:46 AM
I just finished filing for my federal and state taxes. It looked like I was charged twice for state taxes and it is split up into (2) separate orders. Order #1 includes "TurboTax Online Do It Yoursel...
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I just finished filing for my federal and state taxes. It looked like I was charged twice for state taxes and it is split up into (2) separate orders. Order #1 includes "TurboTax Online Do It Yourself Deluxe 2025" for $69 and "TurboTax Online State 2025" for $59. Order #2 includes a second charge for "TurboTax Online State 2025" for $59. Why did this happen and how do I even begin requesting a refund? The built in AI tool is useless.
Topics:
March 15, 2026
9:45 AM
Because you repaid the long-term disability overpayment in early 2025, this repayment can be claimed on your 2025 tax return. Repayments of benefits are generally deducted in the year that they are p...
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Because you repaid the long-term disability overpayment in early 2025, this repayment can be claimed on your 2025 tax return. Repayments of benefits are generally deducted in the year that they are paid.
The amount that you repaid is under the $3,000 threshold. That means you can not use the Claim of Right credit or deduction method. Depending on how it was handled by the insurance company, you may have received a 2025 tax form that reduces your taxable income for 2025 by the amount repaid.
If this did not happen, you can report it in TurboTax as follows:
Click on Federal and then Deductions & Credits.
Go to Other Deductions and Credits. You may have to go to Deductions & Credits Summary and scroll down to find it.
Click on Start or Revisit next to Other Deductible Expenses
Your screen will say Did you pay any generation-skipping taxes in 2025?, Select No
Your next screen will say Did you have any of these less common expenses? The last item listed is Repayments of $3,000 or less (previously included in income), answer; Yes
Your screen will say Tell us about your less common expenses, you can type something like Repaid disability income reported in 2024 and the amount $2,800
Continue through your TurboTax screens and answer any follow-up questions to complete your entry
Make sure to keep any records for your $2,800 repayment for documentation for your 2025 tax return.
Please return to Community if you have any additional information or questions and we would be happy to help.
March 15, 2026
9:45 AM
Topics:
Yes,
There is no federal deduction for making a contribution to a 529 plan. Some states allow a deduction on the state return. Colorado is one.
In the Colorado interview, on the screen ...
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Yes,
There is no federal deduction for making a contribution to a 529 plan. Some states allow a deduction on the state return. Colorado is one.
In the Colorado interview, on the screen with the heading, "Here's income that Colorado handles differently, " Scroll down to the subheading Education and click on Start for 529 CollegeInvest Program Contributions.
March 15, 2026
9:44 AM
Thanks for all those things to check! On the IRA Contribution Worksheet, line 10 is checked (incorrectly). I work temporary W-2 and 1099 jobs, so have no access to a workplace retirement account. ...
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Thanks for all those things to check! On the IRA Contribution Worksheet, line 10 is checked (incorrectly). I work temporary W-2 and 1099 jobs, so have no access to a workplace retirement account. I bet the problem is due to the fact that I entered a self-employeed health insurance deduction before I realized that I should ONLY enter the premiums in the ACA insurance section and check that I was self-employed. I removed the deduction, but something is probably left over from that. The W-2's look ok.
March 15, 2026
9:43 AM
So if I inherited an IRA that I have received distributions from, I only need to enter the "total distributions received in previous years" because I made no contributions to it? The "other contribut...
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So if I inherited an IRA that I have received distributions from, I only need to enter the "total distributions received in previous years" because I made no contributions to it? The "other contributions previously taxed" box should be 0?
March 15, 2026
9:42 AM
1 Cheer
Did not work for me either. Very annoying. I hope this is straightened out before I actually file. I am also using desktop version.
March 15, 2026
9:42 AM
Software won't let me edit payers state ID number in KY from 6 digits to the required 9. Was supposed to add three zeros but number is frozen in red. I tried deleting the form and manually inputting...
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Software won't let me edit payers state ID number in KY from 6 digits to the required 9. Was supposed to add three zeros but number is frozen in red. I tried deleting the form and manually inputting but got same error on KW-2 version of KY income state withheld form. Went to electronically file with known mistake and it won't let me. Asks me to change filing method which I don't want to do. Please help. I paid $45 for the software to prepare the state taxes which I thought was a rip off. Frustrating.
Topics:
March 15, 2026
9:41 AM
Can you clarify if you are using TurboTax(1040) or TurboTax Business (1065, 1120S)? Thanks. @publisher1977
March 15, 2026
9:40 AM
I filed on 2/7. NJ confirmed receipt. I checked the week before last -- received, have not yet begun processing. I checked again this past week -- no record of my filing. And I entered all inform...
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I filed on 2/7. NJ confirmed receipt. I checked the week before last -- received, have not yet begun processing. I checked again this past week -- no record of my filing. And I entered all information correctly. I sent an email to the NJ department that handles income taxes -- canned response that I'll get an answer in 15 days.
March 15, 2026
9:40 AM
I understand, I think. I don't understand why your AI help still states that this service will be offered prior to me submitting the tax forms to the govt. Recommend you fix your help facility.
March 15, 2026
9:38 AM
To request a Service code, you will need to contact a support agent over the phone, at:
TurboTax Customer Service