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If it is a simple entry you can try deleting it and re-entering the Form 1099-B as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the form 1099-B in the list and delete it  

When using the TurboTax online editions you can only complete and file one tax return per account and User ID.  For another tax return you would need to create a new account with a new User ID and a new email address. Go to this website and click on Sign up to create a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/   The TurboTax desktop editions where you install the software on your personal computer, Window or Mac, you get 5 free federal e-files included with the software.  After the 5 are used, you can create, print and mail as many other tax returns as needed.

Thank you for clearing this up for me.  I have posted the question again with more details and I think it confused me more. But your answer tells me that I can't put the child on both returns which narrows down my options.  I appreciate you taking the time to answer my question.  Have a great day!

You do not get five e-files with online TurboTax.   You only get five e-files with desktop download software.   When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/  

It depends which version of TurboTax you are using. Under Business Expenses, look for "All Other Expenses" or under Deductions look for "Common Business Expenses".   If you're using the desktop version of TurboTax, go to Forms (icon in the header), open the Schedule C Worksheet and scroll down to the bottom of the expenses section. Remove the zero for Qualified Energy Efficient Commercial Buildings. Click on Step-by-Step to return to the main screens.    @bentguy 

This issue will be resolved in a update on 3/19/26.   On or after that date, please make sure you have the latest updates and walk through the Virginia section again.      Updates in TurboTax Online are automatic.      If you are using TurboTax Desktop, please follow these steps:  Log-in to TurboTax Desktop  Select Online from the top left bar menu Choose Check for Updates Choose Ok @7t9r743V 

This is my second year claiming the Aerospace credit for the State of Oklahoma. The wording is somewhat confusing. I claimed $5000 in 2024. Is this what the form should read for this year?  If this is my second year claiming this credit on the Form 564: 1.  Credit for Employment during Tax Year 2025: $5000 2. Unused carryover credit from Tax Year (blank): $15000?  3. Total Credit Avaliable for Tax Year 2025 (add lines 1 and 2; enter on Form 511-CR): $20000   Is this correct? 

Yes, I had the same issue i the Deluxe version. In estimating Federal 2026 taxes, the software defaults to the 2025 actual withholding in the calculation despite the user's input of expected withholding for 2026. The result is an incorrect estimate of 2026 taxes, and likely the user will receive penalties for underpayment. You must override the 2025 actual withholding amount. Makes you wonder why the system asks for expected W2 2026 withholding if it does not use it in the calculation. Also, why use TurboTax if you must check everything by hand.

One key factor for the exclusion is that you need to be at least age 59-1/2 in order to get the pension exclusion in New York - or in the case of a decedent IRA, the decedent would need to have been 59-1/2 in the year of the IRA distribution.  If these situations are true for you, follow the next steps to get the exclusion to appear on your tax return.   If you go back to your New York return, Under Changes to Federal Income, click Update for Adjustments to federal income.   Under Wage and retirement adjustments, click on Start or Update by Received retirement income.   Click Edit for the beneficiary IRA.  Select Yes on the next screen.   Enter the decedent information on the next screen.  For the $20,000 pension exclusion, you need to allocate that exclusion amongst all the beneficiaries, so the percentage share will be 100% for one beneficiary, 50% for two beneficiaries, etc.   Once you follow these steps, the Pension and annuity income exclusion will appear on line 29 on form IT201.   Edited 3/18/26, 10:09 AM PDT, @mring1515, @mring1515   

Is your modified adjusted gross income in the phaseout range or higher?    If so, the deduction amount is reduced.   @aematkin    The overall limit on the deduction for state and local income, sales, and property taxes has increased to $40,000 ($20,000 if married filing separately). The overall limit is reduced if your modified adjusted gross income is more than $500,000 ($250,000 if married filing separately) but will not be reduced below $10,000 ($5,000 if married filing separately).   IRS Schedule A instructions

Yes, you can deduct depletion which at the closest percentage rate shown below, based on the type of mineral being extracted. Then this rate is multiplied by the amount you received as royalty. You can enter this under 'Other or Miscellaneous' expenses,   Common Mineral Depletion Rates (Percentage of Gross Income) 22%: Sulphur, uranium, and several minerals if mined in the U.S. (e.g., asbestos, lead, zinc, nickel). 15%: Oil and gas wells, gold, silver, copper, and iron ore. 14%: Metal mines (non-gold/silver/copper/iron), rock asphalt, and vermiculite. 10%: Coal, lignite, asbestos, perlite, and sodium chloride. 5%: Sand, gravel, peat, pumice, shale, and stone My advice would be first to review the annualized method while in the state return.  Ohio generally allows taxpayers to use an annualized method to calculate or reduce interest penalties for the underpayment of estimated taxes, similar to federal rules. This method helps avoid penalties if income is received unevenly, in your case at the last quarter, throughout the year. This could reduce or even eliminate the penalty.   If you would rather, file the Ohio (OH) nonresident return without paying any penalty. When you receive a letter from OH, you can explain you were not sure you would resolve or settle this probate before January, 2026.  2025 OH IT/SD 2210 (an example to review). @user17733711944 

You do not transfer a pdf.  You need to transfer the 2024 tax file to start your 2025 return.   How to transfer last year’s return?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s  

A. $5167 loss. In 2024 you had income for rental 1 so the suspended loss could be used to offset that income. However, QBI also remembers that loss and that you claimed QBI so it carries over the loss to help with calculating QBI. The QBI works at a different rate so there may be QBI loss left to carry over while the actual suspended loss was used.   B. QBI has evolved over time. When it first came out, many renters were taking the QBI deduction. Time has passed, court cases lost and the IRS has clamped down on who qualifies.  QBI with 250 hours of rental service work is the safe harbor method and allows QBI with strict record keeping requirements.  You said no. Passing the trade or business test - this means active involvement like a business rather than a passive rental. If you can prove that you work this rental just as you would a business, you can say yes. For most people, the IRS has found they did not have adequate records, did not put in enough time, etc. Remember QBI stands for Qualified Business Income. With the litigation and all the issues, this is really your call. C. Panic or not - don't panic. Things do change. You may qualify one year and not another.   You need to look at your 2024 and make sure the loss was used against the income, then you can zero out the carryover in suspended loss. Safe harbor - no is a good choice QBI - if you work at it like a business with good records, yes. If you mostly advertise and collect rent, you are passive and no.   Should you amend? Well, the IRS obviously wants you to file accurate tax returns but they do not want you to file an amended return with little tax difference. The IRS wants you to owe at least $25 to file an amended return. So, take a look at the prior year returns, decide if you qualify for the QBI either of those years. If not, check to see how much additional tax you would owe without the QBI. Then, you can see if you should file an amended return.