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There will be no issues with the filing once you clear the error.  This is one of the few instances where an entry in one place creates a form or worksheet that you cannot simply clear by changing the answer in the interface. @AGP11    The steps for Desktop are: Switch to Forms Mode by clicking the Forms icon in the top right corner. In the left pane, look for "Startup Cost" or "Form 4562" (the amortization section). Select the form, then click the Delete Form button at the bottom of the screen.

Walk through the Pennsylvania (PA) return page by page to be sure you haven't missed any entry or questions. Also, be sure you step through the entire PA return so that all areas get processed. Once completed you should be able to see the PA return using the steps below as well.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms                       

How do you find this on the desktop version for mac. I'm not interested in accessing it through the search feature and would prefer to see it listed. I've been using TT for decades and this is now so buried and hard to find.      

Do you mean your Social Security SSA-1099 form?  That one you cannot import.   You have to enter it manually.   Enter a SSA-1099, SSA-1099-SM or RRB-1099  under Federal Taxes Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button   After you enter it keep going.  There are follow up questions you need to answer.  Especially look for if you lived in a Foreign country.  Should be No.

If you are getting enrollment status must be entered in your TurboTax program, it usually happens in TurboTax when a Form 1098-T is entered without specifying if the student was at least half-time. Be sure to re-select your enrollment status (For example: at least half-time, full-time, or less than half-time).   To fix this, you can delete and re-enter your Form 1098-T using the steps listed below.   To delete Form 1098-T if you are using TurboTax Online: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1098-T"   To delete Form 1098-T if you are using TurboTax Desktop, you can: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1098-T" In your right panel at the bottom of Form 1098-T, click on "Delete Form" Click on "Yes" to confirm the deletion. To re-enter your Form 1098-T and review your entries, you can: Click on Search at the top right of your TurboTax screen Type Form 1098-T in the search box Click on the link Jump to Form 1098-T and Enter Your screen will say Did you have education expenses? Answer Yes and Continue Your screen will say Tell us which person was a student in 2025 Answer and Continue Your screen will say Let's get XXX education info Was XXX working on an Associate, Bachelor or Graduate Degree Answer Yes and Continue Your screen will say Did XXX have any of these common situations in 2025?Answer and Continue Your screen will say Did XXX have any of these uncommon situations in 2025? Answer and Continue The following screen is What was XXX's enrollment status in 2025? Answer Full-time, At least half-time or Less than half-time and Continue Continue through your TurboTax screens and make sure all follow-up questions were answered correctly   In some cases, deleting the student as a dependent and re-adding them, then re-entering the 1098-T, is necessary to resolve the issue.   Where do I enter Form 1098-T (Tuition Statement)? Please return to Community if you have any additional information or questions and we would be happy to help.  

You do not have to sign up for it. When you use TurboTax Online, you decline this account by following these steps: 1. Complete your tax return and proceed to the File section. 2. Review and complete your order. 3. Look for the screen asking if you would like to sign up for a Trump Account for your eligible dependent. 4. Select No.

I just saw this today. Thank you for texting me back because I am going to do my taxes, at the latest, this weekend.  I have owned this building for 40 years and sometimes it was rented and other times, I owned it and had no renters and had to spend a whole lot of money to get some more renters. I have owned this building since 1986 and sold it last November 28. But I’ve done tons of work on the building in addition to what I bought the building for thank you for answering me

Getting TurboTax to ask for your IRA's year-end value can be challenging  because it only presents the question if it thinks it needs it for the pro-rata rule calculation on Form 8606. The software specifically needs your 12/31/2025 value if you meet two criteria:   You have "basis" (nondeductible/after-tax money) in a Traditional IRA. You took a distribution (withdrawal) or did a Roth conversion in 2025. If you made a contribution but didn't move any money out of the IRA, TurboTax often skips the "Value" question because an answer 6 isn't required yet regarding the value.  However, if you are doing a Backdoor Roth or reporting a withdrawal, here is how to "resurrect" that section:   If you received a 1099-R for a distribution or conversion:   Go to Federal > Wages & Income. Find Retirement Plans and Social Security and select IRA, 401(k), 403(b) (Form 1099-R). After entering your 1099-R details, click through the follow-up questions carefully. Look for a screen titled "Any nondeductible Contributions to your IRA?" and select Yes. Shortly after, you should see a screen asking for the "Total Value of all your Traditional IRAs on December 31, 2025." 2. The "IRA Contributions" Path If you are just reporting a new nondeductible contribution:   Go to Federal > Deductions & Credits. Select Traditional and Roth IRA Contributions. Check the box for Traditional IRA. Answer "Yes" to "Did you change your mind and put this money into a Roth IRA?" (if you did a conversion) or continue through until you see "Any Nondeductible Contributions to your IRA?" * Select Yes. This usually triggers the "prior year basis" and "year-end value" questions. 3. The "Forms Mode" Manual Entry (Desktop Only) If you are using the TurboTax Desktop version and the interview isn't cooperating:   Switch to Forms Mode (top right corner). In Open Form, type in "IRA Information Worksheet" Go to Part 1 and select QuickZoom where it mentions to enter the year-end value detail.  Enter the December 31, 2025, year-end total here.    

No you don’t enter form 5498.   That is only for your info.   That sounds like they are telling you the amount you need to take out in 2026 for your RMD .   How old are you?   If you turn 73 this year like me you have to start taking a RMD distribution from your IRA and 401K accounts.  You only enter a 1099R if you get one for withdrawals, rollover and conversions.   

There have been delays reported due to the New York Department of Revenue's software requiring updates due to tax law changes. You can track your refund here: Income Tax Refund Status, and you can contact the NY Department of Revenue here: New York (NY).  

The Schedule D will populate once you have entered your information reporting your capital gains or losses.    Open TurboTax Online and navigate to Wages & Income > Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) > Add/Edit Choose the button Add Investments Proceed to choose how you'd like to enter your information, then report your information.

Let's try to answer your questions in the order you posted them. Yes, you are an IL nonresident. If your rental meets the IL filing requirements:  a nonresident, you must file Form IL-1040 and Schedule NR if you earned enough taxable income from Illinois sources to have a tax liability ( i.e., your Illinois base income from Schedule NR, Step 5, Line 46, is greater than your Illinois exemption allowance on Schedule NR, Step 5, Line 50), File the nonresidency states first, then your resident state and/or part year resident states last. It's possible to receive a full refund from NC if you file as a NYS resident for all of 2025. If this is what you decide, then you would file a NC return to receive your refund - no days lived there- and then the NYS return will have a tax liability. It sounds like this is how you should file for 2025. If you decided to file as part year resident in NC you would receive a credit for taxes paid to NYS on the income that would be taxed in both states. NYS taxes all income that is derived from a NY employer so it will not change the income amount that is taxed to NYS even if you file part year residency. The credit in NC would be the lesser of their own tax on the part year earnings or the tax paid to NYS. You had a job and a residence in NYS all year, i.e., a full year NYS residency makes sense. Part year residency means that all income earned while in a specific state as a resident would be included on that state return. A nonresident state like NYS will tax all money derived from a NYS employer regardless of residency. New York State only taxes nonresidents on income derived from New York Sources, which generally means work physically performed within NY state. However, under the 'convenience of the employer' rule, if you work remotely for a NY company, your income is still taxable by NY unless the employer requires you to work remotely.  NYS FAQs Filing Requirements, Residency, Telecommuting State Returns - Your resident state requires you to include all worldwide income. Assume both states require income tax returns to be filed:  Report the income on each state return that is from the nonresident state Report it on your resident state and receive credit for taxes paid to another state. Credit for taxes paid to another state is allowed by a resident state when the same income is being taxed to another state.  Your resident state does not want you to pay tax twice on the same income. The credit that is allowed will be the lesser of: the tax liability actually charged by the nonresident state, OR the tax liability that would have been charged by your resident state @hellotax1111 

@debanncohen ,  (a) what type of foreign income ? (b) If passive income ( interest, dividend  etc. ) , is the total Foreign Tax paid more then  US$600  ( US$300 for single filer ? -- If so you don't need the form 1116 (c) Are you entering details under  "Foreign Tax Credit " section of  "Deductions and Credits" tab ?  You probably are, but I just wanted to make sure  we are on the same page-- please forgive. (d) Note that the form 1116 can handle only three different countries per form -- so for four countries  you will need an additional form 1116 ( Copy 2 ) I will circle back once I hear from you --yes ?

@mfhanif    Interesting......did you just recently e-file it?   I was wondering if the choice might be locked out until your e-file is actually accepted by Feds and state  (if state was filed at the same time).....or maybe a TTX expert knows for sure why.   On my tools center pop up, there is another line just below the  Delete a Form , that lets you download the .tax2025 datafile