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Were these 1099-R forms to report a conversion of a traditional IRA conversion made in 2025 for your 2024 non-deductible traditional IRA contribution?  If so, you would have had a Form 8606 filed in 2024 to report this contribution as non-deductible and you would have a basis in that IRA of the amount of that contribution.  When you enter the 1099-R in TurboTax, you will go through screens after entering the 1099-R data in your return to get to a screen with a heading of Traditional IRAs asking if you had nondeductible IRA contributions to your traditional IRA from 2024 or prior years?  You would answer that question yes.  On the next screen it will ask you for the basis in that IRA, which would be found on your 2024 Form 8606 on Line 14 in Part I - should be $7000.  Enter the amount of your non-deductible contribution from 2024 in that box, then Continue.  Once you do that for both of your 1099-R forms for each of you, then 1040 line 4a will be $14,000 and line 4b will be 0.   Also go back in Deductions and Credits where you entered your 2025 traditional IRA contributions and enter $7,000 for the total basis as of December 31, 2024 in that area also.   Since you made 2025 non-deductible contributions, remember that you will have a 2025 Form 8606 that shows a $7,000 non-deductible traditional IRA contribution for each.  These can be converted as a Backdoor Roth this year and reported on your 2026 taxes.

Enter Form 1098 for a rental property under the Rental Expenses of the Rental Property for Schedule E. The interest on this mortgage is not subject to the interest deduction limitations that exist for Schedule A mortgage interest.

Expense vs asset.  Assets: A rental house is depreciated over 27.5 years. Appliances are 5 years. Are you saying depreciation isn't showing when it should for all items or just the new assets you are entering? Expenses like insurance and repairs are not depreciated, they are written off in full.   Be sure you are selecting asset to add items for depreciation. 

@itsme1 Ahhh...Yes, that will do it.  An over-ride of a calculated field on a tax form/schedule/worksheet will negate the ability of e-filing any of the tax returns and it will also void the TurboTax 100% Accurate Calculation Guarantee

I called Merrill and they claim it's a TurboTax issue.  They changed their interface this year vs prior year and is creating chronic issues with the ML website.  Turbotax is supposed to apply a patch but it hasn't happened.  Its kind of ridiculous the old way has worked forever and they now changed it!

Okay, I picked up a new update for the desktop software (Turbotax Deluxe 2025) this afternoon. Part of the issue is fixed, but not all of it. It will now take "Average Share Price" as the valuation method and propagate that into Form 8283 Part I Column i (method used to determine the fair market value). BUT... it still says the stock was "purchased" when I selected "inherited" on the forms pulldown. So I guess it's a partial fix to the problem, but not for those of us entering inherited shares. C'mon, TT, you can do it! Fix Column f (how acquired by donor), too!

Yes I do, but why would Box 5 classify that as non passive? Thanks again.  Here's another problem if you have time.  On the bottom of my Wisconsin Forms in the Forms section.  I have the estate activities worsheet,  but nothing is filled out except for the name of the estate.  Am I to fill that out manually?

I'm not sure why it isn't copying over, but I can tell you that the estimates for next year can just use the numbers for this year.  Just type those in direct from your 1040 and you will have the estimates you need.  The only reason to be in this section is to adjust the estimated payments from the ones generated automatically by the system if you believe that your income is going to be different next year.  Copying the numbers directly from your 2025 1040 and only adjusting the ones that you know will change will get this job done.

Let's try this:   Delete form 321 (if that's the one that has the duplicate entries). Then go back into the Arizona interview and re-enter your credit entries, being sure to enter things just once.   To delete a form, do the following;     *** Desktop/Windows***   1. Go to the upper right and click on Forms, and  2. Select the desired form (form 321) under Arizona. Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   1. Switch to Forms Mode by selecting the Forms icon. 2. From the menu, select the form (form 321) under Arizona you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   1. go to Tax Tools (on the left), and navigate to Tools->Delete a form  2. delete form 321 (under Arizona)   3. go back and redo your Arizona interview.    

You need to report the sale proceeds as investment sales. If you can determine the cost basis you can enter that, or enter $0 if you aren't concerned about it, as it may be minimal. For the dates, you need to pick an acquisition date that will either give you a long-term holding period (over one year) or short-term (one year or less). Again, if the amounts are minimal you can choose a short-term period if you want to be conservative, as that would likely give a less favorable tax treatment. Otherwise, you may have to ask the broker for help determining an accurate cost basis and acquisition date.

A number of sources indicate that for a non-itemized return, cash charitable donations are above-the-line, i.e. subtracted from the AGI. One example: https://tax.thomsonreuters.com/news/a-tale-of-two-above-the-line-deductions/ However, in agreement with your comment, IRS Topic 506 doesn't actually say whether the deduction is subtracted from AGI or treated explicitly as a deduction after AGI in calculating Taxable Income. In either case, if I am correctly interpreting IRS 506 (maybe I'm not...), Taxable Income should decrease by the amount of the contribution. So apparently TurboTax ignored that tax law change in the WhatIf calculations for 2026 presumably until the IRS decides. I would have preferred that the What-If form contained a provisional line item (maybe color coded as a warning, with a pop-up to explain that it is provisional) rather than just ignore the tax law change. Or even just an explicit list of tax changes or situations that are not supported. The On-Demand Guidance for the What-If worksheet only says "The What-If Worksheet does not support all calculations that may be required for every tax situation."

Estimated taxes are calculated based on the tax you expect to owe for the year, so if your taxable income will be $12,000 lower in 2026, your estimated tax should also go down.    You can calculate it by estimating your total 2026 income, subtracting deductions, figuring the tax using the IRS tax tables, then dividing that amount into four quarterly payments.    To avoid penalties, the IRS “safe harbor” rule says you can instead pay 100% of your 2025 total tax (110% if your AGI was over $150,000), even if your 2026 income is lower.