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Incredible how Tubo Tax becomes more expensive and less user friendly year obver year... Keep it up you'll be bankrupt by 2030. I don't plan to do Turbo tax after 2025 ever again. Been using since 1980's very disappointed. You want to strong arm the Gen Z and Millenials. 

You have to go into "view' then "forms" and go to form 6251.  There is a check box beside a note that says something like "attach form 6251 for filing even if it's not required".  Check the box.  It solves the problem and allows you to e-file your state return.

I tried that and it did not work.  There was no provision in the Credits Section to address the property tax credit.  The credit did not appear on line 16a of Form 1.  I overrode line 16a, but that prevented TurboTax from electronically filing the return.  This is TurboTax for the Mac.

TT QBI deduction has a bug in previous disallowed loss freed up in current year when I have a QBI gain. Check your Schedule E Worksheet, Qualified Business Income Deduction Smart Worksheet, Line H3.a, Previously disallowed losses freed up in current year. That negative number offsets your current gross QBI gain, which reduces QBI and further QBI deduction. TT over exaggerated my number (much more negative than my calculation), and completely wiped out my adjusted QBI, in the result dramatically reduced my QBI deduction. That number comes from the same Schedule E Worksheet, but QBI (Section 199A) Losses by Year Smart Worksheet below, subsection Previously disallowed passive losses by year. It should be the sum of all rows of Freed up loss from year 2018-2024. Therefore verify each row amount. In my case TT double counted some rows.

The manager because that's his business to handle all the details of being your property manager.   Q. If you did not have a middleman manager, would you then be required to issue a 1099-MISC? A. No.  It became a little fuzzy under the  2018 tax law.  But, landlords are, generally, still not require to issue 1099 forms to service providers. References: http://www.forbes.com/sites/irswatch/2013/03/06/should-landlords-be-filing-1099s-for-service-provide... But, a landlord 1099 may be required to qualify for the Qualified Business Income (QBI) deduction. Reference: https://www.nolo.com/legal-encyclopedia/do-landlords-need-to-file-form-1099-misc.html   Most rental properties do NOT qualify for the QBI deduction. Reference: https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/do-i-need-to-issue-a-1099-misc-to-a-contractor-for-my-rental-property/00/595692/page/2    

First, you need to be sure your state return was successfully filed.   If you efiled, be sure your efiled state return was accepted.  If you used Online TurboTax, you can check by looking at the Tax Home in your Online account.   Or did you choose to file by mail instead?  TurboTax does not mail it for you.  If you chose that method, you have to print, sign, date, and mail it.   The FAQ below tells how to check on a state refund.   When you scroll down further there, you will see a link for your state to get to its refund lookup tool.   Some state revenue department websites have a FAQ section or info on their refund lookup page that tells about how long it takes in that particular state.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After checking all of the above, if your processing is taking longer than the usual time frame for your state, you can phone your state department of revenue's customer service to see if they can tell you the reason for the delay.

Here's more info: If you are sure you are getting a Federal refund, there is no penalty for a late Federal return.  State rules might vary.   If you owe taxes due, however, and if your efile rejected prior to the deadline, you have a 5-day grace period to make the correction and resubmit the efile or to postmark a paper return to avoid a failure-to-file penalty.  However, any taxes due still should have been paid by the April 15 deadline; otherwise there would be a failure-to-pay penalty.   If you owe taxes due, you should pay as soon as possible by successfully filing and paying (or paying at the IRS website or your online IRS account) to "stop the clock" on any failure-to-pay penalty and interest.

It failed again this year.      If you have to install the state tax module before you let TurboTax import last year's form, then the TurboTax software should make you do it in that order.    This year  I went through more of the questions and it asked for the LT and ST carry loss forward and told me what lines to get out from on last year's MA forms. It's so frustrating that TurboTax knows where the information is  but does not get it.

TurboTax had the same issue for 2024 taxes and chose not to update the programming for 2025 taxes, using the workaround of not entering a 1099-Q into TT when it does not result in federally taxable income.  That means the user needs to know the tax code and not rely on TT's question-and-answer format.  It also creates an issue if state taxes treat a 529-to-Roth rollover differently.   The difficulty is determining who pays the tax on a non-qualified distribution.  It depends on how the check is made out.  But that shouldn't prevent programming. If the user has to determine the criteria, the program can ask the questions to get the correct answer.  I don't expect TT to update their programming for the 2026 tax year.  For whatever reason, TT decided not to update. Once AI gets its bugs worked out and can protect personal information,  I'm thinking it will replace most current tax software anyway.

Did you buy a License Code for the Online version or for the Desktop program?  I see that Amazon, Best Buy, Sam’s, Staples and Walmart are now selling a license code for the Online version.   How to Activate the Online License Code.  I believe It is for federal only. State is additional. https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-...   But mainly the License Code is for the Desktop program. How to install and Activate the Desktop Download program with a License Code How to install TurboTax CD/Download software with license code For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later   If you get the Desktop program installed we can tell you how to move your Online return to Desktop without paying for Online.   

Hi  @Mike9241     So based on your detailed responses, it looks like I will be assessed penalty as I did not make a  "timely"  estimated tax payment for first quarter (April 15) .   IRS says it will assess a daily interest so I will send my first quarter ES today.     I under-estimated my 2025 income so I over-compensated in my Roth conversion (and thereby raising my total 2025 income).   Learned from that experience so my 2026 income will be lower than 2025 unless I can find employment (hopefully).     Thank you for taking the time to respond to my inquiry in  detail.  Have a nice weekend!