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It depends. Under the federal 'Augusta Rule' (IRC §280A(g)), which is followed for federal and generally for Pennsylvania state income tax purposes, if you rent out your primary residence or vacation home for 14 days or less per year, the rental income is not taxable, and you cannot deduct rental expenses. The income is entirely excluded, and expenses related to those days are not allowed.   There could be different taxes that apply in this situation but not income tax.   If you are referring to a different state please update here and we can help.   @nadawheelock 

Seriously? TurboTax has done the percentages for me for years and applied it correctly. I already have that already set up from last year. Why would I want to manually do what I am paying for software to do? Is there a known bug this year?    

To enter your 1099-R, select the following: Federal Income Retirement Plans and Social security IRA, 401k, Pension Plan Withdrawals, (1099-R) continue through the steps to enter your 1099R This does NOT get entered as a W-2.  A W-2 reports wages, while a 1099-R reports retirement benefits. 

Unlike the Federal return, where "Capital Gain Distributions" (from mutual funds) and "Capital Gains" (from selling an asset) are often treated as distinct line items, New Jersey bundles them.   Federal View: Capital gain distributions are reported on Form 1040, Line 7. New Jersey View: New Jersey does not have a specific line for "Distributions." Instead, the NJ-1040 uses Category B: Net Gains from Disposition of Property. Why "Income from Property Sales"? The category "Net Gains from Disposition of Property" (which TurboTax is likely mapping to your "Income from Property Sales" summary) is the catch-all for:   The sale of stocks, bonds, or real estate. Capital gain distributions from mutual funds or ETFs. New Jersey considers a capital gain distribution from a mutual fund to be, effectively, a "disposition of property" that happened within the fund and was passed through to you> As a result, this is correctly categorized because of how NJ defines "Net Gains from Disposition of Property". 

You should use March 31 (the vesting date) as your "Date Acquired." Here is why: Vesting is the Taxable Event: On March 31, the shares became yours. This is the day the Fair Market Value (FMV) was determined for your W-2 income. Holding Period Begins: Your holding period for capital gains starts the day after the vesting date. The April 2 Date: The "acquisition date" of April 2 listed on your tax supplement is probably the settlement date (the date the transfer was finalized in the brokerage system) or the date the shares were actually deposited into your account. Your paperwork trail supports the above. Keep all documents related to the original stock as it affects your current stock.  You are quite welcome and glad I could help!

This will be the last year I use your software. Win11 is a total disaster and I will never put it on any of my system.  So the end results is I will go with someone else. I will have to use it online for the 2025 tax year which I HATE doing it online...  I have a feeling in the long run you will lose business because of this decision.

It depends. When you are in the rental activity did you select that it was rented all year? It may be that simple so double check this information in your return. TurboTax will automatically enter 365 days if the correct answers are indicated. With your TurboTax Online or TurboTax Desktop return open do the following: Search (upper right) > Type rentals > Click the Jump to.. link Edit beside your rental activity > Select Edit beside Rental Property Info Select Edit under Days Rented > answer 'Yes, on the screen 'Was Rental A rented every single day in 2025?' Select 'Yes, it always was under 'Was it always rented at a fair price similar to other properties in your area?'. Continue until you are back to the screen 'Review your rental property info' > Scroll to click 'Looks good' Scroll to select 'Done'. Continue through your tax return to the point of Federal review, and forward to file. Steps may be slightly different in TurboTax Desktop but all the same questions will appear. @user17750572727 

Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

Hi, there IS a credit in Maine, so sorry for not clarifying, this is for a state return in Maine. And this credit allows for $2500 PER PERSON, but we are filing jointly and Turbotax is only allowing me to fill in one form. Previous years I was able to do this with no issue. 

Did you already file and the IRS corrected it?   The Foreign Country question was missed or answered wrong.    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 for each spouse.

It depends. When you elect the Rev. Proc. 2009‑20 safe harbor, the IRS instructions require:   No property description on Section B All details instead go on Section C (page 3) But many tax programs still have a built‑in rule that says: “A property description is required for Form 4684.” So the software ends up enforcing both rules at once — even though they contradict each other. Here are a couple of  workarounds that typically resolve the issue, depending on the software:   1. Enter a placeholder description only in Section C Some programs want Section B left blank, but they still want something in Section C’s “Investment Name” field. Try entering something simple like:   Ponzi Scheme Loss – Rev Proc 2009‑20 Then leave Section B completely blank. Run Smart Check again. 2. If the software forces a Section B description, use a minimal placeholder Some programs require something in Section B even though the IRS doesn’t. Try entering:   See Section C  Then complete Section C normally. This often satisfies both validation rules.    

Only after tax premiums can be entered for medical expenses. You will need to remove all pre-tax medical expenses federal and state.   VA does have a very specific deduction for ages 66 and older for prepaid funeral, medical, and dental insurance premiums. The AGI can't exceed $30k for the individual. If you are filing MFJ, your income is too high. See VA deductions.

@bellanevarez13 Did you request to have your TurboTax account fees paid from the federal tax refund?   If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

Are you saying that you entered yours and your spouse's SS benefits in the Social Security interview (see DoninGA's post above), and that TurboTax calculated the wrong taxable amount?   As you may know, we in the Community cannot see your tax return, so we are not really sure of what you are talking about.   Please provide us more detail and some context.

What type of information are they requesting?   If the IRS believes the amount of your refund that you are claiming is incorrect, and are requesting additional information, their system is saying something is not matching with what they have on file for you, so they are basically asking you to prove what you claimed on your return.  Technically this could be considered an audit, but when they send letters like this, this is more so just a request to prove your claims.  They will not release your refund while they are waiting for the verification documents due to the potential for your refund to be changed.  It is best to provide the information as soon as possible.    This is more of a review than an audit.  However, if you purchased audit defense and would like to talk to them, here is the link for more information which also includes contact information.