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I have the same situation but the sale of the rental property included personal property. Some of the personal property was totally depreciated and some was not. Does the sale price of the rental property have to be allocated between the land, building and the personal property? Or can the sale price of the personal property just be "0" since the sale price was really for the house?

Still trying to make progress, I found a way to raise Intuit awareness. I filled out an online form sending information to the "Office of the [Intuit] president", listing our collective plight. I must say the response has been outstanding. Within one hour, I received a call from a TurboTax higher level person who - very nicely, politely , positive and helpful - listened to our collective troubles. Not only that, but she committed to elevate the issue to the relevant & appropriate personnel. I believe that such inquiries, coming from the office of the president, do indeed have an effect [a.k.a. light a fire...]. I am now more optimistic about a true resolution. Below I copied the first response, for this forum's awareness and - hopefully - optimism. I plan to share progress messages I receive, unless Intuit proactively does that.   ================ Office of the president message ============== Hello Gershon, It was a pleasure speaking with you earlier today. I am reaching out on behalf of Intuit’s Office of the President to formally recap our discussion regarding the data challenges you’ve encountered with TurboTax Premier. I want to sincerely thank you for sharing your technical expertise and for the patience you’ve shown while navigating this frustration. As a retired software engineer, your detailed breakdown of the "clean slate" behavior—where the software inadvertently wipes previously imported and manually adjusted data during phased downloads—is incredibly helpful. I have taken note of the community forum threads you mentioned and understand that this is a critical issue affecting many users during this busy tax season. Regarding our next steps, I have officially initiated a high-priority internal review ticket with our development team. I have also documented your willingness to provide a sanitized diagnostic token should our engineers require a live environment to further investigate the root cause. While our developers typically work behind the scenes and do not make outbound calls, please rest assured that a specialized team is now monitoring your case to ensure it receives the attention it warrants. We are committed to getting to the bottom of this so that you, and all our customers, can file with confidence. As we agreed, I have scheduled a follow-up call with you for this coming Monday, March 23, 2026, at 8:30 AM Central Time to provide you with a status update. In the meantime, if any urgent questions arise or if our team requires further information, I will reach out to you via email. We truly value your feedback and your loyalty to Intuit, and I look forward to speaking with you again soon to move toward a resolution. If you have any questions or concerns, you can respond to this email and we will respond to your inquiry. Looking forward to speaking with you soon. Warm regards, Latanya W. TurboTax Customer Care  

Let's break it down: The $24,701 Figure: This is your Actual Calculated employee Limit based on your net business profit. For a Solo 401(k), you cannot contribute more than your "earned income," which is defined as: Net Profit - 1/2 Self-Employment Tax = Earned Income The $25,902 Figure: This includes a small "Profit Sharing" (employer) component. TurboTax often calculates the employee deferral first, then sees if there is any "room" left in your earned income to allow for an employer contribution - capped at 20% of your adjusted net profit. Final thought: 401K limits are across all plans for the year so if you have a w2 job with 401k, those contributions need to be accounted for in the big picture. Your screen shows $31,000 total for  employee your age.

Yes, your Box 2a of $44,155.29 is consistent with IRS rules. Although it doesn't mention MVA specifically, The consistent rule is:“The amount you receive is the net amount after any adjustments required under the contract.” This implies that the amount you receive is as follows.   Start with the cash surrender value  Subtract MVA loss Compare the result to your basis The excess is taxable gain (Box 2a) This is generally is the interest you received during the life of the contract.  

The TurboTax free option is for members of the military who are active duty or reservists with an enlisted rank (E-1 through E-9) and a W2 from DFAS.   There is a question in the My Info section in TurboTax Online that asks What was your highest military pay grade in 2025? This would be your most recent rank in 2025, not the one at the end of the year.     Checking the box for I left the military in 2025 does not negate meeting the requirement for the free version of TurboTax for members of the military.   Here is a TurboTax article on filing a miliary tax return that may be helpful.

If you withdrew your 2025 excess contribution to your Roth IRA before the due date of the 2025 tax return (April 15, 2026), make sure that you also withdraw the related earnings.   On your 2025 tax return, you do not report the excess contribution as it has been withdrawn. The earnings have to reported and taxed in 2025. And federal tax withholding if any has to be reported in 2025.   For this, you would create a 2026 form 1099-R with the total distribution (excess plus earnings) in box 1, the earnings in box 2a and code PJ in box 7. Federal tax withholding on the earnings is entered in box 4. You then enter this 1099-R on your 2025 tax return, and the earnings will be taxed. When entering this form 1099-R, make sure to indicate that the year on the form is 2026, as this is a replica of the form you will receive for year 2026 in 2027.   When you receive the 2026 form 1099-R with code PJ in box 7 (in 2027) for this withdrawal, there is no further action needed.  

These worksheets are used internally by the TurboTax program and are not sent to the IRS when you e-file the return.  I noticed in my personal return on TurboTax that there was also a 16 page Smart Worksheets form.  Smart worksheets are used internally by TurboTax to make some calculations on some forms in the return and most of them were blank on my return - all pages were included because some parts of document had entries.  It's possible that some of those blank worksheets may offload and be deleted by the program once your return is finalized - but it's not a bug and is not cause for concern.

If you input summary entries with adjustments (wash sales, accrued market discount etc) or non-covered categories without the sales details, you will be required to send those details to the IRS using Form 8453.  The 1099B statement is usually sent as the substitute for Form 8949 with those details.  The 8949 that is e-filed in your return may only contain the summary level adjustments so is not sufficient, and may have a "see attached statement" in the description.   If you've not yet filed and don't have many of these adjustments you can remove the mailing requirement if you split the 1099B and input those items using "One by One" which will put the sales details on your e-filed Form 8949, and enter the balance of your 1099B at summary level without adjustments, and then check the totals on Schedule D.   If using TT Online you can also upload the 1099B PDF as an attachment (not imported data into forms) to satisfy the snail mail requirement.   If your situation doesn't fit the above please clarify.   See   https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L0ygGdIiE_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individual-income-tax-irs-e/L5gK5lbax_US_en_US

YES it's on Turbo Tax.   It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….