All Posts

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.     

On the screen following the entry of the SSA-1099, answer NO when asked if you lived in any of the foreign countries listed.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

@AmyC The assets that were sold were shares from my company that vested on March 31. Do you happen to know if the "date acquired" I should enter for these assets is the vesting date or the date of acquisition listed on the US Tax Form supplement of Apr 2? Does not make a difference as far as categorizing short term vs long term capital gains but I want to be as correct as possible.

You are correct that the withdrawal of contributions from a designated Roth account (401(k), etc.) should be tax-free.  If your entries in the 1099-R are showing the Roth contributions as taxable, I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

Are you seeing a taxable amount on 1040 line 5b?   If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 and make sure it’s right.   What code is in box 7 on the 1099R?  Was it a direct transfer to the IRA or did you get a check?   And if they took any withholding out of it you needed to replace the withholding with your own money or the withholding becomes a taxable distribution.    

We have tested QBI for a sold rental property but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue.   If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    In TurboTax Online, open your return, go to the black panel on the left side of your program and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center. On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. You may wish to snap a screenshot to post instead of the actual number. Reply to this thread with your Token number (including the dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent."   We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution. 

Since you are claiming the PTC, it may not be using Form 7206. Instead, it may be using the Self-Employed Health Insurance Deduction Worksheet from Publication 974 instead.  The final result from the worksheet is what gets dropped directly onto Schedule 1, Line 17