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See this article for more information on upcoming dates: Tax year 2025 calendar: Important federal dates and deadlines Did the reply above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @paneshia28! 

Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @amylogan10 ! 

You become a REP by meeting the statutory requirements of a Real Estate Professional (REP)… it converts your rental income to NON-passive status, rental losses can be written against your wife’s W2 income and your own 1099 income AND ALSO income can be written against the interest on a Heloc/Mortgage on your rental house, even if used toward the purchase of a personal home. That interest paid is still deductible on Schedule E, because the focus is not the USE of the borrowed funds, (as an REP it’s all NON-passive), but the SOURCE of the borrowed funds, a business rental Heloc/Mortgage. This is different from a Passive Interest. As detailed: IRS Rules Supporting 100% Deductibility Publication 535 (Business Expenses): Interest on debt used to acquire, build, or improve rental property (or secured by rental property) is deductible as a business expense on Schedule E. The IRS focuses on what secures the loan, not what you ultimately use the money for. Section 163 (Interest): Business interest (including on rental real estate) is fully deductible if it meets the business purpose test. When the debt is secured by the rental, it qualifies as business interest — even if proceeds are used personally (e.g., primary home down payment). IRS Case Law & Rulings: Courts and IRS rulings have consistently allowed interest deductibility on rental-secured debt when the loan is used for personal purposes (e.g., buying a personal home), as long as the debt is secured by the rental property and the taxpayer is actively engaged in the rental business (which you are as REP). That’s what the LAW says, but plenty of experts will go back to the Passive situation. and talk about tracing the use of funds for less than 100% deductibility . For REPs in NON-passive, ACTIVE participation by Sec.163 it’s the SOURCE, a rental business property that matters, not what it’s traced to. Wer’re taking being a REP with ACTIVE(NON-passive) status versus Passive participation. So prove me wrong please.

The Refund Advance is not available to everyone. Make sure you meet the eligibility listed below.   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

Everyone's tax situation is different and the complexity of your tax situation, meaning the forms needed to file your return, determines if you qualify for the TurboTax Free Edition.   The TurboTax Free Edition is strictly limited to simple Form 1040 returns. If your return requires additional schedules to report specific types of income or to claim certain credits, the system will prompt you to upgrade to TurboTax Deluxe or higher.   Here are the most common reasons you would be required to upgrade to a paid version: Unemployment Income: If you received a 1099-G for unemployment benefits, this is no longer covered under the Free Edition for the 2025 tax year. Itemized Deductions: If you are claiming deductions for mortgage interest, property taxes, or large charitable contributions on Schedule A instead of taking the standard deduction. Investment Income: Reporting stock sales, cryptocurrency transactions, or rental property income. Self-Employment/Gig Work: If you have 1099-NEC or 1099-K income and need to deduct business expenses on Schedule C. Education Credits: Claiming the American Opportunity Tax Credit or Lifetime Learning Credit (Form 8863). To see if you have forms that are not included in the free edition: Sign in to your TurboTax Online account. Select Tax Tools from the left menu and then click Tools. Click on View Tax Summary. Look for Schedules 1, 2, or 3. If any of these are present (other than for the Student Loan Interest deduction or the EITC/Child Tax Credit), an upgrade is required. If you want to start over to remove an accidental entry:  Select Tax Tools  Clear and Start Over  This will erase all data entered so far

You can get a transcript with the IRS and use the Desktop version of TurboTax to file. See these links: https://www.irs.gov/individuals/get-transcript  https://turbotax.intuit.com/personal-taxes/past-years-products/2023/  Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @elizabeth-falcone!