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Same issue here — mid-year conversion to rental, insurance deduction swallowed by a bug Adding my experience because it mirrors this exactly, and I want others to know how bad this gets. I converted my primary residence to a rental mid-year. The software treated it as a vacation home/partial rental instead of a primary-to-rental conversion, which caused it to cap my deductible expenses — completely contrary to how the tax law actually works for a conversion situation. Specifically, my homeowner's insurance deduction for the period after conversion never made it onto Schedule E. That's roughly $2,800 in missed deductions. What made this worse: I called support four times. I was hung up on twice, and on a third call was simply transferred back to another agent with no resolution. On the fourth attempt, I paid for an expert review of my return. The expert looked it over and told me my insurance deduction was in there and everything looked good. I trusted that and filed. After filing, I reviewed Schedule E directly and the insurance deduction was nowhere on it. The expert review missed it entirely. So now I'm looking at filing an amended return — which TurboTax's "100% accurate" guarantee is supposed to prevent. The support experience was genuinely one of the worst I've had with any software product. Being hung up on twice while trying to report a legitimate bug is unacceptable.   TurboTax needs to fix this conversion scenario in the software — it's clearly affecting multiple people.

Yes, TurboTax can amend your 1040 to a 1040X and you can add your1098-T to report income or receive education credit. If you do not qualify for credit nor do you have income to report, you are not required to file the form.   Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

@Megpatton wrote: How to find a pension provider’s URL Enter the Form 1099-R manually -   To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue   Desktop editions -   On the screen Did you get a 1099-R in 2025? answer Yes On the screen Choose all the situations that apply to you, select Skip this On the screen Let us Enter Your Bank and Brokerage Tax Documents, select Skip Import On the screen Who gave you a 1099-R, choose an option and Continue

 Massachusetts and Rhode Island NOT have a tax reciprocity agreement therefore as you live in one state and work in the other, you must file non-resident tax returns in the state where you work and resident returns in the state where you live.  You first must complete your non-resident state tax return, then you complete your resident state return.  You normally get a credit for taxes paid to another state on your resident return although it is not dollar for dollar, it is based on income and tax rates.  Make sure during the Rhode Island interview you may have to select to remove a W-2, which you would remove the MASS one.   TT will walk you through the returns.   Did your employer withhold Rhode Island and Mass taxes?  They should be and if they don't, you may need to start paying estimated taxes to the state they don't withhold from.   @Donna1957

You should be able to follow the instructions from this post and answer. https://ttlc.intuit.com/community/retirement/discussion/re-i-am-retired-clergy-and-my-pension-and-another-account-are-applied-to-housing-allowance-the/01/3832952

I have no idea what is going on with this bank and cross river bank who are also involved in I got a tracking and account number and cannot get a live person to talk too. I went to the IRS office and they are launching an investigation to find out where the money is. At this time my hands are tied but you can rest assure I will never use Turbo tax again.

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

For the federal return, the only way to record a third part designee on the Online product is to print your return and manually enter it before you mail the return. There is no way to enter this if you e-file.   Some states do ask you in the state interview if you want to name a personal representative. If this is what you want, come back and tell us which state.

@user17754416610 wrote: Anyone have success in getting their old data? Have you tried this?:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/access-manage-personal-data-intuit-account/L8nCbA0px_US_en_US

@mikealjanvier07  A rejected TurboTax return means the IRS or a state agency found a data mismatch, such as an incorrect SSN, dependent error, or AGI mismatch, someone already claimed someone SSN. To fix it, sign in to your TurboTax account, select "FIX MY RETURN" to view the specific error code, correct the information, and re-file/resubmit your return.  Other issues can be a random space from a copy/paste so you may need to just reenter a SSN or information. Please let me know the specific error code if you need more help.