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Hi, @sun705 Can you please change the checkbox for "Gulf Opportunity Zone" to No and then run the error check again. Here's an image to use as a guide:   Please do not hesitate to tag me @MelindaS1 if this workaround does not work out the same way on your end.

It is in the IRS Modernized e-File (MeF) schema and business rules which is not publicly available.  IRS e-file schemas are not in publications.   The IRS typically doesn't provide information on the MeF rules to the public (though some workarounds and other information is available in the link above) and I expect whomever you spoke with is just not familiar with this system or this new rule. Again, this issue is new this season which is why other years you were able to file with a similar situation. Please try adding $1 of capital gain income and resubmitting the return. It has worked for me with my personal clients and it has worked for other TurboTax customers as well.  I realize it doesn't make sense when you read through the feedback given, but it should resolve the issue for you. If your return doesn't e-file with this workaround you will need to print and mail your return. To add $1 of capital gain follow these steps: Navigate to Investment Income under Wages & Income Click Start beside Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Click Add Investment Click Skip Import Select Other On the screen Tell us more about this sale enter anything you'd like in the Name box. "Workaround" is fine. Click Continue For type of investment again choose Other for how you received the investment answer Purchased.  Description can again be "workaround".  For ease of entry for dates use One one date and 01/01/2024 for purchase and 12/31/2025 for sale.   Enter proceeds of $2 and cost or other basis of $1 and click continue again.  On the following screen check "None of these apply" and then continue one last time. Next, navigate to federal review and attempt to efile your return again. @objecttothis 

You have a couple of options to report the sale of the property. One is in the business section of TurboTax, on the screen that says Let's gather your business info. Find the Less Common Business Situations menu and choose Sale of Business Property. That will work if you know the sale proceeds, cost basis of the property and the accumulated depreciation allowed on the property.   Your other option is to edit the asset entries in the business/rental section of your return and assign a portion of the sale proceeds to each asset, thereby reporting the sale of each one of them. Typically, you can assign a sale price of $0 to all the assets but the home or building in the case of a rental property.      To do that, go to your rental entries and on the screen that says Lets' gather your business info update the Rental Properties and Royalties entry. Later on edit your rental entry and on the screen that says Review your (name of rental) Rental Summary, choose Assets/Depreciation. Once in that section, go to the asset summary where you will see each business asset listed. Edit each entry and indicate that you sold each asset. Then you can enter the applicable sale price of each asset, effectively reporting the sale of the rental property.   The result of either of these methods will be that a portion of the gain on sale of the business or rental will be reflected as ordinary income to the extent of depreciation deducted on the assets (known as depreciation recapture) and the remainder of the gain will be taxed as capital gains.   To apply for a credit for foreign taxes paid or accrued during the year:   1. From the Federal section of TurboTax, go to the Deductions and Credits section 2. Find Estimates and Other Taxes Paid 3. Choose Foreign Taxes 4. Indicate that you paid foreign taxes or have credits from prior years 5. Work through the section until you see an option to take a deduction or credit, the credit is usually better 6. Complete the rest of the section  

You can amend your Idaho state return in order to reflect the updated information. Log in to TurboTax, go to Tax Home, scroll down to your tax returns & documents, select the year you want to amend. Then select the Amend (change) return drop-down. Choose  Amend using TurboTax Online. On the "Why are you amending?" screen, choose "The IRS or state contacted me" and "Continue," this will allow you to just amend the state and leave the federal return as it was.    See: How to amend your state tax return - TurboTax Support Video for more information.

If you didn't indicate that TurboTax should calculate allocated expenses for your Home Office (split between your home and the office), then you will need to remove any entries you made for "shared" expenses.   Your other option is to return to the beginning of the Home Office topic and review your answers to the questions regarding shared or allocated expenses.

IRA 2 should be considered separately from IRA 1 & IRA 3 and should not factor in to the calculations on Form 8606.   I agree with your assessment about the original owners - IRA 1 & 3 would be your mom and IRA 2 would be your dad.  IRA 1 & 3 will be aggregated together and will be separate from IRA 2.  If it would make life simpler for you, IRA 1 & 3 could be combined into one IRA by doing a rollover of one to the other.   For purposes of the Form 8606, line 6 value of traditional IRAs should included only IRA 1 & IRA 3.  The line 7 distributions should only be IRA 1 & IRA 3 also.   Your IRA 2 needs to be considered separately from the other 2 IRAs and won't be reported on a Form 8606 individually since it doesn't have a basis.  It's distribution will be fully taxable.   Here is a TurboTax support article about Form 8606

There is no amend or change button on my document for 2024.  Everything I do per all the "solutions" does not work!  Can anyone give me an accurate answer and help me?  I cannot get anyone on the phone, nor find an answer to this dilemma.   Thank you.

If this form error relates to Section 199A information provided with Schedule K-1, do not enter any negative numbers. That should resolve the form error.   Your other option is to delete the problematic Schedule K-1 from your K-1 Summary list and re-enter the information.

In most cases, this form error is caused by a negative number entered in a field where only zero and positive numbers are expected. Two topics mentioned previously that you may wish to check:   1) Under QBI, look for questions about Uncommon Situations. Click the box for 1099-PATR and remove any entries, including zeroes.   2) Review your Schedule C income entries to be sure you didn't add a minus sign to any numbers.   If you can't locate an errant number, go to Federal Review and run SmartCheck. This allows the software to present more information and possible solutions to form errors. You can run this review whenever you need.   @Jeff710 

It depends. It should show up on page 2 because it is a Section 1245 asset and it must result in a gain. When complete you should see an amount on Line 13 and possibly Line 6.    Review your Form 4797 to check these details. You will see any amount from Line 13, on your Form 1040, Line 8, and also on Schedule 1, Line 4.

No, you do not need to file any amended returns. Since your state and local tax (SALT) payments remained above the $10,000 cap even after accounting for this refund, you do not need to file an amended return for the prior years.    Under the tax benefit rule, a refund is only reportable as income in the year you receive it, in this case, 2025, if the original deduction actually lowered your federal tax bill. Because your other state taxes already hit the $10,000 limit, the specific real estate taxes that were refunded didn't provide any extra tax savings, meaning the refund is not considered taxable income. 

In Charitable Donations, which is in the Deductions & Credits section.      How do I enter my charitable donations in TurboTax?   You can deduct charitable donations if you make them to qualified organizations and you itemize your deductions.   To itemize, you need to: Keep track of what you contributed to charity during the year Maintain supporting documentation, such as receipts