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@rjs wrote: The shutters, if they qualify at all, must be installed and paid for by December 31, 2025 in order to claim the credit. You have to enter the "Qualified Manufacturer Identification Number" (QMID) of the shutters on your tax return in order to claim the credit. That's what Opus 17 referred to as a PIN. You have to get that number from the manufacturer or the seller. If you don't have the QMID you don't get the credit.   Just for reference, the QMID will be required for doors and windows but not "insulation systems".  

Yeah, thanks.   I don't mean to keep posting about it, but it's a major issue (at least for me).   Until yesterday, I didn't even realize my last 8 years of Turbo Tax Online were done incorrectly. 

@vetz76 wrote: ........TT is pushing everyone to the online version...... Yes, that's been made perfectly clear in the desktop install screen where you are offered an opportunity to switch to online; that is brand new this year. 

@vetz76 wrote: I was hoping I could get enough response to my original post here to convince TT to back off their stupid decision to force the "upgrade" to Win 11.  Understood, but I've been trying to tell users, folks who post on this board, that they really don't care about customer feedback with respect to product development (or direction). Form the most part, they make a decision and primarily stick with it regardless. 

I'm going to page @AmeliesUncle for this one, but I believe this has been an ongoing issue over the past few years.   You can make the adjustment with the desktop products in Forms Mode but I suspect you may be SOL with the online versions. 

Basically, TurboTax Online misclassifies self-managed rental properties as passive activities unless the taxpayer qualifies as a Real Estate Professional or operates a short-term rental. This means that even landlords who materially participate—personally managing, maintaining, and operating their properties—are treated as passive investors. As a result, their rental losses are not only limited by the $25,000 phase-out but also suspended and effectively unusable, because the software disqualifies them from deducting those carryforward losses against active income in future years. This misapplication conflicts with IRS Publication 925 (§469(h)), which allows materially participating landlords to classify their rentals as non-passive and fully deduct legitimate losses without meeting the stricter Real Estate Professional requirements.

Issue My 2024 tax return was incorrectly limited because TurboTax Online automatically classified my self-managed rental property as a passive activity. Although I materially participate in all aspects of managing, maintaining, marketing, and leasing the property, etc., the software only allows NON-PASSIVE classification through the Real Estate Professional path, which requires 750 hours and more than half of one’s working time in real-estate trades. As a result, it applied the $25,000 passive activity loss limitation and generated Form 8582, restricting the amount of rental losses I could deduct and carrying the remainder forward, even though IRS rules permit full deduction for materially participating landlords. Summary of Issue I discovered a structural limitation in TurboTax Online (Premium / Live Assisted) regarding the classification of rental real-estate activities under IRS §469. TurboTax Online currently allows non-passive (material participation) treatment only when a taxpayer selects the Real Estate Professional path. However, under IRS Publication 925, material participation and real-estate-professional status are distinct tests: Material participation (§469(h)): Involvement on a regular, continuous, and substantial basis (e.g., personally managing, maintaining, and operating the property). Real-Estate-Professional (§469(c)(7)): 750+ hours and more than half of total working time in real-property trades or businesses. A taxpayer can materially participate in a rental activity and therefore be non-passive without meeting the real-estate-professional thresholds. TurboTax Online merges these two separate IRS standards into a single workflow, meaning: Users who materially participate but are not real-estate professionals are automatically classified as passive, Form 8582 (Passive Activity Loss Limitations) is generated unnecessarily, and Legitimate current-year losses are partially or fully disallowed and carried forward, contrary to IRS rules. This design inflates taxable income and misrepresents compliance for taxpayers who self-manage their rentals (e.g., single-property landlords who do all maintenance, leasing, and management work).   Question Can TurboTax confirm whether the Online product will be updated to allow non-passive (material-participation) treatment for rental activities without requiring the taxpayer to select “Real Estate Professional” status? If not, can TurboTax provide an official recommendation for users who materially participate but are not real-estate professionals — specifically, whether they must use TurboTax Desktop Home & Business to ensure correct classification and eliminate Form 8582?   Closing I would appreciate clarification or documentation confirming how TurboTax intends to handle this distinction so that materially participating landlords can file accurately under §469(h) without being forced into the §469(c)(7) real-estate-professional election.       

Well, I hate to admit it but I knuckled under and "upgraded" my Win 10 to Win 11 with no cost other than Win 11 makes it hard to access any non MS programs such as OPEN OFFICE which I use. I haven't down loaded TT yet but will soon.  And I do agree that TT is pushing everyone to the online version so they can have total control over how you use the software, i.e. one return, no more. I was hoping I could get enough response to my original post here to convince TT to back off their stupid decision to force the "upgrade" to Win 11.  After this year I may just go back to having my taxes done by a professional!

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

I don't know full history but VUSXX for 2022 - 100%, 2023 - 80%, 2024 - 100%.  For both VMFXX and VMRXX seems they didn't qualify in 2022/3 but did in 2024.   https://personal1.vanguard.com/pdf/USGOIN_2023.pdf   https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/usgoin-2024.pdf   https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/USGO_012025.pdf

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

indeed looks like this offer mentioned in the thread above is triggered when installing desktop on Win 10 (not sure other details - sharing screenshot posted in another thread below)   (nice discount on Amazon at the moment btw)     https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US?uid=mhotc1g1   https://ttlc.intuit.com/community/taxes/discussion/what-is-hell-is-intuit-doing-telling-me-i-have-to-upgrade-to-win-11-i-don-t-want-that-pos-they-said/00/3698322/page/_11