All Posts

I have the same issue with carryover from 2023. went back through T/T files and looked at 5695 and none of 17a-17d were filled out by software and carryover went through with NO issues until 2025 Descktop has disallowed carryove. T/T calculated and listed correct carryove for the previos years. I spent several hours on T/T support and they said it could be because credit ran out. I show $7011 carryover remaining ??? Doesn't make sense

To fix the issue of being stuck in TurboTax Premier and return to a lower version like Deluxe, first be sure you don't have an income item that would require an upgrade to Premier, such as investment income or rental property.    If you are at a screen prompting you to upgrade, see if you can back out of the screen to where you made your last entry and then navigate to the income item you need to remove. Or, see if you can exit TurboTax by selecting File at the top menu and then Close to close without saving your current session.   If you are certain you only need Deluxe, go to the Help Menu at the very top of the screen. Select Switch Product. If you are currently in Premier, select Deluxe.  

more here - looks like with Online you can attach is as PDF instead of mailing   https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L0ygGdIiE_US_en_US   you may also want to see if HR Block has the import working for your broker.  Keep in mind there are limits on these imports (Turbotax has 10,000 transaction limit) and a 570 page 1099B is pretty extreme.

This was exactly what I was trying to report to TurboTax but there is no way to report it. I was told to report it here in the community. I checked my previous years tax returns and that field populated correctly with the five digit zip code. This year it populated the field with the hypen and the last four digits of the nine digit zip code. I think that is what triggered the review of my tax return. I don't know how to get this reported to Turbo Tax so they can fix it.

I have greencard. I started working in February 2024, and as you said, maybe I missed out on some taxes because it wasn't a full year. I worked in 2025, so it might be higher. I was a little surprised that the 2024 refund was so low.

@ user17714375369 wrote: This seems reasonable to use property type as 8.  When doing this for a mineral lease (bonus), what would up enter for "Days rented at fair rental value"?  This was leased mid-year as a 5 year lease. I'm a fellow user, not a tax expert, but this is what I did. For me,  I believe I counted or approximated the number of mineral leased days for that initial tax year.  Mine was leased in October of the relevant year. So I think I put 70 or so days in my lease at fair rental, and I believe I put 0 for personal days.  I had wished at the time there was a choice of NA (not applicable) for personal days, but there wasn't.   I don't know if that was the correct way to answer it or not, but I didn't have any trouble with it.   I know those questions don't really make much sense in regards to a Property Code 8 mineral property lease.    It makes more sense for a house rental where expenses might have to be allocated.         If TurboTax@ AmyC or another tax expert happens to return to this thread, they might chime in on that aspect of it.  

As M-MTax said, the last I saw, TurboTax is NOT set up for that. The only way around it is to use the desktop/downloaded version and go to the "Forms" mode to manually check the box on the "Schedule E Wks" for "Other Passive Exceptions".

The suggested "Delete" at the bottom of the screen is not there.  I am using a Mac. I found it on the menu bar.   The fact that this form was already filled out and I am merely double-checking entry by entry before submitting my completed return and finding this unresolved 'bug' is very disappointing.     Now, instead of merely verifying all my prior entry, I now have to re-enter **EVERYTHING** If I was the CEO I'd fire the folks responsible for this.  Totally irresponsible to have to come here to find a user's solution and then be forced to re-enter rather than merely verify.

You can switch to a Desktop version by purchasing the Desktop product of your choice and installing it. See this help article. There will be a step where you are given the option to choose Continue from TurboTax Online.   Submitting payment reflects your satisfaction with TurboTax Online preparation of your taxes, and is generally non-refundable. However, see this help article for more information about the situations in which you can apply for a refund of TurboTax Online and how to apply.   If the entries you are made in response to the Review instructions resulted in adding income or removing deductions and credits, then it would make sense for the tax estimate to increase.   If you decide to stay with Online and need to review the calculations:   Detailed calculation information in TurboTax Online can be found by navigating to Tax Tools > Tools > View Tax Summary > Preview My 1040 to access the Form 1040 Worksheet. This worksheet, specifically the Tax Smart Worksheet located between lines 15 and 16, provides the in-depth, step-by-step calculations for your tax liability.    If you decide you wish to contact Support, see this help article for instructions on how to contact TurboTax customer support depending on which product you are using.  

Investigation?   Where are you seeing something about an investigation?   No one in the user forum has access to any information about your account.  We cannot see your tax return or any of your information.    We do not arrange phone calls---no one can call you from this forum.     To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

My husband is the executor and 1 of 2 beneficiaries. His sibling is the other beneficiary. Only other income is $100 on estates tax ID and $1500 of 2024 property tax refund received in 2025 from the state - the $1500 was on the deceased social security #. I'm assuming that the $1500 goes on the eatates tax return since deceased tax return was marked final in 2024. Each person's K-1 will reflect 50% of what is on 1041 for 2025.