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Yes, provided you have not filed, you can Clear and Start over.     Sign into TurboTax. You may have to bring up the additional options on the left sidebar On the center panel select Personal Info [Continue] This will bring up additional options on the left sidebar. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. You can view the TurboTax Video How do I clear and start over?    

If you entered state tax withholding from a Form W-2, 1099-R or other standard (IRS template) income summary, there should be state ID number in one of the boxes that needs to be entered. Switch to Step-by-Step mode in the upper right corner, and return to the Income section of the software to revisit your entries for your annual income form(s).    For example, on a W-2, this information is found in box 15. 

@user17723855504 wrote: it is not located under "download". is there some way to download the .exe file from the company website? Go to this website to download the 2025 desktop edition that was purchased - https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/

it says March 6, 2026... "There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return. This return cannot be filed at this time due to a processing error that will be corrected on March 6, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing."

@MCD9861  adding to this thread, here is one site that has quite a few charts ( clickable ) for Gold prices through the ages --->  Gold Prices - 100 Year Historical Chart Please note the following though ( beyond the posts above :( (a) it is probably within reason ( absent any other affecting facts / circumstances ) to assume that the original donor ( your friend) had purchased/acquired the  1 oz gold bars within a short time prior to  gift time   ( perhaps sometime in  2022) -- so the price may be somewhere in the range of  US$1900 plus  commission  ( usually  80 to 100 per bar --- you can use something like  Bullion  buy sites like JMBullion --> Buy Gold & Silver Bullion Online | Free Shipping | JM Bullion ) (b)  your "basis note" attached to the gift should memorialize that this was a "gift" to you  ( i.e. this was not some payment-in-kind for some action on your part ) and now to them. (c) the assumption here is that these bars are of general kind -- note that some bars with specific engraving etc. or issued / manufactured for specific purposes/ limited production runs etc. may cost a lot more than the average annual  price.  Perhaps you should consider finding out the  current price for these  bars  ( condition, mint/issuer, certificate etc. have a great effect on the current price). (d) since future is uncertain, just enjoy giving them the gift and not worry so much about  how, when and what they will do with these  ( for all you know they may just melt/convert these into rings/ jewelry for their betrothed/ children when that comes ).   Is there more one of us can do for you ?

They would go under insulation.  Insulation is for  "Products that air seal (reduce air leaks) can also qualify, as long as they come with a Manufacturers Certification"   To enter this in TurboTax  you will select the following: Deductions and Credits Your Home Energy Credits Then as you walk through enter the information  The form 5695 which is used for the home energy credits is in the middle of an update by the IRS, so if you are claiming this credit, it is best to wait until after March 6th when they said the changes will be done. 

Thanks for your reply. Things appear to be entered correctly. Other expenses are being split correctly between the renter's portion and personal use portion. Line 16 (taxes, $2,225) and Line (19a-d, total of $22,412) are the only lines that have expense in column (b, Reported on Schedul E), all other expenses are being pushed to column (d, home loss limitation (carryforward)). I suspect that cerain expenses are being allowed to be a loss by TT in my mixed use senario; I just don't know why it's being allowed and would like a reference to the IRS rules. Carl

Can you clarify the situation? Who sent a notice? IRS, TurboTax or other? Have you filed a current (2025) Tax return? Was the notice about that tax return? Did you get a PIN from the IRS? What kind of PIN did you get?  

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back. And if you entered using Forms mode you should also go though the interview steps to catch any followup questions that need answering.

I do not believe your box 1a should be blank; this seems to be in error. I would contact the mutual fund and ask for a correct 1099-DIV with all the necessary fields completed, including 1a, for clarification and accuracy.

No. It typically does not matter to the IRS whether it is a "Military Retirement distribution". The IRS is concerned with the dollar amount being included in your total income and whether the correct amount of tax was paid.   However, TurboTax asks about the type of distribution because some states offer a special tax break for military survivor benefits.