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@markmil11 wrote: ....not shilling for my employer, which yours obviously is H&R… That's funny because I just told a lone-time H&R Block user on Reddit to use TurboTax because H&R Block isn't support Merrill this year in terms of importing 1099s. 

To file your state taxes by mail: To open your return Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. For additional information, refer to the TurboTax article How do I file my return by mail?.   Include your W-2s and any 1099s that have tax withheld. 

Generally, if you e-file and report Form 1099-B information in summary form, using Form 8949 and Schedule D, you aren't required to mail the 1099-B to the IRS.   However, an exception exists: If your transactions are in Boxes B, C, E, or F (indicating non-covered or unreported basis) or if you had tax withholding, you must mail a copy of your statement along with Form 8453.   If this situation doesn't apply to you, you aren't required to mail in the statement or Form 8453.   @Ambilobe   

Section 469 is strictly applicable to passive losses and does not have any other applicability. I'm going bring @AmeliesUncle into this because there is the issue of material participation with an average rental period of 7 days or less.   Note that the IRS instructions for Schedule E are fairly clear (and make no mention of the average rental period):   See https://www.irs.gov/instructions/i1040se#en_US_2025_publink1000152097   Generally, rental real estate activity is reported on Schedule E even if it is also a trade or business activity; however, if you provided significant services to the renter, such as maid service, report the rental activity on Schedule C, not on Schedule E. Significant services do not include the furnishing of heat and light, cleaning of public areas, trash collection, or similar services.   If you were a real estate dealer, include only the rent received from real estate (including personal property leased with this real estate) you held for the primary purpose of renting to produce income. Do not use Schedule E to report income and expenses from rentals of real estate you held for sale to customers in the ordinary course of your business as a real estate dealer. Instead, use Schedule C for those rentals.

Hi Dave, I'm having similar issue with line 33 on form 1116.  I have a lower value between line 20 and 32 on line 32 but line 33 is 0, then the line 35 is double the line 32..  Need to do manual override to correct.  When can this get fixed??

Thank you for the instructions link below, but I am not able to follow the direction.   here is the instructions:   Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.   I do not have Tax Tools and Delete a form function.   Is there another way to do this for my 2025 Turbotax Deluxe?  thanks!   HHP

If you moved, allocate the correct portion of the total to each state. In other words, if you have 25,000 in Box 1 Lived 6 months in Illinois, and 6 months in Michigan, enter 12,500 for Illinois Box 16 and 12,500 for Michigan Box 16.    You are correct that a CSA 1099R has no box 16, so it would be up to you to allocate the correct amount of the total to each state.    Divide the total by 12 and then multiply that by the months in each state.  Example: Total in Box 1 is 24,000 Divided by 12 is 2,000 per month lived in Ohio 4 months equals 2,000 X 4 = 8,000 lived in Minnesota 8 months equals 2,000 X 8 = 16,000 

To find your filing instructions in your TurboTax Desktop program, you can click on Forms in the top right of your TurboTax Desktop screen and scroll down through your forms on the left side near the bottom of your Federal tax return, you should see Filing Inst (Page 1 of 1). If you click on it it will display on the right side of your TurboTax screen.