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AmeliesUncle: Replying to your post from February 25th:  What exactly is wrong (and why do you think it is wrong)? Sorry if this is a duplicate reply.   First, some basic background: this concerns a rental apartment which I own that is located w/in my duplex home. It was entered into service on December 1, 1998.  The cost basis (and acquisition cost) is $176,348.  The unit has been continuously rented since it was placed into service, and the % of business use for the asset has always been 100%. The depreciation method has always been straight line. The recovery period is 27.5 years. Through tax year 2024, the accumulated depreciation was $167,272.  That left $9,076 entering 2025.  I had been credited with $6,413 per year in depreciation for this asset for each year between 1999 and 2024 (26 full years).  I also received a depreciation credit of $534 for the one month’s of use in 1998. Combined, that matches the $167,272 which the software shows as ‘prior depreciation’ in Line 10 of the Asset Entry Worksheet.   So here is the problem. After entering all my rental property income and expense data for 2025 in the EasyStep mode, I noticed that I was credited with only $330 of depreciation in Schedule E, rather than the $6,413 which I have been credited with for every full calendar year since 1999, and had expected to be credited for 2025.   I went to the Asset Entry Worksheet, and verified that Line 3’s date of entry into service was correct, as was Line 4’s total acquisition cost, and line 6’s ‘percentage of business use’. Line 10’s Prior Depreciation was also accurate (as detailed above).  Line 11’s Depreciation Deduction was the same $330 which populated Schedule E.  I also double checked that line 47’s method of depreciation, which is Straight Line, was also accurate, as was Line 50’s recovery Period (27.5 years) and Line 51’s Year of Depreciation (which was recorded as 28).   I also ‘ZOOMED’ from Asset Entry Worksheet to the Asset Life History table, and it showed the same depreciation numbers described above through 2024, as well as $6,407 for 2025 and an anticipated $2699 for 2026 before the original ‘basis’ of $176,348 would be fully exhausted.  Even though I am confident that I am due at least $6,407 in depreciation for 2025, there are no depreciation numbers which the software permits me to directly over-ride.  As I noted in my post from Wednesday night, the Turbotax rep who I managed to explain this all to on Tuesday evening (2/24) fully agreed that there was a flaw in the software.  I should note that I tried your suggestion of zeroing out the ‘prior depreciation’ number in Line 10 of the Asset Entry Worksheet.  That did succeed in converting Line 11’s Depreciation Deduction from $330 to what appears to be the correct number of $6,413, and this figure also populated Schedule E.  I appreciate the suggestion, and I may apply it in my actual return.  I also found one or two other ways to essentially “trick” the software into yielding the right number on Schedule E (for example, changing the date the asset entered into service in 1998 by a few days).  However, I am reluctant to ‘work around’ a software flaw unless it’s a last resort, and it has the company’s endorsement.  That’s why I will continue to appeal directly to Turbotax to reopen my Closed Case, and give me the technical assistance that will directly solve the problem if that’s possible.  Not to be repetitive, their rep has acknowledged to me that the problem is with their product, and yet rather than get back to me, as the rep promised, they abruptly closed my case without explanation. I’m an old guy, but am familiar with the modern phenomenon of GHOSTING.  Thanks, again for your help.  Below, I have answered your other questions (at the risk of being redundant).   How many years is it using? Is it using the correct number of years or how many years is it supposed to be using? The software accurately lists 27.5 years as the Recovery Period in the Asset Entry Worksheet, and 28 as the Year of Depreciation.  However, their programming logic may somehow be flawed if they are cutting off my eligibility for full depreciation in 2025 because that year represents the 28th calendar year during which the asset is being depreciated (and 28 is a higher number than 27.5). If so, that would be flawed logic because the 27.5 year Recovery Period which started in December, 1998 has obviously not elapsed through the end of 2025.  Through December 31, 2025, the asset would have used up 27.08 years of its 27.5 year Recovery Period.   Has the business % varied from year to year? No, it has been 100% for the duration.   If you leave the ‘prior depreciation’ BLANK, does that fix the problem? As noted above, this suggested ‘zeroing out’ does produce an accurate depreciation allowance, and I will consider applying this or other ‘workarounds’, but only as a last resort, and if the company continues to ignore my problem.  

Agreed. I get the impression that utterly nobody at TurboTax is paying any attention to this Wisconsin, and I suspect no "update" was actually even installed. Twenty years ago TurboTax was really pretty decent, but it's gone way downhill. Unfortunately, the competition doesn't sound that much better, and TurboTax is undoubtedly aware of that too. In any event, I think I may give up on TurboTax efiling and just print and file a hard copy with Wisconsin by mail. Mike O'Brien

The IRS treats the new One Big Beautiful Bill Senior Deduction as an adjustment to income rather than a part of your Standard Deduction.   Line 12e of Form 1040 will show your regular Standard Deduction ($31,500 for Married Filing Jointly (2025), plus any extra for blindness or being 65+).   Line 13b of Form 1040 will show the new $12,000 OBBBA Senior Deduction.  It flows from a new form called Schedule 1-A.   To See the Senior Deduction online: Open or continue your return. In the left-hand menu, click Tax Tools, and then Tools. Select View Tax Summary. Click Preview my 1040. Scroll down to Line 13b. You should see the $12,000 (MFJ... or a phased-out portion of it) listed there. To qualify for the full, additional "Senior Deduction" of $12,000 tax deduction ($6,000 per person): Both Taxpayer and Spouse must be considered "65 or older" for 2025 (born before 1/02/1961). Both Taxpayer and Spouse must have a valid SSN (make sure that you don't accidentally check that your SSN is "not valid for employment."). Your Modified Adjusted Gross Income (MAGI) must be less than $150,000.

I am still seeing issues, though not with entering the expenses. Indeed the sections for entering the expenses was present where before it was missing.  In addition these expenses when entered did flow into the Peoples worksheet and by extension into the student information worksheet.  However the program did NOT correctly evaluate my expenses in conjunction with their use to obtain AOC or LLC credits and then for 1099Q income offset   In my case my income leaves me ineligible to claim the credits yet the program still allocated the amount of my 1098-T expenses to the credit, leaving them ineligible to offset the 1099-Q income fully.  I had 13500 of Q income against the same amount of expenses but because the program is still allocating 8818 (QT) to the credit, which is disallowed by my AGI, only 5500 in additional expenses is netting against the 13.5k.    This is not correct.  Since I cannot take a credit the line 18 in the student info wks should be 0, ie not used for credits, which would correctly then account against my 1099q.  So i still see this feature in TT as NOT CORRECTED. I even went and fictitiously adjusted my W2 income to make me fully eligible for the AOC credit and it still didn't handle it correctly.  It allocated the full 8818 QT expenses to the credit even though the credit only requires 4k of expenses to be fully claimed.  That's flat out WRONG TOO.   Note in both scenarios I did not delete and re-enter my dependent, 1009q and 1098t info from scratch so I can't comment if the workflow might work correctly if done from scratch, but this is still broken in my opinion.  I absolutely would not trust the numbers I'm getting from TT when entering this information.

The QTP (529) to Roth did not work last year either.  The TT answer was not to input the 1099-Q because the 1099-Q states that nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return.  I just updated with the Feb 26, 2026 update, and TT still wants to include the earnings portion of a rollover to a Roth as taxable income.  So I again deleted that 1099-Q.  They need to ask a few more questions and then should be able to advise whether the earnings portion is taxable -- for example, has the QTP account from which the rollover originated been in existence for 15 years, is any of this rollover from earnings or contributions within the last five years, is the cumulative amount transferred to Roth under $35,000, and probably a couple of others.  Then the program can route the earnings portion correctly to taxable or nontaxable.  I don't think TT plans to do this adjustment.

This is scheduled to be available March 4.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

I cannot move past the screen that asks how much of the RMD I took.  Error message says "RMD amount shouldn't be greater than the total distribution."     In my case, the total RMD amount IS GREATER than the amount I took in 2025.   The error will not let me continue or move off the screen.    How do I move past this error message?

Had you entered into 2024 TurboTax a 2025 Form 1099-R with codes J and P instead of a 2024 Form 1099-R with code 8, the result would have been the same.  The each taxable amount of about $1,100 (box 2a) would be included on Form 1040 line 4b.   Code 8 only applies to the year of the Form 1099-R.  Code 8 cannot cause TurboTax to produce any effect on any other year's tax return.   However, the fact that your 2024 Form 5329 reported an excess Roth IRA contribution, in the IRA contribution entry section it seems that you failed to tell TurboTax that you would remove the excess Roth IRA contribution, so you need to amend to correct that.  Doing that in 2024 TurboTax you could also correct the Form 1099-R entries, taking care to indicate that the Forms 1099-R are 2025 forms, but that would not change the amount on Form 1040 line 4b unless you had entered an incorrect amount in box 2a.  (If you failed to mark the IRA/SEP/SIMPLE box, the approximately $1,100 times two would have mistakenly appears on line 5b instead of on line 4b, so you would want to correct the form entries so that the taxable amount appears on line 4b.  With code J present, the IRA/SEP/SIMPLE box does not need to be marked since the code J indicates that the distribution is from a Roth IRA.)

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

I noticed the same, and it's a terriby designed form/prompt.  I worked through the Forms view and the place to actually check this box is in Part IV of the Information Worksheet (Info Wks) form, which is the Earned Income Credit Information section.   I don't qualify, but went ahead and checked yes for this, and completed the other parts of the section.  It did nothing to the taxes due, but did check that box on the 1040.   The EIC section of the interview still just says "It turns out you don't qualify for this credit"   So if you're obsessive and hate seeing a box unchecked that, via the prompt, should be checked, that's how you can do it.  It doesn't change anything else.