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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.

Look for a supporting document in your full PDF (the one that includes all worksheets). Look for a form called  "Tax Payments Worksheet" or "Withholding Worksheet." This will list exactly which entry is feeding Line 25c. Here is how to access.   If you used TurboTax Online, sign in to your TurboTax Online account and go to the Tax Home page.  Scroll down to the section "Your tax returns & documents." Select 2023 and click "Amend (change) return" (Don't worry, you aren't actually filing an amendment yet; this just "opens" the return so you can see the tools). Once the return is open, look at the left-hand sidebar and click on Tax Tools > Print Center. Select "Print, save or preview this year's return."  When the options appear, check the box that says "Include government and TurboTax worksheets." Open that PDF and search (Ctrl+F or Cmd+F) for the exact dollar amount showing on Line 25c, or look for the Tax Payment Worksheet. There will be many pages to look through. If you used the software, open your 2023 return. Switch to forms mode. Look for the tax payment worksheet and the dollar amount that the IRS is looking for.  You should be able to find the source here.   TurboTax sometimes puts payments made through the IRS Direct Pay website on Line 25c, instead of under estimated payments. If you made a one-time payment when you filed, the amount showing up may just be your own payment being credited back to you. This is rare but it could happen.        

Key Solutions for Error 567812: Use "Save As": If you cannot save, go to File > Save As and save the return with a new name in a different folder on your local drive or on your desktop Run as Administrator: Right-click the TurboTax icon, select Run as administrator, and attempt to open/save the file again. @jtj483   

If your rental property is treated as a business and reported on Schedule C (Self-Employment), then your loss is not subject to the income limitations and phase out applied to rental property reported on Schedule E.  Also, if your rental is reported on Schedule C and has a profit, you will are subject to self-employment tax.   IRS section 469 defines six exceptions to what counts as rental activity.  Those exceptions include:   The average stay lasts seven days or less. The average stay is 30 days or less, and the owner provides services equivalent to those offered by a hotel, such as daily housekeeping, meal services, and transportation. Owners provide “extraordinary personal services” to renters. Think luxury rentals that include a personal chef or private tours. There are differing opinions about what is required to report a short term rental property as a business on Schedule C.   One view is that you only have to have to have average stays of six days or less.  Others say in addition to average stay of six days or less, you have to provide substantial services.   If you want to report your rental on Schedule C, you will have to delete your "rental" and start a business in TurboTax.  

You would need to mail the 1099-B form if you reported transactions by sales section totals and you either made adjustments to your investment income or you listed cost basis that was not reported to the IRS. After you get the download posted to TurboTax, you would have to look at how the investment sales are listed on your tax return to see if you are compliant with these regulations to determine if you need to mail in the 1099-B detail. TurboTax should inform you of that need if it exists.