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You can change it by following the steps below. I had to leave the yes in there on the screen that said Application for Refund, and go to the next screen and make the Apply How Much? zero and then go back and say No.   If you are using TurboTax Desktop: Click on Federal Tax Tab (Personal Income) and Click on Other Tax Situations Tab Scroll down to Additional Tax Payments and look for  Apply Refund to next year Click Start or Update to the right of Apply Refund to Next Year Your screen will say Application for refund Leave the Yes there to get the next screen Make sure the next screen does not have a number in it The screen says Apply How Much? Make sure you have edited that to zero then go back and say no Your screen should show your revised refund If you are using TurboTax Online: Click on Federal in your left panel of your TurboTax  screen Click on Other Tax Situations then Other Tax Situations Summary Scroll down to Additional Tax payments Click Start or Revisit next to Apply Refund to next year Leave the Yes there to get the next screen Make sure the next screen does not have a number in it. The screen says Apply How Much? Make sure you have edited that to zero then go back and say no Your screen should show your revised refund Please return to Community if you have any additional information or questions and we would be happy to help.  

Either can work, but "Various" is often the most reliable way to avoid issues with complex 1099-DIV allocations in tax software. Sometimes using RIC has its limitations because the software might not properly link it to the passive category for Form 1116, which may have happened to you.  As a result , a smaller Foreign Tax Credit will be calculated. Using "various" will always put this into a Passive Category Income 'bucket" and is more reliable.   Usually, reporting this into one 1099 DIV will suffice but splitting this into three Div entries will work, if done properly. 

Thank you for your response. I do feel like this is a flaw in the TurboTax software because nowhere did it say that. If I hadn't asked, I wouldn't even know. Not your fault, just putting that out there for the product/IT teams to update these things.

If you're using TurboTax Desktop on the same computer as last year, look in Documents > TurboTax for your prior year tax data files.  You can also search your computer for .tax2024 files.   @shenry32162     

Yes, you can enter the QBI Carryforward loss from 2024 on your 2025 return if it wasn't included. The item Net Operating Loss/ QBI Carryforward Loss appears in TurboTax Desktop, under Less Common Business Situations in Schedule C.    In Online, it is a little more difficult to find, but it is there. Scroll down to Uncommon Situations and select the item labeled "Unused expenses, carry overs, non-depreciable assets, etc.". From the list that follows, select "I have at-risk losses carrying over from last year". The next screen includes boxes to enter either at-risk losses or QBI Carryforward losses.   Enter the carryover amount as a positive number in the QBI section; it can then appear on Form 8995 Line 3 as a deduction.   After you've entered your QBI Carryforward from last year, if applicable, and all of your income and expenses for 2025, TurboTax can calculate any QBI deduction for this year.  See this help article for more information.    [Edited 03/10/26| 4:38pm PST]    @DRB (edited)  

Are you using the Online version?   You can override the 1040ES amounts in the Desktop program or adjust them several ways.   And what I do is take the amounts from Turbo Tax and write them in on the actual IRS 1040ES forms the IRS mails me each year that are preprinted with my name and ssn.  So then they will fit in the window envelopes.   Very easy.   Or the easiest and best is to pay them directly online to the  IRS.   

No.  Win10.  When I pulled the 2024 file into 2025, I needed to use the password.  BUT when I saved the 2025 file and then reloaded it ... no password.  This seems to be a case of the doc folks getting ahead of actual code.

Hi Amy   With your answer to #2 you are contradicting what Diane advised, and now I am confused.   My original question was because adjusting the cost basis of the property caused an issue with the state return (see my original question). Diane's advice to add the 2025 improvements to the expenses was intended to circumvent this issue.    It's also fully unclear WHERE YOU ENTER THE ADJUSTED COST BASIS. The Turbotax software does not ask this question in the interview. So I don't know how to do this in a way that will not throw things off. The original cost basis (plus depreciation) autofills/autoflows. I don't think it's right to change that figure, so: WHERE?   Thank you!!!

If your SSA-1099 provides no more description than 'Paid in 2025 for Other Tax Years', I would allocate the $1,049 over the values for years 2021 through 2024.   However, assigning the payment to 2020 is a valid option.   Make sure that you retain records for how the payment was reported.  Retain the records with your tax documents should a tax authority have a question at a later time.   @kgstark