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Both TurboTax's requirements and their explanation are incorrect on this item. If you installed a heat pump, you have a QMID for that. Even if you installed an electrical panel (whether or not it is >200 amp to get a credit), electrical panels do not have a QMID. The fact that TurboTax requires one is an error. I could not find a representative who could assist with this.

Please take a look at 2 forms for me.  The 5695: line 15 total credit of $2000 line 16 amount used this year $111 line 17 - carryforward of $1889 Form 1040 line 24 total tax should be $0 line 25 federal tax withheld during the year  the difference should be your refund We don't have any known issues with the form 5695. If yours is not creating a carryforward, you do have an issue. The easiest solution would be to let the phone people see the form is not limiting the amount. They should be able to get it submitted.  You can  contact support.

  I'm assuming you met 48 months and it was a personal residence at time of the sale, you can enter it as a sale of home.  The interview will take your through the adjustments or just do it in an excel spreadsheet as to me it is much simpler.   Do note that the history or prior depreciation is not available in the rental section of the interview when you converted it to personal use from the prior year.  You just proceed through the rental interview section to report the sale then it is rental and can use the rental section of the interview.  The improvements that were not fully depreciated would all then need to be reinput from the last year you reported it on Schedule E as TT did not maintain it when it was converted to personal use. I am assuming you lived there 48 months of past 5 years. Go to Income & Expenses > Less Common Income > Sale of Home. Indicate it was your main home and you lived in it for 2 of the last 5 years. When asked, "Did you use this home for anything other than your primary home?" select Yes. Input the required depreciation from the years it was a rental. The program will prompt you to enter the number of days of "non-qualified use" (when it was a rental) to prorate the capital gains exclusion. Depreciation Recapture: You must report and pay taxes on any depreciation claimed while it was a rental. Exclusion: If you meet the 2-of-5-year rule, TT will exclude up to $250,000 ($500,000 for married filing jointly) of the gain, minus the depreciation recapture. Non-Qualified Use: Days rented are considered "non-qualified use" and will reduce the amount of gain you can exclude. Otherwise Rental Section:  Go through the rental interview. One of the screens near the start will have a selection on it for "I sold or otherwise disposed of this property in  2025". Select it. After you select the "I sold or otherwise disposed of this property in 2025" you continue working it through "as if" you still own it. You will have to reenter every asset from the depreciation history you have (easier to do in FORMS MODE if you have the desktop version). When you come to the summary screen you will enter all of your rental income and expenses, even if it's zero. Then you MUST work through the "Sale of Property/Depreciation" section. You must work through each individual asset, one at a time, to report its disposition (in your case, all your rental assets were sold). You will need to allocate your sales price across all of your assets including the capital improvement you did.  You will only allocate the structure sales price; you will NOT allocate the land sales price, since the land is not a depreciable asset.   @RuffyK

You are allowed to make a traditional IRA contribution and keep it in the plan, even if it isn't deductible - you just won't get a tax deduction for it.  That is, as long as your contribution for 2025 doesn't exceed $7,000 for those under 50 years old or $8,000 for those 50 years old or older.   Since you have already withdrawn the contribution and moved it to a brokerage account, how (or if) you report it on your taxes will depend on whether this was considered an excess contribution and when you removed the funds from the account.  If you removed the funds in 2025, you should have received a 1099-R from the custodian of your IRA that you would report on your taxes along with the contribution amount in the Deductions and Credits section.  If you didn't remove the funds until 2026, this 1099-R won't be issued until the beginning of 2027.   If you removed the funds in 2026, report the IRA contribution in TurboTax.  If the amount you contributed is considered an excess contribution, TurboTax will let you know the excess amount.  You've already withdrawn those funds, so you will just let TurboTax know that you withdrew them before the tax deadline.  You'll also need to withdraw the earnings and report them on your 2025 return because they will be taxable.  If the withdrawn amount is not an excess contribution, just report the contribution amount and you'll be good to go.   Even though you took this as a distribution, you really weren't required to do so if it wasn't an excess contribution.  It's going to be taken as a distribution and part of it may be taxable based the total value of your traditional IRA accounts and the amounts of pre-tax and non-deductible contributions.   If you have additional questions or need further clarification, please reply back with as much detail as possible (no personal info though) and that will help us to better help you.  

Ok. Had lunch and came back to it. I managed to figure it out. I needed to answer questions differently. Entered only portion off RMD that would have been attributed to each custodian based on equal payments each month and indicated entire distributions went to RMD. I needed to enter $0 for that RMD from other accounts at this point. (TurboTax was automatically putting the shortfall of $251 into the penalty calculation.) That got me to the point where it was displaying properly $251 as the shortfall with a penalty of $25.

Here is an article from the Quickbooks community: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/payroll-update-error-1612/00/1577542#:~:text=Download%20and%20open%20the%20QuickBooks,recent%20fixes%20and%20security%20updates.

J'ai finalement résolu mon problème concernant la date, après appel à l'ARC. Dans l'étape 1 de l'annexe 15, si vous avez ouvert votre CELIAPP en 2024. Vous répondez Non à la première question et vous n'entrez pas la date (2024) à la seconde question, comme dans l'encadré ci-dessous. Cela a fonctionné pour moi et j'ai pu soumettre par ImpotNet. Deux choses à souligner : (1) la question est très mal formulée et je l'ai dit à la représentante de l'ARC, et (2) l'assistance de Turbo-Impôt n'a pas aidé puisque leur recommandation était de répondre Oui et d'indiquer 2024. Je suis heureux si cela aide quelqu'un d'autre !    

Go to the Income and Adjustments section of the Pennsylvania tax return organizer in TurboTax Desktop and click through several screens until you get to one that says Unreimbursed Job Expenses. Answer Yes and advance through the screens until you get to Union Dues.

I retired from the military on 01 June 2025. Does that still count as being in the military in 2025? I'm just asking because I don't want to click "I was active duty on 31 Dec 2025" and have my return come back as "you lied on your Turbo Tax return and you'll be charged full amount or more".

To efile state after federal you need to wait for the federal to be accepted.       For the Desktop program you have to check the filing status inside the program so it knows it was Accepted.   Open your return and go up to menu item File > Electronic Filing > Check Electronic Filing Status   Then save your return and close it.  Close the program and reopen it.     How to file state after federal https://ttlc.intuit.com/community/e-file/help/how-do-i-e-file-my-state-after-i-already-filed-my-federal/00/26811