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User [phone number removed]    What type of capital gains deduction are you doing? I have a rental property installment sale and trying to figure out which one to choose. Do you or anyone else have some info to help me out? My post was right after yours.   Thank you

Review the steps in either of the links below to access your TurboTax Account. Request Access to your TurboTax Account I need help signing into my Intuit Account Alternate information for your vehicle is to enter it manually using your 2024 tax return.

@jdmercha If your state sent you a tax notice or adjustment to your return, you have the right to disagree with their changes and respond in writing requesting an abatement of the additional taxes, interest or penalties.  Note: Generally, you should pay the additional tax first, and then requesting a refund with your written response.   As you know, you also have certain options for audit defense with TurboTax stemming from your purchase. If you are still unable to contact Audit Support directly, then I would try contacting Customer Support to make the connecting call.    Further details from the TurboTax Audit Support Center help page: What types of audit support does TurboTax provide? TurboTax offers the following options for support when you receive an audit notice. Audit Support Guarantee Description: Free one-on-one audit guidance when you file a return with any TurboTax version except TurboTax Business for Windows Services: Consultation with a trained tax professional if you receive an audit notice Year-round answers to your audit questions Assistance with what to expect and how to prepare for an audit Contact info: Call 800-624-9066 for assistance Audit Defense Description: Optional paid add-on service that must be purchased when you file your taxes Available through MAX Defend and Restore (TurboTax Online), PLUS, or as a standalone service (TurboTax desktop software) Services: Full audit representation by a licensed tax professional, including representation in front of the IRS Contact info: Create or sign in to your Audit Defense account to get started. You can also contact TaxAudit at 877-829-9695. How do I know if I purchased Audit Defense? To determine if you purchased Audit Defense, sign in to your TurboTax account, select the tax year under Your tax returns & documents, and select View order details. If you have PLUS, Max Benefits, or Premium Services listed, then you purchased Audit Defense. In TurboTax Desktop, it’s called Audit Defense for TurboTax Desktop. Tip: Have your notice and your tax return handy when you call.   What state are you in if you do not mind sharing? I can help you find your state's guidance for responding to tax notices. See this post for an example (or for reference, if you also happen to live in NYS).

Thanks @AnnetteB6    "Conversions can be done at any time and are only associated with the year in which it is done, unlike IRA contributions which are tied to a particular tax year." - I did not know this. So I should clear below shown form about recharacterization? Now let's say I contribute to traditional IRA for 2026 in 2026 and then transfer immediately to Roth. Then 1099-R form for 2026 will have two years worth of contribution? Thank you  

When you enter state estimates you have to pick the state from the drop down box.  You enter all your state payments on the same screen.  Just keep adding more.   To enter State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button If you made more than 4 payments - at the bottom is + Add another payment  

If you could add some additional info it would be helpful. What type of capital gains did you have? My question before yours was a rental property installment sale. I'm trying to figure out how to choose which capital gains method to deduct the $2500 or 40%. Any info would help, Thanks