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The update didn't likely delete your data, here is how to search for it: Open File Explorer (folder icon) on your computer. In the search bar at the top right, type: *.tax2024 (or *.cor2024 if you file as a C-Corp).

Depreciation and Amortization is showing that it's available under my rental property but all my previous depreciable assets that I started putting in 7 years ago do not show up. TT online is asking if I want to add assets (as new items) but does not seem to have the history of them from previous years. Anyone else seeing this? 

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Other and continue

If your son who is incarcerated needs an Identity Protection PIN (IP PIN) for TurboTax and he never received one, it must be retrieved through the IRS IP PIN portal. Because he is incarcerated, he may need to request the IP PIN by mail or he can authorize you via Form 2848 (Power of Attorney) to act on his behalf.   In general, the IRS sends a CP01A letter with a new IP PIN every January. You may be able to find it in his mail or files.   If his IP PIN cannot be reissued and you cannot create or access an online account, you can mail a paper tax return without his IP PIN. His refund will likely be delayed.   If he never received his tax refund from last year, you can verify that his return was accepted in TurboTax and check the status using the IRS "Where's My Refund" tool.    If this shows that his refund was issued but not received, you can start a trace with the IRS by filing Form 3911. Refunds can be claimed for up to three years after the tax deadline.     Click here for Missing your Tax Refund Payment? File Form 3911   Click here for Form 3911.   Click here for How do I get my 6-digit IP PIN?   Click here for Retrieve your identity protection PIN (IP PIN) Click here for Form 2848.     Please return to Community if you have any additional information or questions and we would be happy to help.   

Do not enter the 1099-MISC separately. Instead, report the income under each rental property in the Schedule E.   Allocate the total 1099 amount between the two properties based on your records. The combined income should equal the full rents received.   

Use these steps to downgrade your TurboTax Online product to a less costly or free edition: Open your return if you haven't already. In the left menu, select Switch Products.  Select Downgrade. Note: TurboTax Free Edition is for customers who are filing Simple Form 1040 Returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest). Roughly 37% of taxpayers qualify. If you have additional forms or attachments, you’ll need to use a different TurboTax product.   You can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen. ^ TurboTax FAQ - How do I downgrade to a different TurboTax Online product?   Learn more: What qualifies as a simple tax return for TurboTax Free Edition?

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

I am also having problems importing Wells Fargo data.  I changed default browser to Google per another user's recommendation and that worked for Merrill Lynch & Fidelity.  Unfortunately it didn't work for Wells because Wells has another popup message that other firms don't have.    "Let's get your forms.  You can ask Wells Fargo if you'll get tax forms this year, and return to import when they're available.  If you already have the info, you can enter it by hand. (902)   Auto import my Wells Fargo forms for me when they're ready." [Toggle Button]  [OK Button]    

Your best option is to manually enter the information from Schedule K-1. This ensures the entries are accurate and generally saves time.   As you work through the interview, look for the page "Describe the Partnership" and a box for "I have passive activity losses carried over from last year." Checking this box will allow you to enter the loss carried over from prior years, according to the type of loss.    

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedule

My daughters 1099Q does NOT have 4a checked. Rather, it has 4B checked. That is causing Turbotax to throw up its arms in surrender because it doesn't know what to do.  Are you suggesting we lie about the the box checked on the 1099Q?  presumably not. Is there an ETA for when Turbot Tax will be able to deal with a 1099Q that has 4b checked?

If you are using the Online version of TurboTax you will need to setup a new account using a new User ID and Email.   To set up a new TurboTax Online account,  Go to the TurboTax website,  Click "Sign Up," and enter  Your email,  Phone number, and a  Secure password.  Verify your account via the code sent to your email or phone,  Then complete the initial setup questionnaire.  You must use a unique user ID and email if creating a second account