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You would report it as "Other Income" on your return as follows:   1. Start in the Federal section of TurboTax 2. Look in Wages and Income and find the Other Common Income section 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other reportable income  5. Enter a description for the income and the amount  

I found the fix on another post. It worked for me:   1. Go to forms view - Forms in My Return 2. Go to "Info Wks" 3. Go to "Part IV - Earned Income Credit Information" 4. Second item asks the question "was in US for more than half of 2025"- answer Yes 5. It will now be checked on your 1040/1040SR

It depends on many things, but mostly how the questions were answered and simple entry errors. The tax is being calculated on different income or dependents, credits or deductions. Possible Examples: missing data - misclassified income - or incorrect dependent information  Review your entries and double check to make  certain you have included everything and whether you answered the questions the same or differently.

To enter your rental expenses:    Go to the rentals screen under Wages & Income Under Rental Properties and Royalties, select Start or Update next to Rental Properties and Royalties (Sch E) Answer Yes to the question Did you have any income from rentals or royalties? On the screen What are you here to report?, select Rental property and Continue TurboTax will guide you as you enter your income and expenses for your rental property.   Where do I enter income and expenses from a rental property?

Some follow up questions for JAKBB88 -    Are you still not able to get to the questions on the step by step that asks you for room and board or are you seeing issues with TT making part of your 529 withdrawals be taxable when they should not be taxable.  If I can get some more specifics, I may be able to help you get TT to do what you need it to do.  I've now got my 2 girls 1099Q / 1099T and AOC for my oldest working correctly now in TT.

The IRS has issued a correction to the 2025 Instructions on their end. We are looking into it to see if this is related to the IRS correction or if it is something else.  We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction. Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  You can attempt to refile on the 6th or wait for several days after that.    

so frustrating!!!  Easiest way I found was to act as if I'm starting my taxes, jump to rental info, select edit and continue until you find a way to view the breakdown of what Turbo Tax was going to enter for that year.  Once I get this one rental sold, well maybe even sooner - I'm leaving Turbo Tax!!!

It's not clear what you mean by entering several types of categories for a 1099-B.  A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

You would have to look on Form 5695 Residential Energy Credits to see how your solar energy credit is being calculated and why a portion of it is not being carried over to 2026. The credit would appear on line 6(b) and the amount allowable in the current year would not be more than your net tax listed on line 14. If your credit was more that line 14, the carryover amount would appear on line 16. You will be able to see Form 5695 after you pay for your TurboTax product.