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Hi, My previous company offered some performance related stock units to me which was vested in 2025. Assume the number of unit vested is 100, and they sold part of it (40 units) to pay tax and asked us to sign and filed 83(b). But these stock units have a feature that since I left the company before certain date/condition met, they took it back. However, even they took what was left after tax back, these units are shown as income on my W2 and the units they used to pay tax are also included, according to the company.   How should I report this as I have no tax related document to file directly on TurboTax？

If the file is elsewhere, using the "find the file" search allows browsing to the file's location, but selecting the file does not actually select any file. Copying the file to Documents enables turobotaxTY2025 to find it. The file will open fine in TY2024 turbotax so the file is fine.

We sold rental property in 2025. We had adjustments to the cost basis to add in (improvements to the property) - I figured out how to do this manually on the Asset Entry Worksheet line 29 (Note to Turbotax: the instructions on the desktop premiere version for doing this with the interview refer to screens and questions that DO NOT EXIST in the software, you need to troubleshoot this!!). On the federal return, this seems to have worked: the cost basis was adjusted and the net profit/income went down accordingly. I also put the same amount (that is, the adjusted cost basis) on line 63-p of the same Asset Entry Worksheet, where the "State Depreciation" is calculated, so that the same adjusted basis would show up on the state form.   But: it doesn't. When I got to working on the state form and got to the interview section "Schedule of Gains/Losses" for this property, it autofills the original (unadjusted) cost basis - and the net profit/income is higher on the state return than on the federal return. State is PA, if that matters. Questions: 1) should this be corrected, or does the state not allow for an adjusted cost basis? 2) if it should be corrected - what's the best way to do that?  There is a box to check that says "This sale requires an adjustment to the basis of the asset"  but when I click on "Learn More" it tells me that this is for a "cost basis adjustment due to Pennsylvania non-conformity" - which is not the reason for our cost basis adjustment. Should this be manually corrected on the Asset Entry Worksheet, on line 63c? Or somewhere else? Thanks in advance for the help.   (FWIW I am very disappointed in the Premiere software - I thought paying more for the upgrade would get me more detailed assistance for the real estate transaction, but all I got was more confusion, mainly because the "extra help" button takes you to a description of  screens and interview sections that don't exist in the Desktop software.)

I made an  upgrade to my HVAC system that qualifieds for the Energy Efficient credits. I input the HVAC manufactures (Daikin) QMID  and cost of install. The next questions for Form 5965 ask about enabling costs. It was necessary for me to install an electrical subpanel for this HVAC upgrade, however the electrical panel manufacturer (Eaton) did not submit the proper paperwork in time to qualify for a QMID. Should I be waiting to claim these credits in 2026 when the QMID may not be necessary to qualify? I have heard other people just throwing in a random QMID to get the credits and claiming that if audited they can show the expenses. I am jsut not sure what to do and this is the difference between me getting a refund or owing money.

I have used TTAX PC version for taxes for over 10 years. I entered this year data a few weeks ago, except for the investment income. My 1099 Consolidated form has arrived, and I entered it. I had close to $13k in capital gains but my taxes only increased by $12. Looking at the 1040, I see TTAX is not calculating the taxes properly. See the screenshot below. According to tax tables in Pub 17 at the IRS, the tax should be $9,516 but ttax is only showing $7,944. It just updated today with the latest patch. Who can help me determine why the software is not calculating this properly? This is very concerning since it has gone through all the checks and says it's ready to submit.