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You can convert your Online purchase to Desktop following the instructions below and in this help article:   Install and/or open your 2025 TurboTax Desktop. If you haven't purchased TurboTax Desktop software, select the product you need to complete your return. Important: If your return includes a state, make sure you also install the corresponding state program(s) in order to proceed. Select Continue From TurboTax Online. Sign in to your Intuit Account. Your data will be imported into TurboTax Desktop, and your return will open once data transfer is complete.  

No, it used it up.  Each year you get to first offset the carryover loss against any and all gains you have each year so that can use more of it up. Then after applying the loss to the current gains if there is still a loss, you can take a max loss of 3,000 per year. 

In order for Schedule K-1 income to be excluded from Net Investment Income reported on Form 8960, you must indicate that you are a Real Estate Professional at the beginning of the Rental Properties interview. Log into TurboTax Online and open your return. Go to Wages & Income >> Rental Properties & Royalties. Edit your first Rental Property. On the Property Info page, click the pencil icon (edit) to the right of Rental property info (under the house icon). Under Owner Info, confirm there is Yes under Real Estate Professional, or click Edit to change your answer. Continue back to the Rental Summary page. Review all your rental properties to indicate that you materially participated and if the activity qualifies as a trade or business. Also review your Schedule K-1 entries that may report rental income.   After you complete this process, you should see any qualifying income excluded from Form 8960 Line 4(b). The detail for this line is reported on the Form 8960 Worksheet, which is part of your complete return (not an IRS form).    

@dsd89 , (a) you can file MFS  ( Married Filing Separate ), use Standard deduction ( if you have been in the USA for the  whole of 2025, and leave the spouse's income  out of US taxes OR (b) you can file MFJ, open  spousal income to US taxes ( although she/he  may be able to exclude  the foreign income based on Foreign Earned Income exclusion ), fill out a form W-7 and include all the required documentation requesting  ITIN and  also a  request signed by both  for her/him to be treated as a resident. Either path  -- MFS / MFJ--- prepare the return using TurboTax, use a dummy SSN like 427-46-5000, when all done, print, replace the dummy SSN with "N  R  A", sign ( as appropriate ), date and  file by mail. Does this make sense ?

Yes. You are not required to claim the full amount of a donation receipt in a single year. You have the flexibility to claim only a portion of it now and "carry forward" the remaining balance to be used in any of the next five years.   Thank you for choosing TurboTax.

Sorry Online is only good for 1 return per account. And you need a different email address for each account. You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

Sorry to hear it's still a problem for some.  It took a while to get an answer before.  I know the fix came from the TT side for many of us.  One thing that probably helped was to have the returns submitted separately on the electronic filing.  First the Federal, then the State return after (or maybe try the other way around if that doesnt' work?).  The problem seemed to be with the state return setup for accepting them electronically.

Filing Married Jointly   I had a total capital loss of $7,379.00 in tax-year 2024  (the gain of $6,700.00 was of the net short-term type and losses of $14,079.00 were of the net long-term type).   Capital loss carryover to tax-year 2025 was thus $4,379.00, but only $3,000 can be used.  $4,379.00-$3,000.00=$1,379.00 would carry over to tax-year 2026, right (adjusted based on whether there was a loss or gain in tax-year 2025)?   In tax-year 2025, I had a gain of $3,175.83 (total gains of $7,920.83 were again of the net short-term kind and losses of $4,745.00 were of the net long-term kind).  So, total gain was $7,920.83-$4,745.00=$3,175.83.  Now, the capital gain in tax-year should be $3,175.83-$3,000.00 (carryover from tax-year 2024)=$175.83, correct? In the Desktop version of TT, it says that there is the carryover loss is 0 to tax-year 2026.   Shouldn't it be $1,379.00 (this is the amount in excess of the allowable $3,000.00 single year carryover)-$175.83=$1,203,17?   Cheers, JJ

If the payment screen is saying your address is invalid and it is not, you can try the steps listed below to resolve this.   Clear your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies. Try using a different browser such as Chrome or Firefox Turn off your anti-virus temporarily and your firewall If you are using a VPN, disconnect it Try working in incognito mode You can temporarily change your address in TurboTax to match your card's billing address to complete the payment Compare your address in TurboTax to what is on your last year's tax return. The address must exactly match what the IRS has on file.  If you recently moved, try the address on your previous year's tax return.  Remove all commas, periods, and special characters from your address Try using a different payment method like direct debit (checking/savings account) Check the address in the "My Info" or "Personal Info" section of your TurboTax program, as that is the address sent to the IRS Try deleting and re-entering your address If these methods do not work, you can contact TurboTax Customer Support using this link: Turbo Tax Customer Support.   If your address continues to be rejected, you can use these alternatives to submit your $69 payment.   If you need to pay your TurboTax fees, you can pay by phone.  You can select to submit your payment to the IRS by mail. This may allow you to e-file. You will use Form 1040-V. You can also pay the IRS directly by phone. To make a payment, call 1-800-829-1040. You can pay directly on the IRS Direct Pay website using your bank account   See Also:   How do I file my return by mail?   Please return to Community if you have any additional information or questions and we would be happy to help.

You can select yourself as the policy owner because they are your dependent.   The income will be based on the income for the entire household. You can enter their 1095-A information directly into your tax software.  To enter a 1095-A in TurboTax, you can follow these steps               Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type the 1095-A Continue through the questions and it will be posted to your return. On the 1095-A, you should not enter "0" zeros.   This will cause a Review Error.  Simply leave the area blank.    

Please read the section starting on page 13 in Pub 575 under Simplified Method and go look at Worksheet A for the calculation. This will allow you to see exactly how the calculation is done.   "With 21,000, and a yearly recovery of 1,000, it will take 21 years for me to recover. I don't believe I have 21 years in me." - If I am not mistaken, you have already received 15 years worth of annuity payments ("Mine started in 2011"), so you should have recovered the large portion of the "cost" or "basis" already (which I think was your point).   Please understand that this whole process is not to the advantage of the IRS, but to that of Congress, the fellows who write and pass the underlaying laws on which the Tax Code is based. It's not like the IRS employees or department collect a percentage (unlike, say, tax collectors in the New Testament who paid themselves out of what they collected).   More importantly, the only people who can change the process are your elected representatives.    So if you have a question on a specific line on Worksheet A, please let me know.