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Thanks for your reply. Things appear to be entered correctly. Other expenses are being split correctly between the renter's portion and personal use portion. Line 16 (taxes, $2,225) and Line (19a-d, total of $22,412) are the only lines that have expense in column (b, Reported on Schedul E), all other expenses are being pushed to column (d, home loss limitation (carryforward)). I suspect that cerain expenses are being allowed to be a loss by TT in my mixed use senario; I just don't know why it's being allowed and would like a reference to the IRS rules. Carl

Can you clarify the situation? Who sent a notice? IRS, TurboTax or other? Have you filed a current (2025) Tax return? Was the notice about that tax return? Did you get a PIN from the IRS? What kind of PIN did you get?  

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back. And if you entered using Forms mode you should also go though the interview steps to catch any followup questions that need answering.

I do not believe your box 1a should be blank; this seems to be in error. I would contact the mutual fund and ask for a correct 1099-DIV with all the necessary fields completed, including 1a, for clarification and accuracy.

No. It typically does not matter to the IRS whether it is a "Military Retirement distribution". The IRS is concerned with the dollar amount being included in your total income and whether the correct amount of tax was paid.   However, TurboTax asks about the type of distribution because some states offer a special tax break for military survivor benefits.

I just discussed this IL EITC glitch in the software with Turbotax support by phone.  The rep and I went through my federal and state earned income entries, which both said that I was not entitled to the earned income tax credit, even though the EITC form claiming it keeps popping up when I try to submit my federal and state tax returns.  The rep suggested I still check the box, as I did not complete the form or enter any numbers.  After placing an 'x' in the EITC form box, I was able to transmit my taxes.  The rep noted that my Illinois refund numbers did not change after checking the box.  She believed that checking the box did not change my tax status in Illinois, and I did not claim the Illinois tax credit.  

Double check the information that you entered with regard to the number of rental days and personal use days.  If it was converted to personal use in April, then the rental use ended.  You would only enter personal use days during the time that it was a rental.  This would not include any days after it was converted to personal use.

just go to your last year return and open it. It may not open but will be doing something. Then close it and start TURBOTAC and it  should work now hopefully. I DID THIS AND THE PROBLEM WAS SOLVED. GOODLUCK 

Form 1099-NEC specifically reports Nonemployee Compensation,this needs to be reported as self employment income.     To enter your Form 1099-NEC in TurboTax: Sign in and open or continue your return. Search for 1099-NEC and select the Jump to link. Answer the questions and continue through to enter the information from your form. When you’re done, TurboTax will ask you a few questions and help you through entering any expenses you may have so that you can reduce your taxable income.   What is a 1099-NEC? Where do I enter my self-employment business expenses, like home office, vehicle mileage, and supplies?  

No, you do not want to enter the business information from the person who issued you the 1099-NEC anywhere on Schedule C.    To clear the errors, you'll want to have your son's name and his home address listed; yes, this is an IRS requirement and will not be eligible for e-filing if left blank.    I highly recommend switching to Step-by-Step mode by selecting the button in the upper-right corner, and answering all the interview questions to complete this entry. Entering everything directly onto the forms can lead to miscalculations and errors, and is not recommended.    IRS - 2025 Schedule C instructions