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@Kas1244 wrote:   Is there any way to request that this be fixed in future versions of TurboTax.   Not really.  They pretty much ignore any suggestions.  I suspect the only way they consider it is if a person unknowingly let the program file their tax return incorrectly, then they later had to submit a complaint and get a refund (plus any penalties/interest that may apply) because the program did it wrong.

No, you can't depreciate the property during the period it was not actively being rented or made available to rent. When you edit the rental, on the screen that says Do any of these situations apply to you? you can choose the option that says I converted the property from rental use to personal use. Then follow the other steps I suggested to show the asset being sold but don't add any sales proceeds or cost basis on the screen where you enter the asset sale.   Next year the rental will likely not show in your TurboTax since you took it out of service. So, document the cost and accumulated depreciation on the asset as you will need that to report its sale. You will see an option to report the sale in the business section, on the screen that says Let's gather your business info. Look towards the bottom and you will see Less Common Business Situations, and then Sale of Business Property.

According to IRS instructions, Box 9a (Your Percentage of Total Distribution) is typically only used when a distribution is split among multiple people.   Some financial institutions automatically print "100.00" in Box 9a as a default setting.  However, for a standard partial distribution to a single person, the IRS expects that box to be empty.   Since you said this is not a total distribution (and assuming you are the sole recipient), the "100" in Box 9a is not needed.   Open or continue your return. Return to your 1099-R entry screen. Locate Box 9a, and Delete the "100" (leave the box completely blank). Run the "Review" again (this should clear the error without changing your tax liability or raising any red flags with the IRS). If the steps above don't work, you can also try: 1). deleting the 1099-R entirely from the Summary page.  2).  Re-add it manually (do not use Import).  3). When you get to Box 9a, leave it blank.   Please let us know if this doesn't work, and we can explore other options.   [Updated 3/25/26 | 10:33AM PST] @user17744575895 

When you are filing a Resident and Non-Resident state tax return, you have to complete the Nonresident tax return first. Your resident state (New York) will give you a credit for taxes paid to your Nonresident state (Massachusetts). This credit should be shown on line 31 of your New York State tax return, Form IT-201.   After you finish your federal return, you'll automatically move to the State tab, where you'll see your nonresident state(s) listed in addition to your resident state.   Once you have entered all of your information for both state tax returns and your federal tax return, you will be guided through the e-file process with the TurboTax prompts.   Remember: To ensure accurate calculations, always complete the non-resident return first if filing in multiple states because your resident state might give you a credit for any taxes paid in that situation.      Once you've determined that you need to file a nonresident state return, the first thing you want to do is make sure you've filled out the Personal Info section correctly:   With your return open, select My Info in the left-hand menu. Then, on the "Personal info summary screen", scroll down to "Other State Income", and select "Edit". On the screen  "Did you make money in any other states?" question, answer "Yes" and make sure your nonresident state(s) are selected from the drop-down. Select "Continue" to return to your "Personal info summary".   Click here for information regarding filing multiple state returns.   Click here for additional information on filing when multiple states are involved.   Please return to Community if you have any additional information or questions and we would be happy to help.

If you are using TurboTax Online you have to use the same user ID you used for 2024.    Go to your account, select Tax Tools, then Tools.  Click Transfer last year’s TurboTax return. Upload your 2024-tax file. Your data should transfer automatically when you start the new 2025 return. If you are using TurboTax Desktop Open TurboTax 2025 on your computer. Select Start a New Return. Don't click Continue, because the system will search your 2024-tax information automatically. Select Transfer Return to pull in your data. If you need more information, open the links below: How to transfer last year return in TurboTax How to transfer "Last year" Info  

@Al816 yes you will need to file Form 2210 AI method to show the IRS how your income was uneven and your uneven ES payment lined up with it - it should substantially reduce the penalty if not eliminate it (any other timing issues thru the year may result in some residual penalty depending how it works out).   to work thru this method go to Other Tax Situations / Underpayment Penalties.  You will need to calculate offline and input a cumulative AGI for the 3 interim quarters (uneven - thru 3/31, 5/31, 8/31; and 12/31 is your full return) along with withholding, LTCG, qualified dividends etc.  To determine this AGI you basically have to mimic your return through 1040 Line 11 and split up any wages, interest, dividends, cap gains etc by quarter.  At the end you will be asked if you want to adopt the method or it will continue to use the default underpayment calc.  You should be able to check the outcome on Form 2210 in your return and 1040 Line 38.   Not sure about MD but the state tax program should have a similar interview section for underpayment penalty.   for more info/guidance see Form 2210 instructions https://www.irs.gov/forms-pubs/about-form-2210    

Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start   For state boxes,  if box 16 is empty or zero then for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.  Filling in box 16 state distribution will not affect your state return.  

When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.   Or can you find the place to enter estimates but can’t enter the amount?