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I have used the method linked the article (here) (entering negative number in other reportable income) for several years and have never had a problem with it. This year (2026 for tax year 2025) when the review happens it claims that other reportable income cannot be a negative number.    My W2 just states my total salary and does not account for clergy housing. Even if it does, the software never exempts the salary from federal taxes.    I'm confused where to go at this point to enter my clergy housing allowance in such a way that the amount is exempt from the federal taxes, as any other place you enter it it assumes that as ADDITIONAL income over and above what is listed on the W2.   Help. 

If you are using the Married Filing Separately filing status that means that both you and your wife will be filing completely separate tax returns.     You would need to be working on her tax return in order to see any credits or deductions that have been entered.  You cannot see that information while working on your return.   @trevorogers 

Yesterday I said "I'm not experiencing any changes after saving and reopening the file (done several times) as others have mentioned."   I stand corrected here.  I am now one of the lucky TT users experiencing the issue where you make changes in the Forms view of the desktop product for 2025 and things update as you would expect.  You save the file and close it only to reopen the file and have those changes not there and the numbers revert to what they were prior to your entry (in my case Room & Board being entered at the Student Information Worksheet > Part VI - Education Expenses > Line 6 in the first column).     This is insane.  TT people please fix your product!!!  Maybe TT should be spending more money on product development and testing and less on Super Bowl advertising!!

You will use the FMV on the date of the gift for the 50% that you obtained on that date, and then 50% of the FMV on the date of your inheritance when you received the remaining portion of ownership.   If you were added to the deed with 50% ownership, and then obtained the other 50% of ownership after your mom passed, then you would have two separate values.   So say in September of 2015, the house was worth $200,000 when you received the 50% as a gift.  Your basis for the 50% ownership would be half of the $200,000.   Then the portion you inherited after your mom passed would be half of the $300,000.  Your basis of ownership would be $150,000.   $200,000/2=100,000 $300,000/2=150,000   Your total basis would then be $250,000.     If the house then sold for $300,000, then you would have a gain on the sale of $50,000.    You can use the date of your mothers passing as your date of home purchase.

I was looking at this and the 2210 instructions don't specify anything about how to handle NIIT variations other than the comment on the form about including NIIT here.  I see what you are saying - TT doesn't do the NIIT calculation automatically by quarter, but allows Line 16 to be adjusted if there was a value for the year as tho you are apportioning the year-end amount over the quarters like income; however doesn't handle a case where you are under NIIT for the year but jump above it for interim quarters (assuming it needs to be handled - maybe either NIIT applies to the entire year or it doesn't).   @dmertz @Mike9241 @DoninGA @VolvoGirl any thoughts?  

An IRA distribution incurs a tax penalty of 10% if you are aged less than 59 1/2at the time of the distribution.   There are a few exceptions to the penalty in specific cases described in this TurboTax article.

"The annualized income for the 2nd annualize period (form 2210 schedule AI line 3b) is over $250,000.  The annualized income for the other 3 periods is less than $250,000."   If yo are referring to gross income, you are determining the income per period incorrectly.  Each of the four periods begins on January 1, so each subsequent period includes the income shown for  the previous period.  This means the income for each subsequent period has to be at least as much as the previous period.  In other words, each period shows gross year-to-date income, where the date is the ending date of the period.   The only way that you could have NIIT apply to period (b) and not to periods (c) and (d) is if you had substantial deductions added in periods (c) and (d) that are less that the income added for those periods.

You can apply for Refund Advance when you choose how you would like to receive your refund.   Refund Advance may not be featured on the first page of “How would you like to receive your refund” so be sure to view all options to select this method.   For the 2026 tax season, TurboTax is offering a Refund Advance loan of up to $4,000 with 0% APR and $0 loan fees for eligible users, often deposited into a Credit Karma Money™ account within minutes of IRS acceptance. The offer is available for a limited time, typically through late February 2026, and requires e-filing.    Key Details for 2026 TurboTax Refund Advance:   Loan Amounts: Ranging from $250 to $4,000, depending on the anticipated federal refund. Fees & Interest: 0% APR and $0 loan fees. Approval Time: Funds are often delivered to a Credit Karma Money account within 30 seconds to minutes after IRS acceptance.

In order to take a closer look at this situation and either offer you a solution or submit it for further investigation, a diagnostic tax return file is needed.  The diagnostic file is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  @user17704029291 

@rsipos    You have to accept a strange pop-up that wasn't required last year:   From Doug34:   "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me." ____________________ And and another fix here.... Solved: Re: Importing Brokerage data does not work

OMG you too? Yesssssss I joined like October 2022. I never knew of such program until I got the email and I thought it was a scam. I, too, felt like a kid in the candy store. I got my taxes taken because I owed. I was already working at a good job and was doing the vine reviews. I slacked up so Amazon could kick me out the program. I misunderstood myself and but for 2023 i racked up over 30K in products. And it wasn't even all for me but yeah 2024 was my ending. And when you wrote your post, I almost thought I wrote this!!! I also felt it was a mistake doing it or going overboard with it. 

"I'm not experiencing any changes after saving and reopening the file (done several times) as others have mentioned."   I stand corrected here.  I am now one of the lucky TT users experiencing the issue where you make changes in the Forms view of the desktop product for 2025 and things update as you would expect.  You save the file and close it only to reopen the file and have those changes not there and the numbers revert to what they were prior to your entry (in my case Room & Board being entered at the Student Information Worksheet > Part VI - Education Expenses > Line 6 in the first column).     This is insane.  TT people please fix your product!!!  Maybe TT should be spending more money on product development and testing and less on Super Bowl advertising!!