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April 6, 2026 - still no work around except going the $40 "take from refund" route, or using a CC with a low number expiration date. It does make one wonder what else is broken in the SW.   tic, tic, tic....    

If you do not have your 2024 tax forms, how you get them will depend on how you filed your taxes last year.   If you used TurboTax Online to prepare your 2024 taxes, you can download your 2024 Tax information in TurboTax as follows;  Sign in to your TurboTax account ,  Scroll down to "Your tax returns & documents" on your Tax Home screen and select 2024.  Click on "Download/print return (PDF)".     See these helpful links:  How do I get a copy of the 2024 return I filed in TurboTax Online?  How do I view, download, or print a prior-year tax return?   If you used a TurboTax Desktop version, you can open your saved .tax2024 file directly from your computer.    You can also obtain your 2024  tax data from the IRS. They keep records for up to seven years. To get an exact copy of your 2024 tax return, you can file Form 4506, Request for Copy of Tax Return.  There is a $30 fee.    You can also request a tax transcript using Form 4506-T, which is generally processed within 10 business days.   You can view or download tax transcripts using your IRS Online Account.  If you don’t already have an account on IRS.gov, you can use this link to create an online account Online account for individuals.   Click here for Video: How to Recover Past Tax Returns Please return to Community if you have any additional information or questions and we would be happy to help.

Thank you. i have been using the free version of Turbo Tax, from the credit karma app I have and use.  Will I be able to do as you say in your reply to my initial question on this version of what I’m using to file? Much appreciated

Yes, you should enter the 1099-R because the code in Box 7 tells the IRS exactly what you did. It will not tax the distribution on your 2025 tax return except and unless you did get the earnings. The earnings will be the only taxable part on your 2025 tax return and should show on your form. Code R –Recharacterized IRA contribution made for 2024 and recharacterized in 2025 If there is any federal withholding that must also be entered to receive your credit. @wendy3152020 

Thank you!  Finally, it has opened up the area so I can enter the sale information correctly within the schedule E.  New question, on the sales information page, for the business portion of the sales/expenses, etc.   This house was used for personal use from Feb 2015-Jan 2022 (95 months)  Rented from Jan 2022-Sept 2025 (45 months) when it was sold. Just confirming...this considered a business asset, and then 100% of the sales price reported here?  I did not live in the house for 2 of the past 5 years, and ***I am pretty positive this is the correct answer***, but just wanted to double check.   Or, would I only put the % for business here being the 45 months time it was rented?  So that would be 45/140 months or 32% of the sales price, allocated for land, etc??  And the personal portion of the time reported under the sale of home section (less common income).   Thanks for clarifying!

The good news is that if the distribution is less or equal to your educational expenses you are not required to report the 1099-Q on your federal tax return. If this is the case, then all you would need is to report the 1098 T to claim the educational expenses.   I would recommend this approach to keep any potential errors out of the return.

This is definitely an issue with the installation of the program on your device.  You need to uninstall TurboTax entirely and then re-install the program.  That may or may not allow you to read the file that you have already created and submitted.   The other thing that you can try is switching from the desktop version to the online version of TurboTax.  That at least would get your data off of the computer and away from the installation that is saving corrupted files.     Here is how to switch to the online version.   Then, once you have uninstalled and reinstalled the software, you can switch back to the desktop version and you won't lose any data you've entered.   @TheTallestOne 

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf

Maybe, but probably "No" (do not select "secured loan by a property... unless you hold a deeded interest in the real estate).   Vacation Ownership Interests (or timeshares),are usually structured in two ways: You have a contract to use the property for a set number of years (Non-Deeded).  You do not own the real estate; you own a lease or a membership (considered "personal interest" and is not deductible). You actually own a fraction of the real property (Deeded); this could it be considered a "secured loan." The IRS has very strict rules for deducting mortgage interest on a second home: The loan must be legally secured by the property itself (meaning the lender can foreclose on the real estate if you don't pay).  If you rent out your "points" or your week, the interest you can actually deduct becomes more complicated. You can only deduct interest on your primary home and one second home. If your 1098 says "Vacation Ownership Interest" and you do not have a recorded deed in your name, then do not list it as a mortgage.   Note: If you use the vacation interest strictly for business purposes, it might be deductible as a business expense on Schedule C.

You can deduct the mortgage interest paid in February 2025 even if you did not receive a Form 1098, as long as you have documentation showing the interest amount.   To do this, you can:   Click on the Search icon at the top right of your TurboTax screen Type 1098 in the search box Click on the link Jump to 1098 Your screen will say Did you pay any home loans in 2025? Answer Yes Your screen will say Who's your mortgage lender? Enter it and Continue Your screen will ask Do any uncommon situations apply? Check the box The seller is financing this loan and I did not receive a 1098 and Continue On the screen that says Let's get some info about XXXX now, enter the details and Continue Your next screen says Let's get the rest of your mortgage info, answer and Continue On the screen that says Is this loan secured by a property you own? Answer and Continue On the screen that says What kind of property is this loan for? Answer and Continue Continue through the rest of your TurboTax screens and answer all follow-up questions   See also:   Where do I enter my 1098 mortgage interest statement?   Publication 936, Home Mortgage Interest Deduction Please return to Community if you have any additional information or questions and we would be happy to help.

No, if your situation was the same every month, then you should enter it that way because it can affect your HSA contribution limit.  Just be sure to enter the answer for every month rather than making one of the selections that you had the same situation all year.     There is word today that the suggested workaround may not solve the problem for TurboTax desktop users.  If more information becomes available, it will be posted here.   Best wishes for a speedy recovery for your mom.   @Mummy3933 

The name you enter under the QBI section of TurboTax is used on the QBI worksheet and Form 8995 but doesn't necessarily reflect the ownership of the property. Since each worksheet name must be unique (EIN can be the same), enter an identifier to the business name (Prop 1, Prop 2, etc.). This change should resolve the Smart Check message.

Hi @pk , A).Yes, I'm on h1b visa from oct 2024 B) I filled taxes in both 2024 and 2025 years C)I wanted it for double tax avoidance agreement with India as I may move back this year and want to reduce my tax burden for 2026 in india     

In Georgia, the military retirement exclusion is calculated in two parts on Schedule 1. If you've deleted the state return but it keeps coming back, it's likely because of how the 1099-R was entered at the Federal level or a setting in the Georgia "Adjustment" section. Here’s how to find and remove that stubborn exclusion.   1. Check the Federal 1099-R Source Tax software often pulls the "Military" designation directly from the Federal 1099-R entry.   Go back to the Federal section and look at the 1099-R for your MIL. Check the "Where did this income come from?" or "Type of plan" screen. Ensure it is NOT marked as "Military Retirement." If the software thinks the source is military at the Federal level, it will automatically force the Georgia Military Retirement Exclusion worksheet to trigger, regardless of what you do in the state section. 2. The "Retirement Income Exclusion" vs. "Military" Georgia has two different exclusions that often get confused:   Standard Retirement Exclusion: For those 62+ (up to $35k) or 65+ (up to $65k). Military Retirement Exclusion: Specifically for those under 62. If your MIL is 62 or older, you might be receiving the Standard exclusion on Schedule 1, which can look very similar to the military one. Check the specific line on Schedule 1. If the amount is appearing on the line for the "Retirement Income Exclusion" rather than the "Military Retirement Income Exclusion," it's likely being triggered by your age and the presence of any pension income, not just military. 3. The "Manual Override" in State Adjustments If the Federal data is correct but the state form is still acting up:   Navigate to the Georgia State section.  Look for a menu titled "Adjustments to Income" or "Subtractions from Income." Find the Retirement Income Exclusion screen. Often, there is a specific worksheet or a "Summary" screen where you must manually enter $0 or uncheck a box for "Military." If the software has cached an amount there, deleting the return doesn't always clear the "interview" answers that were saved to your account. If you are using a browser-based version (like TurboTax Online or TaxSlayer), your browser cache might be holding onto old form data.   Log out of the tax software. Clear your browser cookies and cache. Log back in. This often forces the software to pull a fresh "render" of the forms rather than relying on stored (and potentially incorrect) data.