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If you have been entering the mortgage interest in the Rental section of TurboTax Home & Business for Mac, and having the program allocate the rental and personal percentage - here are the steps to get to mortgage interest for a property that has already been set up:   Go to the Business tab Select Start or Update next to Rental Properties and Royalties Answer Yes to Do you want to review your rental and royalty information? Answer the question about Real Estate Professionals You should then see Rental and Royalty Summary page. Click Edit to make changes. Click Expenses to enter or edit expenses. Click I'll choose what I work on The Common Expenses screen appears. Edit any items needed on that screen includine Real Estate Taxes Click Continue The next screen has entry fields for mortgage interest. For a property that is partly rented and partly personal, TurboTax should automatically allocate the interest between Schedule E (rental) and Schedule A (personal itemized deductions) based on your reported rental/personal days and/or percentage of use.   See this TurboTax tips article for more information.   @lilly54   

It depends. if Coinbase is asking for facial recognition (Face ID, etc.), there’s no legit way to skip it—you have to either: use a device that can complete that check, or switch to a different 2‑step verification method through Coinbase’s recovery/support flow. Let's break it down a bit so you can see your options.   1. What “facial recognition required” usually means Coinbase may be using:   Passkey / Face ID / Touch ID: Your device’s built‑in biometric unlock as part of login. Identity verification selfie: A one‑time or periodic selfie check to verify you’re the account owner. Security prompt in the mobile app: A push notification you approve on your phone. All of these are security features. If they’re turned on, Coinbase expects you to pass them before you can access or download anything. 2. If you just want to download your data/transactions Once you’re logged in (web or app), you can usually: On web (coinbase.com): Settings → Privacy or Activity / Reports / Taxes Look for “Download”, “Export”, “Generate report”, or “Tax reports”        

The $2,727 in payments WAS payments made in 2025 for 2024 taxes.  After making a deduction from my IRA during the last week of 2024, I made an estimated 2024 state tax payment of $2,300 in January 2025.  Then, when I filed my state taxes, I made a $427 payment with my return for the balance of what I owed for 2024.  $2,727 total.

Follow these steps: Open to federal income Locate w2 Scroll down to the state section. It should list each state income attributed to each state  tax withheld for each state For example: OH income $60k tax $5k PA income $10k tax $1k   Once you are in the nonresident state return, you indicate zero income.   Reference: Do I need to file a nonresident return for an out-of-state employer?

@user17750791201 Please clear your browser cache (or use a different browser) and try again. I've just sent you a call-back request, as suggested by my colleague Susan. The Tax Expert's SLA for a callback is 72 hours. They will contact you directly. 

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

  MD Administrative release 5 deals with Mutual Fund Distributions of Tax-Exempt Interest and Capital Gains from State and Local Obligations and says this about capital gains:   C. Capital gains from the sale of mutual funds shares - Capital gains realized from the sale of shares in a mutual fund are subject to Maryland tax. In this respect, Maryland law follows federal law and the capital gains portion flows through from the federal return to the Maryland return without modification.   I can see this as a reason to exclude mutual fund CGs as a subtraction. However it does not take into account when there are US Government obligations identified in a brokerage statement for a fund that pays out CGDs.   MD Admin Release 11 deals specifically with Income from Regulated Investment Companies Which Invest in U.S. Government Obligations and Income from Repurchase Agreement Transactions. And says this:   Shareholders may subtract that portion of their distribution or dividend received from a mutual fund which represents United States government obligation interest even if the mutual fund receives less than 50% of its interest from United States government obligations.    I believe the word distribution is what Box 2A shows as a Total Capital Gain Distribution. I can find no further clarification on what "distribution" means.  and then this in the MD Code subparagraph 2 below: General Section 10-207   Article - Tax - General § 10-207.       (a)      To the extent included in federal adjusted gross income, the amounts under this section are subtracted from the federal adjusted gross income of a resident to determine Maryland adjusted gross income.         (b)      The subtraction under subsection (a) of this section includes a distribution, to a beneficiary, of accumulated income on which a fiduciary has paid the income tax.         (c)      The subtraction under subsection (a) of this section includes interest or dividends attributable to an obligation of the United States or an authority, commission, instrumentality, possession, or territory of the United States.         (c-1)      (1)      (i)      In this subsection, the following words have the meanings indicated.                     (ii)      "Mutual fund" means a regulated investment company as defined under § 851 of the Internal Revenue Code.                     (iii)      "United States government obligation" means an obligation of the United States or an authority, commission, instrumentality, possession, or territory of the United States.               (2)      The subtraction under subsection (a) of this section includes a distribution or dividend by a mutual fund of interest or dividends attributable to a United States government obligation.   Did someone just arbitrarily say that Admin Release 5 overides Release 11 and Section 10-207. If MD does not allow the subtraction then they should clarify MD Administrative Release 5 (and the MD tax code) with wording to the effect that Release 11 does not apply to Capital Gain Distributions even if documentation shows that all or a portion of the distribution came from U.S. Government Obligations.  Generally any USGO subtraction on the Maryland return turns out to be such a small amount that it rarely affects the bottom line, but still I have not found any definitive law or Administrative Release that prohibits taking the subtraction.  

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @kkjinhongmin 

The $200 rebate was a one time amount sent to everyone in Virginia.  The instructions cover this rebate:   <What if I have received a 1099-G from Illinois or Virginia? Due to recent IRS guidance, you may need to adjust the amount on your 1099-G if you were in one of the following states. If you itemized your deductions, you may be required to report the rebate amount you received as income on your federal return, depending on your circumstances. Click a state to learn more. Illinois Illinois will provide you a Form 1099-G if: 1. Your Illinois individual income tax payments for the tax year exceeded your actual tax liability by $10 or more. 2. You received an individual income tax rebate or a property tax rebate. If you receive multiple refunds, rebates, or overpayments for one tax year, these will be reported on one Form 1099-G for the tax year you received the refund or overpayment.   Virginia Virginia issued a one time tax rebate of $200 or $400 (Married Filing Jointly) If you took the standard deduction, you won't need to take any action on your federal return related to the rebate. >   I don't think this rebate has anything to do with the difference in my allowed SALT deduction.

 Sometimes the state data file gets "stuck" with a corrupted calculation path.   Go to State Taxes and look for the option to Delete your state return entirely. Important: Before you do this, make sure your Federal return is 100% complete, as the state return pulls its data from the Federal AMT (Form 6251). Once deleted, restart the state interview from scratch. This forces the software to pull fresh data from your Federal 6251, which often bypasses the need for the specific "Help" pop-up that’s causing the crash.  

In your daughter's federal return scroll down in the wages and income section to "1099-MISC and Other Common Income" and click start next to "1099-NEC".     Say yes and then select "Self-employment income" as the type of income.  Then enter the information from the 1099-NEC.   On the next page it will ask if any of the income on the 1099 is tip income and you will enter the full amount from the 1099-NEC.   That will enter and remove the income from her tax return and you'll be all good.  The tip amount will be reported an 1040 schedule 1-A.

TurboTax does not take me to the General Rule when I checked the non-qualified plan box.    There must be a mistake in the programming of TurboTax with 1099-R's that are from non-qualified plan.    How can we get the programmers at TurboTax to correct this before April 15?

I agree with Diane's answer - mostly.   The only potential additional thing to consider is if the Recovery Period or Method for Farm use is different than non-farm use (Farms have special rules).  I suspect that isn't going to be the case though.

I believe what happened is you overcontributed to your IRA for 2021 and withdrew the extra funds in 2022. If so, you would have received a Form 1009-R for 2022 that reported the distribution. However, only the earnings which would have been reported in box 2 on the 1099-R form would be taxable. The code "P" in box 7 on the form would tell the IRS that the distribution belongs on your 2021 return and the taxable amount would be the earnings. As such, the distribution would not affect your 2022 return, so it does not need to be amended.   On your 2021 return, I assume you reported the correct IRA contribution so you wouldn't need to amend it for that, but you may have not reported the earnings, which are probably minimal. So, you could amend your 2021 return and pay the tax on the earnings if you did not do that originally. But since the tax is likely minimal, it may not be worth the trouble.    As far as the state is concerned, they should only be taxing the earnings on the distribution and they should apply that to 2021. Again, the income is likely minimal, so the tax should be as well. You should respond to the state notice and explain what happened and ask them for guidance on what they need to correct the tax they have assessed you.