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If you are using TurboTax Do It Yourself (Online), you can use the search on the Tax Home page to look for "medical". You will need to use the Deluxe or higher versions of the software to report medical expenses.    

Interesting, good point. Yet the instructions for line 1a refer to that line as "foreign gross income", which is basically the same as "gross foreign source income", so are we reading too much into specific wording?   When income is adjusted on line 1a, TaxAct uses the adjusted number for line 1 of the Home Mortgage Interest worksheet. That's why I assumed TurboTax was doing it wrong.   The instructions for line 3d explicitly say to use the unadjusted amount. The instructions for line 4a don't specify. So an argument could be made that you should use the adjusted amount, else the instructions would have been explicit as with line 3d. But I suppose you could also argue that since lines 3 and 4 both calculate pro rata shares of expenses/deductions, they both should use the same, unadjusted, number.   I guess this is a gray area open to interpretation, since there doesn't seem to be any specific IRS guidance. Thanks for the reply; it gives me something to think about.      

If you want to open a new return.  Go to the TurboTax Website.  Create an Intuit Account Go to the Intuit Website page. Select Create an account. Enter your email address and phone number. Create a password. When you're ready, select Create account.

And if you paid estimates in the past the IRS might send you 1040ES slips with your personal info prefilled.  Then you can just write the amount on them and they will also fit in the window envelopes.  I've always gotten them.  But I haven't got them for 2026 yet.    

March 15.  I was also able to get the Fed to file, but the California return is still unable to file electronically.  There is no excuse for this kind of problem, yet I seem to find things every year that require work-arounds.

RE: "what makes you think Intuit is not on top of this" - I don't think they were on top of this issue because the error message said it would be fixed on March 13th, but it wasn't (or was only done half way). At least the message should be updated with a new date or have the date removed. I admit, I have high expectations for Intuit to resolve things quickly, but this is because of the premium they charge for their software. BTW, I have always used the desktop version which requires paying upfront but does end up being cheaper I think (TurboTax Premium is about $100 for cost plus filing fed and state. The estimate they gave me for using online version was about $200). RE: "Have you been able to read in your TurboTax file from a prior year into different software" - No, I haven't been able to a TurboTax file with other tax software. I have tried other alternatives a couple times in the past. I started with FreeTaxUSA one year - they let you do the entire return for free and only charge when you file as I recall. But it didn't have all the forms I needed, or missed something on a form (I can't remember what it was). I then bought TurboTax desktop and did the return again and TurboTax had done the return correctly. Also TurboTax lets you see all the actual forms at any time which I don't  think FreeTaxUSA allowed that. I also tried H&R Block one year and had a similar experience.

To Amend a previous tax return:  Click on Tax Home Scroll to the bottom of the center Menu Select Your tax returns & documents You will see  The 3 amendable years listed at the top Boxes for Federal and State And an option to start the Amendment process. You can check on the IRS website Check your amended return What you need Social Security number Date of birth ZIP Code  

my capital gains was from selling stock. i was correct about the 2500 max i could take but had a small penalty offsetting a small refund. understandable since i was making my quarterly estimated payments based on the old 40% deduction being applicable to all ltcgs. i paid the additional adjusted amount on 1/15/26( though the ltcgs were realized months before) so they dinged me for it. i paid $59. i am not qualifed to tell you if your rental property is considered a NM business but if it were then 40% deduction up to a million is applicable. how your installment plan factors into it is unclear. 40% deducted from the payment per year moving forward? i have no idea. 

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.  

Because your expenses already exceed your rental income, taking maximum, accelerated depreciation options will not provide you with additional tax benefits for the year. Here's why:   Since your deductible real estate losses are capped at $10,000 for the year, your ordinary expenses alone have maxed out your deduction. Therefore, any depreciation you claim this year, whether standard, SDA or Section 179 will not reduce your tax bill any further. Instead, it will be added to your passive losses carried forward to future years.   Section 179 has limitations. For example, in addition to the "active business requirement", you can only use it for tangible personal property inside the rental, such as for appliances, and not for a bathroom remodel.   SDA doesn't apply to everything. While the SDA does not have the "active business" limitation, it only applies to property with a recovery period of 20 years or less. So, whereas appliances would qualify, a bathroom remodel would not because it is considered a structural improvement and is classified as a 27.5 year property.   By choosing none for Section 179 and opting out of SDA, you will spread your depreciation out over 5 years for the appliances and 27.5 years for the bathroom remodel. This strategy preserves your depreciation deductions for future years when your rental might generate a profit.