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@Nigel809 Yes you are correct.  Since you will receive the 1099-R for 2026 but you have already reported that information on your 2025 return, you won't enter it on your 2026, but just keep it for your records.

I went back and utilized the line 11 worksheet in the IRS instructions which results in a number to put on line 17, column A.  I thought this would resolve the issue.  But now the real estate taxes on Schedule A are not being reduced by the amount entered on form 8829.  I went to the tax and interest worksheet where this calculation is handled but there is no entry on the line that says "Less real estate taxes deducted on Form 8829".  The result on this schedule is what flows to Schedule A.  I tried to override and enter a number manually on that line but it creates a new error.   Is there no solution of any of this?  

The online version has slightly different screens.  You can follow these instructions to enter a taxable fellowship on your return using the online version:   Go to the Deductions and Credits section on the left side menu Go to the Education section and click on that to expand it. Click Start for Expenses and Scholarships (Form 1098-T) For "Did you have education expenses?" click Yes Click on the name of the person who received the fellowship money, then click Continue On the screen "Let's get [name]'s education info, answer Yes to working on a degree (even if you were not), then Continue On the screen "Did [name] have any of these common situations in 2025?" select Received a scholarship, grant or other aid, then Continue On the "Did [name] have any of these uncommon situations in 2025? select any that apply (likely None) then click Continue Select the enrollment status - if not enrolled in a college, select Less than half-time, then click Continue Click the answer for if you started a degree program in 2025?  If not going to school, select No If you didn't get a 1098-T, select No On the next screen, select [Name] qualifies for an exception then Continue The next screen has information about the school - enter the name and address information for the institution who provided the fellowship or grant.  Do not enter anything in the payments for tuition and related expenses.  Leave the Federal EIN field blank. If you didn't get a 1098-T in 2024, select no then Continue Click Continue of the {Name}'s schools page On the next screen, enter the amount of the scholarships, grants, or fellowships you received that were not reported on a W-2, 1098-T or other tax form. On "Did [name] have any of these situations for their scholarship or grant?" select any of the two boxes that apply and click Continue The next screen will show a summary of education credits.  Click Continue. These actions will get the taxable fellowship or scholarship reported on Schedule 1, line 8r as Scholarship and fellowship grants not reported on Form W-2.

First of all let me say THANKS for responding! I tried all that you said and 2024 looked correct. Interestingly I noticed that the status of my return says "Rejected"    I called the IRS to see what was going on. They told me that my return had been submitted on time and everything looked good. The only remedy that I could find was to start the return as if I was new to TT.  I entered everything manually, including the depreciation amounts, and everything looked fine and I filed yesterday.   This exact issue has been recorded since 2019 (maybe beyond) and has never been addressed by TT. I will keep an eye on my email to see if they reach out to me.  I am not holding my breath. Next year I will certainly be looking for other options.   Thanks again!

I finally found the $30, after previewing my tax return it showed up on on the last page of the return on a separate sheet.  Now I have another problem. Schedule E, my portfolio income is classified as nonpassive? This is income is from an estate; it is final.  I don't recall Turbo even asking me if this was passive on nonpassive in the K-1 benefiiciary section.  How do I change it to passive?

If TurboTax crashes during the import summary view it could be caused by excessive brokerage transactions, broken browser connections, or Local Network Access blocks.  When your browser window opens for you to Sign In to your broker, click the icon in front of the URL to choose 'Allow' for LAN in the Settings.  Be sure your broker account allows "third party access."   If you believe the crashing from 'View Import Summary' could be due to excessive transactions,  here's How to Enter a Summary in Lieu of Individual Transactions.   @User_2020     

In order to remove Expert Assist, you will need to clear your return and start over. This the only way to downgrade your TurboTax product. See this article for complete instructions: How do I remove TurboTax Expert Assist?  

Thank you. 170283603-32892238   I sent in the amended return and it was accepted but no 1040x form was included. Will that be a problem in the future? I also cannot print the 1040x even though I can see it in files.

The language of the new law for charitable donations is very convoluted. It's not clear whether the deduction will be above the line or below the line. You can find expert opinions on both sides, and also expert discussions that skirt the question and don't say one way or the other. The IRS has not yet issued anything definitive. I think it is more likely to be below the line, like all of the other new deductions in the new tax law. We'll find out for sure later this year when the IRS starts publishing the forms for 2026.  

I don't have a solution to your problem but I can tell you that I also had to manually adjust the data appearing on Form 1116.  I had dividends and paid tax in two countries (one is actually RIC).  TurboTax did not divvy up the dividends and taxes properly to the two countries.   There is another problem you might watch for:  Line 3f and 19 result in small numbers that TurboTax rounds (or truncates) to just a single significant figure.  A lack of more precision can cause fairly large errors in the calculated results that follow.  In my case my foreign tax credit is under-calculated by over 5%.

If box 14 for state withholding is empty then leave all boxes 14-16 Blank.   If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If box 2a is blank, and you haven't made after-tax contributions to the account, you can use the amount in box 1.

Yes, you can e-file your federal return and mail your state return. There is no need to delete your state return.   Once your federal return has been accepted by the IRS, follow these steps:   Sign into TurboTax Online. On the Your 2025 federal return was accepted! page, open Your tax returns & documents, and then select 2025. Select Add a state to reopen your return. Note: If you've already started your state return, you can select Continue your return in the state tax return box. Select State from the menu. On the Let's get your state taxes done right screen, select Continue. Click the File tab. Check the box for File by Mail. Look for "Print my state to file by mail." Complete, Print and Mail by following the instructions.  

I am having the exact same issue.  The real estate taxes in column A, line 17 of form 8829 does not reduce my total real estate taxes on Schedule A.  I tried to override it in the tax and interest worksheet but it creates an error.  Is there no solution of any of this?