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For 2025, you will enter the AGI for the primary taxpayer when requested.  If you need to see the AGI for the other spouse to enter it you can access the transcript for 2024 for either or both of you.   If your tax return has been accepted you might also be able to access your transcript from the IRS. Get My IRS Transcript

To correct the real estate tax amounts that were doubled, review your Form 1098 entries as well as your Schedule A to adjust the property tax amounts, following these steps:   In your Deductions and credits, go to Mortgage interest, Form 1098 (or type form 1098 in the search box at top right and click on jump to form 1098) In the "Let's get the details from your 1098", scroll down to the box below Box 5 to find, " Property (real estate) taxes" Ensure if there is an amount there, it is also not included separately on your Schedule A, (type Schedule A in search and, then click jump to schedule a)  Ensure that any amount in the "Enter the property tax you paid in 2025" does not already include the amounts shown on your two Form 1098s

@user17728355720 wrote: I know I have to recapture the depreciation I never claimed but do I still have to file form 3115? You might as well or you'll have to recapture the depreciation you should have claimed with no offfset.

@MindyB    Then what would be the correct number to use to apportion to each state I resided in 2025? Do I still just use the gross amount from every paycheck.   For example,   Resident of Az in Jan and Feb Resident of UT in Mar through Aug   Can I just take gross amount from Jan+Feb and allocate it to AZ take gross amount from Mar->Aug and allocate it to UT

How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k         No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Follow these instructions to amend your 2024 tax return: How do I amend my federal tax return for a prior year? There are no additional fees for amending a return unless you would have needed to upgrade on the original return (so if you had investments on the original return, there is no additional fees.) You will need to enter as a Worthless Stick following these instructions:  Under FEDERAL TAXES tab,  Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings. Did you have investment income in 2025? YES On the Let's finish pulling in your investment income- click on the Add Investment button On the Let Us Enter Your Bank and Brokerage Tax Documents, click on Skip Import OK, let's start with one investment type- choose Other then Continue Tell us more about this sale  Worthless Stock Continue Now, enter one sale for WORTHLESS STOCK (Proceeds=0 Date sold or disposed= 12/31/2024) Let us know if any of these situations apply to this sale  This was a worthless security  Continue  

I double and triple and quadruple checked, because I definitely see the same logic you're seeing - the late Q4 payment was 8 days, not 90 days - but, the form instructions state that all quarterly payments must be timely. And the way they calculate the underpayment interest in Q4 is particularly punishing for someone who both 1) missed the Q4 deadline and 2) owes additional tax on their current MT personal income return.    It seems they should allow for the interest to accrue for 8 days on the "full" estimated underpayment (1 dollar, roughly), and then the remaining 72 days on the actual balance due which was only $85 in your case, but instead they lump the balance due in with the late Q4 interest, (because the requirement of 90% of your CY tax liability or 100% of PY tax were not paid by the final quarterly deadline, the 15th). That means you're subject to how they calculate this - interest on everything, until the CY final tax is paid in full, in this case, the remaining $85 on 3/14/2026.    And so that's why you can't change that date to 1/23/26 in the software - the remaining balance due wasn't paid then.   You can see how this works by noting that line 10 is figured from line 3 and line 5, and that line 3 ultimately is based on 90% of the final CY tax due for the year (line 1) - this includes 90% of the $85 balance due with the return - which must have been paid by 1/15/2026 to avoid the interest calculation (see line 4).    You can try writing them a letter and attaching a copy of your 1/23/26 payment coupon and asking for an interest penalty abatement, since you paid 98.5% or roughly 99% of your CY tax liability by 1/23 and the remainder by 3/14 - a month before the deadline. You always have the right to disagree with your state department of revenue, and make a request for a more fair calculation of your balance due. (They don't have to agree with you, however).   The good thing is that you were successfully above the '100% of PY tax' threshold, so if you make 4 timely payments this year using that method, you'll be able to avoid this altogether a year from now.   EST-I instructions.