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Thanks for your answer.  I was able to do it properly (i think) for a property placed in service for 2025 (the same year).  However, I have another property that has been in service for several years.  How do you do it for that situation?   I have all the information.  I just don't know how to put in the information for this scenario.

You can't draw any conclusions about deductions from the amount of tax that you owe. You have to look at the deductions themselves. Look at your Schedule A in forms mode. Look at the actual tax form, not a summary screen in TurboTax. What are the exact amounts on Schedule A lines 5a through 5e, 6, and 7? Is the box checked on line 5a to the left of the amount? Between line 5e and line 6 there is a State and Local Tax Deduction Smart Worksheet. Are there any entries in that Smart Worksheet? If so, that is the phase-down that dmertz is referring to.  

Thank you for sending the file.   The large negative figure on Line 13e of the California Tax Payments Worksheet is in red and identified as a Override.   If you backspace over all of the figures in red on Line 13e, they will disappear and you will have the correct total state withholding on Line 14.    @user17735321825

A form SSA-1099 cannot be imported.  You have to enter the form manually.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

Click on Federal on the left side of the online program screen Click on Wages & Income  Scroll down to Less Common Investments and Savings On Interest from Seller-Financed Loans, click the start button

As stated above, this experience has been reported and is under investigation. We don't have an estimated date for the update to be released.   If you will be filing a business return that is due March 16, 2026, your best option may be to request an extension of time to file. This is fairly common for business returns. Once the issue is resolved, you can complete and file your return. Be sure to notify your partners/members of the delay in providing Schedules K-1.   To create Form 7004 Extension Request in TurboTax Business, go to Federal Taxes >> Other >> Continue to "Need more time to file?" and answer Yes. Then follow the interview to complete the form, which needs to be printed and mailed.

I'm finding that when I enter anticipated income from 1099-Rs in "other income," TT takes no account of it at all in calculating estimated taxes for next year.  Since I don't anticipate significant income changes next year, I can just divide this year's taxes into four quarterly payments manually. . . but it would be nice if the software were accurate. Any suggestions for fixes?

I don't know offhand what would have caused you to have no tax on the Roth conversion yet still carry over the basis.   Putting $0 in for the basis for 2025 may not be the right answer if you were carrying some earnings along in the IRA through these years it could be an odd amount, the only way to know is to correct all the prior year calculations.   So I think you need to go back starting with 2021 and do the amended Form 8606 to figure out what the problem was to begin with, and get the right carryover basis, and do the same for each subsequent year to confirm the final basis carryover from 2024 for your 2025 return.  I don't think you need to get all the amendments filed with IRS before you can file your 2025, but you do need to back over all the calculations first.  I think if tax is not affected you would still file 1040-X along with the updated Form 8606.  You'll need to deal with State also.   Hopefully you are using TT desktop and have the old programs - 2021 is no longer supported but if you have it installed it should still work, the other years are still supported.  Otherwise you may need to do it by hand.  The amendments need to be paper filed if using TT either way.  When amending returns you should save a copy of the original .tax file (and PDF with all forms and worksheets for your records), before doing the amendment process and save that as a different .tax file, otherwise you will overwrite the original return.   Not a CPA so I can't advise on all the requirements to address this and ramifications but hope that helps.  Adding in the resident experts for further advice   @dmertz @DoninGA @VolvoGirl @Mike9241 @mesquitebean 

Your reply - "Gross Income from all sources and it should be generally the same as  1040-line 11 (a)  and (b).  Thus there is really no reason for edit of this entry."     I would generally agree with your statement.  However, gross income is not the same lines 11 because line 11 includes net capital losses which are netted against gross capital gains.     The simple problem remains that TurboTax is incorrectly computing gross income for foreign tax credit purposes.    TurboTax initially computes "gross income" including all items (i.e., by excluding capital losses when determining gross income) as it should be completed.  For my example I will use $100,000 of gross income.  Thus, Form 1116 line 3e shows $100,000.    The problem arises when I check box 3 on the 1099-MISC worksheet for "Other Income."  After this box is checked to put the 1099-MISC line 3 amount on Schedule 1, line 8z (which in my case was around $1,500) gross income goes haywire.  After checking that box, my gross income on Form 1116 line 3e should increase to $101,500 (the original $100,000 in my example plus the Schedule 1, line 8z amount of $1,500).   The problem is TurboTax changes the Form 1116 line 3e to approximately $21,000, a REDUCTION in gross income of nearly 80% from an item that should have changed gross income less than 2%.   The TurboTax computations are flat out wrong because the gross income is inaccurate.  That inaccuracy reduces my foreign taxes credit by more than 30%.    TurboxTax has a bug in the computation of the Form 1116.  I have tried to figure out how to contact TurboTAx including waiting almost 90 minutes on the phone and at the end of that time, the music stopped and nobody ever picked up the phone.   I can't Efile my return because I have an override for the gross income to properly compute the gross income after adding the 1099-MISC amount on Schedule 1.   DO NOT FILE WITH TURBOTAX. - they will screw up your foreign tax credit.   This is a simple point but something that is massively inaccurate with the programming.    

You are correct, reporting the donation of a car can be complicated. The amount you can claim for deduction depends on what the charity does with the vehicle and the fair market value of the vehicle.    If the charity sells the vehicle, then you usually will claim the amount the charity sells the car for.   The exception is, If the charity sells the vehicle for $500 or less, then you can deduct $500 or the car's fair market value, whichever is less. If the charity keeps the car for its own use, then you can claim the deduction for the fair market value of the vehicle. Go through your entries for Form 1098-C, make sure that you enter the correct deduction.  Donating a vehicle does not affect your ability to efile your return.  When you finish your return, TurboTax will provide additional instructions for any paperwork that you might need to mail to the IRS.     Where do I enter Form 1098-C? How Do Tax Deductions Work When Donating a Car?