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If you are seeing a "Link to QBI worksheet" message during Review, you should also see an embedded form/worksheet for your business (Schedule C, Schedule E, K-1). The highlighted box for Question A is part of the Qualified Business Income Deduction Smart Worksheet.    Double-click inside the highlighted Question A box. When you see a pop-up asking you to link to a QBI component worksheet, create a new copy for that business by entering the name of that business.   Save and continue. Run Smart Check again to be sure the message has been resolved.   Your other option is to return the interview for that business/rental property/K-1 and revisit the QBI questions ("Is this Qualified Business Income?"). Be sure to finish the interview until you arrive back at the business/rental property/K-1 summary page. 

"Enabling property" refers to upgrades—specifically panelboards, sub-panelboards, branch circuits, or feeders—that are installed in conjunction with qualified energy-efficient improvements to meet National Electrical Code standards.   If you only installed windows, there is no enabling property.  Did you enter an amount somewhere else on the form for heat pumps, biomass stoves, central air conditioners, etc.?   If not, then for this issue it would be best if you deleted the Form 5695 and then re-enter.  

While it appears on your tax notice and is paid at the same time, it fails the IRS test for deductibility because it is a flat fee rather than an ad valorem tax (a tax based on the value of the property). @henrybikes 

Yes, you are correct. Do not inflate Column C (Monthly PTC paid to you). That column reports what the government already paid to your insurer. If you enter a number there that doesn't match the 1095-A the IRS has on file, you’ll trigger an automated CP2000 notice because your data won't match their records.   The Correct "Workaround" Instead of trying to offset the credit within the 1095-A entry screen, you need to address the Eligibility section of your tax software. Here is how you typically handle an HRA-related disqualification:   Look for the "Eligibility" Questions: Most software asks, "Were you eligible for employer-sponsored coverage that was affordable?" or "Did you have access to other coverage?" You should answer Yes for the months you had the HRA.  The "Affordability" Test: If your HRA is a QSEHRA (Qualified Small Employer HRA) or an ICHRA (Individual Coverage HRA), it generally makes you ineligible for the PTC if the "affordable" threshold is met. Check the 1095-A Entry: Ensure that Column C is $0 (assuming you didn't actually take the advance credit). The Result: If the software is working correctly, once you indicate you were eligible for other affordable coverage (the HRA), it should calculate your PTC as $0 automatically without you needing to "force" it.   Why Form 8962 Might Still Appear If you received a 1095-A, the IRS expects to see Form 8962 on your return, even if the net credit is $0. The "workaround" isn't to hide the form, but to ensure Part II of that form calculates a "Prorated Maximum PTC" of $0 based on your HRA eligibility.   Quick Note on HRA Types:  * ICHRA: If you accepted the ICHRA, you are disqualified from the PTC for those months, regardless of affordability.QSEHRA: Your PTC is reduced by the amount of the QSEHRA benefit. If the benefit exceeds the credit, the credit is $0.

Enter the total NOL carryforward from 2024 becuase any used amount becomes a carryover to 2026. But you must do the math      you can use FORM 172 which it seems the IRS requires but TurboTax does not support   Form 172     

If your TurboTax expert is running late, first, wait about 5 minutes, then the system should give you an option to reschedule. You can also try logging out and back in, clearing your browser cache/cookies, and checking the notification bell for any updates from your expert.   If it’s been more than 15–20 minutes, reach out to TurboTax Support for help, and you can always reschedule your session from the Live Help or Tax Home section.

Schedule D will list your capital gains and losses. Line 16 would show your net gain or loss to include your capital loss carryovers from the previous years. That should be a negative amount from what you provided. If so, then your capital loss on line 7(a) of your Form 1040 would be a maximum of -$3,000. If that is the case, then your investment sales should be accurately stated on your tax return.   Your loss carryovers from the previous year would appear on lines 6 and 14 of Schedule D. If they are correct, then there may be something wrong with your investment sale entries. If the carryover losses are wrong on the Schedule D, you can correct them in the Wages and Income section, then Investment Income, then Capital Loss carryover. You can edit your investment entries in the Stocks, Cryptocurrency, Mutual Funds, Bonds, Other section which is next to Capital Loss Carryovers.   Form 8949 will show a breakdown of investment sales and feeds into Schedule D. It may he helpful to review that form to trouble shoot your investment sale entries.        

Apologies for the typo in the previous response. Step 4 should read, "Check Box 12 and choose Code ZZ." Box 12 presents the drop-down for the state withholding. The remaining instructions are correct.   No further entries should be needed for this tax payment on your state return.   The previous post has been revised. @PTGeek 

So after conversation with another turbotax rep who got tech support on the line...2025 users who have a K1 with a Code ZZ in Box 11 cannot file accurately with TurboTax online. This is a new system issue as of 2025 tax year (it worked previously for tax year 2024, in which I had a nearly identical K-1 for the same partnership and used TurboTax online).    The issue is that after inputting Code ZZ and the amount for Box 11, TT is supposed to go to the next page in which I input the description for Code ZZ. In this case ""SECTION 475(F) INCOME" for the full amount. However, this page never comes up.  I have another Code ZZ in Box 13 and it DOES generate that page for Box 13. But a bug in the software means that I cannot put in any detail for the Box 11 code ZZ.    Tech support confirmed that I have to now purchase TurboTax desktop and use the "Forms" mode to directly input this information of the tax form itself. Unbelievable - how can a bug this significant be overlooked and get through to production software?!   .

I RECEIVED A LETTER FROM THE IRS/STATE     TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://intuit.taxaudit.com/audit-defense/help/contact     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd  

Next screen is: Did you install improvements or replacements for enabling property? If you select "YES", the next screen it takes you to is: Improvements or replacements installed for enabling property Which has the questions about windows and skylights, but no place to input the information.