Investors & Landlords Tax Forum Q&A

Investors & landlords

All About Rental Real Estate & Vacation Rentals

You’re in great company if you’re thinking about joining the rapidly expanding group of real estate investors. Whether you want the adventure of becoming a full-time landlord or simply looking to make a little extra cash by renting out a room - or yo... read more

Where do I upload my crypto currency gains/loss CSV report?

Unable to import data from Schwab or Vanguard into 2025 pc desktop

I have Premier desktop installed on a PC. I go through the import process for both Schwab and Vanguard, and it seems to run properly (including the message: "Success! We got your tax data.") . However, I cannot then "continue" to a new screen. If I h... read more

Can I answer how I acquired a stock reported on my 1099B with "Other" if none of the offered choices are correct?

The stock in question was acquired by a "cash merger" according to the broker.

Sold rental property

My husband and I stopped renting out our rental property in Oct '24. Claimed that part on our taxes for 2024. Listed for sale the same month and sold in early '25. We did not have it rented at all in 2025, but that is when it sold. I have clicked the... read more

Earlier Year Tax Return Smart Worksheet issue

The Earlier Year Tax Return Smart Worksheet is reporting an error on Line D. I tried changing it with the + key, which was blank initially, and the error persist. Is this a bug? Also the help for where to find this item stops in 2021, thought my 2024... read more

No way to choose "collectible" for my gain in GLD etf, I imported 1099 B from Schwab

after choosing stocks, Cryto, Mutual Funds, Bond and others, no more question on "collectible", why?How to choose "collectible" for this gain? Please advise.

Import not pulling in any stock transactions-Fidelity or Vanguard

Imported 1099's yesterday and there are no stock transactions for either my Fidelity or Vanguard account. I can see them on the 1099 that each account has published. Just talked to tech support and they said if the import didn't pull them in, the onl... read more

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on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?

The Turbotax screen for 1099b assumes that the stock that I sold was acquired on one day, but it was actually acquired on two different days.

Rental, Personal Use and Ownership questions

I own a duplex. I reside in one side of the unit while the second unit is typically operated as a rental property. During tax year 2025, the rental unit had multiple changes in use, and I am having difficulty determining how to correctly report incom... read more

Mileage deduction for rental property and trading in the car for a new car

I have been deducting the mileage for use of my car to drive to rental properties (about 4% of annual rental use). I have not been deducting any other auto expenses as it is a small percentage of use. In late December last year I traded in the car fo... read more