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

Should Capital Asset Sales worksheet for Uphold is cost basis reported or not reported?

how should uphold HQ cost/basis be reported?

Wells Fargo Advisor cannot be found

Hi, Question for TT 2025: I cannot find Wells Fargo Advisor on the list for import. Tried to use Wells Fargo but import failed. There are only Wells Fargo and Wells Fargo Clearing Services on the list. Any suggestions? Thanks!

Turbotax asking for Schedule E Passive Operating Loss on rental property

We have a rental property and when running a final check on federal, Turbotax says: "Schedule E worksheet: Passive Operating Loss must be entered." And shows a blank box for me to enter a number. I have zero clue what to put here -- I'm assuming this... read more

Can we file a sale of a rental property for 2025 tax return yet?

2025 software is incorrectly computing my rental property's depreciation. I checked my entries. How can I reach someone @ Turbotax to help resolve the software problem ?

The problem is beyond my control. I'm asking Turbotax to help me navigate a problem it has caused. Will someone at Turbotax reach out to help, please. Several hours have been lost already, and over $1,300 is at stake.

1099-B page, I need to adjust my total cost basis, but there is no selection G (wash sale loss disallowed). Help docs say G is an option, but I don't see it. Help?

The G option just isn't there. How do I enter this?

ETrade download error message

Still getting an error message when trying to download my ETrade information. Getting the following message from TT...Did something change? We can't find this account at your bank.We'll help reconnect it if you need to. Don't worry, we've still got a... read more

1099 NEC

I retired in September of 2023 when the company I worked for was sold. The original owners had an 'earn out' period of ten years in which they were eligible for additional monies, not to exceed a agreed upon amount based on the ongoing success of the... read more

I had a loss carryover from 2024 for rental properties on form 8995 not using turbo tax. I do not see where to enter this loss carryover for 2025 to offset rental income

Under what category will I be prompted for this information to offset current rental income and compute the loss carry forward for next year?

Trying to enter a 1099S real estate form and when I follow the instructions it appears as a 1099B sale of stock and that isn't right?

Home was inherited and sold.

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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I'm unable to enter depreciation for my townhome.

I have a rental property that I need to depreciate over 27.5 years. When I add this property TurboTax never asks me when I bought it or how much. I had a professional do my taxes the last 2 years and they depreciated 1/27.25 of the purchase value. I ... read more

Form 8960, Line 9b - Worksheet

The IRS instructions on this have changed for 2025, and now EXPLICITLY say to include property taxes and personal property taxes:"Include state, local, and foreign income taxes you paid for the tax year that are attributable to NII. Include also stat... read more