How can I delete the sale of a rental property? It didn't happen, but the loss carryover is still being taken on my 1040.

[AnnieMarek]

I've tried the rental info screen, and the box "Sold rental property" is checked - but it won't let me uncheck it.

[VictoriaD75]

If you have sold the rental property, any carryover losses should have been taken in the year of sale of the property. If you still have the property, you will want to continue to report the carryover loss on your return until you have sold the property and can utilize the carryover loss.

If the property was sold in a prior year, review your return from the year of the sale and ensure that the carryover losses were used to offset the gains from the sale. If this is the case and you now need to remove the carryover, you may need to delete a form from TurboTax. Follow the instructions below depending on which version of TurboTax you are using. Look for any carryover loss worksheets.

How to delete a form in TurboTax Desktop versions

How to delete a form in TurboTax Online

[AnnieMarek]

The property was not sold. I tried to delete the carryover worksheet, it said it did - but my tax return is still wrong. How can I get help with turbotax?

[DianeW777]

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  We need the name of your state as well.

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

[AnnieMarek]

I ended up just deleting the rental prop with the plan to reenter it in. That seemed like the best answer, given how hard it is to get any tech support from turbotax.

But now that I did that, I went to my PY tax return and I'm surprised to see I can't access my tax worksheets. How can I get that information? This is my information that supports my tax records so I have to think should be easy to access.

[PatriciaV]

If you used TurboTax Online last year, follow these instructions:

1. Sign in to your TurboTax account. Make sure you're using the same TurboTax account (same user ID) as in previous years. 
2. From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

Note: If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for.

If you used TurboTax for Desktop:

1. Select the Start menu in Windows and select search.
2. Search for *.tax2023 (or whichever year you are searching for, *.tax2022,*.tax2021, etc.).
   • Don't double-click the tax file in the search results to open it, as this can cause errors.
3. In the left pane of the search results, select the > symbol next to the .tax file you're searching for. This will bring up information about this file in the right pane.
4. In the right pane, select Open file location. By default, TurboTax saves tax files in the My Documents TurboTax folder.
5. After locating the tax file in its folder, open your tax return using the same version of TurboTax for that year. For example, open your 2023 return in the TurboTax 2023 program and your 2022 return in TurboTax 2022.
6. Choose File >> Print from the menu (black bar) in the TurboTax header.
7. Check the button for "Specific Forms" and the box beside [name of form] in the forms list to the right.
8. Save as PDF or Preview and Print.

For more help:

• How do I view, download, or print a prior-year tax return?
• How do I find last year's tax data file (.tax file) on my computer?

[AnnieMarek]

No, that doesn't work to print my TAX WORKSHEETS, the only thing I see is my tax return from PY.

[AmyC · Accepted solution]

You need the worksheet so let's try a back door method. Follow these steps:

1. Select last year's tax return 
2. select add a state. 
3. Select Tax Tools on the left side of the online program screen.  
4. Select Print Center.  
5. Select Print, save or preview this year's return.  
6. Choose the option Include government and TurboTax worksheets

[AnnieMarek]

Well that finally worked, sort of. In my PY return, I clicked the option to amend my tax return. From there, it let me print/see all worksheets. TurboTax, there should be an easier way to obtain my historical tax information. 

[PatriciaV]

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. 

Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.

If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab: