Rental expenses not saving

[bjg_enterprises]

When I enter in certain expenses under rental property info, I click "Continue" and the summary page still shows "Not Started" for those categories. If I click back into the category, the number is still there. Is this expected behavior?

I'm wondering if I'm not allowed to enter expenses if I've already exceeded my rental income amount (since I was reading that my property may not be eligible for rental loss since I lived in it for a portion of the year). But that seemed unlikely since I should still be able to record everything, even if the loss isn't recognized as such.

Here is one example where I entered in the insurance premium amount but it was not listed on the summary page:

I have tried clearing my cache and also opened this page in both Chrome and Firefox to see if it was a browser issue but it persisted in both.

[bjg_enterprises]

Update: I deleted my mortgage interest expense and all the other expenses showed up in the summary page. However, I then went to re-add my mortgage interest (after all other expenses were logged) and once I saved that entry, the summary page removed the other expenses that had already been added.

All the categories show "Not Started" had values in them before the mortgage interest was added:

[DianeW777]

A way to enter the mortgage interest and move forward is to add the rental mortgage interest under 'Other or Miscellaneous' expense. You will label it as 'mortgage interest'. The IRS has the 1098 and you should keep  yours with your tax records. This includes the expense in the rental and will allow you to move forward.

Note: If your rental mortgage interest is in any way tied to your personal residence, it should be entered only in the rental activity and TurboTax would carry the personal portion to your itemized deductions if applicable.

[bjg_enterprises]

Thanks for your reply. In this case, the home I'm renting is my primary residence so I have added the mortgage interest in the official category so that it carries over the correct % to the deductions section.

I will try using the "Other or Miscellaneous" expense category for the other expenses that were getting ignored by the summary page.

I still believe this is a bug that should be escalated to your product team.

[user17757433649]

I have the exact same issue, only I can't update or delete my "Mortgage Interest" line item at all. My rental property was used as a personal residence for part of the year so adding the mortgage interest under Miscellaneous will over estimate the amount I can claim for the applicable rental period. 

Can I combine the Mortgage Interest Expense with Real Estate Taxes and include that in the Real estate tax line item to apply the appropriate "IRS Method" calculation? 

This is incredibly frustrating and really needs to be fixed by the product team. I can't believe we're having to find odd workarounds with meaningful audit risk for a paid product.

   

[MarilynG1]

You may want to Delete Schedule E and step through the Property Profile again.  Be sure to indicate property was 'converted from personal use to rental' (or vice versa) and on the following screen, number of days rental use.  Don't enter a number for 'personal use' as you didn't use the property as a primary home during the rental period.  

Then enter total mortgage interest and TurboTax will allocate based on number of rental days.  

As far as the home screen displaying 'Not Started' or 'Needs Review', as long as your tax forms are correct, this should disappear when you complete the Income/Deductions sections, or close/re-open the program. 

Here's more info on Personal/Rental Mortgage Interest Deduction. 

@user17757433649 

[TaxyMcTaxFace]

Same issue here — mid-year conversion to rental, insurance deduction swallowed by a bug

Adding my experience because it mirrors this exactly, and I want others to know how bad this gets.

I converted my primary residence to a rental mid-year. The software treated it as a vacation home/partial rental instead of a primary-to-rental conversion, which caused it to cap my deductible expenses — completely contrary to how the tax law actually works for a conversion situation. Specifically, my homeowner's insurance deduction for the period after conversion never made it onto Schedule E. That's roughly $2,800 in missed deductions.

What made this worse: I called support four times. I was hung up on twice, and on a third call was simply transferred back to another agent with no resolution. On the fourth attempt, I paid for an expert review of my return. The expert looked it over and told me my insurance deduction was in there and everything looked good. I trusted that and filed.

After filing, I reviewed Schedule E directly and the insurance deduction was nowhere on it. The expert review missed it entirely.

So now I'm looking at filing an amended return — which TurboTax's "100% accurate" guarantee is supposed to prevent. The support experience was genuinely one of the worst I've had with any software product. Being hung up on twice while trying to report a legitimate bug is unacceptable.

TurboTax needs to fix this conversion scenario in the software — it's clearly affecting multiple people.

[Itssopainful]

I hope someone technical at Turbotax has been pulled into this thread. The workarounds mentioned on are unacceptable and wonky (especially for those of us that are not tax experts). It is hard to work in Turbotax and then find ways to view my schedule E as I am working. My rental is not a primary residence and has a 200 day rented to 60 day owner stay split. I also have the same issue of getting expenses to save and count. And, if deleted the mortgage interest allows then rest to show up then how do I add then mortgage interest in misc if it will over count as I do not live there. Do I then calculate the adjustment myself? As a 50% owners is it interest*50%*(perc days rented to total days)???

[TaxyMcTaxFace]

I tried to pull their support in and they eventually would either hang up or transfer me to another support agent once they confirmed it was a software defect bug.  It appears that there is no way for support to log defecta like this.   Turbotax is loosing a 10+ year customer with me over this abysmal lack of support.  Good luck 

[lbracht]

Hi, 

Have you entered your mortgage interest on another form? Check out your forms ....Another work around is finish your taxes and at the end you may get a series of errors where you need to enter data into a field. Hope this helps

[TaxyMcTaxFace]

Yup.  It didn't show any errors.  One one of the 'support' calls, they even had me totally delete the investment rental and start over and the problem was recreated.  This is a 100% a software defect.