Schedule E Worksheet Bug in Desktop Version

jjmg2k — Sun, 01 Mar 2026 21:31:09 GMT

I have the desktop copy of Turbotax Home and Business and I've discovered a severe bug with its Schedule E handling this year.

Background: I have owned a 2-family house in Massachusetts for 29 years. I live in the upstairs 2 floors and rent out the ground floor and always have since I bought it. When I first used Turbotax after buying the house, I discovered that Turbotax would allocate everything for me so long as I told it what % of the house was for rental use. This allocation has always shown up, year after year, on Schedule E Worksheet under "Owner-Occupied Rentals" On line Q with line P ("Check to allocate personal use items to Schedule A") checked. I only ever had to check line P and enter that percentage once only, decades ago, the first time I used Turbotax, and the product always just flows those over from the previous year's return.

This year, however, Turbotax instead moved those values up two lines: it checked line N in the "Ownership Percentage" section ("Check to allocate income and expenses using ownership percentage") and moved the 38.5% from line Q up to line O -- THIS IS A MAJOR BUG. When I glanced at the worksheet, I didn't initially notice anything, since the familiar 38.5% was on the page as per usual.

This meant not only that my real estate taxes and mortgage interest (yes I refinanced a few times) didn't flow to schedule A, but that *it only reported 38.5% of my rental income*.

(I also posted a version of this here in "After you file" because I only discovered this bug after I had filed and had my return accepted, which means I have to file an amended return now. But I figured this post really belongs in the general area.)

Re: Schedule E Worksheet Bug in Desktop Version

AnnetteB6 — Sun, 01 Mar 2026 21:35:19 GMT

In order to take a closer look at the situation you described and report it to the development team for further investigation and potential corrections, it is very helpful to have an actual customer diagnostic file demonstrating the situation. Please consider sharing a diagnostic copy of your tax file so we can take that closer look. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.

If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.

Use these steps if you are using TurboTax Online:

Sign in to your account and be sure you are in your tax return.
Select Tax Tools in the menu to the left.
Select Tools.
Select Share my file with agent.
A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
Post the token number here.

If you are using a CD/downloaded version of TurboTax, use these steps:

Select Online at the top of the screen.
Select Send Tax File to Agent.
Click OK.
Post the token number here.

If you are using a Mac version of TurboTax, use these steps:

Go to the Menu at the top of the screen and select Help.
Then, Send Tax File to Agent.

Post the token number here.

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Schedule E Worksheet Bug in Desktop Version

Re: Schedule E Worksheet Bug in Desktop Version