topic 2025 form is picking up OBI passive op loss from 2024 return, but later gives error "OBI passive op loss must be entered". in Investors & landlords

2025 form is picking up OBI passive op loss from 2024 return, but later gives error "OBI passive op loss must be entered".

heffnerphjk — Wed, 18 Feb 2026 17:36:34 GMT

it seems TT is good at comparing rental income entry for this year and automagically pulling in loss from 2024 return, but at final recheck of return, stops with error that it "must be entered". Provides a blank for it, along with scrollable view of Schedule E worksheet. What doesn't help:
1. if I enter the op loss amount (same it already captured and shows in summary of rental in the income section as "miscellaneous expense") it says "cannot be greater than zero." So if I enter 0, it just repeats the error that it must be entered.

2. if I go back to rental income section and attempt to trashcan that miscellaneous expense item, it appears to work, but next time summary is shown, it is still there as before.

3. if, instead of trashcanning misc expense, I edit the expense, and there either a) delete the expense item itself and save, or b) change the expense item to 0, the next time summary is shown, it is still there as before.

I think TT has a bug????

Re: 2025 form is picking up OBI passive op loss from 2024 return, but later give error "OBI passi...

PatriciaV — Wed, 18 Feb 2026 19:00:57 GMT

We have tested QBI Passive Loss carryover from 2024 but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2025" file to test this issue further.

If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:

In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)

Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.

We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.

Re: 2025 form is picking up OBI passive op loss from 2024 return, but later give error "OBI passi...

heffnerphjk — Fri, 20 Feb 2026 00:07:45 GMT

thanks for the opportunity you are trying to provide me to send you the 2025 tax file. In your instructions you say there is an ONLINE function in TT heading. That link is not available. I am attaching screen shot.

Re: 2025 form is picking up OBI passive op loss from 2024 return, but later give error "OBI passi...

heffnerphjk — Fri, 20 Feb 2026 00:14:55 GMT

I found the link for sending to expert. it was under TOOLS! here is the token capture

@PatriciaV

Re: 2025 form is picking up OBI passive op loss from 2024 return, but later give error "OBI passi...

PatriciaV — Mon, 23 Feb 2026 13:48:33 GMT

After reviewing your diagnostic copy, we can see that you were on the right track to resolve the SmartCheck errors. Each time you see a box asking for input, enter zero. If it seems you see the same message again, you are actually moving to another field on the embedded form. Continue entering zeroes until you see the option to run SmartCheck again. That means you are finished.