Deductions & credits

I understand that we can’t deduct disaster or casualty losses on our federal return unless the man-who-hates-California declared a federal emergency here. But can we deduct a loss on our state return if Governor Newsom declared a state of emergency or disaster for our particular county for a specific event?Also, if the casualty loss occurred in November 2025 and a claim was filed within mere days but insurance denied most of the claim in the early months of 2026, can we claim the loss on 2026 return?  Thanks very much.

for this section I'm not sure what to choose. The property was not rented in 2025 until November 2025 so what or which to I choose? as the choices are sold, or converted home to rental or rental to home, and lastly Rented part of your home.

How do you take advantage of the commercial ev credit in 2025 turbo tax home and business for a sole proprietorship through sch C? The vehicle is used 85% for business. On form 8936-A it stops at Part II line 8d due to the income limit, but doesn’t allow the commercial credit. How to resolve?

its simple i have a loss that i can carry forward but need to know where to enter this loss on my return?

I am itemizing both my Federal and State tax returns.  It's a joint return and we have $6083 in AZ tax credits, which is several thousand dollars larger than what we owe in 2025 for AZ tax so we will have AZ state tax credit carryovers.  I believe there is a safe harbor rule that allows you to enter the tax credits as state tax paid to allow you to claim them as deductions on your federal return.   If I enter the $6083 in AZ tax credits as AZ taxes withheld Turbotax believes I should get this as a refund.  This isn't really correct as I believe the safe harbor rule is only allowing you to claim the AZ tax credits as state tax paid in your schedule A (which reduces your federal taxable income).  It isn't actually AZ taxes that I paid. Instead I can enter the $6083 as other taxes paid (Schedule A, Line 6) but then Turbotax does not subtract the $6083 from my Schedule A in the AZ Schedule A.  In the state return I entered $6083 as the amount of stat

Is skin removal after a 290 pound weight loss deductible if my doctor agrees that it will improve my function and mobility?  I need to have skin removed from my thighs and upper arms.  

An estate is able to deduct against its income various expenses such as attorney fees, court filing fees, postage for essential estate documentation, etc. Estates may not wrap up in a single tax year and the executor's reimbursements for the above expenses may happen in a tax year that is different than when the expense was paid for by the executor (or their agent, such as the probate attorney). Does the executor need to ask their agent for any expenses they paid for in tax year X in order to file the 1041 for tax year X or does the executor wait until the money actually leaves the estate and that is the tax year on which the deduction is claimed, assuming the deduction is a valid expense? Is this a cash vs accrual accounting question?

My Fed. Refund  is over $2,500 short. TurboTax CRS doesn't what's going on and you can get SBTPG LLC on the phone. I don't have a mix up between State and federal tax refund.  TurboTax need to need to fix the situation ASAP. These corporation are quick to take your money than provide **bleep**ty service and don't  even set a way for you to talk to a live person. TurboTax & SBTPG LLC you all have a lawsuit coming.  

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I am unable to sort “Your charities and donations” in alphabetical order like we used to be able to do. This makes it harder (more time consuming) for one to enter the charitable donations information when one has organized their files in alphabetic order.Based on a 2021 post, the feature apparently did not exist for 2020 returns, but for the last several years, TurboTax desktop has allowed one to at least sort the list into alphabetic order each time one went to the list. For the 2025 version, this feature appears to be gone.Very disappointing!

please help

TurboTax Deluxe Desktop does not include a line item to adjust a home cost basis for step up.  I believe this is a significant problem that should be addressed. The software includes a question about the timing of a spouse’s death. Specifically, did the death occur within the past two years so the filer includes the correct amount ($250,000 vs. $500,000) of capital gain exclusion. A similar question or line item should be added so the filer does not forget to include the step up basis adjustment.   I have used TuboTax for more than thirty years. I have always found it very helpful and easy to use. The questions help with filing an accurate return. The omission of the step up basis adjustment is a failing and needs to be corrected.  

I purchased a rental property in my own name and traveled multiple times to inspect the property, oversee repairs, and coordinate work related to preparing/managing the rental. The airfare tickets were charged to a credit card account where my mother is the primary account holder and I am an authorized user. She ultimately paid the credit card bill, and I do not have a formal reimbursement record. For tax purposes, does the IRS generally care who actually paid the credit card bill, assuming the travel itself was genuinely for rental/property activities? I understand trips related to acquiring/preparing the property may be treated differently from later property-management travel, but my main question is whether payment by a family member (on a card where I am an authorized user) creates an issue for claiming the expense.

When I took the standard deduction, the portion for unreimbursed medical expenses was automatically skipped. Seems like Turbo Tax would still ask for this data when I completed the state return.

Hello.  Question...if our AGI is above $150k can we deduct our rental property expenses for the year as well as get the depreciation for the house and appliances etc.? 

Why does the charity name and address not import into Turbo Tax? Only charity name and value. Painful to retype the address information in manually.

We vacationed and stayed with various family members in various states for the time between our sale and move in to the new home while the house was being remodeled.

I'm unable to claim my granddaughter on my taxes, who has been with me the whole year, states she's a dependent on someone else taxes.

The system keeps asking me for either my state ID or my US driver's license. Can I not just use my passport?

I have TT 2025 for Mac desktop. I have very simple info for Form 8606; nothing involving Roth.I can see a correct 8606 in Forms in the app. However when I print/save a PDF of my return, there is no Form 8606 included. This is even when I choose “All forms & documents” in the print dialog. [But I think the Form 8606 should be in the filed return; so in all prints.]I am reporting only a pre-2024 basis for my IRA, from a nondeductible contribution many years ago. I have no other IRA contributions, withdrawals or conversions.In the app, TT has properly filled in lines 2,3,14 of the form – same value in each box – with everything else blank in the form.Question: How can I get Form 8606 in the PDF? How can I be confident that TT is sending this form when I e-file?

I was selected to review products through the Amazon Vine program last year. The products they send are considered compensation/income in exchange for the review. However, they do not allow us to sell or give away the items for 6 months. And some of the products are unusable and worth nothing even though they put the estimated tax value (that is inflated) on the 1099-NEC they send. The other issue is that in order to review the product, we have to use the product.I understand we have to pay income tax on the ETV of the product. I also understand that if we claim this as self-employment income as opposed to hobby income, then we can deduct expenses. What I want to know is can we deduct the ETV of the items themselves as a business expense or loss if the product arrives damaged or unusable and had to be thrown away or disposed of? Also, if we have to use the product up in order to review it, then can we deduct the ETV as a business expense since we no longer have the product due to havin

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Hi All Long-Term Care Experts, I was wondering about being able to deduct the care costs of my mom's assisted living.  This includes costs such as bathing, dressing, medication management, etc.   She has chronic medical conditions.  Certainly, these are deductible as medical expenses when one does not receive long term care benefits. However, when one does receive long term care benefits from a long-term care insurance policy, then I wanted to understand to what extent these expenses are still deductible.  One would think that they would not be deductible, particularly if long term care per-diem benefits exceed long-term care costs (including both care costs and room rent).  However, it seems this is not the case.  It seems that as long as the long term care plan is a qualified plan and as long as per-diem benefit limits are not exceeded, then it does not matter what the long term care costs are, i.e. they could taken as $0 or they could be

There is a critical data-silo issue between the Form 1099-LTC (Form 8853) interview workflow and the Schedule A Medical Expenses interview workflow.When a user enters total Assisted Living Facility or Nursing Home costs under Schedule A Medical Expenses, and subsequently enters corresponding tax-free insurance proceeds via a Form 1099-LTC (whether Box 3 is marked "Reimbursed Amount" or "Per Diem"), TurboTax does not automatically link or reconcile the two sections.Steps to Reproduce: Enter a high dollar amount (e.g., $72,000) for Assisted Living expenses under Deductions & Credits -> Medical Expenses. Enter a Form 1099-LTC under Wages & Income -> Less Common Income -> Long-Term Care Insurance (Form 8853) showing insurance payouts received for those same care costs (e.g., $50,000). Review the tax return. Expected Result: TurboTax should automatically subtract the insurance proceeds from the total care expenses, transferring only the true, unreimbursed out-of-pocket