Accumulated Rental Loss carry-forward was calculated incorrectly on 2023

[hohldin]

The 2023 federal filing was started April 2024 after the 2022 had been filed April 2023. I discovered a classification error I made on my wife's Federal Disability Annuity on the original 2022 filing. It started after she passed her Minimum Retirement Age (MRA), so it is not taxable. Once I corrected the her Federal Disability Annuity our MFS total income fell below $150,000 and part of the accumulated Rental Income Loss, was allowed ($25,000).

TurboTax did not reduce the accumulated Rental Income Loss balance, so the full $25,000 was included in the 2023 calculation.

This seems like a calculation error due to a lack of re-import of the accumulated remaining Rental Income Loss on Form 8582 once 2022 had been amended.

[Mike9241]

do you really mean you filing status was married filing separately. in that case the $150,000 is reduce to $75,000 and the $25,000 is reduced to $0 if you did not live apart for the whole year

[hohldin]

Mea culpa. We are filing jointly. The 2023 beginning accumulated Rental Income Loss amount does not reflect that $25,000 was used to reduce the total. Seems wrong.

[hohldin]

How do I correct the apparent data transfer error TurboTax made by not deceasing the available rental income loss after $25,000 was used in 2022?