Investors & Landlords Tax Forum Q&A

Investors & landlords

All About Rental Real Estate & Vacation Rentals

You’re in great company if you’re thinking about joining the rapidly expanding group of real estate investors. Whether you want the adventure of becoming a full-time landlord or simply looking to make a little extra cash by renting out a room - or yo... read more

I'm stuck in a check this entry loop. QBI Passive Op Loss

I'm stuck in a "Check this Entry" loop: QBI Passive Op Loss must be entered. I'm not sure what number to put there, but doesn't seem to accept any number. I've tried zero and I've tried entering the passive disallowed loss from the smart worksheet ca... read more

Capital Gain and Tax in Irrevocable Non Grantor's Trust

I sold a property in my Non Grantor Irrevocable Trust.Who pays the capital gain taxWho pays the taxes on the income earned in the account

I need the certified of rent paid deleted.

I would like to know why the Capital Gains Turbo Tax enters on the 1040 are higher than the 1099-Bs, how can I see the Schedule D or Form 8949?

where can I find Schedules and Forms on TurboTax Online

rental properties information don't transfer after transfer previous year tax file success

I did transfer 2024 tax file to 2025 success. But rental properties information didn't transfer. I need depreciation forms from previous year. What I should do?

LLC member not Transferring

I have been using TT Business for 6 years. For some reason when I opened TT Business 2025, my Members did not transfer??When I try to add my wife TT says that I must have had a change in ownership. I can't seem to get around this. Any help is appreci... read more

Daughters name is on moms home deed. mom died in 2025 and home was sold in 2025. Where to report and is it taxable?

TurboTax Incorrectly Calculating Taxable Income on my Amended Return

TT is counting box 12 of my 1099-DIV (Exempt-Interest Dividends) as taxable income. But this is not taxable according to the IRS. How can I get this fixed. This error is saying I need to pay hundreds of dollars in taxes that I am not liable for. Than... read more

Passive Loss Carryforwards California Return

When will Turbo Tax update their CA product so that my previously disallowed passive loss carryforwards show up? I have done my CA returns on Turbo Tax since the beginning of time and as such the program should show those in my 2024 tax return (which... read more

we have relatives living in our 2 properties and get no rent-We need to take if possible expenses such as taxes, insurance -how do we take deductions?

Turbo tax does not show how to handle property owned and then lived in by relatives and not paying rent- How can my wife and I deduct tax & insurance for such?

Erroneously generated Form 4255

Turbotax erroneously generates Form 4255 for Illinois. If I were to delete it from the Forms view, it generates it again

Help with 27.5 yr depreciation calculation

On this vacation rental property, it seems the depreciation expense should be $7,838. TT calculates it as $7,315, over $500 difference. I don't understand the TT calculation and wonder if I may have incorrectly answered a question a certain way on TT... read more

Import not pulling in any stock transactions-Fidelity or Vanguard

Imported 1099's yesterday and there are no stock transactions for either my Fidelity or Vanguard account. I can see them on the 1099 that each account has published. Just talked to tech support and they said if the import didn't pull them in, the onl... read more

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Turbotax workflow for entering Crypto transactions without a 1099-DA

For DEX crypto transactions that have no 1099-DA, what is the workflow in Turbotax, i.e., how is one to initiate dialog on Turbotax to enter these transactions? For e.g., if I go to Wages & Income, then under Investment Income, I click Update next to... read more