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Previous message says the 5695 error when trying to efile 2025 tax rerun is not rejected by IRS but by TurboTax catching the error and showing the efile as rejected with the reason why it was rejected.   What is the source of "rejection by TurboTax and NOT IRS"  ... this is important because IRS won't let you have more than 5 "rejections" before you have to fille by "paper".  Thanks

Yep!  I missed this thread but posted this am. to several others.  I had escalated to the "Office of the President" (of Intuit as its their directory issue)  and "coincidently" within a day of that, this am brokerage was showing.     The response was: " Thank you for following up and sharing the great news. I am very glad to hear that the T. Rowe Price Brokerage option is now appearing in your import directory and that you were able to successfully import your tax forms. After research, we found that this was a widespread technical issue that was corrected and updated by our software team. We appreciate you bringing this to our attention, as your feedback helped us ensure the directory was fully functional for all users. (lets watch M-Tax further breakdown with 5 more responses 😉  lol   Its a shame their customer service/support is such shambles.  Most aren't even aware (or can look up) a case ID and then, no clean way to 'escalate' when clearly a IT issue.

The filing of a deceased taxpayer's final return usually falls to the executor or administrator of the estate, but if neither is named, then the task needs to be taken over by a survivor of the deceased, i.e. yourself.   The final return is filed on the same form that would have been used if the taxpayer were still alive, but "deceased" is written after the taxpayer's name. The deadline to file a final return is the tax filing deadline of the year following the taxpayer's death.   Only income earned between the beginning of the year and the date of death should be reported on the decedents’ final return. Earnings after the date of death are taxable to the beneficiary of the account or to the estate.   When filing the final tax return for the deceased, TurboTax Online will ask whether the return is being filed for someone who has passed away in the My Info section. TurboTax will then report "Deceased" on the return. On the page titled Let's check for some other situations, put a check mark next to I am preparing this return for [Name], who has passed away, and enter the date of death.    For more information, please read this TurboTax article.   I am sorry for your loss.

On a shared Marketplace policy, you can share in whatever percentages between the taxpayers as long as they agree.   For a family, it is most tax effective to allocate 100% to the taxpayer having the lowest percentage of poverty level income, in order to maximize the premium tax credit.   For more information, please read this TurboTax Help article.

You should not need to calculate anything. The NY percentage comes into play on IT-203 as seen here: The Federal AGI is used as a denominator and the NY only income as the numerator to calculate the percentage of income earned in NY. on line 45. NY determines the tax on your entire federal income, line 37, then multiplies the tax times the percentage just determined to create your actual tax on line 50. Tax withheld on line 62 Refund line 68 Balance due line 70 NY is among the majority of states that tax a nonresident or part-year resident using apportionment/ allocating the tax:  NY will look at your total family income for the year and determine the tax on that amount.  Then, they look at what percentage of the income was actually from NY. NY multiplies the percentage of NY income times the NY tax. For example: NY tax on your federal income is $8,000 But only 10% of your income was earned in NY NY tax liability will be 10% of $8,000 or $800. @user17712108350