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@ccub wrote: My 1040 is not negative.     It is a passive loss carryforward from an S corp   The carry-forward losses exceed this year's profit.  TurboTax is taking all that into account and applying the carry-forward amount to the total 2025 profit but not applying the 80/20 rule.   It sounds like you do NOT have a NOL, you have a Passive Loss Carryforward.   A Passive Loss Carryforward is NOT subject to the 80/20 rule for NOLs.   If you (a) Actively Participate in the rental activity or (b) the Passive Activity was disposed in a "fully taxable transaction), then the carryover Passive Losses might be able to be used against non-passive income (but as I said before, there is no 80/20 rule for Passive Loss Carryovers).  

This time I cleared the taxes (started over)  and then manually deleted all 1098-E and the 1099-G data. I then manually entered the 1098-E and the 1099-G data back in.   This time when got to the order steps, I am still using the free version.   Not sure what happened before.

It depends on the form. Let's clarify between the 1040 and 1041: 1040: Income while living - either your wife or her sister will file the return and claim the refund. Once refund is received, it can be deposited to the trust account.  Options are court appointed executor vs personal representative. Please see page 2 of Form 1310 for how to file based on your circumstances.   You will use the license of the deceased for actual filing. You will want to attach your court order by uploading it to file with your return. See Can I e-file a tax return for someone who is deceased? 1041: The trust has an EIN and a bank account so the refund goes directly into the trust.   The IRS has a quick  How Do I File a Deceased Person interactive assistant. It is very detailed and may give you additional information.   Reference:  Tax Topic 356 - Decedents Publication 559, Survivors, Executors, and Administrators How to file a final tax return for someone who has passed 

For the purpose of making retirement contributions, S corp shareholders are not self-employed.  Contributions to a solo 401(k) by an S corp shareholder must be made through the S corp to a 401(k) plan established under the S corp.  Elective deferrals made by the shareholder must be reported on the W-2 and the deduction for  employer contributions must be taken on the S corp's tax return.   https://www.irs.gov/retirement-plans/retirement-plan-faqs-regarding-contributions-s-corporation

@ZBazan      Some folks systems have seemed to have problems in that area.   Their usual fix is to switch to Forms Mode, and then Open&Delete every 1099-R form they see in the left-side window.   Then return to the interview and normal access to the menu for entering 1099-R forms (usually) returns.  

It is not clear to me that the Needs Review is pointing to a lack of an address for a cash donation. However, obviously, neither one of us knows what is triggering this.   What I would do is look at your forms (are you an Online user or a Desktop user - do you know how to do this)? Delete any forms related to your charities. Then start over again on the charitable contributions.

@NancyEF    I'm not sure why NetBenefits is listed at all.   For the past 18+years I have always had to enter my two 1099-R forms manually.  The direct import into tax software has never been available before.   Maybe they were going to start this year....but apparently not.   Just use your paper/PDF 1099-R form as a reference sheet, and "Type it in myself"

Diane...I have seen your name before!  Always great information.  We had to travel from our summer home back to Florida in order to replace the roof on our rental property---a roof totaled by Milton.  We would not have traveled to Florida except we wanted to be on site for the replacement, to assure that a good job was done.  We used a personal car--not the vehicle designated for business use for this and other rentals that we own (my husband's older SUV).  The round trip was 1300 miles.  How do I enter this expense?  And what is the allowance per mile if it is entered into the travel line?  I don't want to enter the personal car, especially since I don't keep mileage records for it!  Your guidance is much appreciated!