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@DanaB27 In looking at the 1099-R inside TurboTax for the 2024 tax return I noticed that in the step-by-step that the box 7 code P said "Return of contribution taxable  in 2023" which I am not sure is correct. When I pull up the 1099-R form its a 2024 1099-R form, but the box in line A5 under "Verify Box 7 Distribution Codes" is checked. Line A5 box "Check box if there is a code P or R in box 7 and this is a year 2025 Form 1099-R".   I just want to make sure the 1099-R is set up correctly before I file.

The IRS cares about physical custody.   Courts often make up rules for divorced parents that do not align with IRS rules.   The IRS does not care about your divorce decree.   We do not give legal advice here.   Only you can gauge the risk of how contentious your ex-spouse might become if you go ahead and claim the child on your own tax return.  The child cannot be claimed on two returns.

That would depend on whether you are a US Citizen, a permanent resident, or if you are a nonresident alien.  If you want to share more information, we could provide more assistance.     Tax Tips for Resident and Non-Resident Aliens Do I need to report foreign income?

Are you claimed as a dependent?  If not go back to My Info and see if you checked the box that says someone else can claim me.   The 2024 Standard Deduction for an individual for whom an exemption can be claimed on another person's tax return is limited to the greater of: …..Your unearned income was more than $1,300 or …..Your earned income for the year + $450 (but not more than 14,600) So you would get a minimum of $1,300 to a max of 14,600.

It would be a good idea to use certified mail to mail the 1040V and your check so that you will know the IRS received it.   Write your SSN's on the memo part of the check.  If you e-filed your Form 1040, you do not have to mail anything else.

Hi Bill,   You're correct; I do not owe an underpayment penalty to Indiana, and TTD did not state that I do.  Between my withholding and my timely "quarterly" estimated tax payments, I paid 92% of my 2024 state taxes due.  I will pay the balance when I file my state return.   The large majority of that 92% was paid in the form of estimated taxes.  In fact, about 84% of my tax payments during 2024 resulted from estimated tax payments.  This is because I am a retiree and completed Roth IRA conversions in 2024.  I had identical monthly pension amounts and two large Roth conversions, one in Q1 and the other in Q4.   Consequently, my income was very unevenly earned throughout the year.  All of my income was entered into TTD as annual amounts.  TTD also knows my total withholding amount, and the amounts and timing of my four estimated tax payments.   As I mentioned previously, Indiana is a "pay as you go" state, meaning that tax payments must be made on a "per period" basis, such that they adequately match the income earned in each of those same tax periods.  So, if a person's income is largely earned in Q1, that person cannot wait to pay their minimum 90% until Q4.  They would be assessed underpayment penalties for Q1, Q2, and Q3.   That's the point of Indiana Schedule IT-2210A.  When income is unevenly earned, did you pay adequate taxes in each period to match the income earned in each of those same periods, regardless of whether or not you met the minimum 90% threshold for that year?   And this is where I don't understand how TTD "thinks".  Based on the information it has asked for, and that I have entered, it doesn't know how much income I earned in each of the tax "periods" in 2024.  Also, completing Sections I and II of Schedule IT-2210A shows that I need to complete the remainder of the schedule to see whether or not I do owe a penalty.   So, that's where this all stands.  I do appreciate your interest and responsiveness to my concerns, but at this point I think I'll just manually complete the IT-2210A myself.  I do think, however, that this matter needs to be followed through at some point.   Thanks again!

I am sorry for your loss.  When filing the return, the IRS does not require an ID for E-filing.  ID verification is just an extra layer of security when filing, but it is not a requirement.  If she did not have a driver's license, you can indicate she didn't have one and can still e-file.  However, some states are picky about this and still require an ID for e-filing.  If your state requires this, you must print and mail the state return for filing.