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The maximum amount of the refundable Child Tax Credit  --- called the Additional Child Tax Credit -- is $1700.   You cannot get back more than $1700 per child.  You might not get the full $1700, depending on how much you earned.   Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2024 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.   Have you entered income from working in 2024?  If not,  you will not receive an income tax refund based on having dependent children.     The maximum amount of the child tax credit is now $2000 per child; the refundable “additional child tax credit” amount is $1700.   In order to get that credit, you have to have income from working.   Take the amount you earned from working.   Subtract $2500.   Multiply the rest by 15%.  That is the additional child tax credit per child that you can get—- up to the maximum of $1700 per child.   If the amount you earned from working was low, you will not get the full $1700 per child.    If your child is older than 16 at the end of 2024, you do not get the CTC.  But you may still get the non-refundable $500 credit for other dependents instead.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/additional-child-tax-credit/L6xFeMFEf_US_en_US?uid=lqnuygah https://www.irs.gov/help/ita/does-my-childdependent-qualify-for-the-child-tax-credit-or-the-credit-for-other-dependents       PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   Child Tax Credit line 19 Credit for Other Dependents line 19 Earned Income Credit line 27 Additional Child Tax Credit line 28    

You can report only your share of the dividends on your tax return. Keep the 1099-DIV with your tax files and notes about your share and the amount you reported.  If you want to file actual nominee information with the IRS you can do that with the information below. You can file using e-file. The information below is an option if you want to eliminate any question at the IRS.   Nominee Returns.  This is how the IRS knows what you are doing. Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received).  You must also furnish a Form 1099 to each of the other owners.    File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096) On each new Form 1099, list your deceased mother as the payer and the other owner, as the recipient. On Form 1096, list your deceased mother as the nominee filer, not the original payer.  The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner. The forms filed with the IRS should be the red copy (use the form(s) needed) so if you don't have a color printer, go to the IRS website to fill in and print the forms here: :  Form 1096 Form 1099-DIV @crabshell 

I have attempted to reach them to get a better understanding as to why I was charged such an excessive amount. Unfortunately, I still don’t have an explanation. I have used Turbo Tax for well over a decade and this is the first time I have left in a state of confusion. I do thank you for your response.

you're the second poster to state that you e-Filed a 2023 1040-X. most of the gurus here say it cannot be done.   What PIN? Do you mean 2024 IP PIN? Why can't you edit ? To resubmit a REJECTED return, go through the FILE steps again.

A 2023 amended return cannot be e-filed.  You have to file it by mail.  Only certain tax professionals with professional tax software can e-file past year returns.  Your amended 2023 return must be printed, signed and dated in ink, and mailed to the IRS.   Use a mailing service like certified mail so you will know the IRS received it, because you will have a long wait.   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

No, not 3 different states, but 3 different returns for Maryland. The federal has gone thru for all 3 individuals. The state will not transmit either of the three. Nor will it allow printing of the state. I can view .

Who are the other people?   You can claim 33% as your percentage if there are 3 people on the 1095-A or depending on who the other people are, you may be able to claim a different amount.  For example, many times parents pay the premium and claim 100% of the premium allocation and the child claims 0%.    

It depends. If the estate filed a tax return in Canada for the sale and you only received a distribution from the estate as a beneficiary, then 'corpus' would not be taxed. However, it sounds like you are saying you inherited the property and then sold it. If the latter is the case you will file the sale on your tax return (each beneficiary for their share) and use the foreign tax credit to cancel out the tax for the US if there is any tax on the sale at all. Example: Fair Market Value on the date of death: $100,000 minus the selling price of $100,000 = zero gain or loss.  In this example there would be no need for the foreign tax credit even though you did pay tax in Canada. As I indicated earlier, it's not likely there will be any capital gains because the selling price and the inherited value will be very close and could even be a loss when considering selling expenses.