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I cannot efile my return without a payer tax ID for the Social Security on my 1099-R. All of your help and searching is not helping!! This seems to be an ongoing problem as you have customers reporting this same issue from 2021, etc. Thanks you Merrie H. Rockwell

Hello, I plan on contributing 7K to 2024 traditional IRA , and 7K to 2025 traditional IRA, both on 4.9.25 (still before filing deadline, so it is possible). But I would like to convert both years traditional contributions to Roth (through the backdoor process). but because of my late contribution, and the time it takes to make the cash available to withdraw to make the roth conversion, I am sure the roth conversion can happen only after the filing deadline. I am high income earner, and I have no other traditional IRA contributions for either years. Now my question is this: 1. If the roth conversion happens after the filing deadline, would it all together fall as 14K roth conversion for the year 2025, and 1099-R for 2025 would reflect that, and that wouldn't be a problem if I pay the tax due because of the conversion, when I file taxes by 2026 deadline? 2. And for filing 2025 taxes (which I am in the process of doing right now), I would just declare that I made 7K contribution to 2024 Traditional IRA, is that right? 3. The other question is, before the roth conversion can happen, the traditional IRA is going to gather some interest, making the amount 7K plus for each year. Now do I convert only 7K out of that, for each year or should I convert the whole amount including the interest gained. I would like to convert all if possible.  Thanks for your advice on this matter.

75 yo mom & 80 yo dad supporting 43 yo adult son (he is claimed as a dependent under qualifying relative on 1040SR). In 2023 dad dies, mom files MFJ for 2023. In 2024 Turbo Tax is selecting QSS, but I am  wondering if its right because it reads that the dependent is a child. Can you file QSS if the dependent is an adult (not disabled, just doesn't want to work, so fully financially supported by and living with mom )? Thanks!

I have a brokerage account that was not auto-imported. The Net Loss that the Form 1099 reports shows my loss as being reduced by the amount of the disallowed Wash Sale Total. The Turbo Tax for only allows me to enter the Total Proceeds and the Total Cost Basis. There is nowhere to enter the Disallowed Wash Sale Total. The result of this is to make my Net Loss appear larger than I think it should be.

As trustee, I paid wages to an Aide for my disabled son from his First Party (self-settled) Special Needs Trust.  As this is a household employee, I need to file a Schedule H and pay federal payroll taxes, also from the Trust.  Because this is a "Grantor-type" trust, per 1041 Instructions, my son's income is reported on his 1040 and I file an informational 1041 along with a Grantor Trust Information Letter detailing income/expenses.  Per questions I asked last year, I was told that Schedule H needs to be filed with the Informational Form 1041, since it is the trust, not my son, that is paying the wages (see my previous question.)   My question is this:  Should I enter the Household employment tax amount on 1041 Schedule G, Part I, line 7 and carry it forward to line 24 "Total Tax" on form 1041?  Or should I leave these amounts blank and just attach the Schedule H with a payment voucher and check for the payroll taxes due?  Per the IRS 1041 instructions for Grantor Type Trusts, "If the entire trust is a grantor trust, fill in only the entity information of Form 1041. Don't show any dollar amounts on the form itself; show dollar amounts only on an attachment to the form." Based on those instructions, it sounds like I shouldn't even fill in amounts for Household employment taxes.

I am using the desktop version and "Calculate max contribution limit" section for HSA contributions is not calculating my contributions properly. My total contributions for the year were $5146. The allowable amount is $8300. It says I have over contributed by $5146. I have double checked all forms and did not accidentally enter the info more than once, but even if I had, I would not be over by $5146. This is clearly a bug and am looking for assistance asap, given it is April 9th.

I’m assisting a relative who is a non-resident of California with their taxes and need help to understand the treatment of a loss from their California rental property.   Due to a loss in 2023 from the rental house, that year their Federal Schedule E line 22 deductible real estate loss was $-1300.  This loss was fully allowed on their Federal taxes, helping reduce their W2 income, so no Form 8582 was generated in TurboTax and there was no Federal loss carryover to 2024.    After factoring in California adjustments from differences from the Federal depreciation of the rental house and related assets, the CA 2023 rental real estate loss was $-1500, which is also the same amount entered on their CA Form 3801 Part III Line 11.  As they had no other CA income, their CA AGI was also $-1500.  Because they had a negative CA AGI they had no tax due to CA on their 2023 return.   However it seems to me that as there was no other CA income to offset that year there should have been a CA loss carryover to 2024.  I can’t find evidence of that on their 2024 return I’m assisting with and am wondering if this is due to the loss being fully allowed on their 2023 Federal return?   If they should have a CA loss being carried over to 2024, is there a way to create a state carryover in the program?