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No, do not add it to yours.  You'll report it in the same place you did, but under her name.  Navigate to: Federal > Wages & Income  > Retirement Plans and Social Security > Social Security (SSA-1099, RRB-1099).    

Did you buy the Desktop program but accidentally get into the Online version? You need to download and install the Desktop program. Do you need help installing the Desktop program? How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd If you started in the Online version you can switch to the Desktop program and continue without paying for Online. How to switch……. https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129

State Form Download: Just filed. TT Deluxe used. Worked through all Fed entries. Went on to State and had no issues selecting and downloading CO state. Then I needed Iowa! This took some juggling... What worked was to exit all TT software, then go to my TT account, using username and password. Once in I ordered a State Form (Iowa), paid and soon after received an email that it was completed and ready to download (from that option button on the email). I downloaded, saw the file in computer files "downloads," clicked twice on the file and waited a few moments for the file to upload into TT. I got a TT queue window telling me that Iowa was ready to go. I then opened TT and went to work. States options in TT then showed both CO and IA.  Hope this helps a great many frustrated.

If you are filing a Joint return then the SS entry screen will have 2 columns for each of you.  Maybe you have to go back to My Info or Personal Info and check if you picked Married and filing together.     Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

You can go HERE to download the TurboTax Desktop Software.  When you select the product, it will give you the option of Windows or MacOs for the operating system.  During installation, you will be asked to enter your License Code that you purchased.   Please see these TurboTax Help Articles for more information: How do I get started with TurboTax Desktop How do I find my license code? Troubleshooting TurboTax Desktop for Mac Issues

Thank you @DianeW777 Is it also driven by how many days does one rent the property? If it is rented 100% of the time during last year then expenses and I put 0 personal days these expenses show up... Just to try this theory out, I changed the personal number of days to 0, all expeneses showed up. Can you confimr this theory?!

It depends. This answer assumes there was no land sold with the property and It's not clear if you used fair market value (FMV) for the cost of the condo for depreciation when you set up the asset for depreciation. It's possible so I'm going to give steps that will report the full cost for your sale which is the correct number to use.   In the rental assets use the following information to take each asset out of service without entering sales information in that section. When you are in the rental activity for 2024, you must select the 'Assets' section, then in each asset you must go to the screen titled 'Tell Us More About This Rental Asset'.  Once you reach this screen for each asset, you must select 'This item was sold, retired, stolen, destroyed, disposed of, converted to personal use....'  Next enter the date you stopped using the asset for rental purposes. And answer 'Yes' you always used this asset 100% of the time for business. (The percentage of use doesn't change until after conversion from rental to personal use.) Select 'Yes' for Special Handling due to 'You converted the asset to 100% personal use'. You may see some depreciation expense which will be the partial year amount.  For the period of the year it was available for rent, you may have some expenses which are allowed for that open period. Write down the current year depreciation and the total for all prior years for each asset.   Once completed you will use Sale of Business Property to enter the sale using your actual cost of the condo (not the FMV). Assuming there is no land you can enter one sale to include all assets following the steps below.    Sale of Business Property: Income and Expenses at the top Scroll down to Other Business Situations For TurboTax Desktop: Business Income and Expenses > Less Common Business Situations Select Sale of Business Property Select Sales of business or rental property that you haven't already reported. Answer 'Yes' to Do all of the following apply...? Enter your sales information: Description of the Property (Machine Type) Sales Price/Sales Expenses  Date acquired and date sold Cost Depreciation @taxbadlo 

it's not based on the amount of tax you owe on 4/15 but the amount of tax you underpaid in 2024 relative to the 'safe harbor' amount - which is either 100% of your 2023 tax (110% if your AGI > 150k) or 90% of your 2024 tax whichever is smaller.  The payments have to be timely thru the year either via withholding, or quarterly via estimated tax payments.   so in your example it depends what the $2000 owed with your return represents, and how much you paid in total vs. owed.  let's ignore the "100% of 2023 tax" and assume "90% of 2024 tax" is the smaller amount due.  If your tax liability was $20,000 and you paid $18,000 thru withholding (90%) and have $2000 left to pay, then you won't have a penalty.  If your tax liability was $10,000 and you paid $8,000 thru withholding (only 80% vs. the $9,000 minimum) then you will have an underpayment of $1,000 vs. the 90% safe harbor amount (not $2,000). That underpayment rate is 8% annually, but the underpayment is spread out by quarter so it's calculated based on $250 late from Q1, $500 from Q2, $750 from Q3, $1000 from Q4 - which works out at $50 penalty total (Form 2210 does this calculation).

You will not receive a 1099-R for this (unlike when you changed jobs).  This is because you never personally took possession of the money, so there was nothing to trigger a 1099-R.  There is also nothing for you to report on your individual tax return.  

You do not report your son's W2 income on your tax return.  If you are claiming him as a dependent, you will have to report the 1095-A on your tax return (and he does not have to report it).  As a dependent, he would only have to file a return if his W2 income is more than $14,600.  If he has withholding (Box 2) you can file to get that refunded.

Actually, the Ky Dept of Revenue recently revamped their system, and as of March 15 all new tax account ID's are 9-digit numbers(mine has no zeroes).  Because the company got their tax ID this year, the DOR gave a 9-digit number even though the income relates to 2024.  I verified this is the correct KY state tax ID.  So I feel stuck since TT won't allow it.  Someone suggested I just leave off the last 3 digits and see if the returns are accepted.  Will this work? Thanks!