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Investment expenses are no longer deductible as an itemized deduction on your federal return but may be deductible on your state return. This deduction has been suspended by the Tax Cuts and Jobs Act of 2018.   Your investment expenses can be entered as a miscellaneous itemized deduction on your Schedule A which will flow to your state return if your state doesn't conform with The Tax Cuts and Jobs Act of 2018.   Follow the instructions below:   Open TurboTax Select Deductions & Credits Scroll down to Other Deductions & Credits Select Other Deductible Expenses Select Yes to Did you have any of these less common expenses? Enter the Description "Investment expenses" and the amount If your state doesn't conform with Federal, you will see the deduction on your state return.   Refer to the TurboTax article Tax Tips for Investors for more information.

The tax return is considered "filed" when it is postmarked, not when it is received.  While I can't find any information on New Jersey, specifically, I imagine they follow the same rules as the IRS which allows a few days for taxpayers to get a mailed return postmarked after an e-file rejection before it is counted as "late". However, you're correct - filing the extension buys some protection and is a good idea to cover your bases. 

There is a question that asks if you have foreign accounts or assets.   You may need to delete Form 8938 if one was already started.   To get back to the question in TurboTax, search for 8938 and use the Jump to 8938 link.      How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop   How to downgrade  

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.   You will go to the same screen you used when you entered your own 1099R and click Add 1099R and then watch for your spouse's name to enter his.   To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  

If you didn't file for 2023, entering $0 for your last year's AGI in the Efile interview is the correct way.  You will need to choose a 5-digit PIN also.    If you're using TurboTax Online, clear your Cache and Cookies, go back to the File section and step through the interview and enter $0, and try Efiling again.   What was your Reject Error message?       @benzhu926 

You will enter your spouse's 1099-R under Retirement Plans of the Wages & Income Section. When you add the 1099-R, TurboTax will ask you Who does the 1099-R belong to when you are Married Filing Jointly. Select Federal Select Wages & Income Scroll down to Retirement Plans and Social Security Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R) Answer the interview questions to enter the 1099-R When you get to the screen below, you will see your name and your spouse's so you can select who the 1099-R belongs to.       Refer to the TurboTax Help article  Where do I enter my 1099-R?

I am not filing '23 taxes. This is in regard to my federal return I received last year, for the year 2023. The state of Iowa taxes our federal return from the prior year, since they didn't get a chance to during that tax cycle. I know it's slightly confusing. @Amysteria 

It seems part of your wife's Traditional IRA contribution was nondeductible and therefore she has a basis carryover (line 3 of the IRA Information Worksheet). Does your wife have a 2024 8606 included on your return? Did you get a warning during the IRA contribution that part of your wife's Traditional IRA contribution cannot be deducted?   @Stu10   

Make sure that you answered "No" to the question "Did you overfund your HSA in 2023?" if you corrected it timely (prior to the filing of your 2023 tax return, April 15, 2024).   To revisit your HSA screen in TurboTax to make sure your excess HSA contribution was not due to an entry error, you can:   Click on the search icon in the upper right corner of your TurboTax screen Type "HSA" in the search box Click on the link "Jump to HSA" Answer the questions until you get to the screen "Let's enter your HSA Contribution" Make sure you did not accidently enter an amount on this screen that was already reported in Box 12 of your Form W-2. This will double your total contribution amount. Continue through your TurboTax screens and make sure all questions were correctly answered. As per the above, if you removed the excess contribution from 2023 or did not have one answer "No" to "Did you overfund your HSA in 2023?"   Your TurboTax screens will look something like this:                 Click here for "Why am I showing an excess HSA contribution?"   Click here for "What is a health savings account (HSA)?

Married filing separate. The IRS has a quick  How Do I File a Deceased Person interactive assistanat. It is very detailed and may give you additional information. Caution: There may be a requirement to file an estate tax return. For additional assistance, please refer to Publication 559, Survivors, Executors, and Administrators I am very sorry for your loss.