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These CCBG funds are taxable income.   You can report this income as Other Reportable Income.   In TurboTax Online, open your return and follow these steps:   Click on Federal in the left-hand column, then on Wages and Income Navigate to the list of Income categories Locate the Less Common Income section and click on the arrow on the right Click Start next to Miscellaneous Income, 1099-A, 1099-C at the bottom On the next page, click Start next to Other Reportable Income.

@mgweb wrote: Ok. Thank you.  Buying a second tax software would still be way cheaper than the $345/hr or somehow over $1000 an accountant wants..... Exactly, and H&R Block Premium and Business is pretty inexpensive considering it can do estate/trust income tax returns AND your personal income tax return (1040).   Just make sure they actually support MN fiduciary (M2 or whatever it is). 

@wtilley1 wrote: I am severely disappointed in TT2025. Here it is 01/20/26 and is still not fully functional. This may the last time I use it. Cold comfort but the other developers are no different.

Okay. I know it's still processing so I will have to wait and see if it is approved. I'm just worried that it won't be because of the deadline. I read on Google that if it's filed before that 3 year mark then I will be approved and will receive a refund.

@Christiananthony95 wrote: Even if I verified my identity? Because my refund was approved by TurboTax for that year. TurboTax does approve tax refunds.  TurboTax only e-filed the return, it up to the IRS or State to Accept or Reject the tax return.   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Go back to the section Personal Info [Continue]. Your information will pop up Scroll down to your child [Revisit] the information Continue the interview and make the appropriate changes.  

@protexanmario wrote: Got it. So with that being said, I usually let TurboTax take a percentage of my income as payment, would I be able to pay TurboTax after I file my W2 and my 1065 or do I need to pay 2 separate times? You do need to pay twice; once for your personal version of TurboTax and again for TurboTax Business.   I don't believe you can somehow pay for TurboTax Business with a refund of any kind, though. You need to pay for the program upfront and it's download and install only on Windows machines.

I started the interview portion to report the sale of the rental (closed 3/7/25).  I checked the box indicating property sold in 2025.  The next screen asks if rented all year - selected no - then asks number of days rented at fair rental - entered 0, then entered 0 on personal use.  Checked the box that indicates  I did not rent or attempt to rent this property in 2025.  A paragraph then appears stating since it was not a rental at all in 2025, I should delete it as a rental.      This is confusing to me - if I were to delete it as a rental - then where would I enter the sale?  The tenant actually was there for 8 days in January - would it be wiser to say it was rented for those 8 days?    Appreciate any assistance - fyi I purchased the desktop Premire edition this year but seems exactly the same as Deluxe so far.  

Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.