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I called the California state tax collector at [phone number removed].   I was told that I didn't need to include my 2024 federal return with my 2024 state tax return.   So, TurboTax was right.    

Hi there,  Are you in the Online product? If you're unable to edit the section, try clearing cache and cookies. Another option going to: Tax Tools > Tools > Delete a form > and select Delete next to Medical Expenses Worksheet.  Review this thread for more troubleshooting and if you're still having issues, contact us.

That depends, in part, on how the estate is handled.     Let's start with the basics that you only pay tax on any capital gains between the selling price and your cost basis.  If there was nothing going on like a trust or a gift deed, and the house was owned by your father in fee simple and was inherited the same way, then your cost basis is the fair market value on the date he died.  That means the only taxable part of the gain would be any increase in value between March and October.  You may need a real estate agent or property appraiser to give you a retroactive appraisal.  If the property is the same value, you have no taxable gain and might even have a deductible loss once your selling expenses are subtracted.   (You can't deduct a loss on personal property but you can on investment property.  Generally this means that if a sibling lived in the house with the father, that is their personal home and that sibling can't deduct a loss if there is one, but the other siblings could, as long as the property was used personally after they inherited it.)   (Because people sometimes do funny things with their property to "avoid probate", you might want to have the deed and transaction reviewed by an attorney to make sure you did gain the stepped up cost basis.)   Basically, each heir will report 1/3 the cost basis, 1/3 the selling price, 1/3 the selling expenses, and so pay tax on 1/3 the gain (if there is any gain); or deduct 1/3 the loss (if there is a loss).   Exactly how this happens depends on a few things.  The sale could be reported by the estate on a form 1041 estate tax return.  The estate tax return will issue a K-1 statement to each heir and you report the K-1 on your personal return.   Or, if the property is now owned jointly by the 3 siblings, then each sibling will report the sale of property in their tax return, using 1/3 the basis. 1/3 the sales price, and so on.  In Turbotax you would use the section for "Sales of property and other assets" and not the section for "Sale of your home" unless it was your personal home.   The least good thing is for the estate to actually report the sale and pay the taxes itself, because estate tax rates are higher than personal tax rates.   But you may want to have this all reviewed by a local tax pro to be sure. 

Hi @pk , thank you again for confirming HTKO does not apply in my situation. One lingering question I have on your point d) is why does US allow full FTC to be claimed (even if it is potenitally spread out 1 year back or 10 years forward) on the much higher ($75K) capital gains income in India, when per US rules the capital gains income (due to high fair market value/cost basis on inhertiance date) is only $10K?   Thanks in advance for your clarification! Best regards.

So sorry for your heath issues.    It seems like you are saying you had no income for 2023. and did NOT get disability income of any sort.   If you truly had NO income for 2023, who "told" you that you need to file a tax return?    If you had no income at all for 2023, you are not required to file a tax return unless you had a 1095A for having marketplace health insurance from healthcare.gov.    If you do not have a 1095A for 2023 and had no income, you are not required to file a 2023 tax return---so whoever "told" to file was wrong.  And....we hope you are doing better.   Who has to file? http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F  

Your IP PIN is only for your own tax return. You cannot use your IP PIN to file your mother's tax return. You cannot e-file a tax return for a past year with TurboTax. You have to file it by mail in any case. Filing by mail will not take "forever." It will take a few extra weeks. You already waited more than a year to file the 2023 tax return. It should have been filed by April 15, 2024. So now you will have to wait a few more weeks. The tag below your question says that you are using TurboTax Online. But you cannot use TurboTax Online to file for a past year. To file a 2023 tax return now you have to use the desktop TurboTax software for 2023. There is no free filing for past years. A local tax professional might be able to e-file a 2023 tax return for you, but e-filing for a deceased taxpayer is always chancy. If the e-file is rejected you will have to file it by mail anyway.  

When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596   If you have multiple returns to prepare, desktop download is more cost effective.  You need a full PC or Mac for desktop software.