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My mortgage interest worksheet has an incorrect beginning balance for my loan back in 2016. It is posting my ending balance as of 12/31/24.  I used to remember how to force a change in an box, but it's been so long ago that I cannot remember. thanks.  

Different situation. Will be receiving a 1099 for interest income this year from unclaimed security that NJ housed for 15 years. The probate process was  done this year and state will be sending out $5,000 for the interest income earned over 15 years. The family member passed away 5 years ago and the state will not process the 1099 to the estate EIN number. The state says the claim was made in the name of the deceased and not the estate. The final personal and estate tax returns were filed for 2020. Should we amend the final estate returns with a note or just forget about filing another personal return for someone who passed away 5 years ago?

Thanks for confirming! The reason I wasn't sure using the 2024 numbers, is that for 2024, the HSA deduction limits are $4,150 for self-only and $8,300 for family, so we are still under the family limit even if we fill up to the individual limit, so I couldn't tell which limit it was using for the calculation "behind the scenes". This is not the case for 2025 and 2026.

I assume that you are referring to the IRS sales tax table to use that value instead of deducting state and local taxes when you itemize on Schedule A. In that case you can add your car sales tax to the IRS tax table amount. 

There is no tracking number on mail sent by the IRS.   The IRS will not make a direct deposit to a foreign bank account; they will only mail a check if you do not have a U.S. based bank account for a direct deposit.     LOST REFUND CHECK   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0   https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries-0  

A Fantastic Replacement for ItsDeductible — Even Better!   DeductibleDuck (deductibleduck.com) has been a perfect solution to replace ItsDeductible.com for tracking charitable donations. The interface is clean, intuitive, and makes it easy to keep everything organized for tax season. What really sets DeductibleDuck apart, though, is the incredible customer support. Dave, the founder, has personally responded to questions and goes above and beyond to make sure users have a great experience — a rare level of care and responsiveness these days.   Highly recommend DeductibleDuck to anyone looking for a reliable, user-friendly way to manage charitable contributions. It’s clear this product was built with passion and attention to detail.  I hope it sticks around for the foreseeable future as an alternative to Intuit.

Yes, it shows as “sent” on the IRS system, but I don’t have any tracking number or information about which company it was sent through, so I’m unable to check its status. Since I’m currently in Turkey, I also can’t reach the IRS by phone. I would really appreciate your help with this.  

The best way to clear this error is to ensure all numbers match what is reported on the W-2. Once you confirmed you will delete the state and then remove local SD taxes and then add it back and the file will be ready to E-File

Unless you are disqualified for the Premium Tax Credit, such as if you were eligible for affordable health insurance through an employer, Column B should not be zero when you enter it in the program.   You need to look it up at your Marketplace (the link below is for the Federal Marketplace, but if your insurance was through a State Marketplace you will need to look at their website.   https://www.healthcare.gov/tax-tool/#/  

@fruben wrote: MAGI is needed for the marketplacehealth insurance deduction   This is for the section where you are entering your 1095-A, right?  Look at your dependent's Form 1040: If line 15 is MORE than zero, forget line 15 and add up: (1) Line 2a, (2) Line 6a MINUS Line 6b, (3) Line 11, and then if he has a Schedule 1, Line 8d.  In most cases, it will just be line 11 of their 1040. If line 15 is zero, you DON'T enter your dependent's MAGI into your tax return.