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No, legal fees to setup a Grantor Trust aren't deductible.  These fees are considered personal expenses and are not deductible even if reported on a grantor letter.  Fees paid to an attorney to create the trust are considered capital expenses, not expenses for producing income, and are not deductible.

Yes. As a California resident, you are taxed by California on all your income, regardless of where you earned it. You will report your wages on a California resident state tax return.    Since Washington doesn't have a state income tax on wages, you won't need to file a tax return for wages earned there.    CA Residents 

No, you won't be penalized for amending your return to add the overtime deduction.   If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.    Please note that the amendment form 1040X will only be available in TurboTax after 2/25/2026.  

If you are using TurboTax Online, you cannot prepare and file a tax return for another person using an existing TurboTax account. You'll need to create a new account for to file for another person.   In TurboTax Online, you cannot work on more than one return at the same time. You have to log out of the first return, and log in the other account.   If you are using TurboTax Desktop, you can start a new return for yourself by clicking on Start a new return on the Welcome page of TurboTax.   Please read this TurboTax Help topic on how to start a new tax return for another person.

After editing my 1099-DIV with foreign income and taxes paid declared by $1 (less), I fill out the carryback input (either AMT carryback from 2025, or regular), but the tax credit is not applied -- I see amount due of $1 for the amended 2024 federal return when carryback is from AMT, and an amount due of >$180 if the carryback from 2025 is not AMT (less than the expected credit).  I was able to switch the 2024 return to use the simplified AMT election for foreign tax credit. Is that the reason?   I asked the AI helper on the right sidebar of turbotax online, and got this answer: "TurboTax Online primarily supports amendments with visible direct changes. For complex carryback entries that do not alter prior year amounts, specialized entries or forms might require manual review or using TurboTax Desktop for more detailed control. This means you potentially could encounter limits in TurboTax Online for this specific carryback treatment without modifying the 2024 foreign tax figures." Will try phone support today, but I have been trying adamantly for a week, and I may have to use H&R or another service, it is starting to look like.

If the difference in ‌overtime is small, it may not be worth filling out an amended tax return.  If the difference is $100, the reduction in tax will probably be between $12 - $20.   If you do choose to amend the return, you should keep a copy of the calculation you did to determine the overtime and a copy of the new pay stub that you used.  This will be your proof if the IRS were to question your calculations.   TurboTax will be available to process amended returns for 2025 in late February of 2026.   TurboTax provides a list of Tax form availability ‌for individual Federal and State returns forms that are‌ being revised. On the website Select Select return type [1040 Individual] Select agency [US - Federal] Third Box [1040X] Once available, you can make a change to a tax return that has already been filed and accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download     

looking pretty good to me, with a comment on the $1 below   for the question about year-end balance for IRA you would literally give your 12/31 balance in your IRA(s) - note this is considered across all IRA account not just the account where the Backdoor Roth is happening, if you have other accounts but hopefully not the case as it complicates the backdoor Roth process if you have IRAs with pre-tax earnings.   since you did the 5k Roth conversion in 2025 I assume your cleared out the account and it was indeed $0 at year-end.  Then you backdated the 7k conversion into 2025 but that was done after 12/31.  The 8606 is structured to handle all the backdated situation so you literally follow the instructions and provide the MV as of 12/31/25 based on your year-end brokerage statements.   on your basis carryover it shows "5001" - just to be accurate tho, if you did a 5000 contribution and there was $1 earnings before the conversion so your Roth conversion was 5001 (a normal situation and correct to clear out the account to zero) - then your contribution is still 5000 and conversion is 5001, you should end up with 5000 of the conversion being tax free and pay tax on $1.  That would make line 14 $7000 here and line 18 $1.   you didn't show line 8 but I assume you have 5001 there.

It appears that you are editing the first form 1099-SA, and not entering the second form.   After entering the first form 1099-SA, you'll arrive at a page titled 1099-SA Summary. Click on the + Add button. On the next page titled Who received this form 1099-SA?, make sure you choose the spouse who owns the second form 1099-SA then click Continue to enter the second form.

First check the W-2s.   In some cases, the second W-2 will have additional information that wasn't included on the first. Make one last pass with your employer, of try to contact the payroll service. The IRS has issued an answer:   If by the end of February, your Form W-2, Wage and Tax Statement has not been corrected by your employer after you have attempted to have your employer or payer issue a corrected form, you can request that an IRS representative initiate a Form W-2 complaint.    Call the IRS toll free at 800-829-1040 or make an appointment to visit an IRS taxpayer assistance center (TAC).  The IRS will send your employer a letter requesting that they furnish you a corrected Form W-2 within ten days. The IRS will send you a letter with instructions and Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. You can use the Form 4852 in the event that your employer doesn't provide you with the corrected Form W-2 in time to file your tax return.  

you can meet safe harbor 110% in total for the year but if it wasn't paid evenly thru the year you will be assessed a penalty by default for earlier quarters (otherwise no one would pay Q1-3 ES).   Form 2210 will show the safe harbor calculation and the underpayment by quarter.  On desktop in Forms mode your 2210 may not show in the forms list by default, but you can do Open Form and search for 2210; or double click on line 38 on the 1040 and again in the worksheet to bring up the 2210 and penalty calculation.   you'll need to file the Annualized Income method to show how your uneven ES lined up with the uneven income which should significantly reduce the penalty if not eliminate it.

TT cannot accurately report depreciation recapture from both current rental depreciation and past home office depreciation on the sale of a section 121 primary residence.   Details:  We purchased home in 2018.  We lived there as primary residence until January 2024.  For each year lived there (2018-2023), we took itemized home office deductions, including depreciation on the portion of the house used as a home office, reported on Schedule C and line 42 of form 8829.  On 1/31/2024,  moved to a different state and put house into service as rental.  Rented out entire house until 7/17/2025.  Sold house on 7/17/2025.  House qualifies for section 121 exclusion with the exception of the depreciation recapture from two sources:  1) home office depreciation on form 8829 line 42 from 2018-2023 and 2) rental depreciation on Schedule E in 2024 and 2025.   Regardless of whether I report the 2025 home sale in Schedule E *or* Sale of Main Home, TT accurately links the rental to the Home Sale Worksheet.  However, TT only reports the depreciation from the rental.  Even if I manually override the total depreciation taken on (or eligible) for the home in the Sale of Main Home section in order to enter the amount that reflects *both* the home office depreciation and the rental depreciation, the software automatically corrects it and defaults back to the combined 2024 and 2025 Schedule E rental depreciation only.   The end result is that I cannot get Form 4797 to accurately reflect the total depreciation amount.  It underreports the amount by excluding the depreciation total from the home office depreciation and only recognizing the rental depreciation.   Please help.