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Thanks, Thomas.   I have no income or expenses for 2025.  I have answered TT questions and stated that I stopped using home office on 1/1 2025 and am converting my auto to personal on 1/1/2025.  I have not seen a box on TT,  that I should check,  stating I am officially closing this business.      Will any forms be populated, that I should check for, regarding closing this business?    

You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

@Newlifestarts120608    NY allows E-filing before they allow forms to be printed...probably to encourage e-filing and prevent getting paper forms in the mail (which are allowed in certain rare situations.)   "Supposedly" printing the NY forms will be ready AFTER 31 January....so try 1 Feb or the end of that 1st week in Feb.   (I recommend you don't e-file until you can print your forms and review them closely)

You can always file by mail.   When going through the Fill process: You can select File by Mail instead of E-file. You will have to print your returns Both Federal and any States. You will get instructions for mailing. Your Federal tax return goes to a different location depending on the state that you live in.  See this list to determine the location for you.   Where to File Paper Tax Returns (irs.gov)   You can also find where to mail state returns in your state website.   List of Department of Revenue by state  List of state DOR's

@Karis_F these steps 7/8 for DESKTOP 1099R entry are no longer valid and causing confusion as the screens have changed and there was a similar 'combination' question in the past which didn't behave the same as 2025.   Select I moved the money to another retirement account (or returned it to the same retirement account) on the What Did You Do With The Money From This Payer? screen. Select I did a combination of rolling over, converting, or cashing out the money. Then, enter the full amount in the box next to Amount converted to a Roth IRA account and Continue.

You may be able to claim her as a dependent under the Qualifying Relative rules if she meets all the requirements under the rules.   To be a Qualifying Relative - 1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld. 2. The person either (a) must be related to you or (b) must live with you all year as a member of your household. 3. The person's gross income for the year must be less than $5,200 (social security does not count) in 2025 4. You must provide more than half of the person's total support for the year. 5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year. 6. The person must not file a joint return with their spouse with the following exception - You can claim a person as a dependent who files a joint return if that person and that person’s spouse file the joint return only to claim a refund of income tax withheld or estimated tax paid.

The program doesn't go through forms line by line. Line 18 is where you see the credit. You go through the program answering questions:  the home is mine,  it is in the US,  did you make qualified energy efficiency improvements? select yes main home, yes new home, no original user, yes use 5 or more years, yes tell us how much you paid for improvements, the first line in the long list is insulation, enter your cost

If you pay for over half of her support then she may be your qualified relative dependent for whom you will get the non-refundable $500 credit for other dependents.   If you are single, claiming her may make you eligible for filing Head of Household.     Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5200 in 2025 (not counting Social Security) You provided more than half of their financial support. When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent. Related Information: What does "financially support another person" mean? What is a "qualifying person" for Head of Household?