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You will need to upgrade to TurboTax Premium to report the sale of an inherited home.  You will  enter the 1099-S in the Investments section of TurboTax and it'll be reported on Schedule D.     Refer to the TurboTax article  Where do I enter the sale of a second home, an inherited home, or land on my 2024 taxes? for more information for navigation instructions.   You will need the basis of the inherited property, which is the fair market value on the date of the decedent's death.  

I could view them on my iPad but not on my Windows Desktop.  It wants to know the total RMD you needed to take from that account to check if you took it out.  Did you take the RMD out before you did the Conversion?  You can't convert any of the RMD amount.  You might need to split your 1099R into 2.  @dmertz   

You can view or print your prior-year tax returns along with the worksheets. Follow the steps below to print your prior-year tax returns, including all of the worksheets using TurboTax Online;   Sign in to your account Select the down arrow by Your tax returns and documents  Select the year of the tax return that you want to print Select Download/Print (PDF) your federal and/or state tax return(s) Select Include government and TurboTax worksheets.      For additional info, review the TurboTax article How do I view, download, or print a prior-year tax return?   

Thank you. That is helpful and clear. I assumed that  Turbotax was forcing me to enter a figure.  Fortunately, I found that I could just leave it blank.  Unfortuantely, Turbotax does not explain any of this nor link to further relevant information. Thanks again.  

Do you need to download and install it for the first time?   How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd You can download your desktop purchase here if you have the License Code https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax  

Sorry for your loss. I lost my husband in 2023. You can file a Joint return as normal the year your spouse died. For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. To file Single you have to start over with a new return and new account. And don't transfer from the Joint return. See How to file if your spouse recently died https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-return-spouse-recently-died/L5ehM358X_US_en_US?uid=lcuxmxwq   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return   I think you can continue taking the Capital Loss Carryover.  You can manually enter it.  

I've provided an image below of what I was referring to above with "various" if they have the same reporting category.    Since you said these were both long-term, the particular reporting category also depends on whether not "basis was reported to the IRS",  and whether "Covered or non-covered.   If both of these were reported to you in the same category (for holding period and whether basis reported or not and same covered/non-covered). then you should be able to use "various" if desired.          Entering separate sales for the 2 lots would be fairly fast and easy, too.   The important thing is that the resultant data for for the sale correlates correctly with the info shown on your Form 1099-B.      I don't know how this sale was reported to you on your Form 1099-B,  but my brokerage actually uses the term"Various" in a similar situation for the acquisition date on the 1099-B.           To get the choice of "Various" for acquisition date, there is an intermediate step that's not very intuitive as you'll see in the image below.   I should have mentioned that above.         I'm a fellow user, not a tax expert.  If it were me, since there are only 2 lots I personally would report things in the same way that the broker reported it to me on the 1099-B just to avoid the IRS thinking something wasn't matching correctly even though the final result is correct.   You'll have to choose which works best for your purposes. .