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It sounds like you are seeking tax advice more than software advice, and that is way out of my pay grade. What occurs to me from the software side is that if you are still filing 1041s for the estate/trust then producing a K-1 is really no sweat at all.  If the trust/estate received $5000 taxable income in 2025, I assume NJ reported that income to IRS and it sounds like you have accounted for the income as deductible trust expense — but you are supposed to tell IRS about it...  And if you received $1500 as fiduciary, IRS thinks that income should show up on your 1040 — a K-1 would be the ordinary way to do that AFAIK. I don't really understand your proposed/preferred solution — if the trust/estate received the money, it could just file and pay the tax — but with no K-1 the trust would not get the fiduciary deduction and you could not receive the fiduciary fee...?  Right?  I'm not sure how complex it would be to complete a paper 1041 and K-1 for this single item of Line 1 interest income and the deductions on Line 12/14 without the hassle and expense of the software.  At a glance, it doesn't seem like much.   If you really did report a final (you thought) 1041 for the estate in 2021, that really does sound like a tax advice question.  I have no experience with a closed EIN.

If you are unable to move forward in the program and you are not sure where you left off, you can try logging out of the program, close your browser and then log back in.     Review the sections in your program where you made entries to find the spot where you left off.   You can also try clearing your cache and cookies. This often solves an issue.   For further instructions on how to clear cache and delete cookies, please see the links below:   Click here for How to clear your cache.   Click here for How do I delete cookies?   If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."   You can also try using a different web browser and make sure your internet connection is strong and stable.   Please return to Community if you have any additional information or questions and we would be happy to help.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19).  The best time to check for a change will be Friday (2/20). @jwcman21 

There are a number of reasons your refund may be different than the original amount expected:   If you owe the IRS back taxes, they will take it from your refund. If that is the case, the IRS will send you a letter explaining exactly how much they took and where it was applied.   If you owe certain state and federal debts, you may have had a Treasury Offset to pay the debt. Click here to contact Treasury Offset if you think that may be the case.   If you made an easily verifiable mistake on your tax return, like mistyping a figure on your W-2, the IRS may have corrected it before remitting your refund. If that is the case, the IRS will send you a letter explaining the change.    If you requested a refund advance, or asked that your fees be paid from your refund, and you owe the bank a debt, they may have taken it from the refund. You can contact TPG customer service, follow this link for more. See: IRS - Refund inquiries; IRS - Reduced refund; TurboTax - Why is my refund lower than the amount shown in TurboTax?

many threads on this... currently expected Friday 2/20 - see   https://ttlc.intuit.com/community/taxes/discussion/re-when-will-schedule-e-depreciation-and-amortization-be-ready-for-2025-turbo-tax-premier-be-ready-y/01/3778812#M1404510

Since you have already entered one home office successfully, you are familiar with the questions and answers in this section.  The information below explains a common reason that the simplified method does not work for some people.  Review your inputs and if you need further assistance, please respond with any additional information such as any error messages you see onscreen and which version of TurboTax you are using.     As you go through the Home Office section of your Schedule C, you should see several questions, first to qualify that you can claim a home office, then the details about the home office, and then the actual expenses related to the home office.  It is the details about the home office that is probably causing the issue with your return.  Look for the following questions, each on a separate input screen:   When did you start using this home office? Do you use space in this home to store inventory or product samples? How big is this home office? Business conducted in home office How did you enter home office expenses for 2024?   The question on the page titled Business conducted in home office is the key to the simplified office expense calculation.  If you have not entered a value on that page, or if you do not see that page as you go through the Home Office section, then you will not be able to use the simplified method because your business will not show a profit even if there is one.    

Is the employer EIN number in box b at the top the same or different on each W2? If the EIN is different then enter each W2 separately. If the EIN is the same and you work in more than 1 state or city, sometimes they will give you another W2 with the extra state information on it and the top part the same or not filled in. If this is the case, enter 1 W-2 but include both state and local taxes on it. It will let you type in more than one line for boxes 15-20. Don’t add the boxes together. If the locality in box 20 is the same you can simply combine the values in boxes 18 and then the values in box 19 together.   Same for boxes 12 and 14 if there is no room on the first W2 they can give you another W2 with the extra boxes on it. So list them all on 1 W2. For box 12 just enter it in the next row or box. It doesn’t have to match the box 12 a-d etc.

If you are not able to remove the Canadian Pension section with the trash can icon, add dummy information to the Canadian Pension and then try the trash can icon again.   If this does not work, consider using Delete a form in TurboTax Online.  Follow these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right. In TurboTax Desktop, click on FORMS in the upper right hand corner of the screen.   Find the form and click Delete Form at the bottom of the screen.   @markdkline