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Did you have any 1099-B stock sales?  Those are combined with the capital gains distributions.
I don't see how this is a tax related question. You need to seek the assistance of a local professional on this matter in your jurisdiction. We have "elder attorney" services where I live. Maybe you ... See more...
I don't see how this is a tax related question. You need to seek the assistance of a local professional on this matter in your jurisdiction. We have "elder attorney" services where I live. Maybe you have that or similar in your locale? 
I think I messed up!  My sister and I sold our share of an inherited home to our three siblings in 2023.  Our mom passed away almost two years prior, in 2021.  Our siblings have been living in the ho... See more...
I think I messed up!  My sister and I sold our share of an inherited home to our three siblings in 2023.  Our mom passed away almost two years prior, in 2021.  Our siblings have been living in the home since her death.   When I prepared my personal tax return for 2023, I did not report anything since I did not have any documentation to trigger me to figure out the taxable amount, if any, as I did not receive a settlement document nor a 1099-S.  For whatever reason, I am just now realizing I need to follow up on this outstanding tax reporting omission.   We have the gross proceeds amount, of course.  I know the value of the home is stepped up at the time of death.   Does anyone have a suggestion on where to go from here?  It is possible there would not be much capital gain but, if there is, I believe it would be reported as long term.  Other than that, it seems I'd need to find a resource that would provide a ballpark estimated FMV in 2021?
Click on Forms in the upper right corner, @5284b2.    You can view and print all of your forms from there.  
We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your re... See more...
We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.
I've already filed and my father is about to file his. He had his taxes returned because my SSN shows up as a dependent with his taxes which doesn't align with my taxes by mistake.
Hi there. I filed a simple return with information from my W-2 and 1098-E only. I expected to qualify for free filing and was upgraded to Deluxe because of my 1098-E, apparently. I think I was incorr... See more...
Hi there. I filed a simple return with information from my W-2 and 1098-E only. I expected to qualify for free filing and was upgraded to Deluxe because of my 1098-E, apparently. I think I was incorrectly upgraded and wrongfully charged $95 to file my federal and state taxes. I know someone else who filed the same info and was charged $0. Please help. 
Well, I found this paragraph by going into the VA Resident Booklet (link above) and doing searches on Health Care (not productive) and Medicaid - this is how I found it.  Perhaps you can do similar s... See more...
Well, I found this paragraph by going into the VA Resident Booklet (link above) and doing searches on Health Care (not productive) and Medicaid - this is how I found it.  Perhaps you can do similar searches to see what comes up that may be a match to your return. At least we know that it's possible for something on your return to trigger such behavior.   I would not have thought of an ABLEnow or ABLEAmerica account causing this, so it is obviously something not in the least bit obvious, like the phase of the moon.
It is probably a rounding error. You only need to enter the states you are filing. The rest can be lumped together under the bottom option of multiple states. You may want to go ahead and round your ... See more...
It is probably a rounding error. You only need to enter the states you are filing. The rest can be lumped together under the bottom option of multiple states. You may want to go ahead and round your entries so you can know the numbers add up correctly. Your tax return is filed with all rounded numbers per IRS rules.
  Here's the scoop, and I am "only" addressing the specific situation of @alves87 here. Your son's income does not matter. What "does" matter is if your son provided more than 50% of his own supp... See more...
  Here's the scoop, and I am "only" addressing the specific situation of @alves87 here. Your son's income does not matter. What "does" matter is if your son provided more than 50% of his own support.  He could earn a million dollars and still qualify is your dependent. - If your son did not provide more than 50% of his own support, then the parent(s) qualify to claim them as a dependent. Take note there are only two possible ways your son could earn/produce/acquire enough money to justify a claim to him providing his own support. 1) He has a W-2 job or is self-employed and made enough money to justify a claim to providing more than 50% of his own support. 2) Your son is the *PRIMARY* borrower on a *qualified* student loan and sufficient funds were distributed to him from that loan during the tax year to justify a claim to providing more than 50% of his own support.  That's pretty much it. Income from third parties such as scholarships, grants, gifts from Aunt Mary and even money from the parents just do not count for this.  So there is no requirement for the parent(s) to provide any support. Not one penny. The support requirement is on the student, and only the student.  Next item: If your son receives a return of any monies from the college, that is considered and treated as income to your son. Provided of course, he actually received it. Since there's nothing in box 1 it would "appear" your son actually received a check from the college for the amount in box 6. If so, then your son (not you the parent) will report the 1098-T on your son's own tax return. When your son completes his tax return with TurboTax he "must" select the option for "I can be claimed on someone else's tax return" if he qualifies as your dependent. It does not matter if you the parent actually claim him or not. If you the parent "qualify" to claim him as a dependent, then your son must check that box.  Note also that just because there's nothing in box 1, that does not mean you did not pay any qualified expenses for the 2025 tax year. For example, if you paid the first semester for 2026 on Dec 27 2025, that may not be on the 2025 form 1098-T because of how late in the 2025 tax year it was paid.But you can still claim it provided of course, you have the receipts or other means of proving you paid it in case of an audit.  That can easily happen because while you may have paid it in 2025, the college didn't credit it to your son's account until 2026 for their own tax reasons. Therefore you need to keep careful track of things on the financials. Otherwise, if it's included in box 1 on next year's 1098-T you "could" find yourself unknowing claiming the same qualified expense on next year's tax return. 
The final tax return was submitted in April 2025 for 2024 taxes.  The decease received interest income (IRS) and State Refund (itemized for 2024) for 2025.  How are those items reflected on Form 1041... See more...
The final tax return was submitted in April 2025 for 2024 taxes.  The decease received interest income (IRS) and State Refund (itemized for 2024) for 2025.  How are those items reflected on Form 1041?     Thanks,  
Thanks for the solution.  Making chrome the default browser and then selecting allow provided a working import.
You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/com... See more...
You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2024 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript
Yes.  A 1041 K-1 is for an estate or a trust.  If you have a K-1 related to a farm you probably have a 1065 K-1 or an 1120-S K-1.  Check the form again and then you should be able to enter it into th... See more...
Yes.  A 1041 K-1 is for an estate or a trust.  If you have a K-1 related to a farm you probably have a 1065 K-1 or an 1120-S K-1.  Check the form again and then you should be able to enter it into the correct section.
Do you have copies of old W-2s? The 401(k) contributions on old W-2s will be listed in box 12 with a code of D.   You can get some old tax records from the IRS by looking at the Transcript sectio... See more...
Do you have copies of old W-2s? The 401(k) contributions on old W-2s will be listed in box 12 with a code of D.   You can get some old tax records from the IRS by looking at the Transcript section. You probably want the Wage and income transcript, so that you can see your old W-2s. This may get you the W-2s for the last 9 or 10 years.
NYS IT-228 form is rejecting the 10 digit tax receipt number that NYS is requiring this year for SUNY Impact (instead of a 15 digit code). Turbotax won't let me submit my tax forms because of the err... See more...
NYS IT-228 form is rejecting the 10 digit tax receipt number that NYS is requiring this year for SUNY Impact (instead of a 15 digit code). Turbotax won't let me submit my tax forms because of the error in your coding. No one to talk to with your phone number, and I'm not paying for "expert assistance" when you have the issue, not me. This is crazy. No way to report that you have something screwed up. On desktop, home and business edition, form NYS IT-228, line 20a.
You can efile 5 returns using the Online version but you have to pay for each one.  They do give you the first federal online return but you have to pay for state.    Turbo Tax Desktop to Online Mi... See more...
You can efile 5 returns using the Online version but you have to pay for each one.  They do give you the first federal online return but you have to pay for state.    Turbo Tax Desktop to Online Migration Offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US "Offer includes one Tax Year 2025 federal return and one state tax return filed using the TurboTax Online" If you want to switch to the Online version next year here is some info…… If you used the Desktop program for 2024 here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=l8w7nlbv And see How to switch and transfer from the Desktop program into the Online version........ https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbotax-online/00/859756 If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. And you will have to pay first to see all the forms. All the Online versions do not have the same forms so you may need to upgrade to a higher version. Online Premium is the highest vesion and has all the same forms as the Desktop programs. You can only do 1 return per account. And pay for each account. Federal and state are separate fees. Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.
Open to investments and enter under the 1099-INT section.   Loan -interest goes on Sch B but the principal is a different issue. If it is a seller financed mortgage, Sch B is just the interest an... See more...
Open to investments and enter under the 1099-INT section.   Loan -interest goes on Sch B but the principal is a different issue. If it is a seller financed mortgage, Sch B is just the interest and you have the charts for the principal, nothing else to report. A private loan - just the interest on Sch B, you have a private contract regarding the principal An installment sale - form 6252 must be completed each year for the principal portion. If I did not cover your issue, reply with more information.
If there were no taxes withheld on your form, make sure to leave boxes 15-17 empty -  BLANK.   If the zip code / state code do not match on your form, you will get an error.   The easiest way to fi... See more...
If there were no taxes withheld on your form, make sure to leave boxes 15-17 empty -  BLANK.   If the zip code / state code do not match on your form, you will get an error.   The easiest way to fix it is to go back to the form (you can't edit the state or zip field in the review) and edit the state or zip from the form entry screen.   Go back to the Interest Income section, edit the form, fix the state code to make it match and then go through the review again.     Check the 2-letter state code for that zip code.   Make sure the city and state match up to the zip code.  This error happens when the state code doesn't match what is on file with the IRS.  TurboTax follows the IRS for acceptable zip codes.  If the state code does not match the correct state, you will get an e-filing error.   Correcting the state code is usually the fix.     Check that the 2 letter state abbreviation is correct here USPS Two–Letter State and Possession Abbreviations   (most common error) Make sure you've entered the ZIP code in either 5-digit or 9-digit format, for example, 12345 or 12345-6789. Look up the correct ZIP code for the street address in question.