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February 27, 2026
9:27 AM
I am the court-appointed representative for mom's estate. I also have a death certificate. Can't figure out how to fill out Form 1310. Since I am not filing an amended return or a Form 834 (since I ...
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I am the court-appointed representative for mom's estate. I also have a death certificate. Can't figure out how to fill out Form 1310. Since I am not filing an amended return or a Form 834 (since I am filing for income tax, but what this form??) then I guess that I should check Line C "person other than A or B" in Part I. The Turbo Tax interview screen asks if I have death certificate. Which I do. On 2A when asked if a court has appointed a personal representative -- I say "yes" because the court has done so. However, this creates a problem with Turbo Tax. I get an error screen that says "2A No must be no when valid proof of death is in possession." Can someone help me understand this? Turbo Tax has a problem with me saying that I am a personal representative and at the same time, in possession of a death certificate.
February 27, 2026
9:27 AM
1 Cheer
Yep. I used the online version, vs the desktop version, and I was able to enter room & board and other expenses earlier this week. So it is now fixed, atleast for the online version.
February 27, 2026
9:27 AM
@amvb005 it sounds like you're using the software for turbotax. So it might have had an early update pushed for the 1040X. Trying to use the website to process the return shows that it's unavaila...
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@amvb005 it sounds like you're using the software for turbotax. So it might have had an early update pushed for the 1040X. Trying to use the website to process the return shows that it's unavailable. Looking again at https://form-status.app.intuit.com/tax-forms-availability/formsavailability it shows the 1040X will be available tomorrow on 02/28
February 27, 2026
9:26 AM
1 Yes, you can take a tier 3 deduction prorated. Mi has an either/or system. Here are the MI retirement instructions for your age.
2. You do need to get back to that question and make sure standard...
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1 Yes, you can take a tier 3 deduction prorated. Mi has an either/or system. Here are the MI retirement instructions for your age.
2. You do need to get back to that question and make sure standard deduction is selected for your pension since you can't claim pension and tier 3. Possible options:
If you can delete MI and start again, that would alleviate the issue.
Otherwise, stepping through the state again.
Finally, you may need to remove the 1099-R in federal go through the MI state section. Close return and log out. Then add it back in federal and try MI with a fresh start.
February 27, 2026
9:26 AM
One point of clarification. I did not purchase the stock originally. It was a Restricted Stock Award granted to me by the parent company of the company for which I am employed. I have never gotten a ...
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One point of clarification. I did not purchase the stock originally. It was a Restricted Stock Award granted to me by the parent company of the company for which I am employed. I have never gotten a w-2 from the parent company, only from one of the companies under it's umbrella. Does this make a difference in how it should be reported? Thanks
February 27, 2026
9:25 AM
What do I do? Has it filed or not?
Topics:
February 27, 2026
9:24 AM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-f...
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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...
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...
February 27, 2026
9:24 AM
hi there! Despite various attempts I'm unable to delete the wrong state (Illinois) from the 2025 desktop premier version. Because of this TurboTax wants to charge me $40 dollars to file and finish ...
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hi there! Despite various attempts I'm unable to delete the wrong state (Illinois) from the 2025 desktop premier version. Because of this TurboTax wants to charge me $40 dollars to file and finish the correct state (California) when the software came with one free state return. I might have registered the wrong state while exploring whether or not to file a tax return for a family member who lives in Illinois and this, inadvertently might have registered the wrong state for which a tex return will not be filed in 2025. Than you!
February 27, 2026
9:24 AM
Click on My Info on the left side of the online program screen. Edit your spouse information.
On the screen Tell us a bit more about (Spouse Name) check the box (Spouse name) has passed away and t...
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Click on My Info on the left side of the online program screen. Edit your spouse information.
On the screen Tell us a bit more about (Spouse Name) check the box (Spouse name) has passed away and then enter the date of passing.
February 27, 2026
9:24 AM
You are most WELCOME!!! 😁
February 27, 2026
9:23 AM
Topics:
February 27, 2026
9:22 AM
Based on your screenshot, it appears that you have short term transactions which are sales that have been held one year or less. If you're unsure as to when you acquired the ETF shares, you could tr...
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Based on your screenshot, it appears that you have short term transactions which are sales that have been held one year or less. If you're unsure as to when you acquired the ETF shares, you could try just entering a date that is less than one year before the sale date to clear this error. Doing so will not affect your tax situation.
To enter the date, go back to the Personal tab and Personal Income. Select Update for Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Review to review your crypto entries and enter a date acquired less than one year before the sale date for the short term transactions.
If you also have long term transactions that aren't pictured, the acquisition date would then be over a year before the sale date.
February 27, 2026
9:22 AM
Online is only good for 1 return per account. Don’t use your account or you will overwrite your return and it will be gone. And you have to pay for each account separately so it might get expensive...
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Online is only good for 1 return per account. Don’t use your account or you will overwrite your return and it will be gone. And you have to pay for each account separately so it might get expensive. 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 Create your account screen Set up a new login for the second return Start working on the new return The Desktop program can do unlimited returns and efile 5 federal for free. You can buy the Desktop Download program directly from Turbo Tax TurboTax® 2021-2022 CD/Download Tax Software, Compare Desktop Tax Preparation For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later
February 27, 2026
9:22 AM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-f...
See more...
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...
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...
February 27, 2026
9:22 AM
You can look at the forms and schedules in your return and see if there is a NOL worksheet. If so and you don't have a net operating loss reported on your return, you can delete the worksheet and tha...
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You can look at the forms and schedules in your return and see if there is a NOL worksheet. If so and you don't have a net operating loss reported on your return, you can delete the worksheet and that may resolve your issue. 1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links 4. Find the NOL worksheet and delete it
February 27, 2026
9:21 AM
Topics:
February 27, 2026
9:21 AM
David, thanks for clarifying the correct amount for 2026. Very helpful! I typically don't write checks but rather do money link transfers into his checking account. It is challenging for my son...
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David, thanks for clarifying the correct amount for 2026. Very helpful! I typically don't write checks but rather do money link transfers into his checking account. It is challenging for my son to get to a bank to deposit a check and I am also concerned about the mail losing the check. My son does not leave near us. Any other recommendations given this scenario?
February 27, 2026
9:21 AM
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-f...
See more...
The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026
Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...
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...
February 27, 2026
9:20 AM
Still no response from Turbo Tax and it was not fixed in in the 2/26 release. Is anyone else having this issue? An old asset where I took 50% depreciation has been depreciating correctly up to ...
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Still no response from Turbo Tax and it was not fixed in in the 2/26 release. Is anyone else having this issue? An old asset where I took 50% depreciation has been depreciating correctly up to this year. Now Turbo tax says there is an error because the special depreciation box is checked. If I uncheck it, it eliminates the 50% depreciation that was already taken. I confirmed that the 50% special depreciation was allowable when I took it, and now Turbo tax is not allowing it. PLEASE HELP!