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@Cryn0705 wrote: I think I am incorrectly saying LLC. I think the EIN was confusing me. I am over complicating things it seems. I believe you're correct in that regard and you most likely only need to file a 1041 and report the sale of the home.

That number flows from Form 8995 or 8995-A,Form 8995, Qualified Business Income Deduction Simplified Computation. The pass-through deduction lets partners or shareholders in a pass-through business deduct up to 20% of their share of qualified business income from their income. and it reduces your taxable income.   Are you sure that you need to remove it?

Yes, you do not enter IDUSA as part of your Document Number. You enter the first three numbers or characters after IDUSA. Not the whole Document Number.   Click here for additional information on New York Document Number on your New York Drivers License. ‌It contains pictures of your New York ID and shows which number needs to be entered.   TurboTax uses ‌driver's license and non-driver ID information as verification to protect taxpayers from fraud and identity theft. If TurboTax still won't accept your driver's license Document ID number, you can try clearing your cache and cookies. Then go back in and try entering it again.  Click here for How to clear your cache. Click here for How do I delete cookies?    For many state returns that ask for a Document ID Number, you can actually leave the document ID (8-10 alphanumeric characters) blank and continue to e-file. Some States may require this number and you will have to print and mail your return instead.  Click here for How do I file my return by mail? Please return to Community if you have any additional information or questions and we would be happy to help.  

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

Thank you.  However, even though I have deleted my state return and started over, I have never seen and screen asking about Indiana K1s nor any line on the income-deductions, credit or wrap up pages referencing K1s.  Extremely frustrating.   Finally  I forced the software to open Indiana Schedule F and did an override to enter the data.  It's disappointing with what I pay each year for this software that the option to enter this information seems to have disappeared.    

Thanks for answering! I have never had this many errors when filing my state return before. And all that to say I’m going to owe zero dollars anyway because it was a loss this year. But I don’t remember manually entering depreciation before. Did I and I just forgot? Do I just manually enter the same amount on my federal return?

No one can see your information.   WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

Does your version look like my screenshot above?  With a top blue banner and the menu items going across the top?  You don't have to log in to the PC Desktop program.  Sounds like you might be in the Online browser version.   The Online version has the tabs going down the left side in a black or grey column.  Did you have to pay again to file the first return?     I see people all the time that have bought the Download Desktop Software but then somehow ending up using the Online version and didn't know it. If that happened to you, you can move your Online file to the Desktop program and continue without paying for Online or needing to reenter your info. If you started in the Online version you can switch to the Desktop program and continue without paying for Online. How to switch……. https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129  

It depends on the complexity of your tax return. TurboTax Free Edition is for simple Form 1040 returns only. This means no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A.   See this link for more information on TurboTax Free Edition.

Yes, the Pennsylvania tax return looks at "Compensation" so you can indicate which income was earned when not a resident of Pennsylvania.  For nonresidents, only Pennsylvania-source income is taxable and TurboTax has no way to differentiate the federal income as state income which is why you are required to indicate each source individually.     It wants gross income from Pennsylvania sources.   It also is not able to pull it from New Jersey, because as a New Jersey resident, all income is taxed regardless of source, so it is possible that it is taxable to both.   

Yes, that is the document I quoted for the Roth rollover.   I don't see anywhere in that document that is says a1099-Q and 1098-T don't need to be reported if all withdrawals were used for qualifying college expenses.  Am I missing it?

Yes, you need to amend your 2024 return. You accidentally paid tax on money you already paid tax on because your 2024 Form 8606 did not "see" the basis you created in 2023.   You shouldn't need to amend your 2023 return. Your 2023 Form 8606 shows $6,490 on both Line 1 and Line 14, which sets your basis. As long as you didn’t take a deduction for that $6,490 on Schedule 1 (Line 20), your 2023 return looks good.