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You may have not indicated in the program that the house was "inherited" (i.e., that it was acquired from a decedent) and hence the holding period was long-term.   Yes i did, and TT asked for date of death, which was entered as 2015    

An amount on line 18 of Form 5329 had to be either user-entered or carried in from your 2023 TurboTax file.  Examine line 10 of the IRA Information Worksheet in forms mode.  If the amount is shone there in green, it transferred in from line 11 of your 2023 IRA Information Worksheet.  If it's in blue, it's user entered.   "a carry forward of Roth contribution credits for 2025"   I'm not sure what you mean by that.  What line of what form or worksheet?

neither,   each Trust owned 50% of the house, mother was never sole owner.  TT would never know the difference, as it doesn't ask the question.     Check to make sure the sale is reported as a long-term gain.    How does one do this?  where is that button, switch, label, decision in Turbo tax please. .  I have looked everywhere, but don't see how this is determined, or changed   Thank you.

It depends.  Yes - If you are in MN, MO or MI it is part of the state return. No - if your are in CT, MD or PA there is a separate application. Many states have a portal to use. If you would like to reply back with which state you are in and if you are required to file a return, we can help guide you. If your only income is SSI, you would not be required to file a tax return but certainly want the renters rebate.

Form 1116 is for the Foreign Tax Credit.  If this doesn't apply to you, delete the form from your return, update the program (if using TurboTax Desktop), clear your Cache and Cookies (if using TurboTax Online) and retry.   If you entered a 1099-INT or 1099-DIV with Foreign Tax, this form may be automatically generated for you, but it is available for filing.   @joejadesackett 

 MN state says if it is not processed within 10 days, to contact the state, The date you selected means not before that date.  If they processed the zero, that would be a good sign for soon.   Email Go to Contact Form   Phone 651-556-3000 800-657-3666

Is anyone else experiencing this? On the Federal Taxable Income (FTI) Smart Worksheet, the validation rule for Line 2b ("Allowable depreciation for assets on Line 2a") requires the value to be less than 0 (a negative number/subtraction). However, TurboTax is populating this field with $0 and has locked the cell. Because it is not a negative number, I cannot pass the final error check to e-file.   I think the root cause of this is  that the State Depreciation Worksheet is not calculating the 20% "allowable" depreciation for the OBBBA-specific portion of the basis, or the link between the State Asset Entry Worksheet and the FTI Smart Worksheet is broken.   The error only clears if I perform a manual Override on the "Adjustments to FTI" Smart Worksheet, Line 2b (or the source Line H) to a negative value (e.g., -1). But then I'm prevented from e-filing, and I am not confident that the proper state depreciation will be taken in subsequent years. So this workaround seems rather sub-optimal...

Maybe you are also being charged for a state return?   Federal & state are separate fees.   How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353    

Since you have so many transactions, use the Summary Method to report category totals.  This is perfectly acceptable since the IRS already has copies of all your 1099's.   Form 8453 is confirmation for Efiling.  Keep it for your records.   @Ambilobe 

Prior to your father's death, did your parent's own the house as tenancy in common, or as joint tenants with right of survivorship?  If the later, then your mother would would have been the sole owner.  But it sounds like you are treating it as tenancy in common, and the sale of the house generated a $100,000 gain for your father's trust.  Check to make sure the sale is reported as a long-term gain.  With the limited information in the question, the only reason I can see for a 40% gain is that the gain is being treated as short term.  

To find out the amount of interest IRS paid on the refund, subtract the amount of refund shown on your father's final tax return from the amount of the refund check.  The difference is interest.  If you still have a copy of the refund check, the amount of interest is probably on the check.   Since there is no 1099-INT, I'm assuming the amount of interest paid was less than $10.  In that case, I wouldn't worry about reporting the total amount of interest and then deduct half of it as nominee interest.  I would simply report half of the interest on your 1040 and advise your sibling that s/he also needs to do the same.   If the amount of interest is over $600, the estate may need to file a 1041 fiduciary income tax return.  As far as the IRS is concerned, the interest income probably belongs to your father's estate, not you.  But an estate doesn't generally need to file a 1041 unless it has more than $600 in income.   To answer your question on entering nominee interest deduction, you would enter the total amount of interest, then tell TurboTax you need to adjust the taxable amount under the "uncommon situations screen, then select "I received all or part of this interest for someone else (I am a nominee".   It doesn't sound like you need to do that though.

Look at your last pay info for the year.  It may break out your OT amount for you to enter for the Overtime Deduction.  If not, continue through the interview after entering your W-2 and TurboTax helps calculate the amount for you.   @Jpardoe1984