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@RogerD1  Desktop version of TT   I effectively started in AZ (has income tax). Was there for less than two months. Rented apartment. Worked in that state. Moved to UT(has income tax). Was there for 6 months. Rented apartment. Worked out of this state. Moved back to TX. (no income tax). Finished the rest of the year there.   Do my filing mechanics change based on the above?

If I understand correctly what you are saying in your question, I would not file a 1041 Estate Tax Return in this situation.  Just make sure the interest (and any other income, if there is any) is reported on either the decedent's tax return or the beneficiary's tax return.  If that's done, I see no reason to file the 1041.  

No, he cannot report rental income for a property he does not own.  You can pay him a management fee equal to the amount of rent, or whatever amount you want.  But only you can report the income and expenses (including depreciation) as rental. 

TurboTax does recognize this law.  For 2025, navigate to State Taxes > Virginia > Income > Income that Virginia taxes differently.  Select Military Benefits Subtraction, and on the next screen, enter the subtraction.   If you missed this in prior years, you can file an amended return. Log in to TurboTax, go to Tax Home, scroll down to your tax returns & documents, select the year you want to amend. Then select the Amend (change) return drop-down. Choose  Amend using TurboTax Online. On the "Why are you amending?" screen, choose "The IRS or state contacted me" and "Continue," this will allow you to just amend the state and leave the federal return as it was.   See: How to amend your state tax return - TurboTax Support Video for more information.    

Thank you so much for your quick and thorough response!  Your knowledge is much appreciated. I am surprised the institution let me contribute to an IRA.  I will take the necessary steps to withdraw my contribution.   jnjmt

If you have already paid, this does not work for the online filing version, Marilyn. The algorithm will continue looping you back to needing to correct your state return, because there is an error in the Turbo Tax system that will not allow the WFTC worksheet to be deleted once you have created it. You can even backpedal into the Tools option, select "Delete a Worksheet" and you will discover that the WFTC worksheet cannot be deleted. TT needs to internally fix this. I spent four hours today trying to remove this to no avail.

You don't have to complete the EITC section if you don't wish to or know you won't qualify.    If you aren't required to file a return but would qualify for $2 of earned income credit, you can still file.   There is no need to enter the tax portion of your car registration unless you will have a tax liability and have enough deductions (more than the standard deduction) to itemize.   See this TurboTax tips article for more information about the Earned Income Credit. TurboTax can calculate the credit for you. To claim the Earned Income Tax Credit (EITC), you must have what qualifies as earned income and meet certain adjusted gross income (AGI) limits.   @CompleteNoob   

Your tax return has not been e-filed due to a pending product update related to South Carolina's adjustment of the Federal Standard Deduction due to OBBB.    This update is now live. Please log in to ensure your product has been updated (online versions update automatically). Once updated, review for any applicable changes, complete a final review, and resubmit your return.    

It could be that you entered an IP PIN for one of your dependents and you should not have.  To review what you entered:   Open your return Go to IP PIN On the Identity Protection PIN screen, answer Yes. Select Add and enter your IP PIN in the space provided Select Continue, then select Done If you made any entries here that should not be there, delete them and submit your return again.  

Got the same error today, using TT online. Got rejected 3 times immediately. I'll wait until March 6th as the message says. Any workaround for people using TT online? I answered NO to the "Enabling Property" question as my installation is only for a heat pump. Which is right and getting rejected. It's frustrating.       Description of error: There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return What needs to be done: This return cannot be filed at this time due to a processing error that will be corrected on March 6, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.      

Yes.  If you are receiving a distribution from a defined benefit pension plan  answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.

And that's one of the reasons I'm getting the Desktop version of Turbotax next year.  The Desktop version, unlike the Download version, allows the user to easily switch back and forth between the question and answer inputs and the actual IRS forms and to make changes in the forms themselves.  So, if I had the Desktop version, I could just switch to the first page of the 1040 and check the little box indicating that our main home was in the U.S. for more than half of 2025.  I can't do that with this Download version, so I'm just going to wing it and leave it blank.  We're not claiming EIC.  

If your financial advisor or investment company calculated your RMD for you and based your distributions on that, then in TurboTax, on the form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.    If you want to start having tax withheld from your retirement distributions you can start doing so for 2026.  Just ask your advisor or whoever is helping you with your financial accounts.  Having tax withheld or paying at the end of the year is a choice.  If you are having to pay a penalty for underpayment you should consider having tax withheld.  If not, it doesn't make any difference.