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Initially I had a slight difficulty connecting to Edward Jones, however I discovered I was selecting certain options I didn't need to. And then I imported twice by mistake. It can be accomplished, the only difference I see is that I used Windows and not MAC, which may have different dynamics.    In case you need to do summary entries, I will place instructions here for you. This solution is not as difficult as it may seem since your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) @Xarkon 

If you create an LLC and you are the sole member nothing will change.   If you decide to become a single member S-Corp then you have a whole big change.  Now your LLC will file a separate tax return.  When you file as an S-Corp you also have to pay yourself what the IRS calls a "reasonable salary".  So - regardless of how well the business is doing - you will have a payroll with at least one employee on it - yourself.  This requires that you also file all of the necessary payroll tax returns quarterly.  You would need to fill out a W9 form and submit that to everyone who pays you so that the 1099 that you receive at the end of the year is made out to the corporation and not to you as an individual.  

Your income should not be taxed in New Jersey since there is a reciprocal agreement between the two states exempting  Pennsylvania residents from paying tax on New Jersey wages. Your Pennsylvania tax should be correct but you need to file a non-resident return in New Jersey to get a refund of taxes paid there. You can learn more here. In the future, you can file Form NJ-165 with your employer requesting taxes not be withheld in New Jersey.   When you prepare your tax return for New Jersey, you will see a screen that says Lets Confirm your Taxable State Wages from (name of employer). On that screen you will see your New Jersey Wages and an option to exclude them from taxation. You need to check the box to remove those wages from taxation in New Jersey. On the next screen you will be asked how much of your wages were earned in New Jersey, you need to enter $0 for that.   You need to include a signed statement with your New Jersey return stating that you were a resident of Pennsylvania in 2025, so you will need to mail your Pennsylvania return it.              

Yes. TurboTax doesn't have a specific field labeled "RTM Portion of Gross Income." You generally enter total gross income related to your specific income source or partnership share under the appropriate income section. To enter total gross income for a specific source in TurboTax Online: 1. Go to Federal > Wages & Income. 2. Select the income type that matches your RTM income (such as business income, rental income, or partnership income). 3. Enter the total gross income amount for that category. 4. If the income is from a partnership, enter the details in the K-1 section. This will ensure your RTM portion of gross income is accounted for correctly.

You can upload a crypto CSV to by navigating to Federal / Wages & Income, selecting Investments and Savings, select Add investments, then choose Cryptocurrency to upload your CSV file.  If you have difficulties you can also follow the next steps to enter your transaction summary.     To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales?

If you find your .tax2025 file, put it somewhere you can find it.  The default location for Windows is Documents > TurboTax, where you may have multiple copies of saved tax files.   If you double-click on it, it will open in TurboTax 2025.  Next year, point to this location or move it to your desktop for easy transferring.   @NeedHelp26   

Great, so I download the software and it tells me it's not compatible with windows 10. I need to get windows 11. Now what...I just need one form to end this nightmare of a missed RMD. Is there any other way to get it to generate?

@PatriciaV Thanks. I reached out to management company and they do not track hours for individual properties. So I decide not to go with QBI safe harbor. But I can still choose Yes to QBI income on the next page, right?  In this case, do I need the Annual Election Statement? Is it for QBI safe harbor only?   In addition, since my net rental income is negative, does it matter I choose QBI income or not? It will not affect my return this year, what about the future years?   thanks