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I greatly appreciate you taking the time to answer my question.  You have no idea the hair pulling that I have been doing about this issue.  I wonder if you might consider answering this also.  If so, you have my utmost gratitude.  If not, I understand completely.  My issue is this:  They want to maximize their refund.  In order to do that, the girlfriend must claim the child to qualify for the earned income credit and the child dependent care credit(?) the $2,200.00 or portion thereof.  The man would like to file head of household as he provides the most for the family and the household upkeep.  He is okay with her claiming the child and has accounted for the loss of the deduction. In this instance, can they both list the child on their tax forms?  One as a dependent to take the dependent deductions and the other as a non-dependent for the tax benefit?   Thank you so much, in advance, for you consideration and help in this matter.

@daraskavich  You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. 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 12 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

You will find the Form 1099-B entry in the Investment sales section of TurboTax as follows:   You enter investment sales in the Wages and Income section of TurboTax, then Investment Income. Update that section and you will see the investment sales that you entered. Click on the down arrow next to the investment you want to update and choose edit and you will see your investment entries that you can adjust as needed.      

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

If the Roth IRA belongs to the beneficiary, they will track their contributions with Form 5498, and may receive a 1099-R from the plan administrator reporting the non-taxable transfer.  If that applies, you won't be able to or need to, enter this non-taxable rollover in your return as the recipient.   Here's more info from IRS Pub. 970.   @gigipanelli27     

Easier to post your question or problem here in the forum to get assistance.    Unless it is a billing question and then you must contact TurboTax support.  Use the key words Billing Issue Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)      

At this time, the PTET election is not part of the Maryland state step-by-step interview in TurboTax Business. To add Form 511 to your Maryland Partnership return, click the Forms icon in the TurboTax Business header, then open the Information Worksheet and check the box for Form 511 under Part II. Proceed to enter all information needed on the form. Any fields in pink indicate a response is required.

There is no version of the software called "investments and rental property"----so we do not know what you have been using----perhaps desktop Premier or online Premium.     You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,