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March 15, 2026
6:55 AM
Can I file a final tax return marked "fiscal" for 2025 when the estate activity spans two calendar years? I am the executor of my mom's small estate Mom died April 28, 2025 There is $14,000 i...
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Can I file a final tax return marked "fiscal" for 2025 when the estate activity spans two calendar years? I am the executor of my mom's small estate Mom died April 28, 2025 There is $14,000 in the estate checking account with no interest earned Estate has less than $600 income On March 19, 2026, I will distribute $14,000 in the estate checking account to myself as the only heir. This is the only thing left to do. Can I then file a 1041 for 2025 marked "fiscal" and "initial" and "final"? I notice that the Turbo Tax query screen asks for the "ending month." It doesn't use the actual specific date of death (April 28, 2025) for the start of the fiscal year. When I input "March" as the "Ending Month" the form prints out April 1, 2025 to March 31, 2026 as the fiscal year. I realize that no return is required but I've heard the IRS might send a letter if you don't have a "final" return. Any help would be appreciated!
March 15, 2026
6:54 AM
I literally tried everything but I can't communicate with State Treasury. In system it says "If it has been more than 8 weeks, resubmit a copy of your information.". Does it mean resend tax form by t...
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I literally tried everything but I can't communicate with State Treasury. In system it says "If it has been more than 8 weeks, resubmit a copy of your information.". Does it mean resend tax form by turbotax? Do you think is it gonna be problem to send a request again with my same informations bc there is no any other possibilities?
March 15, 2026
6:54 AM
Yes, you can qualify for QBI with other criteria without taking the safe harbor. In fact, if you select No on the Safe Harbor screen, TurboTax will ask if you'd like to qualify as a business next. Th...
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Yes, you can qualify for QBI with other criteria without taking the safe harbor. In fact, if you select No on the Safe Harbor screen, TurboTax will ask if you'd like to qualify as a business next. That qualification is easier to get but more open to audits by the IRS; you lose the "safe" part of the safe harbor. Be sure to keep good records and include them with your other tax documents.
March 15, 2026
6:54 AM
This error is generally because your software is not updated. First try correcting this by: Update your Software: Select Check for Updates in the Online menu Run as Administrator: Right-...
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This error is generally because your software is not updated. First try correcting this by: Update your Software: Select Check for Updates in the Online menu Run as Administrator: Right-click the TurboTax icon Choose Properties Go to the Compatibility tab Select Run this program as an administrator Check System Time: Ensure your computer's date and time are accurate, as discrepancies can cause secure handshake failures with the IRS. Clear Cache: For business products, try clearing the "Electronic Filing" cache Firewall/VPN: Temporarily disable VPNs or antivirus software during the update and filing process. If the error continues, you can print your return and mail it. How do I file my return by mail? How do I contact TurboTax? @SoCalGal40
March 15, 2026
6:53 AM
My husband lost his job in 2024 that he had 401k with. In 2025 he withdrew all of his 401k from the previous employer's plan, so that plan is now at zero dollars. He has a new job with NO 401k. Turb...
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My husband lost his job in 2024 that he had 401k with. In 2025 he withdrew all of his 401k from the previous employer's plan, so that plan is now at zero dollars. He has a new job with NO 401k. Turbo Tax has brought up that it's not too late (have until 4/15/26) to start a Traditional IRA that could help us deduct $8000 off of the 2025 taxes. However, when going through the prompts it said we didn't qualify because it thinks he has a 401k already because he withdrew from the original, but he does not since his new employer does not offer it and the old one is at zero. What do we do? Thanks!
March 15, 2026
6:51 AM
I am using the TurboTax Full Expert Service, but my assigned expert failed to show up for our scheduled meeting and is now completely unreachable. I also tried contacting them via the chat feature, b...
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I am using the TurboTax Full Expert Service, but my assigned expert failed to show up for our scheduled meeting and is now completely unreachable. I also tried contacting them via the chat feature, but have received no response. I am extremely frustrated and need to complete my tax filing immediately. Please address this issue as a matter of urgency.
Yuki
[email address removed]
March 15, 2026
6:50 AM
To clarify!!! You do not need to provide a child in an LLC a W2 as long as it is under that years standard deduction 2024 is $14600. You do NOT need to pay the Social Security tax ecj, as that is the...
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To clarify!!! You do not need to provide a child in an LLC a W2 as long as it is under that years standard deduction 2024 is $14600. You do NOT need to pay the Social Security tax ecj, as that is the point of employing your dependent children. You do need to keep records of their work/pay.
March 15, 2026
6:50 AM
Second update - after a while I got an email/text stating that my return was accepted. Whew! Thanks for your help. I believe I got that error message because after I printed my amended return the scr...
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Second update - after a while I got an email/text stating that my return was accepted. Whew! Thanks for your help. I believe I got that error message because after I printed my amended return the screen prompted me to mail it, so I hit the back button. Just confusion, hopefully I'm done.
March 15, 2026
6:49 AM
Are you saying you can completely skip all the menus and simply edit the forms directly, without losing the ability to e-file? That was not my experience, but maybe there was a lingering effect f...
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Are you saying you can completely skip all the menus and simply edit the forms directly, without losing the ability to e-file? That was not my experience, but maybe there was a lingering effect from when I first tried to enter the home office deduction. The same thing happened in another menu on the state return, and I ended up having to give up a $70 tax break that I would have easily gotten by filling out the form manually. Unfortunately in that case the form was automatically activated by Turbotax so editing it directly was never an option. Unfortunately the only solution I can think of to these problems is to use a different tax product. IRS rules are challenging enough without also having to resolve Turbotax bugs and idiosyncrasies.
March 15, 2026
6:49 AM
If your son has his own Form 1095-A because he purchased health insurance through the marketplace, TurboTax may not list him directly when entering 1095-A info if he is claimed as your dependent. In ...
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If your son has his own Form 1095-A because he purchased health insurance through the marketplace, TurboTax may not list him directly when entering 1095-A info if he is claimed as your dependent. In this case, you should select that the 1095-A is not for you or your wife, then follow the instructions to enter the information as it applies to your son. To enter Form 1095-A for your dependent son in TurboTax and associate the coverage correctly, follow these steps: 1. Go to the Health Insurance section in TurboTax. 2. Choose to Add a 1095-A. 3. When asked, select that the form is not for you or your spouse. 4. Indicate that the health plan is shared with a dependent. 5. Enter your son's Social Security number as the recipient. 6. Enter the months he was covered by the marketplace plan. 7. Enter the amounts from columns A, B, and C on your son's 1095-A form. 8. TurboTax will then ask you to allocate the premium percentages between you and your son for tax credit purposes. Agree on the share percentage you’ll claim. This ensures TurboTax correctly applies the Premium Tax Credit and coverage information for your son, even though he is a dependent on your return.
March 15, 2026
6:48 AM
1 Cheer
To report that you materially participated and claim the "other passive exception," be sure you have checked all three boxes on Schedule E in TurboTax Desktop using Forms Mode:
Line C Active Par...
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To report that you materially participated and claim the "other passive exception," be sure you have checked all three boxes on Schedule E in TurboTax Desktop using Forms Mode:
Line C Active Participation
Line D Material Participation
Line G Other passive exceptions.
This designation may or may not change your tax liability, depending on other factors present on your return.
@strental
March 15, 2026
6:48 AM
SmartCheck (TurboTax 2025) shows the date sold cannot be in 2026. This was not an issue in TurboTax 2024. The problem arises from earnings earned and reported in 2025, but distributed in 2026. Turbo...
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SmartCheck (TurboTax 2025) shows the date sold cannot be in 2026. This was not an issue in TurboTax 2024. The problem arises from earnings earned and reported in 2025, but distributed in 2026. TurboTax support said to change the date (12/31/2025, e.g.).
March 15, 2026
6:47 AM
AnnetteB6, thank you for the detailed explanation. I have my prior year depreciation but entering it with the limited choices in Turbo tax has been challenging. I will walk through your instruction...
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AnnetteB6, thank you for the detailed explanation. I have my prior year depreciation but entering it with the limited choices in Turbo tax has been challenging. I will walk through your instructions below and see if it works. Just a few examples I am trying to get right. Example 1: Roof ($5600) put on 4/25/2019. My prior accountant had the per convention method as 20 HY 150DB with the Bonus checked with and X. This is not an option in Turbo Tax and when trying to add this in it showing as 27 MM S/L and is not flowing through to my NY State return. Example 2/3: Dishwasher ($900) from 3/15/2016 and an Electric Upgrade ($2300) from 4/20/2016. My prior accountant had the per convention method as 5 HY 200DB with both section 179 and Bonus checked (Basically, I fully depreciated it). However, Turbo tax Isn't allowing me to enter both section 179 and Bonus and show it fully depreciated. Turbo tax is throwing an error saying I can can only have special depreciation at 50% as I was trying to put 100% under Bonus Depreciation because there is no option to enter them as 50% section 179 and 50% bonus. Example 4/5: Steam Boiler ($4800) from 10/28/2015 and a Refrigerator ($460) from 9/29/15.. My prior accountant had the per convention method as 10 HY 200DB for the boiler and 5 HY 200DB and both have section 179 and Bonus checked (Basically, fully depreciating them). However, Turbo tax isn't allowing me to enter both section 179 and Bonus and show it fully depreciated. Turbo tax is throwing an error saying I can can only have special depreciation at 50% as I was trying to put 100% under Bonus Depreciation because there is no option to enter them as 50% section 179 and 50% bonus. Lastly, I have a few assets from this year (2025) that I am taking section 179 on for the full amount. Example 6: Carpet ($3331) from 10/23/2025. This appears correct in turbo tax but on the Depreciation and Amortization Report, the asset is showing $0 under the current deprecation column. Is this because the full amount is listed under the Section 179 column. Same with a gas stove ($799) from 11/08/2025. Both are listed as 5 year 200DB/HY. Additionally, these are not flowing through to my NY State tax return. I am showing a loss across my properties an I am not sure if that is why but I don't like not seeing them on my NY State tax return.. Any reason this would be?
March 15, 2026
6:46 AM
This is standard corporate smoke blowing speak. You get the same type of letter when you get laid off or the company shuts down after investing 20+ years, if they respect you. There should have bee...
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This is standard corporate smoke blowing speak. You get the same type of letter when you get laid off or the company shuts down after investing 20+ years, if they respect you. There should have been a disclaimer on the packaging, and a class action filed as a follow up.
March 15, 2026
6:45 AM
@lynnfyork 1) If you amended your 2024 tax return, it is line 11 on the ORIGINAL tax file...before the amendment was made. 2) If you filed late in the year.....on paper thru the PO mail, then ...
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@lynnfyork 1) If you amended your 2024 tax return, it is line 11 on the ORIGINAL tax file...before the amendment was made. 2) If you filed late in the year.....on paper thru the PO mail, then your late-filed 1040 AGI may not be on the acceptance computers that the IRS uses....so in that case, try a zero instead.
March 15, 2026
6:43 AM
Yes, you can prepare and file a tax return for someone else. If you are paid to do it, the IRS generally requires you to sign the return as a paid preparer and have a PTIN. If you aren't paid, you ca...
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Yes, you can prepare and file a tax return for someone else. If you are paid to do it, the IRS generally requires you to sign the return as a paid preparer and have a PTIN. If you aren't paid, you can help them file, but they must still review and sign the return themselves.
March 15, 2026
6:41 AM
If your Form 1095-A covers both you and your wife but you had different months of coverage, TurboTax will ask you to specify how to split the coverage amounts. Here’s what to do:
1. When asked...
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If your Form 1095-A covers both you and your wife but you had different months of coverage, TurboTax will ask you to specify how to split the coverage amounts. Here’s what to do:
1. When asked if the 1095-A is for you or your wife, select the option that fits your situation (such as "My health insurance covered both me and my spouse"). 2. You will then enter the coverage months separately—enter 3 months for yourself and 12 months for your wife. 3. TurboTax will help allocate the amounts from Form 1095-A accordingly, so your Premium Tax Credit and other calculations reflect your individual coverage months. This ensures your tax return correctly accounts for each person's coverage period from the shared 1095-A form.
March 15, 2026
6:38 AM
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March 15, 2026
6:34 AM
@ReneV4, thank you. This is exactly what I needed. Thank you 1000x!
March 15, 2026
6:28 AM
@panamax If the Form 1040-X was not included then you did not amend the tax return.
Go back and remove any of your changes and save the tax return. Then use this procedure to amend the return -
...
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@panamax If the Form 1040-X was not included then you did not amend the tax return.
Go back and remove any of your changes and save the tax return. Then use this procedure to amend the return -
Click on Federal Taxes (Personal using Home & Business)
Click on Other Tax Situations
Under Other Tax Forms
On Amend a return, click the start button
When completed with the amended return you will need to save the return with a unique file name. Click on File at the top left of the desktop program screen. Click on Save as...