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Although I  think I might  only   use the $ 7000 next year as the existing basis and zero out the the original  $4000  IRA basis as I no longer have the  forms 1040/ 5498/ 8606  to prove the current existing IRA basis of $ 4000  :(     (unless there is another way to prove it).  

You will enter them as estimated tax payments.  See Where do I enter my estimated tax payments? You can e-file the tax return. When the program asks how you want to pay, select Mail a check. Mail the checks with the vouchers. Fed 1040-V - be sure to include wife's SSN and 2025 1040 on the memo line NY IT-201-V - same as above Mail forms with tracking to address listed. Do not require a signature. Tips: Your wife may be subject to self-employment tax and the UN usually reimburses the employer half. Leave any penalty blank for the IRS to calculate. The UN may be able to resolve the issue.

This year I caught that it was missing, even though I answered all the questions, and corrected it manually. Prior years however I didn't notice it and need to amend returns. Why is the program missing this even though I answer all the decedent information? I think this is something that needs to be corrected in the desktop system. I didn't have this issue with the online version many years ago.  Thank you for your help

It's a bit confusing as to what product you used.   Did you prepare you return in the desktop software from Costco?  Costco only sells the desktop version to install on your computer.  Hopefully, you didn't try to prepare it in Online TurboTax by mistake.   What does the $30 refer to?  Are you referring to the state efile fee in the desktop product?   If you are using desktop software, there is a $25 fee (plus sales tax) to efile each state return (except no state efile fee for NY state.)    Is that what you are referring to?    There is no state efile fee if you choose to print and mail the state returns.   NOTE:  If that's your situation, also be aware that if you choose to pay that state efile fee out of your Federal refund, there is an additional $40 service fee ($45 for California filers.)   You will  avoid the extra fee by paying the state efile fees upfront with credit/debit card.   If that's not your situation, then you will need to explain more.

Generally, when you enter Schedule K-1 for an S-Corp, TurboTax will provide a sub-form with Form 7203 for you to fill out manually. If you missed it the first time, go back to the K-1 entries and work through the interview again.   It's possible you don't need Form 7203 this year if none of the following conditions apply:  Are claiming a deduction for their share of an aggregate loss from an S corporation (including an aggregate loss not allowed last year because of basis limitations),  Received a non-dividend distribution from an S corporation,  Disposed of stock in an S corporation (whether or not gain is recognized), or  Received a loan repayment from an S corporation.  TIP: It may be beneficial for shareholders to complete and retain Form 7203 even for years it is not required to be filed, as this will ensure their bases are consistently maintained year after year. 

I also have been having the issue with the California Fiduciary Return (form 541) causing a failure to transmit due to Error Code 54.   Based on the most recent posts (thanks!) I tried it again and it worked!  I have received the confirmation that both the federal and CA state return were filed.   The fix must have been done by Intuit on the server side, because it did not require an update to the Windows TurboTax Business program.

You are correct. If you answer No to the Safe Harbor election, you may then answer Yes that it is QBI. You would not need the Annual Election Statement in this case.   QBI losses carry over to future years, so it's best to indicate that the activity is QBI even when you have a loss.

Thank you for the prompt reply.  I have gone back thru it and verified that the data was input the way you recommend and I'm still getting the error.  I did delete what I'd input into the optional detail screen on the flagged form to ensure that's not causing the conflict.     FWIW, when I look at the printed K-1 from the company, there is no value identified as 199A income.  There is only Ordinary business income.  Is there a distinction?  When prompted on the "We need some information about your 199A income" screen, there is no field to input income.  I checked the W-2 wages and UBIA of qualified property boxes and entered the associated values there.      I grabbed screenshots for each screen if that's helpful.  Don't want to post for the community but if there's a way for me to upload for your review and that would help, let me know.