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I guess I was just assuming that since all the information I gave pertain to when I moved out the last year I live there, this was stated several times. I thought in the first thread I did say I moved out two years ago if I didn't my bad but anyway it doesn't matter if it's 2024 or 2023 tax return it matters the fact that I lived there that during that time yeah I took care of my family. so in that matter I'm sorry I got frustrated but what would you do you? Just leave it alone and let the government keep the money or  amend  the return and see what happens. I understand all the tax jargon and about the 8332 form and all this other stuff I get all that but I also understand that I've never had to use it before so without bringing all that jargon into the equivalent answer for my question is there not any way to check on a on a social security number, to see if somebody's been claiming that social security number, Maybe not even with the IRS maybe there's somewhere else that you can go and  put in your own social security number and see if somebody's claiming you I just kind of feel like everybody's trying to not answer the question the actual question. All this why I can't claim them. I've already worked out that legally I can claim them I have done this many times just have never run into this exact situation

Oh, and the Business Code is not from your payer and doesn't apply to them.  It is a code for your activity.   Depends on what they are paying you for.   The people or company that pays you is your customer or client. You need to fill out schedule C for self employment business income. You are considered to have your own business for it. YOU are the business.  

The Business Code is a 6 digit number for your activity. If you can't find a code that applies, you can enter 999999. Here are the IRS instructions for Schedule C. Business codes start on page 19. http://www.irs.gov/pub/irs-pdf/i1040sc.pdf See the FAQ on Business Codes, https://ttlc.intuit.com/turbotax-support/en-us/help-article/business-taxes/business-code-used/L6QD0xQke_US_en_US?uid=m8362hnn

Just called Schwab (kudos to them working on a Sat.) and they said they don't support previous year's import, at least not after the October extension filing deadline.  They person did not sound very technically-savvy but at least we have a confirmation that it's not supposed to work with Schwab.

No the import files are special files, not the same as a pdf or txf file.  They have to leave the pdf files so you can access them and most people don't get paper statements in the mail anymore.  You can print out the prior y ear pdf files to manually enter into a tax return.  Did you call Schwab or any broker to see if they have the old import files?  

You don't go directly to a 1040X.  You do the amending process.     If your first return was efiled and Accepted or you mailed it, then you need to do an Amended tax return to correct or add new info. You need to wait for the original return to be fully processed and you get the first refund or paid the tax due. Then you can Amend. Be sure to save a copy of your original return before you start the amended return. The Amended return will overwrite the original return. How to Amend the current year https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   If you don't see a button for Need to Amend a Filed Return? on your home screen then you can get to it here. Go to: Federal Taxes -or- Personal (for H&B) Other Tax Situations last section, Other Tax Forms Amend A Return - Click the Start or Update button

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

Note that my old TDA Tax statements dating back to 2015 (9 years ago) are all accessible in PDF format on Charles Schwab's website.  Storage space doesn't seem to be a concern for them -- thus that led me to thinking that the information for import, which is essentially the same as what's in the PDFs, has not been purged (at least not for space reasons). The consolidated 1099 forms are identified by a (unique) Document ID. And I could no longer retrieve this old one via Turbotax import (IIRC, I did succeed doing this before in a prior year).   I use  the Windows desktop version of TT, and I also tried turning off the Defender Firewall as suggested in https://ttlc.intuit.com/community/taxes/discussion/tdameritrade-1099-import-issues/00/3544581 but that didn't work for me.  Please give it a try if you also use Windows.   Wonder if anyone has the "official word" from either Intuit or TD Ameritrade/Schwab stating whether this should work for prior years or not, so that we don't have to keep guessing or waste time trying?

That has never been true.   You must be  mis remembering what you did in the past.    Like in 2023 you could import your 1099s from 2022.  The companies usually take down the special prior year import files when the new year comes out.  

Because taking the withdrawal may push you into a higher tax bracket when you add it to your total income.  You will get a 1099R at the end of the year to enter into your return.  The Gross amount shows up on 1040 line 5a and the taxable amount on 5b. The withholding will show up on 1040 line 25b. It has to break out and show the 10% penalty separately on your return (schedule 2 line 8 which goes to 1040 line 23). Then you get credit for all the withholding taken out on 1040 line 25b.   Now what about a IRA?  You have 60 days to roll over some of it to a IRA.   That will reduce the tax on it so if the withholding was on the full amount you may get a refund on your tax return.  When you enter the 1099R it will ask what you did with it.  You can enter the amount you rolled over to IRA.    

Information flows from the federal return to the state return, so even if you are not itemizing deductions on your federal return, enter the charity donations into the federal software so that it will flow to the AZ return.   Federal>Deductions and Credits>Charitable Donations>Donations to Charity       The following states allow you to itemize deductions on just the state return: Alabama, Arizona, Arkansas, California, Delaware, Hawaii, Idaho, Iowa, Kansas, Kentucky, Minnesota, Mississippi, Montana, New York, North Carolina, Oregon, and Wisconsin,