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Thank you for the answers - the $16,000 was from the traditional IRA so everything is taxable. So the best way to proceed would be the following?    1. Dad files Married Filing Separate - Pay taxes he owes if there are any 2. Mom does not have to file taxes - No income  3. I can claim mom as a dependent since I am providing shelter for my parents    Thank you!   

Hey Intuit - Updates have not ended, only free updates for Pro and Home. LTSC version that I have gets free updates thru 2032. I have a program on my PC that can not run on 11, so I will not be updating anytime soon to 11. I hate to change to another tax preparer, but if I must, then I must. 

If I am not mistaken, the living apart for the past 6 months does not apply to non resident spouse. For you to qualify for HOH, you have to be considered "unmarried" by the IRS. Having a non-resident spouse automatically qualifies you as "unmarried" in the eyes of the IRS, thus the other criteria (i.e living > 6 months apart) is not a factor anymore.    Nonresident alien spouse. You are considered unmarried for head of household purposes if your spouse was a nonresident alien at any time during the year and you don’t choose to treat your nonresident spouse as a resident alien. However, your spouse isn't a qualifying person for head of household purposes. You must have another qualifying person and meet the other tests to be eligible to file as head of household.

  1/10/26 Edited      There's a very small chance that  you can still claim Dad as a dependent too.  People were allowed to make non-deductible contributions to a traditional IRA (this was popular prior to the advent of the Roth IRA).  If the taxable portion of the $16,000 distribution was less than $5200 (and that was his only non social security income), you can claim him as a dependent. 

Sometimes it helps to go to MY INFO, delete the child(ren) and then re-enter their information.   When you answer the interview questions go very slowly and carefully, reading every screen top to bottom.  Watch out for that weird question that asks if the child paid for over half their own support and say NO.   And be careful of the one that asks if their Social Security card says it is not valid for employment.

Yes and yes.   SAVE YOUR TAX RETURNS !   EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.    

You do not have direct access to forms with online TurboTax.  Only the desktop download has forms mode which allows you to see all of the forms as you prepare the return.  With online, you can preview your Form 1040 and schedules 1, 2, or 3.   When you have paid your fees, you will have access to print or view the other forms.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr