All Posts

@user17556129293 Did you e-file your 2023 return?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.   Your only proof that you paid your 2023 tax due will be your own bank or credit card records.  TurboTax never knows how, when or even if you paid the IRS (or your state).   The IRS does not share any information with TT after you file your tax return.      

TY 2023 - TurboTax Deluxe The IRS says I did not file a 2023 return. I looked at my 2023 TurboTax InfoWks 1040/1040SR Worksheet and on page 8 it says Filing Address Information You have chosen to electronically file this return.   However, when I look at the 2023 TurboTax Deluxe main menu - File and then Electronic Filing - Status - It says I have not e-filed any of my returns.   What screen is correct and what is wrong.  How can I verify if TurboTax successfully e-filed my return.

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

@thisblows  I'm not qualified to state whether a 1041 should have been filed in 2023.  If a 1041 was filed in 2023, then it needs to be amended for this extra $2900, and the amended K-1s will be sent to each heir, who will need to amend their 2023 personal tax returns to account for the money.  (I presume the heirs already have the money itself, you just didn't know there was a 1099 to go with it.)   If a 1041 was not filed, then I think @fanfare is probably on  the right track that you can report this as "income in respect of a decedent."  This still means that each heir who got a share of this money must report it on an amended 2023 tax return.  Since this is a 1099-INT, I assume the entire $2900 is taxable interest, and the principal was already distributed at some point.  If this was a long-term interest bearing account, then interest that accrued (but was not paid) prior to their deaths might be reportable on their 2020 tax return, and only interest that accrued after their death is reportable by you, but reopening the 2020 return is another can of worms you might not want to open, and the simplest thing to do is for each heir who got a share of the estate to report the same percentage of the $2900 as income in respect of a decedent on their 2023 tax returns. 

I concur with Bsch4477's answer, it is most likely not taxable for the reason's stated.   But, the bottom line may be how your employer handles it at W-2 time. If they do not include the value of the housing in box 1 of your W-2 (and they most likely won't), the housing value is not taxable to you.    Q. Is this  nontaxable fringe benefits per Pub FB-15? A. Maybe, depending on other details. More likely,  this is the employer directly paying out of town business expenses.  Either way, it should not be taxable to you. 

You are required to file using either married filing jointly or married filing separately.   Yes, you can amend, the instructions are here. https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US   If you file jointly, you must declare and pay tax on all your combined worldwide income.  If your spouse is overseas and earns income overseas, this may mean paying tax on the same money twice, although there is an offsetting deduction.  Depending on where your spouse lives, what their income is, and if they also pay taxes overseas, you may want to file married filing separately or jointly.  It depends on your exact situation and there is no one size fits all answer.  

If you have not registered, paid or e-filed you can clear and start over   CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

The stocks owned by your parents, as well as the residence they owned, should have received a step-up tax basis equal to the market value in December 2020, and only the appreciation between the 2nd date of death and when the assets were sold would be subject to long-term capital gain.  There was no need to dig up your parents's original purchase price.  I suggest you find a qualified CPA oe EA to review the estate's Forms 1041 for 2020, 2021 and 2022 and to prepare the final 2023 form 1041. It's too late now, but an estate could have elected to file its Form 1041 on a fiscal year basis, meaning it could have elected a year end date not ending on December 31st.  Please don't go back to H&R Block.   Other than the professional fees paid in 2023, the property taxes paid on their residence should be tax deductible on their final 2023 fiduciary tax return too.  The maintenance costs may be subject to a 2% floor.  Your new CPA/EA should be able to guide you on that.  If you have any additional questions after meeting with the new tax preparer, let me know.  Your attorney should know a 2023 Form 1041 was due since s/he was familiar with the size and composition of the estate because s/he needed to file an accounting with the Court in order to close the probate.  I'm afraid you had received some bad advice.

@cadottethomas83     At least you know the IRS received your return and is working on it.   Only the IRS will know what all they are doing.   You can try to find out more info by calling them.   IRS: 800-829-1040 (7AM-7 PM local time) Monday-Friday   If you get a robot that asks you to speak your issue, just try saying "speak to an agent about my account."   You may have to keep replying with that a couple more times.   If you can't get good info by phoning the IRS, or if you are having an economic hardship, you can try to see if the IRS Taxpayer Advocate Service will help you.   https://www.irs.gov/newsroom/taxpayer-advocate-service-a-taxpayers-voice-at-the-irs   https://www.taxpayeradvocate.irs.gov/   https://www.taxpayeradvocate.irs.gov/get-help/refunds/i-dont-have-my-refund/

If you're using Home & Business, it will break down the information for both your business(es) AND your personal filing information into a single return.   Your income from your business (along with any other income) would be included and it will figure out your self-employment taxes, etc.