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@PreparingMyTaxes   My comments/answers are in italics: 1.)  If I do not receive a 1099-S, do I still need to do Form 8949 since the gain is less than $250,000 and it was a primary residence?  Generally you can skip the whole "main-residence sale" process / recognition of gain etc. if you do not receive a 1099-S.  But I would keep all the details -- HUD-1 etc. plus any proof of "step-up" basis, sales expenses etc.  (i.e. everything  that I would have used to prepare a 8949 / Schedule-D ) for at least three years. Alternatively, filing a 8949/Schedule-D ( while laborious ) even if there is NO 1099-S cannot hurt.   2.)  On Form 8949, "date acquired", do I put the 1996 date or the 2021 date since there was a step up in basis?  The Acquisition date  still remains as the actual acquisition date i.e. 1996 in your case 3.)  Do I need to put any codes in (f), and do I need to put an amount in (g)? Since you are not reporting any adjustment to basis , there is no codes to be used.  Step-up of the  basis results in a new /FMV basis -- you just use the new basis ( instead of the acquisition + improvement  basis ) 4.)  Do I need to get a date of death appraisal done of the house? Retrospective  valuation may not help --- but keep any documents  that shows how you came up with the  approx. US$700,000 valuation for the FMV  shortly after the demise of the decedent. IMHO   Does this make sense ?   Is there more I can do for you ?

If you are asking about the business to put on your Schedule C, then delivering for Instacart can be classified under code 492200 - Couriers and Messengers.    The principal business or professional activity code is a six digit number that represents the field of work you are in. This code is entered on your Schedule C. The complete list of codes can be found on pages 18 to 19 of this IRS document.   This code is for statistical purposes only and does not affect your tax

If it was a former employer, it should a 1099-MISC. However, in the above case, the employer was acquired and the retention bonus paid while working for the new company  but from the original employer's funds as if before the change in EIN and bookkeeping. This situation feels a bit fishy and the information above for how to handle is spot on the best way. @PumpkinKing 

> Also, if you've been paying attention, the problem here is with changes to the tax law and regs.    Also, if you knew about tax legislation, you'd know 1) that was more than six months ago, and 2) the OBBB Act made zero changes to rules for IRAs, 401(k) plans, or Roth retirement accounts (contribution limits, eligibility, or basic tax treatment). 

It is possible that the IRS would consider this a business since you indicated that you do it to get "Stuff that is helpful" evidently. The value of what you receive is treated as income, even though you do not receive cash. Since the value of what you received is more than the associated costs you incurred, you likely do have a business profit that would be subject to self-employment tax.   It is possible that the value of the goods listed on the Form 1099-Nec is more than their true value, so you may be able to enter a deduction for that difference. Use the "other" cost of goods sold category in TurboTax to reduce the self-employment income if appropriate. If you enter that expense in the inventory section when you enter your business expenses, and the amount reduces your gross profit below $400, then you will not be subject to self-employment tax. If you choose this option, look for Inventory/Cost of Goods Sold in the list of business expenses and enter $0 for the value of your beginning and ending inventory.         

@user17671405268 wrote: I just checked and now they (Turbo Tax) are saying it probably won't be ready until January 22 or 23, 2026.  This is getting very frustrating. I realize it's cold comfort but you would be no less frustrated with another product. For example, the next H&R Block update is scheduled for January 23rd.

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday

@spchilds    No!!!   Once the 1099-R section becomes available  (maybe Friday, the 23rd), you will enter yore 1099-R for the IRA from which you made the QCD.  Then there is a follow-up page after the main 1099-R form that asks about RMDs and QCDs.    That is where you enter it.      A QCD removes that income from being included in your AGI on the form 1040, so it doesn't get to be double-claimed as a charity contribution.

Making a post in the Community (i.e. here) is the way you can report possible issues.   I need to review your question and see if I can address any tax issues. If I can confirm it, then I will forward it on.    I see that you reviewed the Schedule SB instructions - thank you. I see that you had no entries on lines 12-15. Good. Did you also have income from a qualified retirement plan (like a 401K plan) or from an IRA? The up to $48,000 Retirement Income Subtraction can be made only from such income sources.   Note: it appears to me that the part of the interview in the Online product in which you can add the 1099-R for a retirement distribution is not available yet, so I am wondering it you actually had entered any retirement income.     Thank you for your patience. 

@jtritt wrote: Meaning  the updates are completed in the west coast time zone?  Thanks for the information Well, typically they're released in the afternoon, often later in the afternoon and occasionally early evening, east coast time.

It depends.  The types of income you need to report on your Federal Return determine the level of TurboTax that you will need.  Reporting sales of real estate - whether they are your primary residence, a rental property, or investment property - will typically require TurboTax Premium.  Any state return will be able to be prepared based on which Federal version of the program is used.   However you can start in TurboTax Deluxe, and the program will alert you if you need to upgrade to TurboTax Premium.   The TurboTax link TurboTax Versions and Forms included can be useful to determine which version of TurboTax is needed.