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If your parents plan on claiming you as a dependent, you will need to indicate that you are a dependent of someone else on your return. If your parents claim you as a dependent, you should NOT mark that you “support yourself.

403(b), according to the 2025 Annual Report.   "Information about the activities of the retirement annuity, health insurance and life insurance trusts and the 403(b) Tax-Sheltered Trust as a whole is provided in the Statement of Fiduciary Net Position and Statement of Changes in Fiduciary Net Position (on pages 26-29)"

no you wouldn't add it to Box 11, as Box 10 (and Box 6) are meant to reduce income not add to it   Box 8 and 13 I'm referring to are on 1099-INT not 1099-OID.  Do you have a 1099-INT in the consolidated statement from Schwab reporting coupon interest from the same bond?   (again if your home state is CA and this bond is exempt from both Fed and State tax you can probably just remove Box 10 and it won't affect your taxes)

Depending on the type of installment sale you need to report on Form 1065, you may be able to enter this under Rental Real Estate, which has a step-by-step interview for the installment sale of rental assets.    Otherwise, the principal portion of the installment payments received during the year should be entered as Ordinary Income for Form 1065 Line 1(a). If you choose to enter Service Receipts by Category, you can add your own description for the principal amount. Entries under this topic go to Line 1(a).   The interest income from the installment sale should be reported under Interest and Dividend Income for Line 5. This topic includes interest from Banks, CDs, etc. (which includes all interest from investments). Only interest earned from trade or business operations is reported under Other Business Income.

Be sure to report that your husband died during the year on the return. Go to PERSONAL INFO and review your husband's information. There should be a screen titled Do any of these situations apply to XXX. There should be a box to check that says "passed away before the filing of the return".    If this validation process fails again, you may need to print and mail your return if you don't have the required information.     

Thanks for the work-around, but this is wrong interpretation of box 3 by TurboTax. When investing in brokerage notes (Such as Pershing/ BNY), the intention IS to earn money. Both TurboTax and Pershing/ BNY are established players, and them not agreeing on the purpose (or intent) of reporting ordinary investment income on 1099-MISC box 3 is not good for anyone.

Thank you for the info regarding the shady practices of INTUIT (Turbo Tax). I am ready to fill in my complaint with FTC. If, we as customers do NOT VOICE what is going on with this company (INTUIT) they will continue to get away with it. Do we have any attorneys who are ready to FIGHT this company in a court of law? Please sign on by replying. INTUIT (Turbo Tax) has been at this FRAUD for way too long. It's time that justice comes knocking at their door AGAIN!!

The CA tax paid can be entered following these steps: Open to Federal > Deductions & Credits. Scroll down to Estimates and Other Taxes Paid. Find the line for Other Income Taxes and click Start/Revisit. Look for the sub-section: Other Income Taxes Paid in 2025  Select Withholding not already entered on W2 or 1099 Yes, you had tax withheld. Select California and enter the amount Continue

Ask for an Oregon Return Transcript for 2024. This is not an exact copy of your return (with shading, lines, and boxes) but is a document that shows the line numbers on the tax form along with the amounts for you.   As you can see, you can probably get the transcript online. Otherwise, for $5 you can get an exact copy of your return.