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Thank you!  Two more things:   1) For the land/property.  The county assessment is $112,750 land / $214,013 house.  Would I use the actual land figure of $112,750 for entering sale details, or the % land value (35% of sale price) when calculating land value for the sale?  I believe it's actual land value at the time of sale, and not the percentage, but just confirming.   2) Is filing 3115 optional, if I choose not to claim depreciation I did not take?  Or is it required for me to go back and change accounting methods?  I believe this will not make a sizable difference in this case, and would prefer to keep it simple and just deal with the loss of not previously reporting depreciation.

Thank you. I saw your post on the other thread, so all good. Yes, the reason I removed the "pro bono" is it was confusing regarding non-profit/charitable situations; your answer here, though, covered that very well.  Thanks again, and also for the details regarding the case. Very informative. Definitely NOT a "disguised gift" LOL Oh, and the video I used to create a sizzle reel (and images from the production were used to create the website) and it got me the production in April of this year for royalties, so the expense has already been cut by half. And, I've been doing this kind of work since the 1980s ... it was the LLC that confused me regarding "start up" costs, and the expenses were high (in my opinion, $4K is high). 

Follow these steps: Open to Federal deductions and credits Locate Education Select 1098-T Continue through entering student information, the 1098-T and qualified expenses.  Your laptop  only qualifies if the school requires it for attendance.  The internet  is more tricky. Originally, it had to be paid to the school as part of attendance. Using something you already pay for is not an education expense. If you had to upgrade, maybe you could count that part. Look at your circumstances and listed requirements from the school.

Please clarify why is Turbotax  software preventing me from entering amounts in the IRA section for myself. Box 13 on the w2 is not checked for Retirement plan. The serverance payments far exceed 20k.    Just a little more info that I don't think is relevant. I'm filing married joint. The software allowed me record my wife who doesn't work was able to contribute max Roth IRA amount for herself.

@moisesramirez1001   Nobody can send you anthing.  You have to log in and get it yourself.   The actual Form 4562 that is filed with your return is just a Summary of the Depreciation for the current year and only lists out the new assets and not the prior the items. You may have a 4562 Depreciation and Amortization Report which does list all the items including fully depreciated items. See Attachment from 2022. Before filing you can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 If you don't have the 4562 Depreciation and Amortization Report or need more info you need the Asset Life History. The history is only available in the Desktop program not the Online version. If you are using the Online version you would have to download your .tax20yy file and open it in the desktop program.

To access your prior year tax return forms, schedules, and worksheet you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Go to the section "Your Tax Returns and Documents" and select the prior year Click "Amend (change) YYYY return" Click 'Start an Amendment Online" On the left navigation pane select Tax Tools Select "Print Center" Choose the forms you would like to view/print/download to PDF   TurboTax Desktop: If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app). Open your saved .tax file. Go to File > Print. In the print window, select the radio button for "All forms and worksheets." Choose "Save as PDF" to keep a digital copy with every detail.

No one from the user forum can send you anything from your past year return.  We have no access to users' accounts or tax returns.  You have to find it for yourself.   You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     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=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf  

Thanks. I've gone round and round with this, and after lots of reading and research - and help from folks  like  you - finally got to the solution. It's big "negative/loss" this year, but I have all the documentation. PS Found your detailed response on my other thread.  **I'm still confused on how to handle the travel mileage and meals. I assume I haven't used the car for work since acquiring it in 2019. I will make the "start date" for car use when I went up for the auditions, and do the mileage from there... and for meals, it's 50% correct? TT will do the math when I put the info in... right? Haven't done "meals and travel" for a number of years, pre-pandemic for sure. Most of the income has been remote. And going forward that will be the "first use."  I just have to plug in the info., correct?... let me know if I'm on the right track now. 🙂 Thanks again. I've been using TT since the mid 00s and it just gets better with age. 

I am trying to fill out the 1040 x for my son.  Where do I put the information to change dependent status?  Do I  still indicate that he is filing single?   Also he filed on the IRS website and I can only find "transcripts" but not his actual 1040   HELP!

It depends on various factors, such as the retirement plan structure and your age. But it general if you retire under the provisions of the plan (not early retirement for instance) and the payments come from a pension trust fund and are made to the employee or his/her surviving spouse, the retirement plan distribution is not taxable. You can learn more here from the Michigan Department of Revenue.

@Aashugpt , Namaste ji (a) I now understand a little bit better about your situation (b)  Assuming that you leave the  US by middle of the year  ( say  July 1st ) and thereafter have earning in India  from August of 2026, your options are as follows :      OPTION   A1              1.  For US purposes --                    (aa)   you file form 1040-C on leaving the US, thus ensuring that IRS knows you are no-longer a Resident for Tax Purposes from exit date  ( I am also assuming here that  except  bank account  and a US address for mail, you have no significant connection/ earnings in  the US);                     (ab)  you file a "Dual Status  return comprising of  form 1040 covering your world income for the period  01/01/2026 through  07/01/2026 ;   a NRA return  on form 1040-NR covering ONLY US sourced income covering the period 07/02/2026 through 12/31/2026.                    (ac )  Note that while this keeps  US and India  residency items completely separate, No doubly taxed income , it also means that you must use  itemized deduction and of course many dependent related and similar credits are not available.              2.  For India purposes:                    (ba)  you file  World income ONLY from the date of entry in to India -- thus  for the tax year 2026/2027 --- your ITR covers  07/02/2026 through 03/31/2027.     OR   ( OPTION  A 2              3.  You report US return same as in # 1 above  but you change  your India reporting:                               (bb)  you report to India  your world income from 04/01/2026 through 03/31/2027 , show a  certificate of residency from US , thus allowing you to  reduce  taxes  ( equivalent  to US Foreign Tax Credit ) for  taxes on the doubly taxed income for the period 04/01/2026 through 07/01/2026  -- that which is being taxed by the US also..                   (bc)  the issues with this is  the allocation of US taxes levied on the  world income ( by the US) for the period  04/01/2026  through  07/01/2026 and therefore eligible for  Foreign Tax Credit under Indian Tax laws  and US-India Tax treaty. Also if India allows carry back / carry forward , then it will probably be lost.  Please consult a CA in India for this.             OPTION  B                    4. For US purposes                          You do not file a 1040-C for the year 2026.  You  view  your Indian stay as temporary ( for Tax Purposes ) and therefore  file your 2026  return to include  your world income through 12/31/2026.  This does mean  that you delay your departure from the USA to as late as you can and your  stay in India  definitely shorter than 183 days in 2026.  Also  any earnings in India  has to be justified as temporary.   This needs careful planning, consultation with a good CA in India.  Advantage of this is ability to use standard deduction, availability  of credits  etc.                   5.  For India purposes                         your ITR is only for the period 01/01/2027 through 03/31/2027; no foreign tax credit, no need for  US residency certification etc.   That is my take on this situation.  If you have the luxury of  planned exit, this is the best you can do. Does need very careful planning and absolutely consultation with India CA, familiar with  International taxation.   Is there more I can do for you ?   If you have more need in this , you are welcome to add to this thread OR PM me  ( just NO PII -- Personally Identifiable Information, please ) for private discussion.   Namaste ji                       

Thanks for the response! Unfortunately, even after deleting and reimporting the 1099R, its still not triggering that checkbox for me. I can verify Box 7 on the 1099R is 'G'.   And the following questions from Turbotax:   Did you move this money from a 401(k) to a Roth 401(k)? This includes rollovers from a regular 401(k), 403(b) or 457(b) plan to a designated Roth 401(k), 403(b) or 457(b) plan. -Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan   Did you make after-tax contributions to a 401(k), 403(b), or 457(b) plan? This isn’t common but this is money you put in the plan yourself, not from your company. -Yes   After all this, it still leaves the 1040 5c box 1 (rollover) checkbox unset.  Quite a frustrating experience for a product I've already paid for.

I have yet to receive my explanation letter from the IRS but it’s clear my I7Q6 QMID didn’t pass the test. So I looked on the IRS site using my ID.me account hoping I would find the notice there. No dice. But I dug around on the site looking at details of my return transcript and it shows where TT calculated my credit but the IRS file shows my QMID as blank. Guess I’ll start the refund process over when I get my letter. Thanks all for the info here.