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This has an easy solution. Use a date that represents the correct holding period so the tax is calculated correctly. If any of the transactions are held long term be sure the date is one day longer than one year from the sales date, otherwise for short term make sure the date is less than one year from sales date. There's no cause for concern because you have the records should you need them at any point.   Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

If the Social Security benefits is the Only income to be reported on the tax return and there is no federal income taxes being withheld, then there is no reason or need to file a tax return. Unless you also received a Form 1095-A for your health insurance through one of the State Marketplace Exchanges or from healthcare.gov then you must file a tax return.

In Personal Info, verify that you indicated "Married Filing Jointly", checked the "passed away" for him, and entered the date of death. Complete Form 1310 (if you have a refund).  TurboTax will prompt you in the File section. On the print of the return, make sure the word "Deceased" is next to his name on the final Form 1040.   For the signature, you will see a separate section to sign for your husband. Do not use his old PIN or his previous AGI. You are signing on his behalf. For his signature, you will simply use your own information again or create a new PIN for him as the representative. On the screen asking for his prior-year AGI, you will use the Joint 2024 AGI from your combined return last year (which is the same number you used for yourself). For his 5-digit PIN, you can create a new, distinct 5-digit PIN I am sorry for your loss.

Try this:     Delete the 1099-INT entry entirely using the "trash can" icon or go to your forms mode.   Go to Wages & Income -> Less Common Income. Select Miscellaneous Income, 1099-A, 1099-C. Choose Other reportable income (at the bottom). Enter a description like: "Foreign Bank Interest - [Bank Name]" and the USD amount. This still puts the income on your return correctly, but bypasses the Form 1099-INT data entry screen that's causing the FEIN validation error.

If you come across any users that would like to print their full return with government and TurboTax worksheets included, here is the workaround you can give them:   Navigate to "Tax Home". Scroll to the bottom and click on "Tax returns & docs" to expand the options. For the year you're interested in, click "Start your amend (change) XXXX return." XXXX represents the year in question. Confirm by clicking "Start amendment online". On the next screen, look to the tool bar on the left side of the window. There should be an option for "Tax Tools." Click this to expand options, then click "Print Center". Click "Print, save or preview this year's return". Select the checkbox for Federal return (and any other return you want to save), plus the option to "Include government and TurboTax worksheets (optional)".

To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mortgage Interest, Refinancing, and Insurance, click on the start or update button If paid directly On Property Taxes, click on the start or update button

The Income Summary page may not reflect the same information as the listed topics will show when reviewed. This difference has no affect on your tax return. As long as the information appears when you edit the 1099-NEC, the income will be included on your return.   To confirm this, go to Forms Mode and open the 1099-NEC worksheet from the list of Forms in My Return.

Box 13 on the 1099-R is not the annuity start date. The annuity start date is the first day that you received a distribution from the annuity.    If you don't have this date anywhere on your paperwork (has it been so long that you don't remember when you first get a distribution from the annuity?), then contact the annuity administrator (the Payer in the upper left corner of the 1099-R) and ask them.

I'm in NJ but assuming Turbotax PA works the same -  In Forms, not the walk through mode,  forms - find INT/Div Wks.  Open that. Under Interest income right at the top. There's payer's name and a column  to check x if tax exempt.   My accrued market discounts were all labeled that under payer name. Check the x box and they become state tax free. This should work.  Someone else found this.  Why TT never erases all the wrong answers here I don't know.