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In TurboTax Online, you enter your investment sales where you report capital gains and losses, and the software automatically fills out Form 8949 for you. You do not have to fill out Form 8949 manually. To enter your capital gains: 1. Go to the Wages & Income section. 2. Select Start or Update next to Investment Income. 3. Choose Stocks, Mutual Funds, Bonds, Other. 4. Enter your sales information from Form 1099-B or other sale documents. TurboTax will sort your sales as short-term or long-term and complete Form 8949 and Schedule D for you.

Because the information listed in those boxes does not need to be entered on your tax return.   On the screen where you enter your Form 1099-B information, at the bottom if you click on the box that says I have other boxes on my 1099-B to enter. That will show other boxes but not the boxes 8 through 11. You will note though on that same screen where it says what if my 1099-B form has other boxes with info? When you read that, it explains that the information in other boxes does not need to be entered on your tax return.

TurboTax could have changed Line 37 of Form 8829 (cost basis) because of a change in prior-year depreciation, an incorrect "prior depreciation" entry, or updated land value calculations. It could also be due to changes in business-use percentage or improvements made to the home, which alter the total basis. If any of these factors applies, then the change should be correct.   The IRS Instructions for Form 8829 state, for Line 37:   Enter on line 37 the cost or other basis of your home (including land), or, if less, the fair market value of your home on the date you first used the home for business. Do not adjust this amount for depreciation claimed or changes in fair market value after the year you first used your home for business.

I have this same situation. I went back to 2024 on desktop. Made sure excess contribution was 0. saved, reopened 2025 (on desktop).  Form 5329 still there. Deleted it. It Came back. Cannot remove the amount on excess contribution!!! HOW DO I GET RID OF THE EXCESS CONTRIBUTION AMOUNT?     Thanks!  

It depends on the amount and some other considerations as to whether it must be reported.    Since your mother passed away in 2023, there are considerations for you as follows.   It definitely does not go on an individual income tax return for her, and you shouldn't have to include this as income since it does not represent your debt cancellation.   Considerations: Open an estate and file Form 982 which could be used since she would have no assets, and potentially only liabilities.   Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness) reports the amount of cancelled debt to excluded from taxable income.  TurboTax will  automatically generate Form 982 if your canceled debt is for a qualified principal residence indebtedness, etc. Since there is not a return to add the income to unless an estate is opened, here is the next option. With no estate or probate opened or the estate was closed, there's nothing you can add it to. If you want to be cautious you can put 'deceased' on it and send to the IRS with a letter of explanation or you can address it later if they ever contact you over it. Form 1099-C - Debt Cancellation

For Tax Year 2025, I can't see any way to enter a Form 8606 under any circumstances. It isn't included in the Forms List. Like others, I have been filling this form out in TurboTax for years (no inherited IRAs). What has happened?

In the MY INFO screens there is a screen that asks if the return is being filed for someone who passed away before the end of 2025.    Go back through those screens very slowly and carefully---read every screen top to bottom.

In the Personal Info section of the program when entering the individual's personal information you will come to the screen Let's check for some other situations check the box labeled I am preparing this return for (Their Name), who has passed away.

I have addressed some of this in another one of your posts. In the post, I recommended that you amend your 2024 return to make sure your 1099 R entry matches with the Vanguard's version they submitted to the IRS.  Here is my complete advice how to handle this for 2024 and 2025.   First of all, do not report this 2025 Form 1099-R on your 2025 tax return. Even though the paper says "2025" at the top, the Code P in Box 7 is a specific instruction to the IRS (and you) that this money is "Taxable in 2024." Because you already reported these figures on your 2024 return, you must fix the 2024 return to match the official document.   When you amend your 2024 return, you must enter the numbers exactly as they appear on the official Vanguard 2025 1099-R. Do not subtract the $46 from boxes 1 or 2a. The IRS computers "match" your return to the 1099-R copies they receive from Vanguard. If your numbers don't match Vanguard's exactly, it triggers an automated flag.   How the Amendment works When you update your 2024 return with the "Actual" numbers:   Your Taxable Income will go up by $46.60. Your Total Tax Payments will also go up by $46.56 (because you are finally claiming credit for the tax Vanguard sent to the IRS for you). Since the tax rate on $46 of income is much lower than 100%, adding that $46.56 withholding (Box 4) will almost certainly result in a larger refund or a lower balance due for 2024 than what you originally calculated. To summarize.   2024 Return: Amend this using the official Vanguard numbers ($5,815.60 / $465.60 / $46.56). 2025 Return: Do not enter this 1099-R at all. If you enter it again in 2025, you may be paying taxes on that same $465.60 a second time. Keep the Paperwork: Keep the 2025 1099-R with your 2024 tax records so you can prove why you reported it in the "wrong" year if the IRS ever asks.     

If your Form W-2G does not have a state ID number in Box 13, you can usually leave it blank, unless state taxes were withheld (Box 15).    If your W2-G has a number in the box that says PAYERS TIN, try using that number. This will not affect your tax return.    Do not enter a zero if the box is blank. If there is no number in Box 14 or 15, leave 13-15 blank.   To check your entries for your Form W-2G you can: Click on Search at the top right of your TurboTax screen Type W2-G in the search box and hit Enter Click on the link Jump to W-2G Your screen will say Review your W2-G info Click the pencil icon next to  your Form W-2G to review or edit it.   See also: How do I enter a W-2G? How to Use the W-2G Tax Form to Report Gambling Income Please return to Community if you have any additional information or questions and we would be happy to help.