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Im sorry. I need clarification.  My 1099 B from the Fidelity has four funds, two categories each  - short term and long term sales.  The long term sales include inherited funds and dividends that are over a year old.  I have Long term inherited basis, long term dividend investments, and short term dividend investments.  I will do two long term sales 1099B and one short term 1099B per fund. Do I enter Fidelity's incorrect data to match the 1099B they provided, then select that the basis is incorrect on the form, then when prompted enter the correct basis?  Or do I enter the correct basis in place of the number on the 1099 prior to selecting that the basis provided is incorrect? Since Fidelity only provided one long term 1099B per fund, I have to add another one so I can report the dividend shares separate from the inherited shares.  In this case, I guess I just put in the correct information because there is not any value on the 1099B to change.

Hello MarilyG1,   Thank you for responding to my question.   What you wrote about TT sending code to IRS (and hopefully to California Tax board) makes sense. I did not know this, I made an assumption that the pdf version (like the one I could produce in TT)  was what was electronically transmitted to IRS.  (Thus the concern that they might open my amended tax file with populated with many visible pages except for the 2 white Form 1040x pages)  Sending coded data bypasses the issue of browser viewing issues with pdf generated documents.  This makes me feel better about electronically transmitting my 2025 Amended tax returns to the IRS (and for that matter Form 540x to California  FTB).  And will save me from fighting the lines at the USPS.     cheers, george

I lived in CA  (full-year) and my spouse lived in AZ (full-year)   My visa status is Resident alien and she is a Non-Resident alien.  But when I choose married filling joint for Federal returns, I make an Election to consider my spouse as Resident (for tax-purposes only) My question is, what should I do for state taxes. What do the CA and AZ rules say and allows? There's a lot of confusion about it and contradicting articles about which states allows what. Also, when I used turbotax online software to prepare my returns, the state numbers don't seem to be right. they appear inflated probably because the combined income is being considered for tax purposes for state taxation. Kindly suggest, as I don't have a path forward.

No, you must also have a dependent. TurboTax automatically applies Head of Household "HOH" if you have a qualifying dependent and pay more than half of the cost of your home upkeep.    To add HOH, in the My Info section, add your dependent, then during the interview, indicate that Yes, you did pay more than half of the cost to keep up your home in 2025.     Here is some more information you may find helpful: Guide to Filing Taxes as Head of Household

TurboTax desktop generated the 8606 for me in 2024. I had to file on line this year and the program did not allow me to calculate the taxable amount. I followed the instructions and the program never took me there, just kept me going in circles.

For federal tax years 2018 through 2025, W-2 employees cannot deduct unreimbursed job expenses.  Under the Tax Cuts and Jobs Act (TCJA), the miscellaneous itemized deduction for unreimbursed employee expenses is suspended. You cannot deduct license renewals or continuing education units (CEUs) on your federal return if you are a staff nurse. However, some states (such as Alabama, Arkansas, California, Hawaii, Minnesota, New York, and Pennsylvania) still allow these deductions on state tax returns. You should enter your expenses in TurboTax’s federal section so they can flow into your state return.  You can enter these in the Deductions & Credit section if you live on one of these states.   If you are an independent contractor (e.g., travel nurse or per diem receiving a 1099-NEC), these costs are fully deductible as business expenses on Schedule C.