All Posts

I am sorry for your loss.   If you use a desktop TurboTax product, you can use nay version to file your father's (final) personal income tax return (1040).   If you need to file a 1041 for the estate and/or trust, you can use TurboTax Business (not Home & Business) for that purpose.    See https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4   Estate and trust returns can be complex and you might want to consult a local tax pro for guidance.

@shanaethompson90    There's no way to know until you enter all your income for the entire year. Your withholding prior to unemployment may have covered your taxes for the year...or it may not have.   You won't know until you've completed your entire tax return....all Income...all Deductions&Credits   Don't attempt to file before mid-February, since a number of tax forms are still bein updated in the software. AND a number of tax forms, indicating what income types you received during 2025 from the issuers, those haven't all gone out yet as they usually have until 31 January to Mail them out..(then some delay until they get into your mailbox)

I did see on a Community post where you can switch to Forms view and manually fill in the 1099-R sections, with the caveat that you will have to verify them using the regular software steps, once the upgrade is released.  Kind of kludgy, but I was able to at least get a decent approximation of my tax liability today, rather than next week.  I would not file my taxes using the 1099R Forms approach only. I am using Turbo Tax Deluxe.  FWIW.

I did see on a Community post where you can switch to Forms view and manually fill in the 1099R sections, with the caveat that you will have to verify them using the regular software steps, once the upgrade is released.  Kind of kludgy, but I was able to at least get a decent approximation of my tax liability today, rather than next week.  I would not file my taxes using the 1099R Forms approach only. I am using Turbo Tax Deluxe.  FWIW.

I did see on a Community post where you can switch to Forms view and manually fill in the 1099R sections, with the caveat that you will have to verify them using the regular software steps, once the upgrade is released.  Kind of kludgy, but I was able to at least get a decent approximation of my tax liability today, rather than next week.  I would not file my taxes using the 1099R Forms approach only. I am using Turbo Tax Deluxe.  FWIW.

@ItsHyphy Your employer should have reported the tips in box 7 of the W-2.  Ask your employer why they did not follow IRS procedure for reporting employee tip income.   If they are not going to issue you a corrected W-2, use the the unreported tip section in TurboTax to have those tips counted for your Social Security and Medicate income.  The box 14 will not have tip or overtime income listed as a valid description.   This is a screenshot of the Let's check for uncommon situations TurboTax program page