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Thank you. I double checked the 2024 Tax Booklet I received and on page 3 under part II, the first paragraph talked about the sum of lines 1 and 10 and if it was a loss, to not report it on unless units were disposed entirely. I will try to download your book to see if it's different. Thank you for responding.

TurboTax automatically calculates any needed passive loss limitations and handles any resulting carryovers, so just enter the Schedule K-1 as received.  Line D of Part I will tell TurboTax that it's a publicly-traded partnership, so this should prevent TurboTax from including Form 8582 in the filed tax return.  Make sure to transfer in the previous year's TurboTax file when beginning a current-year tax return so that any carryovers transfer in.

Because no 2024 tax return or request for extension was filed by April 15, 2025, the deadline to obtain a return of contribution before the due date of the tax return was April 15, 2025, not October 15, 2025.  This means that the distribution obtained in July 2025 does not qualify for treatment as a return of contribution before this deadline and instead constitutes an ordinary Roth IRA distribution, despite how the financial institution will report it on the 2025 Form 1099-R.  (The financial institution will have assumed that it would qualify as a return of contribution before the due date of the 2024 tax return and will code it as such.)  As a result, the $3,000 excess contribution is reportable on Part IV of a 2024 Form 5329 and a 6%, $180 excess-contribution penalty paid for 2024.   The $3,800 distribution will need to be reported on your 2025 tax return as an ordinary Roth IRA distribution by entering into 2025 TurboTax as substitute Form 1099-R in place of the code JP 2025 Form 1099-R that you will receive near then end of January 2026.  As an ordinary distribution, the $3,800 will be nontaxable either as a qualified distribution or as a distribution of contribution basis, depending on your age at the time of the distribution.  Your 2025 tax return will show on Part IV of Form 5329 the $3,00 excess being eliminated by the $3,800 distribution.  Filing a substitute Form 1099-R means that you will need to file your 2025 tax return on paper.

If you are using one of the online versions of TurboTax Live that includes help from a tax expert, you can contact your expert to review your return.   Or you can upgrade from a lower do-it-yourself version to "Live" to pay for someone to review the return.   If you are using desktop download software, you can pay $60 for an expert to review your return.   (Nobody in this user forum can see your return or any of your information; we cannot check it).   https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.ht   https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb     Monday- Friday 5 a.m. to 5 p.m. Pacific time     Live expert help with desktop software   https://ttlc.intuit.com/turbotax-support/en-us/help-article/experts-advice/turbotax-desktop-live-tax-advice/L2nvxpA4W_US_en_US?uid=m5leh972  

you cannot e-file those years. it is too late to claim a refund for 2020 that had to be file by 5/17/2024. it is too late to claim a refund for 2021 unless it was properly extended. without a proper extension the deadline to claim a refund was 4/15/2025. with a proper extension the deadline is 10/15/2025. if you owe there is no deadline, but Turbotax no longer supports 2020. for 2021 you would need the desktop app since online preparation is closed https://turbotax.intuit.com/personal-taxes/past-years-products/2021/ 

Something about what you are saying is "off."    First of all, "as of September" makes no sense since this is August 2025.   The IRS does not typically send out notices in August to say that you did not file a tax return for the current tax year.   What EXACTLY does that notice say?   Does it say that you filed a tax return with tax due but that you did not pay the tax?  Look closely at your 2024 return.   Does it show a refund on line 35a or does it show an amount of tax due on line 37?

Please clarify what you mean by "last year".    If you have a W-2 for 2024, then yes, you can still prepare a 2024 tax return using online TurboTax and e-file it until October 15, 2025.   If by "last year" you mean a W-2 for 2023, you cannot use online for a 2023 return.   You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

If the returns were rejected when you tried to e-file, you received emails telling you why the returns were rejected.   At this point, it does not matter, since it is too late to e-file them.   The only way to file a 2020 or 2021 return is by mail.  And any refunds have been forfeited.   If you owe tax due, it is still owed with late filing penalties and interest.   You cannot print them unless you paid your TurboTax fees.  Did you pay your fees?    

@thisblows wrote: Was I able to write any expenses off on my personal taxes for paying the estate bills?  Could I amend my taxes to do so?   No, but the estate could deduct the expenses from the $2900 in dividend income on its 1041.

What taxes and fees are you talking about for the estate?  We were told from the beginning we could not touch the money until the very end when it would be divided.  Which means the estate couldn't pay for anything. So I paid all legal and other expenses for the estate from 2020-2023 out of my own pocket.  I was paid back by the estate before the money was divided.    Was I able to write any expenses off on my personal taxes for paying the estate bills?  Could I amend my taxes to do so?     I am looking for an accountant now, but find way more "Tax Prep" services than CPA's online.  And very few Enrolled Agents.  This is definitely way above our heads so a professional is needed.  Just not sure what type is best.I guess it was too much for H&R Block as well.  They never mentioned anything but the 1099 forms the estate received.   Lastly, since we didn't know about this last 1099, what started the search was a tax bill from the state.  With large penalties and interest.  I called them directly and told them the estate was now closed and had proper documentation.   The state tax person on the phone said ok and would wipe away the bill.  They sent us a letter saying the "matter was closed", but that's all.   IF we figure this last 1099 situation out with the federal taxes, will the state then come back at us?  Even though we have a letter saying the matter was closed.  She did not put a balance of $0.00 on the letter, even though I asked her to do so.     This is getting insane!!  Thank you all for your help.