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Yes, you would need to report that on his estate tax return. You can use the TurboTax Business tax product to do that. You need to prepare a Form 1041 Estate tax return. Once you set it up, go to the Income section and find the Home Sale option under Investment Income to report the sale of the house.   Here is a link to the TurboTax Business product.  

TurboTax will transfer your information from your federal return to your state return, and will start any state returns that you need.  If the state that you need to file is not listed select the "Add a State" option in the State section to initiate the state filing process.

The plan messed up the reporting unless the plan voided 1099-R #1 or they voided 1099-Rs #2 and #3.   You'll need to check with the plan to find out what was actually reported to the IRS by them.  If they actually reported all 3 to the IRS, they offset your plan loan twice.   Check your balances and plan statements for the traditional and designated Roth accounts in the plan to see which account(s) the offset funds actually came from.  If the balance in the designated Roth account shows that no funds came from that account to satisfy the loan, 1099-Rs #2 and #3 are wrong.  If $7,195.82 did come out of the designated Roth account, it's likely that 1099-R #1 is wrong.  (Make sure that the amount that came out of the traditional account wasn't $18,125.48 plus $10,929.66.)

If you have not received your state refund after 5 weeks, first check to make sure that your state return has been accepted.  To check the status of your return check your e-file status.  If it was accepted you can go here to track your state refund.   @cherylbaby89   

To recover your unfiled 2022 taxes, sign in to your TurboTax account using the same User ID to find your saved return in "Your tax returns & documents". Since 2022 was not filed, you will need to print and mail it, as prior-year e-filing is no longer available. To file by mail: How do I file my return by mail?    If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts.    As xmasbaby0 mentions above, if you need to make any changes to your 2022 return, you would have to purchase the 2022 TurboTax Desktop program to do so.  April 15,2026 is the cut off to receive a refund. You can purchase it here: File your 2022 taxes.   If you are due a refund for 2022, you can use the IRS Where’s My Refund? tool to track it.   If you used TurboTax Online to prepare your 2022 taxes and it is complete, you can download your 2022 Tax information in TurboTax as follows;  Sign in to your TurboTax account ,  scroll down to "Your tax returns & documents" on your Tax Home screen and select 2022.  Click on "Download/print return (PDF)".     You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support      For additional information: How do I view, download, or print a prior-year tax return? Video: How to Recover Past Tax Returns How do I file a prior year tax return? Time you can claim a credit or refund     Last Chance to Claim Your Tax Refund Please return to Community if you have any additional information or questions and we would be happy to help.

"Plan Cost" is the cost basis or your investment in the contract.  It is the total amount of after-tax money you personally contributed to the plan during your working years.  If this is your first year of receiving the pension, it will be in box 9b of the 1099-R.  If it is not, you can always check your documents or contact the plan administrator.  

Nothing about a year-end IRA balance for some year prior to 2025 has any bearing on how your 2025 tax return is prepared, so this information does not carry forward from year to year.   If you mean that your 2025 year-end balance is not appearing on line 6 of your 2025 Form 8606 despite having entered it into 2025 TurboTax and you made a traditional IRA distribution, it's likely that lines 13 and 15 have asterisks indicating that calculations are being done using Worksheet 1-1 of IRS Pub 590-B.  In that case lines 6 through 12 of Form 8606 are to be left blank.

for the mortgage on the old home, use a 12 point average and use zero for the months that the mortgage had been paid off. for the mortgage on the new home, use a 12 point average and use zero for the months prior to the home purchase.   you can get the monthly balances from the servicer statement.   this approach is supported by "statements provided by your lender" on page 15.   Once you have the answer use the worksheet on page  14 to determine what is deductible      Since this is from the IRS publications, it is the "only way".     https://www.irs.gov/pub/irs-pdf/p936.pdf   

The IRS is phasing out paper checks, and you will receive an IRS Notice CP53E informing you that your refund is frozen because of missing direct deposit information. If you don’t have a bank account, you can choose to enter a prepaid card that has a routing number and account number associated with it.    If you don’t respond to the notice, the IRS will issue a paper check after six weeks.   Refer to the IRS FAQ Understanding your CP53E notice for more information.

No, retirement income is taxed and reported to your resident state only, regardless of the source or where you worked.  You would not have to file in Washington since they do not have a personal income tax but you would have to file an Oregon tax return to get the withholding refunded.  You can file as a nonresident and report zero Oregon income.

> You may wish to check your return for that year or with the accountant to see if he/she made an election in that year.   The election could only have been made on 6251, right? So since my return doesn't have 6251, it should definitely mean they didn't make an election & there's no need to ask? (I actually stopped working with that accountant because, in part, they were very hard to get in touch with & slow to respond. I can of course reach out if necessary, but just want to clarify here first) > Usually if a Form 1116 is generated for a Foreign Tax paid that is below the Form 1116 threshold amount, you would need to declare a standard election method for the form to appear > ask the accountant if they made an election for you when your Form 1116 was generated for the $31 Foreign Tax credit.   Same question - it sounds like you may be saying that just checking my return is not sufficient to know if the election was made...? > it may be worth just reporting the $300 so you won't have to make a choice.   Yeah, (subject to above) that's probably what I'd do. But in order to get that to work, I'd need to edit the info from my 1099-DIV & reduce the value in Box 7 from 312 to 300 - thus making my entry not match what the brokerage reported on the 1099-DIV. That's the only way, right? If so, that's permissible & won't throw up any red flags?   Thanks again