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Yes.  This was not shared expenses, this was rental income so you would need to claim it as rent on your return.  You will also be able to claim a prorated amount of your expenses since you are claiming this as rent. To enter the rental income you will need to use TurboTax Premium Online or TurboTax Premier or Home and Business desktop version.  Where do I enter income and expenses from a rental property?

Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.   Here are a couple FAQs to track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Yes. You want to put in the correct information, so it would be appropriate to delete the original.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

TurboTax Full Service will only be able to amend your 2024 tax return if they prepared your original tax return.   When you amend your tax returns, you will have to select that you need to correct your W-2 and check that the W-2 is for a Medicaid Waiver Payment.   Review the TurboTax Help article How do I enter my tax-exempt Medicaid waiver payments from IHSS in TurboTax? for more information.

No.  They'll take the payment and then you'll click on this tool that says "where's my amended return".  And then it will tell you when it has been processed.  Once it has been processed you're done.  You've already paid and there isn't any more that you need to do.   @freddytax 

I want to set up a payment plan but until the IRS posts what I owe I can’t request a payment plan.  That’s why I am asking when does the IRS verify the tax return and post what I owe.  Thank you for replying to my question.  Much appreciated.  

When you say the $2000 of out of pocket medical expenses takes you over the threshold to itemize--are you also considering the threshold to use medical expenses?  You can only use the medical expenses that are OVER 7.5% of your AGI.      MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2024—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses     2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)      

Did your niece receive the income or you?  If your niece received the income, then you need to issue her a 1099 as a nominee so she can report the income on her return.  See the response by Diane in this link for how to file a nominee return.  Just do not enter half if she received the full amount, enter the entire amount. 

Sounds worth looking into to me.   The medical deduction requires that you spend more than 7.5% of your income on medical expenses before the deduction is allowed.  So if these are your only medical expenses they may not move the needle on this at all.  But it will only take a couple of minutes to log in to TurboTax, click the 'amend' button on your 2024 return, enter the medical expenses and see if there are any changes.   If they aren't significant or if there is no change at all then just exit out without saving.     @afrystak89 

it's in the rental properties and royalties section this seems like self-rental so make sure that box is check when you get to the page as to what type of rental   Self-rental occurs when you own a piece of property and rent it to a separate business that you materially participated in. "Material Participation" is a tricky tax concept with numerous ways to qualify, but in rough terms it means you spend a significant amount of time in the running of the business as either an owner or employee of the company. For example: You own a small office building and you own a law firm in which you practice as a full-time attorney. You lease space from the building to house your law office. This is a self rental. If you materially participated in the law practice, and the property has net income, the property is considered nonpassive for that year. If the property has a loss, the loss is passive, which means that you may have to wait until next year, or a later year, to take all of your losses.

The 1040X can sometimes take years to process.  But the payment would be processed immediately.  And once the payment is processed you can't be dinged for paying late.  They'll have the money even if it takes them a while to sort it all out.  And you won't need to worry because sorting it out is their business, not yours.   @freddytax