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Thank you, I apreciate the reply. Unfortunately, it depends is tough to understand for two reasons: 1) TurboTax will not allow me to advance my NY return on the basis that any amount as a 529 deduct from a non-NY resident is unacceptable. So how is TurboTax making this determination? The decision appears binary, which seems to not depend on much beyond being a non-NY resident. 2) Understand it's not anyone's problem but mine, but I chose NYs plan given the tax deduction as a NY State tax payer. TurboTax has accepted this deduct for years under my same situation, but TurboTax changed only on this 2024 year's filing attempt.

Yes, for the first business, report that the vehicle was converted to personal use.  Enter the vehicle for use for the second business and enter the "basis/cost/value" adjusted for the prior depreciation taken when used for Business #1.   So if the cost was 50,000 and you took 20,000 depreciation, enter as cost 30,000.   If you take the Standard Mileage rate while using for business #2, the adjusted basis will not affect the mileage rate value, however, if the vehicle is later sold, that prior deprecation will need to be addressed as well as the depreciation equivalent in the standard mileage rate.    For the year it's sold, again report as converted to personal use first, then use the original cost and all depreciation for the adjusted basis and enter as a sale of a business asset.  

For tax purposes, yes, you can likely claim them as qualifying children as long as they lived with you for more than half of the year.   As for if her benefits will stop, that is not a tax question.  You would need to contact the welfare office to find out if you claiming them would cause her to lose benefits. 

I never uploaded the NEC, Kris. I entered the information manually. I just deleted it and reentered the info but find myself in the same loop, telling me to enter the EIN, and then not able to have both an SSN and EIN.

Federal tax forms can be found at the IRS website -- Forms, instructions & publications   State tax forms can be found at your state department of revenue site.  The following TurboTax help article will help you find the state website to find your forms:   How do I contact my state Department of Revenue?  

This has to get fixed. There is nothing in my return that would require mailing it. Standard Deductions, normal stock sales and capital gains/loss reporting, no ESOP, no Real Estate...    The whole point of using TT is to e-file, both Federal and State. Especially for relatively simple returns such as mine.   We need the ability to FORCE an e-file and let the IRS reject the return, not have TT halt me over and over just because the ONE thing it shows in my entire return is my missing NRA wife's SSN/ITIN. We do NOT want to make her a US Tax Person (yet).

1. Yes, you'll need to amend your 2023 tax return to report the excess contribution on form 8889 and pay the excise tax of 6% on form 5329.   2. The excess contribution will appear income on your amended 2023 tax return, not in 2024, as you have withdrawn it before April 15, 2025.   3. Form 5329 is needed on your amended 2023 return, not in 2024.   4. Form 8889 for 2023 shows the excess contribution.    

That would be used to compute the return on investment or possibly depreciation.  Could it be that the program is asking for fair market rent?  Was the rental converted to the estate ownership in 2024? 

Was the vacant lot part of the rental?   For the land with the rental house, you can allocate part of the sales proceeds to that parcel of land and the remaining sales proceeds to the building and any additional assets added to the rental.    If the lot was separate, enter it as a separate sale. 

Yes.   You would need to amend your 2023 return to report that the excess contributions for both you and your spouse had been withdrawn. You enter the 2024 forms 1099-R with code PJ in box 7, and specify that they are for tax year 2024.   Your earnings will be taxed, but no longer subject to the 10% early withdrawal penalty (this is a new disposition of the Secure Act 2.0).   Your husband's loss is not deductible.   For your 2024 tax return, there is no need to enter these 2 forms 1099-R (as they now have been reported for 2023).

Yes, I made a thorough search - not just of my own personal computer where TT is loaded, but also of our entire network under the rule of just-in-case.  I too was convinced it was there "somewhere" (after all, 20 years worth are all still there, only 2023 is missing!).  After 3 days and nothing, I then hired the tech management company that runs our network to find it.  Paid them a fair amount and "nothing."  Difficult to understand, but it is what it is.

You mentioned that you amended the 2023 tax return to include the $6500 contribution for 2023.  If that amended return included Form 8606 showing that there is a basis in your Traditional IRA, then you do not need to fill out Form 8606 separately for 2023.  If the amended return did not include Form 8606, then you do need to fill it out now and mail it for the 2023 non-deductible contribution.   For 2024, when you enter the Traditional IRA contribution of $7000 into your return and show it as a non-deductible contribution, TurboTax will include Form 8606 automatically as part of your return.  You do not need to file the 8606 separately.   To make sure that the only portion of the conversion that is taxable is the $5 of interest, be sure to include the $6500 as basis in your Traditional IRA when the program asks if you made and tracked previous non-deductible contributions to your Traditional IRA.

No.   You cannot deduct this as there is no out-of-pocket expense.   If you are self-employed and you use your home on a regular basis, you may be eligible for a home office deduction.   Please read this TurboTax article.