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It might also mean that someone claimed you as a dependent; or it could mean that someone accidentally "typo'd" their SSN and used yours by mistake.    You cannot e-file when there is duplicate use of your SSN.  Print, sign and date the return in ink, and file it by mail.  The IRS will sort out the duplicate use of the SSN.   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 you have received an IRS Notice that your mothers taxes were not paid, you can reply to that Notice as it specifies and send them proof (copy of payment withdrawal) that her taxes were paid.   If you haven't received a notice about your mother's taxes not being paid, you should contact the IRS regarding this and start the process to show them that they were paid.  You can call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday.   In the meantime, you should timely file her 2024 tax return to avoid any failure to file and failure to pay tax penalties.   My sincere condolences for the loss of your mother.   Click here for Death in the Family   Click here for Can I e-file a tax return for someone who is deceased? Click here for What forms will I need when filing a tax return for someone who's deceased? Click here for Filing a final federal tax return for someone who has died  

Unfortunately, I only have the printed copies -- both TurboTax and pdf for years prior to 2022, the year that my computer hard drive crashed... so no actual TurboTax data before that.  I happen to save 2020 pdf to a disc, but not the actual TurboTax data. I have found programs that will change a pdf of a spreadsheet to an excel spreadsheet.   I only would do that for the pdf from 2020 that contains my assets list, depreciation and amortization.   I know that each TurboTax looks for prior year data.    Would 2024 see that spreadsheet and be able to update information from it?.   Another more tedious solution is to open the proper form in TurboTax 2024 , and manually input the prior years' info.  But at least I would have information to carry forward from now on.   Thanks.  

TurboTax is correct. When you sell inherited property, you may be subject to capital gains tax based on the appreciation of the property's value. The holding period is considered long term and the cost basis is the value at the time of the death of the decedent. 

The default treatment of income reported on a Form 1099-NEC would be self-employment income. That is what the form is for. However, it is often misused to report income that is not self-employment income, such as compensation paid to someone for a one time project that is not associated with their normal job. Such a payment would be better reported on a Form 1099-MISC. So, if "other income" is mis-reported on a Form 1099-NEC, you should enter it in the other income section in TurboTax.

Today I have the almost complete opposite situation versus yesterday.  My wife had a different inherited stock sale last year with 1099B from a different broker then I described yesterday (yesterday was my inherited stock sale), she inherited it from my father-in-law on a Sunday in 2014 (Long term covered).  The Broker's 1099B PDF file on their website shows the date acquired as the correct and valid Sunday date of death in 2014, not "INHERITED".    I imported that 1099B down to TurboTax Deluxe, but this time the 1099B review screen in TurboTax step-by-step DOES have the question as to how it was acquired, with the options of inherited, purchased, gift, etc.  So to be truthful, I chose "inherited", which was then put into the filing form, 8949 I think.    I did try as an experiment to go into the Forms view and change it from inherited to the correct date of death shown on the 1099B PDF from broker and it did seem to take it, but when I went back to the step-by-step the option box was still showing "inherited".  Then switching to Forms view again, it had changed back to "inherited".    So in this situation, I think somehow the TurboTax software did not receive the date acquired actual date from the import or there was something wrong with it, so it reverted to asking the question of how the stock was acquired.     So my question is, should I delete that record from the import and create a new 1099B record manually, choose "purchase" if it asks how acquired, and put in the actual date of death in 2014?  Or maybe just leave the import record, just choose "purchase" and put in correct date?  It seems somehow dishonest to do this but it would match with the brokers 1099B PDF on their website and the IRS likes to have everything match.   Please advise.

Much appreciated. One final question -- when entering the calculation for the capital loss carryover for resident versus non-resident all prior years, my understanding is that I can use the same amount for both (since the stocks were sold while I was in California, the 'source' of the loss is within California). Is that correct?   Whereas if the stocks were sold when I was outside of California, the nonresident all prior years carryover would be zero.

To enter you K-1, you will select the following:   Federal Personal Income I'll  choose what I work on Start next to Schedule K-1 under Business Investment and Estate/Trust Income near the bottom of the screen Yes to did you receive one Start next to Partnership (Form 1065) Walk through to enter your K-1 Walk through all the questions and you will be able to enter boxes 19 and 20.  

You can use online TurboTax software on an iPad.   You cannot use desktop download software on an iPad or any other mobile device.   ONLINE 2024 https://turbotax.intuit.com/personal-taxes/online/