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Unfortunately, Pillar 2 and Pillar 3 are not "qualified plans" for US tax purposes.  So the rules that would benefit you for withdrawals and contributions don't do you a lot of good here.   Here is a whole thing on Swiss retirement plans and US citizens.   @akarpilow 

If it is your child, there is not an income limit.  They remain a qualifying child.  They just cannot pay over half of their own support. If it is not your child, then the income limit is $5,050 for 2024.  To claim someone as a Qualifying Relative, they must be: Your child ( including step children, adoptive children and foster children) or a descendent of them Your sibling (including half siblings) or a child of your sibling or a sibling-in-law Your parent or grandparents, including step parents and in laws Any other person that lived with you for the entire tax year Not a qualifying child of another taxpayer Someone that you provided over half of their support for during the tax year Has less than $5,050 in income (not counting social security) The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student or totally and permanently disabled. Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund Have a social security number that is valid for employment

Thanks for your response, Vanessa   I apologize for not mentioning that I'm currently working on my 2023 Income Tax 1040 Form, and I have not filed my 2023 Tax Return as of April of 2025 since it took about 2 years to clear this fraudulent sale, get my property back, and persuade the title company to issue a Corrected 1099-S (the Title company just got it done in March of 2025 and the corrected 1099-S is now shown in the IRS 2023 Wage & Income Transcript.)   Fortunately, I'm due a Tax Refund for 2023 and even though I had to wait 2 long years, I got my property back...   Hope this clarification helps a bit  

Hi: There are a lot of issues when making a change in the OS including learning curve, cost, time, security, investing in new apps. and hardware and the list goes on.  I suggest that Intuit let the customer make the call about continuing to use TurboTax 2025 and beyond on the Windows 10 platform. Thanks Edsd

I knew about the $50.00 to file the VA and NJ State returns.....had no idea what the $45.00 was for.   Net year I will use the tax man down the road .. he charges $ 150. to file returns like mine.  I thought I was saving money and instead, I spent more and had to do all the work.  Been with Turbo tax forever, but if they want to nickel and dime me, I will not deal with them in the future.   I also use the quickbooks program with intuit....I'm about over with them as well.   Thanks for the help!!     Linda

No. The stepped up basis is only based on the death of the spouse.  There is not an income component to it so the interest would not affect this.    If you had no gain on the sale, you would still need to report the sale to show you don't have a gain. 

Yes, the passive loss carryover question appears during the interview for your Rental Property.   Open your TurboTax Online return and search for "schedule e" then click the "jump to" link. Select the rental property you need to work on. Scroll down to Less Common Situations and click the pencil icon beside "Carryovers, limitations..." Click on "Make Changes" to enter/edit any carryovers that appear on the page. Continue back to the property summary page. If you're using TurboTax Desktop, update the Property Profile for your Rental Property. Continue to the page "Do any of these situations apply to this property?" Check the box under Carryovers that applies. Enter your carryover amount(s) on the screens that follow. Continue back to the property summary page.  

All the Online versions are only good for 1 return.  The Desktop program you install on your computer can do multiple returns.   Did you buy the Desktop program but accidentally get into the Online version?   That happens.    If you bought the Desktop program you would need to install it and activate it with the 16 digit License Code .   Did you get a License Code?   

The question is whether or not to click the box "did the dependent live with you?" for both dependents in the additional dependent information section. When each separated parent is claiming the amount for eligible dependent for only one child each.   If you select yes for both dependents live with you despite only selecting 1 yes to claim amount for eligible dependent, the income tax return increases by about $800 and CCB benefit basically doubles

New York counts you as a full year resident if you live there for at least 184 days in the year.  Which you did.  So for New York purposes you are a full year resident.   On the upside you can take a credit for the taxes paid to New York on any income that is also taxed by your new state.  Just do the New York return first and then when you do your new state you can take a credit for the taxes paid on the income that was also taxed by New York.   @Tax223 

If the form was included in your tax file, it was e-filed with your return.   We'll automatically generate and fill out Form 8606 (Nondeductible IRAs) if you reported any of these on your tax return:   Nondeductible contributions made to a traditional IRA Distributions from a traditional, SEP, or SIMPLE IRA that had nondeductible contributions (not including rollovers, conversions, recharacterizations, qualified charitable distributions, one-time distribution to fund an HSA, or return of certain contributions) Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA Distributions from a Roth IRA (other than rollovers, recharacterizations, or a return of certain contributions) However, you'll have to download and print Form 8606, manually fill it out (instructions), and print and file your return, if any of these three situations apply to you:   You received a distribution from an inherited traditional IRA that had nondeductible contributions. You transferred an inherited plan account to a Roth IRA. You received a distribution from an inherited Roth IRA that was not a qualified distribution. How do I find Form 8606?