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Hi @RogerD1,   Thank you for your help. My sister was able to find Walgreens employment started in June 1999. This implies that the Walgreens stock given were almost 3-4 months after the stock split. Hence, this should not impact the number of shares. In addition, there was no reinvestment of dividends.             For some reason, I cannot enter 'Various" and '08/28/25' in Form 8949, Part II (b) and (c) (highlighted above).   Thank you so much for your help. This was really helpful.   Regards, Tulane

Thanks.  It's rentable but I'm not rushing it.  There are several shared areas so I tend to make sure that we will get along.  I've been very spoiled in the past (mainly word of mouth) so hesitant when attempting just thru advertising again. 

Thank you for your response.  I followed your advice.  I have seen so many different opinions about whether or not the refund is taxable and possible conditions determining whether it is taxable that my head was spinning. Ultimately, I finally decided to follow your advice and report the income as federally taxable. Thanks again.

The questions for the entry of IRS form 1099-R vary based upon the entries in box 1 and box 2a and the many codes that are reported in box 7.   Entries vary depending upon whether the distribution is an IRA, an annuity or one of several qualified pensions.   What question do you have?  Are you reporting code 7 in box 7?  If not, what are you reporting?  Do you report entries in box 1 and box 2a?  Please clarify.

Thank you, @JohnB5677, @LeticiaF1 for your suggestions. I tried deleting all the items you mentioned but still kept getting the same error "Invalid characters in path 'Premier 2025'  when retrying the install. I also ran a search on the entire file system for 'Premier 2025' and deleted all the files containing that reference, but the problem persisted. Then I deleted all of the registry keys associated with Intuit products including TT, also all folders in the file system associated with Intuit. Again, I kept getting the same error on re-running the install. This thing was like a zombie in a horror movie that just keeps coming at you! I have no idea where that pathname was stored. Finally, the only thing that worked was a complete reinstall of Windows 11, wiping all applications and settings. Actually, in my case, a "PC reset" using the factory reset feature on my HP laptop. Luckily, I had just purchased this laptop specifically to get my taxes done, so nothing was lost (except the evil TT zombie - mmwwwhahahaha).    Following the "PC reset", I did successfully re-download and re-install TT2025, this time making sure to use only the default install location to avoid tempting fate yet again.   Thank you again for responding to my cry for help!

We are updating the message, credit amount, and the 7220 requirement for e-filing Form 3468.   However, if you checked the box on line 7a or 8b to claim an increased tax credit amount in Part V or Part VI, you must also attach a statement for each facility, energy storage technology, or energy project, to your return.    TurboTax doesn't allow PDF attachments, so in those cases, the return can't be e-filed using TurboTax.  Which part, II - VII (which credit), are you claiming?       Form 3468:  You must complete Part I to report facility or property information and the appropriate part (Part II–VII) to compute your investment credit for such facility or property.   Sections:   Part II—Qualifying Advanced Coal Project Credit, section A. Part II—Qualifying Gasification Project Credit, section B. Part III—Qualifying Advanced Energy Project Credit. Part IV—Advanced Manufacturing Investment Credit. Part V—Clean Electricity Investment Credit, sections A through C. Part VI—Energy Credit, sections A through N. Part VII—Rehabilitation Credit.  

You can calculate your estimated tax payments for next year by going to:   Other Tax Situations Other Tax Forms Form W-4 and Estimated Taxes Follow the prompts to have TurboTax produce 1040-ES vouchers for you.   Here's a link that gives more info on this: Can TurboTax calculate next year's federal estimated taxes? Do I need to make estimated tax payments to the IRS?

In TurboTax Online, follow these steps to return to your medical expense deductions:   Down the left side of the screen, click on Federal. Down the left side of the screen click on Deductions & credits. Scroll down to Medical, click the down arrow to the right. Click Start/Revisit to the right of Medical Expenses.  

If your employer provided more than $50,000 of group term life insurance coverage, the amount included in your income is reported as part of your wages in box 1 of Form W-2.  Therefore, it is included in adjusted gross income.  It is also shown separately in box 12 with code C.   See this IRS Publication here.   The TaxBook states:  Maine begins with Federal adjusted gross income (AGI).   Maine has no adjustments for the taxable cost of group term life insurance and I find no direct references to the taxable income on the Maine website.  I believe that it is taxed by Maine.   What is your understanding of the matter?     

I'm not sure Opus 17 is correct.  NY's website, https://www.tax.ny.gov/pit/file/information_for_seniors.htm , under "Information for Retired Persons" --> "Tax Benefits" -->"New York State Subtraction Modifications" --> "Receiving distributions as a beneficiary" says: "If the deceased individual has more than one beneficiary, the $20,000 maximum amount of the pension and annuity exclusion must be allocated among the beneficiaries. Each beneficiary’s share of the $20,000 exclusion is determined by multiplying $20,000 by a fraction whose numerator is the value of the pensions and annuities inherited by the beneficiary, and whose denominator is the total value inherited by all beneficiaries of the deceased individual’s pensions and annuities. "      So you received 18% of the value of the IRA  (which is the fraction described in the quote).  Thus the maximum pension exclusion you can claim on your distribution (for any year you're taking a distribution) as your relative's beneficiary is $3,600.  Note, your total pension exclusion remains $20,000, and is not increased to $23,600 (see example that NY gives).      Since I have not had to deal with a beneficiary situation, I'm not sure how to go through the TT screens.  However, one of the screens I had to go through, "Where is your distribution from" is one that asks you to check whether the distribution is from a federal or state pension, or is "not eligible for exclusion for those over age 59 1/2", or "none of the above".   TT is not very clear here, even when you read the "Learn More" information.  Since the exclusion is based on the decedent's eligibility, I believe you DO NOT check the "not eligible" box,  regardless of your age.  Check your work by seeing whether the proper amount shows up as a subtraction on Line 29 of IT-201.  Also make sure TT doesn't start assessing an "excess accumulation" penalty  (for not taking enough RMD) on your federal return (there are other posts in TT Community about that!).