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with desktop you can do and e-file up to 5 people's returns. one state is free but there will be a charge for additional states.   online version one return per account higher fees  no forms mode which some people want. 

Oh for Online.  You would have to use Premium to enter rental.  Premium is the highest version.  And everything else you posted is right.  There is no Forms mode.  The Desktop program is better in many ways.  You can do test returns and it has a What-If worksheet.  Online you have to pay the fees before you can see your return even before you file.  

When you have desktop software you can prepare and e-file up to five federal returns and their associated state returns (with state e-file fees except for NY).   With Premier, you will get one included state download, and you will need to purchase two additional state downloads so that you have software for CA, NY and IL.   Your daughter will need to prepare part-year returns for the two states she lived/worked in.   The download can be used on any computers that YOU own---you cannot "give" the license to your daughter to use on a computer in her home, so that means you prepare her returns for her on your computer.   State e-file fees can be avoided if you print and mail the CA and IL returns.   There is no state e-file fee for NY.

Yes you can use Desktop  Premier.  It can do unlimited returns and efile 5 federal for free.  You will have to buy 2 extra state program downloads.   Then each state is $25 to efile BUT you're in luck, NY state efile is free.     Since you have to buy 2 other States and pay for 2 state efiles (unless you print and mail state for free) I'm not sure how the total price will work out compared to 2 Online Premium accounts.     Would all the returns be done on the same computer?  Or would your daughter need to install the program on her computer?  You can install it on 5 computers you own.  

The "Live" experts help with current year returns--- so now they can help with 2025 returns.   You will need to have a discussion with customer support regarding the fee you paid for a service you cannot use now.   It is too late to use "Live" for a 2024 return.   You can use do-it-yourself desktop download software now for a 2024 return which will have to be filed by mail.      No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh     You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   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.  

Thanks. As per CRA for Tax Year 2024: Qualifying and Non-Qualifying Assets DIEP generally includes all depreciable capital property except for long-lived assets:  Ineligible Classes: 1 to 6 (buildings, greenhouses), 14.1 (goodwill), 17 (roads/surface construction), 47, 49, and 51 (pipelines and electrical transmission equipment). Passenger Vehicles: For vehicles in Class 10.1 (costing over $37,000 before tax in 2024), you can still claim the 100% write-off if they are designated as DIEP, but note that recapture rules will apply upon sale.  Important Rules for 2024 $1.5 Million Limit: This is an annual limit that must be shared among associated groups of businesses or partnerships. Income Limitation: For individuals and partnerships, the DIEP deduction cannot exceed the income earned from the business or property for which the asset is used (it cannot be used to create or increase a loss). Prescribed Form: To claim the deduction, you must designate the property as a DIEP on the T2 Schedule 8 (for corporations) or Form T2125 (for individuals).  What property qualifies for immediate expensing? Designated Immediate Expensing Property (“DIEP”) generally includes all depreciable capital property, other than property included in Capital Cost Allowance (CCA) classes 1 to 6, 14.1, 17, 47, 49 and 51. The AII has been extended for qualifying property acquired after December 31, 2024, and available for use before 2030, offering a maximum first-year CCA deduction of 1.5 times the standard rate. This measure effectively suspends the half-year rule for eligible property.       

No one can call you from the user forum.     You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   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.  

taxdean Yes, you've interpreted Step 1 correctly. No NIIT on the sale of the NUA shares. Regarding the year end statements from the brokers: We will have to see how the brokers report the sale on their 1099-B for 2025.  For shares I sold prior to selling the NUA shares, there was no indication on the 1099-B that they were related to a prior 1099-R. My solution is: NUA Shares: Report the sale of the NUA shares under Investment Income, Stocks using the basis and proceeds from the 1099-B. There is a box near the bottom titled "The cost basis is incorrect, etc.". Check that box, press Continue and enter the Actual Cost basis two screens later. I.e. From Box 2a on the 1099-R. On the Worksheet for Form 8960, enter the "Not subject to NIIT" amount as noted earlier.  Shares Subject To NIIT: Add a new sale(s) for those shares using the basis and proceeds as reported on the 1099-B.  The NIIT does not start until your MAGI income exceeds $200k single or $250k married.  Regarding The Taxable Amount Of The NUA: My error, you are correct. Thankyou for catching that. The entire NUA amount from the 1099-R is taxable as LTCG. The entire amount is also Not subject to  NIIT on the Worksheet for Form 8960. I will go back and correct my prior postings. Looking forward to any further feedback from you or others.    

To complete and file a 2023 and 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the desktop editions for each tax year from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 and 2024 tax return can only be printed and mailed, they cannot be e-filed using TurboTax.

I can absolutely confirm this BUG ERROR is in effect even in Turbotax 2025. When I zoomed in I can enter data in fields that are input-able. When I had my normal zoom it would just beep. You could delete the numbers but not add them again! MASSIVE BUG, this software is full of holes, seems more buggy every year. Who are they paying to write this stuff? It's 2025, not 1995!