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@UTom    Yeah, lots of gobbledy-gook in that Texas law change. BUT Just because  Texas doesn't Certify the 403b companies anymore...it doesn't mean that the plans aren't still 403b products.  Texas just doesn't seem to want to go thru the extra bureaucracy of certifying or maintain lists of acceptable providers.   If any TRS recipients have a question about this, they should go to the TRS website to find their contact telephone numbers and ask.    Also check their W-2 while employed or 1099-R if retired.  The special 403b code designations are in those forms if you indeed have a 403b plan.  

Adding that amount of income to a typical middle class income (married or single) will put you at least in the 24% bracket.   You can double check here. https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets   That means you should have at least 34% withheld for federal taxes.   State income taxes (for states that have income tax) range from 3% to 13%.  You will have to check your state income tax brackets and approximate income to see how much you need withheld for state taxes.  

Waiting to see if TT will install on Win10 is an option, if someone is willing to shell out the $30 for Win10 extended support. And eventually when that runs out, they'll still need to convert to Win11 (or risk Win10 with security vulnerabilities/exploits).   

Yes, as a non-spouse beneficiary, you must withdraw all the funds and close the account by the end of the 10th year AND you must withdraw an RMD each year.  You can't rollover or convert the funds to an IRA in your own name, it must remain as an inherited IRA ("John Smith as beneficiary of Mary Jones" or something like that).     The RMD is calculated a little differently than the RMD for your own IRA.   You look at Appendix B, Table 1 in publication 590-B. Suppose you were age 50 in 2023 when the owner died.  Your life expectancy was 36.2 years.  Start with that figure and subtract 1 for each year forward.  So in 2024, your RMD is the ending balance on 12/31/2023 divided by 35.2.  Your RMD for 2025 is the ending balance on 12/31/24 divided by 34.2, and so on. https://www.irs.gov/publications/p590b   Also, note that even if you are under age 59-1/2, there is no 10% penalty for early withdrawal from an inherited IRA, just the regular income tax.   Remember an RMD is not a special withdrawal, it just means you have to withdraw more than that during the year.  If you made a withdrawal in 2024 for any reason (living expenses, new car, whatever) that was more than the RMD amount, you already satisfied it.   If you did not withdraw anything, then you first need to withdraw the amount that would have been the 2024 RMD (today, if you did not already withdraw it).  Remember this is your 2024 RMD so you still need to make your 2025 RMD withdrawal before 12/31/25.   Then, you need to file an amended 2024 return where you declare you missed the 2024 RMD and ask for a waiver.  This is almost always granted, you just have to ask.  You can write that you didn't know the rules for inherited IRAs, you took the withdrawal as soon as you learned the rules (in 2025) and will report the income on your 2025 return.   Then on your 2025 return, you will report both withdrawals as taxable income since they both happened in 2025.  (The missed RMD is not taxable on your 2024 return, so you will not owe any additional tax with the 2024 return, you just need to file to get the waiver request taken care of.)

Stimulus?    The federal stimulus checks were issued for tax years 2020 and 2021.   The deadlines have passed to file returns for those years and use the recovery rebate credit to get the stimulus money.  Sorry.   There are no current federal stimulus checks.

There was no stimulus payment for tax year 2024.   The 2020 and 2021 stimulus payments are no longer available.  The tax return or the amended tax return for tax year 2021 had to be filed no later than April 15, 2025.

 Delete your personal data Sign in to your account at accounts.intuit.com. Select Data & privacy from the menu on the left. Click the Delete option and follow the on-screen instructions to submit a request to delete your data. You will be able to select which specific products (like TurboTax) you want to delete data from. Wait for an email confirmation. The data deletion process can take up to 45 days to complete.  Important: Before you delete your data, download and save any tax returns or documents you need. Once deleted, this information cannot be recovered. 

I too am considering other options.  ItsDeductible is/was a great tool.  If you were planning to do this, why not wait until after January 1.  Cancelling in October shows total disregard for the needs of your customers. I used H&R Block a few years ago.  Maybe time to go back since you make off-the-cuff decisions like this that negatively impact long time loyal customers.

I have kept decent records of business expenses and even have a separate acct that is used for the pymts received from guests since starting an Airbnb in Feb of 2025. We have not filed for an LLC yet but plan to in the next month or so, and I am wondering how we would submit or expect to get reimbursed for any monies put into the Airbnb so far, or if that is even an option since we haven’t filed yet. 

@p5browne1 supposedly Turbotax 2025 will not work on W10. a new SSD does nothing.  trying to install W11 will fail because it requires TPM 2.0, secure boot and a more modern processor.  https://www.microsoft.com/en-us/windows/windows-11-specifications?ocid=smc_marvel_ups_support_win11&msockid=23c003a0181a61f5227215a71c1a6311    also, even if possible, creating a new drive with W11 it would require reinstallation of every app that was on your W10. it is likely some will not install    a workaround would be to create a virtual machine by using an app that modifies W11 before it's installed so it thinks the minimum requirements are met,

@debbiedragon if your client still has the xxxx.tax2017 file, for a fee it can be emailed to https://www.taxprinter.com/  see instructions on website. if possible, they will email back copies of the returns. if they can't recover there is no fee.  it is not affiliated with Turbotax

i had a similar issue (with me nothing below worked and I did not try system restore or restore from image) what worked was that I back up files and folders. I had a backup of the below folder which included the two .json files. I copied them to the designated folder and then relaunched Turbotax. It worked.  see this link https://ttlc.intuit.com/turbotax-support/en-us/help-article/install-products/turbotax-2019-turbotax-2020-requests-license-every/L77v5robh_US_en_US?uid=mfr8rwud  if these don't work try the following 1. Search C:\Users\( your user id)\AppData\roaming\intuit\turbotax\  2. Click into the TY2X folder 3. Delete the two .json files and try launching TurboTax again   note appdata is a hidden folder so you will have to go into a folder and on the view tab in the show\hide section check "hidden folders"   try support to see what it will do for you.  as a last resort other things that might work (i have never tried system restore) but it does have some risk) system restore 2) restore from a disk image. This puts the drive back to what was on it when the image was created.    

@Ck37421 wrote: People have continually stated they’d be willing to pay for the ability to continue the service.  Then they should be thrilled when they learn of the new product, Deductible Duck.