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Thank you!   Is it required that I live with my sibling that I am the legal caregiver for? My residence is in the same building but across the hall. Even when I am off the clock, I am available to them 24/7. I am rarely at my own residence. 

Oh, I did the amending with the 1095-A which did create an 8962 and reflected the higher tax that I owe AFTER the return was already accepted by the IRS.    So that's where I am right = I owe for the 8962 amount + ~$900 extra on the late penalty (I bought a house at the end of the year and cashed in stocks, equities, CDs, etc. but wasn't paying taxes quarterly since I did not know I was going buy said house.

"5 days early" did not mean "get refund in only 5 days."  Five days early means up to five days before the date that is posted by the IRS on the IRS refund site----so you have to watch the refund site to see when the IRS says it will issue your refund.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst  

oh snap.  You are correct.  It says that I am supposed to file form 1041 by April 15, 2023.  I didn't do that and the form that i received for 2023 said that it was not reported to the IRS.  But this form 1099-div says that it was reported to the IRS.  What should i do now?  

You cannot file the same state resident and non resident return from the same federal joint return.  If you are using the download version, you will need to create a second return.  Follow the instructions in the link below to file the second PA return.    How do I prepare a joint federal return and separate state returns?

Hi everyone, so I was able to get another check from the IRS. I had to get the check from TurboTax voided and that’s when the IRS mailed me another one. However, when I got the one from the IRS, I took it to Walmart and they couldn’t cash it so I took it to my local check cashing place. 

Yes.  You need to report the sale as income on your personal tax return.   If you scroll down in the wages and income section of your federal return you will get to a section labeled "Less Common Income".  In that section you will find "Sold a Home" and click the start button next to that.     In order to enter the sale you will need the date that you sold the home as well as the amount that you were paid.  You will also need the 'basis' in the home which is usually the amount that you paid for it.  In your case, however, because you inherited the home your 'basis' is the value of the home on the day that your mother died.     There are several ways to figure this value out - if your mother had an estate they may have valued the house, there is a value on the tax rolls for whoever is charging property tax, you can consult a local realtor about other properties similar to your mother's that sold around the time that she died.  Or, if you sold the property within six months of her death, you can just use the sale price as the value.   The only other piece of information that you need is the date of purchase.  For you that is your mother's date of death.   Good luck!  Sorry for your loss.   @Kkgarner43 

Thank you for your reply.   After removing the one 1099R from the return, there is still a phantom value in the1040 wks, line 4b.  If I right-click on the 4b field, all of the choices except Copy, QuickZoom, Data Source, and About Taxable IRAs are greyed out.  If I click on QuickZoom, a pop-up Open Form window opens titled Add Form 1099-R with a field labeled "Create new copy.  Enter the name of the payer of this 1099R." along with an Add Form button and a cancel button at the bottom of the window. To me, this suggests that their is no underlying source data for this phantom value.  Although I may not be remembering it from the past, I don't think that I have used this phantom value, 7,333 ever before.