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And....if you do in fact have a dependent child, for 2025 and possibly 2026 you can file as a Qualified Surviving Spouse, and you get the same standard deduction as it would be on a joint tax return,... See more...
And....if you do in fact have a dependent child, for 2025 and possibly 2026 you can file as a Qualified Surviving Spouse, and you get the same standard deduction as it would be on a joint tax return, which is still much better than filing as Head of Household.
Very sorry for your loss.   For the year that your spouse passed away, you can file as married filing jointly, in order to get the highest standard deduction---which for 2024 would be $29,200 + $1550... See more...
Very sorry for your loss.   For the year that your spouse passed away, you can file as married filing jointly, in order to get the highest standard deduction---which for 2024 would be $29,200 + $1550 for each spouse 65 or older.   If you filed incorrectly as Head of Household---which you could only do if you have a qualifying dependent---your standard deduction would be less-- it would be $21,900 + $1950 for being 65 or older or legally blind.   So.....filing as married was correct.
How did it get filed?  If she passed in 2024 you can still file as Married Joint.    Do you have a dependent?  You can file a Joint return as normal the year your spouse died. For the next two years ... See more...
How did it get filed?  If she passed in 2024 you can still file as Married Joint.    Do you have a dependent?  You can file a Joint return as normal the year your spouse died. For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. 
They listed me as married although my wife passed away in 2024;it should be head of household. I must speak with a person! Thanks
Balance sheet issues are a major pain in TurboTax Business and, apparently, always have been.   Your best bet is to make the entries in Forms Mode and ensure the figures are correct. TurboTax does ... See more...
Balance sheet issues are a major pain in TurboTax Business and, apparently, always have been.   Your best bet is to make the entries in Forms Mode and ensure the figures are correct. TurboTax does very little for you in that regard.
@GeneE wrote: It is starting to sound like I may have answered a question incorrectly, which caused TT4B to think I am disposing of two assets. Yeah, I suspect that's the case and I doubt there... See more...
@GeneE wrote: It is starting to sound like I may have answered a question incorrectly, which caused TT4B to think I am disposing of two assets. Yeah, I suspect that's the case and I doubt there's a bug to this magnitude in the software,   I can only suggest going back through the interview and ensuring that you input the correct data (and only once). I think you may have inadvertently entered the transaction twice somehow.
Yes I downloaded 2025 to Windows 11 as got message Turbo would not accept prior.  2024 Turbo disappeared completely.
When you amended, did you save the original return as a pdf first, before you amended?   If you did not do that, then the original is gone---it was replaced by the amended return.
I need to speak with a representative regarding this matter!!!
Question?
Since it is the weekend and Support won't be available until Monday, I've dug into the forms again.   What seems to be happening is that TT4B believes I have 2 assets to tax.   The first one is f... See more...
Since it is the weekend and Support won't be available until Monday, I've dug into the forms again.   What seems to be happening is that TT4B believes I have 2 assets to tax.   The first one is from the 1099-S I received for the sale of the house that was originally inherited and then used as a rental. That generated form 8949 (and a slightly smaller capital gain than the second).   The second generates form 4797 (Sale of Business Property).   The two capital gains are then combined on Schedule D. The first on Schedule D line 10, which shows the Sale Price, original basis when inherited years ago, the loss as a rental this year, and subsequent Gain from the Sale.   The second appears on line 14, which is plugged in by TT4B from Form 4797. Part III of that form takes the same property, sale price, original basis, cost of sale, etc. Then plugs in the IRS Section 1250 recapture tax. This results in a slightly higher capital gains rate, which I expected.   Unfortunately, instead of TT4B throwing away the first gain from form 8949 and simply using the higher gain (because I am closing the trust) from 4797, it adds them together on Schedule D. That "doubled" value then appears on the form 1041 line 10 as Total Income.   It is starting to sound like I may have answered a question incorrectly, which caused TT4B to think I am disposing of two assets. Or, there is a bug in the software.
DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return... See more...
DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2020.           You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.  
Indiana Department of Revenue stated that they don't have a copy of our 2020 tax return. I can't find it on Turbo Tax Documents, even though We used their software to file?
You might be able to claim your mother as a "qualified relative" dependent if she had less than $5200 of income not including Social Security in 2025, and you would get the non-refundable $500 credit... See more...
You might be able to claim your mother as a "qualified relative" dependent if she had less than $5200 of income not including Social Security in 2025, and you would get the non-refundable $500 credit for other dependents.   You are not responsible for paying her back taxes.     IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent       
Customer support is available Monday - Friday 5 a.m. to 5 p.m. Pacific time.    If you need help on the weekend, please post a clearly worded question here in the user forum.
2024 taxes
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US