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Thank you so much 🙂 Not to mention, so many of their employees were just let go, so not sure they even have the man power to chase my Mom's tiny IRA RMD, lol. Thank you and I guess I'll just have to keep a folder specific to all activity on her/my inherited IRA. Thank you again and wishing you a wonderful rest of the year.

Yes, if  your work as an independent contractor was a business you operated with the primary purpose of profit, and were engaged in regularly, then you have a business and should report the income and related expenses on Schedule C. You don't need an LLC to report business income on Schedule C.   Here's how to report your business in TurboTax Online:   Navigate to Federal > Wages & Income > Self-employment income and expenses > Start Answer "Yes" to the question "Did you have any self-employment income or expenses?" Give a description of the business Continue until the interview asks "how does your  work fit into your big picture?", based on the information you provided, it's a business. Answer all the informational questions until you get to the screen  "Let's enter the income for your work."  Here, enter what you were paid. Once you've entered your income, type in your expenses in the proper categories, TurboTax Online will recommend popular categories, but refer to your records to ensure you are deducting all of your expenses

It's asking how much of the money you used from your refinance to improve your home. You can deduct mortgage interest when the loan proceeds are used to buy, build, or improve your main home and one other home you own and use for personal purposes.   Refer to the TurboTax article Mortgage Interest Deduction: How Does it Work? for additional information.

Same problem as referenced by others.   150+ CRA import entries into T5008, manually edited to show capital gain (another nuisance that I deal with every year), and nothing drops down into Schedule 3.  20 days before the filing deadline and having to wait on a possible April 14, 2025 software update that might fix the issue. This is nonsense!

Amounts for Schedule 1 come from a variety of sources.  Here is what Schedule 1 looks like: https://www.irs.gov/pub/irs-pdf/f1040s1.pdf   You make the entries via the interview screens in the software.  

My dad died late in Nov also. The IRS can see account values at the end of the year for everyone.  As long as you have the paperwork trail that shows you are doing your best to follow the rules, you don't need to worry.  If the IRS didn't have so much data available, it might be different. You are smart to ask questions and know you are doing the right thing.

Schedule 1 numbers come from various places, since there are many different descriptions on Schedule 1.  Can you let us know specifically what line you have information for that you'd like to report?   See: IRS Schedule 1

The deduction is gradually reduced and eventually eliminated by phaseout when your modified adjusted gross income (MAGI) amount reaches the annual limit for your filing status.      For 2024, the amount of your student loan interest deduction is gradually reduced (phased out) if your MAGI is between $80,000 and $95,000 ($165,000 and $195,000 if you file a joint return). You can’t claim the deduction if your MAGI is $95,000 or more ($195,000 or more if you file a joint return).   See Pub 970.

If the deceased person meets the filing requirements, a tax return will need to be filed. Their surviving spouse can file if there is no executor of the estate.  If she wasn't married, as a survivor of the deceased, you can file her tax return and claim her refund if there's one.   You will use the taxpayer's SSN, not yours when you file taxes for a deceased taxpayer.  For more information, refer to the TurboTax article regarding filing a final tax return and the IRS article File the Final Income Tax Returns of a Deceased Person.   Please accept my sincere condolences for your loss.

This is clearly a remaining UNFIXED Bug in Turbotax. The IRS allows for a NRA spouse to NOT have an SSN, AND allows the US Taxpayer to e-file in this circumstance. This was changed during the 2022 tax year. TurboTax's BUG is to NOT allow you to transmit with a NULL VALUE despite following IRS guidelines to e-file despite NOT having an SSN for your NRA SPOUSE, which when filing Married Filing Separately, and you DO NOT itemize, you can e-file.   This needs to be fixed asap so I can e-file this week. But I suspect my continued pointing out this programatic failure on behalf of Turbotax, will NOT see the light of day. If not, this is the last year I will use the paid version of Turbo Tax, desktop or online. I tried BOTH, and it is clearly a back end issue.

Thank you, Thomas, for your reply.   I asked our payroll provider and they said only the Medicare and SS taxes come back.  I have read this in other areas as well.    Do you think our payroll company, Gusto, is in error with their information to me?   Thanks, Michael