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Hi DavidD66,   Thank you for your reply. The analysis provided in the section you referred me to is very different from what I see in TT2024. I've attached a picture showing where the "analysis & advice" tab appears along the row of tabs and an idea of what information I get. I can't find this in TT2025, can you check again, please?   Thanks for your help!

Can you clarify what you mean by was "worth" ($55K)?  Your basis is the fair market value on the date of his death, which is usually pretty close to the amount you sell the property for (The IRS defines fair market value as what a willing buyer would pay).  This allows the inheritance to essentially be tax-free.  (There is a time value so if there was more time between the death and sale the market could change.)     For  “Other increases to home adjusted cost basis,” you would put your half of the cost of the ramp, so $150.   Yes, you would want to divide the selling costs in half as well.     If the fair market value at time of death was $55,000 you would each use $27,500 as the basis- this would leave you with a taxable income of approximately $4,981, but once again please check the fair market value.     @Blueeyez58

If your return has been transmitted and rejected by the IRS, you can correct your tax return and re-transmit.   If your return has been transmitted and accepted by the IRS, you will have to amend your Federal 1040 tax return.  However, before amending your tax return, do not enter the return and do not make any changes.   If your return has been transmitted and accepted by the IRS, you will not be able to electronically file a second tax return with another service.    Amended tax returns will not be available in February.  See forms availability here.   If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.   If you used the CD/download product, sign back into your return and select Amend a filed return.   See also this TurboTax Help.   @ellandelar22   

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

The number you see on line 5b represents the total amount of the distribution that the IRS considers taxable.   To ensure this isn't a logic bug, check your "Additional Distribution Information" worksheet in the Forms mode (if using Desktop) or the "Tax Summary" in TurboTax Online.   You can view Tax Summary by clicking on Tax Tools on left panel, then Tools, then View Tax Summary If Box 2a + (Box 1 - Box 5) are being added together, this is a mistake However, if Line 5b exactly matches (Box 1 - Box 5), this is the correct IRS treatment for a Roth conversion of after-tax funds   Other items to check:   Ensure you have marked that this is a direct rollover (Code G in Box 7) When asked by TurboTax, make sure you select, I moved it to another retirement account and specify it was a Roth IRA

South Carolina Department of Revenue states:  (click to the right of Income.)   Is disability income taxable to South Carolina?   Pension income received while a resident of South Carolina is taxable to South Carolina. However, we do allow a total and permanent disability retirement income deduction. If disability retirement income is taxed on your federal return and you are totally and permanently disabled, you may be able to deduct this income from your South Carolina taxable income.   To qualify, you must be totally and permanently disabled, unable to be substantially gainfully employed, receiving income from a disability retirement plan, and eligible for the homestead exemption under SC Code Section 12-37-250. You must attach a copy of the physician's statement establishing that you are permanently and totally disabled.   For more information, see SC Code Sections 12-6-1140(4), 12-37-250.    

When you are preparing your Georgia return you have to make sure you select to claim the exemption.  To do this in TurboTax:   Go to your state return On the screen of Here's the income that Georgia handles differently, scroll down to the Miscellaneous Section  Select Start next to Dependent Personal Exemption for Unborn Children   Enter the number of unborn children