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February 28, 2026
10:09 AM
No, not if you decide to claim the income on your return. In this situation a Form 1041 would not be required since it would not meet the filing requirement of $600 or more of income (assumes this is...
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No, not if you decide to claim the income on your return. In this situation a Form 1041 would not be required since it would not meet the filing requirement of $600 or more of income (assumes this is the only income for the estate). However you should take the steps to nominee the 1099-R so the IRS does know where the income should be reported. I added the instructions above and here for your convenience. It's a simple process because you are copying the numbers exactly as they appear on the original 1099-R. The only difference is the payer and the recipient.
Nominee Returns. This is how the IRS knows what you are doing.
Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received). You must also furnish a Form 1099 to each of the other owners.
File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096)
On each new Form 1099, list your sister's estate as the payer and you, as the recipient. On Form 1096, list sister's estate as the nominee filer, not the original payer. The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner.
The forms filed with the IRS should be the red copy (use the form(s) needed) so if you don't have a color printer, go to the IRS website to fill in and print the forms here: :
Form 1096
Form 1099-R
@user17720250883
February 28, 2026
10:09 AM
2 Cheers
Same issue here in my post: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/fed-and-state-filing-rejected-due-to-form-5695/00/3805944 Wild that they (TT) allow you to file kno...
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Same issue here in my post: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/fed-and-state-filing-rejected-due-to-form-5695/00/3805944 Wild that they (TT) allow you to file knowing good and well its going to get rejected with a known TT issue with the 5695 form.
February 28, 2026
10:08 AM
Can I claim the interest paid next year when filing a 2026 return?
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February 28, 2026
10:08 AM
And....you say that you have applied for SSI and Social Security disability benefits---you do not say that you are receiving those benefits. So there would be nothing to enter on a 2025 tax return ...
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And....you say that you have applied for SSI and Social Security disability benefits---you do not say that you are receiving those benefits. So there would be nothing to enter on a 2025 tax return about that at all. When and if you receive SSI or Social Security disability, SSI is not entered on a tax return at all; Social Security disability benefits will be reported on a SSA1099 every year in January and you can enter that on a tax return. But if SSI and/or SSA1099 is your only income, you do not have to file a tax return unless you have a 1095A for marketplace health insurance. If you receive Social Security disability and have other kinds of income in addition, like income from a job, investment income, etc etc. you may have to file and the SS could be taxable.
February 28, 2026
10:07 AM
The FreeTaxUSA tax software seems to calculate this appropriately
February 28, 2026
10:07 AM
The banking information would be in the File section of the program on Step 2 when using the online editons
February 28, 2026
10:07 AM
At last, an answer that worked! I posted this question a month ago and received the answer that I was just SOL with the online edition, and that only the desktop edition allowed seeing/printing work...
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At last, an answer that worked! I posted this question a month ago and received the answer that I was just SOL with the online edition, and that only the desktop edition allowed seeing/printing worksheets, which I knew was incorrect. Thank you...
February 28, 2026
10:06 AM
No, that does not.
Permanently and totally disabled. A person is permanently and totally disabled if, at any time in 2025, the person can’t engage in any substantial gainful activity because of...
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No, that does not.
Permanently and totally disabled. A person is permanently and totally disabled if, at any time in 2025, the person can’t engage in any substantial gainful activity because of a physical or mental condition and a doctor has determined that this condition has lasted or can be expected to last continuously for at least a year or can be expected to lead to death
February 28, 2026
10:05 AM
Applying for disability or receiving or not receiving disability, does not determine whether you are permanently disabled. However, if you have a Dr's statement saying that you are permanently and t...
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Applying for disability or receiving or not receiving disability, does not determine whether you are permanently disabled. However, if you have a Dr's statement saying that you are permanently and totally disabled, then you would be considered permanently and totally disabled by IRS guidelines.
Permanent and Total Disability
You are permanently and totally disabled if both 1 and 2 below apply.
You can’t engage in any substantial gainful activity because of a physical or mental condition.
A qualified physician determines that the condition has lasted or can be expected to last continuously for at least a year or can be expected to result in death. See Physician’s Statement, later.
February 28, 2026
10:04 AM
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February 28, 2026
10:03 AM
My employer is unsure if we qualify. I am essentially treated as hourly and earn overtime at the usual time-and-a-half rate.
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February 28, 2026
10:03 AM
Yes, you will be able to file both. The form 1040-X is available and the California (CA) amendment is ready also (see link provided by @JohnB5677). It's posted here for your convenience.
TurboT...
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Yes, you will be able to file both. The form 1040-X is available and the California (CA) amendment is ready also (see link provided by @JohnB5677). It's posted here for your convenience.
TurboTax provides a list of Tax form availability for individual Federal and State returns forms that are being revised. California (CA) Schedule X is available as well.
@roschi73
February 28, 2026
10:03 AM
For disabled adults:
There is an extra amount added to your standard deduction if you are legally blind. Your federal return does not provide any other credits or deductions for saying you ar...
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For disabled adults:
There is an extra amount added to your standard deduction if you are legally blind. Your federal return does not provide any other credits or deductions for saying you are disabled, with one possible exception.
There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.
ELDERLY OR DISABLED CREDIT https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled
There are some states that provide various credits to elderly/disabled folks, so watch for that when you prepare your state return. The states that I know of that have anything for elderly/disabled are AZ, CT, DE, IA, MO, ND, NJ, NY, VE. There may be others.
February 28, 2026
10:01 AM
If the software is not allowing the boxes to be blank and is requiring an amount, but the boxes on your original Form 1099-NEC are blank, first, ensure that those boxes are blank and do not have any ...
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If the software is not allowing the boxes to be blank and is requiring an amount, but the boxes on your original Form 1099-NEC are blank, first, ensure that those boxes are blank and do not have any autofilled zeros.
If you still receive an error message after clearing any autofilled zeros, then try inputting 0 as the amount, or 0.00.
Taking the above steps should clear the error message requiring an entry in Boxes 5, or 6.
February 28, 2026
10:01 AM
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February 28, 2026
10:01 AM
Did you choose to pay your TurboTax fees by having the fees deducted from your federal refund instead of paying upfront with your own credit or debit card? If you made that choice, then your refund...
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Did you choose to pay your TurboTax fees by having the fees deducted from your federal refund instead of paying upfront with your own credit or debit card? If you made that choice, then your refund goes first to the third party bank. That bank takes out your fees, pays TT for you, keeps the $40 ($45 in CA) refund processing fee for itself, and sends the rest of the refund to your account.
Santa Barbara Tax Products Group, LLC (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.
You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
What is Refund Processing Service?
February 28, 2026
10:00 AM
Line 5 of 1040-X does appear to be doing the math correctly. Turbotax is not subtracting line 4b (Enhanced Deduction for Seniors) from line 3. I am using Turbotax Deluxe Desktop for 2025.
February 28, 2026
10:00 AM
DECLARACIÓN ERRONEA
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February 28, 2026
10:00 AM
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