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@bakerman747 ,  I am so sorry to hear of your loss.  I pray for the solace of the departed and for you and your family to find peace. Since  2025 tax year is the year of passing, you still file a tax return ( federal and State ) as usual  with filing status of Married Filing Joint (MFJ).  Just as the prior years you still include the  SSA-1099s for both of you ( you and the spouse ),  any other income like  savings interest, etc.   The resultant taxable income may be zero but you still have to file , because IRS will still  see the  SSA-1099  ( from Social Security ) and needs to reconcile. For 2026, you file as widow/ single and probably will still have zero taxable income.   Is there more one of us can do for you ?    

This was a maddening, endless-loop frustration, and the instructions seemed to fix the issue of 1099-MISC income automatically populating in the Self-Employed section.  Thank you.    One addition, i found that i had to uncheck boxes 'did you receive this in year prior' and 'do you expect to receive this next year' for the fix to work.   I.e., only check the box for the tax year in question. 

Yes, you need to report the non-deductible Traditional IRA contributions on your 2025 tax return, if you intend the contribution to be for the 2025 tax year.  Doing so will report the basis of the Traditional IRA on Form 8606.   Then, when you convert the Traditional IRA to the Roth IRA, it will actually be done in 2026.  Therefore, you will receive a Form 1099-R for 2026 in early 2027 that is reporting the Traditional IRA distribution.  When that Form 1099-R is entered into your 2026 tax return, it should not be taxable since the basis was reported on your 2025 Form 8606.  Conversions can be done at any time and are only associated with the year in which it is done, unlike IRA contributions which are tied to a particular tax year.   Or, if you intend for the Traditional IRA contributions to be made for the 2026 tax year, then nothing is reported on your 2025 tax return.   @tnanaihsoj 

I have been using a method similar to that described by @mtp79  above to avoid having to send in any paperwork by mail. TurboTax implies that you can enter group totals for all 1099-B transactions, but if you do this, you might have to send in paperwork by mail. The types of transactions that I have come across that should NOT be grouped are any where the cost basis was not reported to the IRS, wash sales, US Treasuries, and brokered CDs with accrued market discounts. The process of grouping transactions was more user-friendly years ago in TurboTax than it is today. There are other ways to do it, but this year I found it easier to skip importing, manually subtract out the transactions that should not be grouped from the group totals given on the 1099-B, and then enter the revised group totals for everything that could be grouped, and then create separate sections listing individual transactions for all the transactions that should not be grouped when e-filing. I have to file state taxes in Michigan which has limits on how many individual transactions can be listed when e-filing, so leaving everything ungrouped isn't an option for me.

I forgot to mention that this is an Installment sale.  Would that affect why land is not showing under Part 1 on Form 4797?  The correct gain for land is showing on Form 6252 under "The Unrecaptured Section 1250 Gain Smart Worksheet" line G

Yes. The worksheets should be provided, however you must make the appropriate selections. Your depreciation worksheets (often labeled "Depreciation and Amortization Report") are generally included in your printed or saved PDF return in TurboTax Online, but you must select the option to Include government and TurboTax worksheets when downloading. These reports are usually found at the end of the federal return file, detailing asset depreciation for current and future years. Please update here with additional details if you are unable to print or access these worksheets. You should have the same option when printing your 2024 tax return documents.

If that's true, then turbotax needs to greatly update their U.I. as I went back and checked it multiple times as I was in disbelief. Also,if what you said is true,then why don't I have my 1261 refund and why did the IRS automatically apply it to my balance? That contradicts what you said of "you cannot pay a balance with a refund" like,that's literally what the IRS did.   Even if I misunderstood it, I would think turbotax would have a way to convey that I would not be getting the refund and the IRS would be keeping it and automatically applying it my balance. There's zero indication of that on turbotax's end and all their UI says I should expect the 1261 in my account any day now. They showed that I had a balance too so it's not like the software was unaware that I owed money from a previous year. Overall, very confusing. 

No, for the Overtime Premium deduction, you want to enter the amount you can deduct, which is the "half" portion of the time and a half of your regular pay rate.  Fortunately next year there will be guidance so there is not uncertainty.  See Qualified Overtime Deduction Rules for 2025 - TurboTax - Intuit for more information.  

I just ran into this issue with another retired fed.  My box 5 is NONE since I don't get FEHB (deferred retirement).  Box 5 is where insurance premiums paid that year go - and OPM uses it for FEHB premiums.  But subtracting that from your pension is incorrect and could result in huge penalties from the IRS!  That calculation only works when you've *bought* an insurance contract that provides you with a monthly payment.  Turbotax is now trying to treat a federal (and perhaps state/local) employee pension as an insurance annuity.  It is NOT.  So I stand by my answer that the easiest way to avoid a miscalculation is to answer "No" to the question of whether the pension from OPM is a periodic payment.

If you are looking at a message from TurboTax, that is only an estimated based on the IRS average of issuing a tax refund within 21 days after receiving the tax return.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

No it should not be a concern. You can print your return before your file so that all forms are visible for your. Specifically look for the form noted above: Form IT-182 carries your passive activity loss forward You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   @nj30 

If you are looking at a message from TurboTax, that is only an estimated based on the IRS average of issuing a tax refund within 21 days after receiving the tax return.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

I think I know how Intuit may have fixed this if they didn't ask you to check the "Main home in the US for more than half of 2025."   When you are inputting information in the My Info section, After the box that says Select your state of residence on December 31, 2025, there is a question that asks "Select any other situations that apply" with seven boxes underneath.    The first box says "I lived in another state in 2025." The last box says "None of these apply.   If you check the box that says "None of these apply" they would automatically check the earlier box that says "Main home in the US for more than half of 2025" because, or course if you didn't live in another state your home must have been in the US for more than half of 2025 (unless you were not a US resident but that is taken care of elsewhere (I think).    That's all that I can think of but if it works I'll go with it.