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@LeticiaF1  I still don't have an answer to what I think is a TurboTax desktop bug. Maybe it's somehow unique to my current tax return, but it's not because my tax return is long. We could set up a screen share so you could see it.

Yes, that is the correct way to handle the sale. The inherited value plus the shared expenses less any individual sales expense. The selling price less that result is the loss that will be reported on Schedule D. If the results on Schedule D is overall loss, then as indicated the maximum loss allowed per year is $3,000.  Any remainder will be carried forward to 2026 and possibly future years, until it is used up.   @LisaK_Tx 

Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.

Here is the solution: 1.  Have PNC bank send you your transactions as an excel spreadsheet, which they can do. 2.  Use excel and save the excel spreadsheet as a .csv file 3.  Go to the website easytxf.com and upload the csv file and the program will create a txf file 4.  Import the txf file into turbotax and you will have all your transactions.

Probably not.  In order to claim a dependent, they must be a US Resident Alien, Citizen, resident of Mexico or Canada or a national.  If they did not come here on a Green Card, then they would not meet substantial presence test to be considered a resident alien.  They would also need to meet the criteria below in order for you to claim them.    Also, what is your Residency status?  Are you a US Citizen, Resident Alien, or Non-Resident Alien?  If you also came here in December and did not come on a Green Card, you would not have met the Substantial presence test which means you may currently be a Non-Resident Alien.  If so, you would need to file a 1040_NR instead of a form 1040.  TurboTax does not support the form 1040-NR, but our partner Sprintax.com does. They would be able to answer any questions you have for filing as a Non-Resident Alien.    To claim someone as a Qualifying Relative, they must be: Your child ( including step children, adoptive children and foster children) or a descendent of them Your sibling (including half siblings) or a child of your sibling or a sibling-in-law Your parent or grandparents, including step parents and in laws Any other person that lived with you for the entire tax year Not a qualifying child of another taxpayer Must have a SSN or ITIN Someone that you provided over half of their support for during the tax year Has less than $5,200 in income (not counting social security)   The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student or any age if they are totally and permanently disabled Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund

@MarilynG1 thank you so much for the reply. unfortunately, i can't use desktop version since my OS is not compatible. can i print my 1040 from turbo tax online and then using a pdf editor type in the numbers in 17q or manually write it and then mail my returns? will that work?

unfortunately, i can't use desktop version since my OS doesn't support it. Can i print the form from the online version and then type in the numbers using a pdf editor? or write it manually myself and then mail the final return?

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

I am able to download the 1099 directly from the RBC website, but get the noted error when importing from within the Turbo Tax Bank & Brokerage import section.  I am hoping to avoid entering the data manually because there are over 26 pages of 1099 INT, DIV and 1099B transactions.     I am trying to determine if it is a Turbo Tax or RBC issue because I was able to import RBC tax documents on other returns that I have completed for my family.  

To ensure accurate calculations, we strongly recommend preparing your nonresident state return before you prepare any resident or part-year state returns. Even so, TurboTax will populate both state returns with all relevant data from your federal return. As you work through the state interview, you can change or omit any information that is not needed for that state return.   For more info, see this TurboTax FAQ: How do I File a Non-Resident State Return?

The What-if worksheet didn't work for me to estimate 2026 taxes because I could not force it to change some numbers it already had from 2025.  But the Estimated Tax worksheet did work - it looks like we will meet both safe harbor provisions (90% of 2026 taxes and 110% of 2025 taxes) so don't have to worry about underwithholding.  We're very close to the $1000 taxes due at filing provision (slightly over) so I'll make a small estimated payment in April and if our interest is more than I estimated, or we convert more than planned to a Roth, I'll make estimated tax payments in those quarters too (for example, when CDs mature), or the 4th quarter.  As long as we fall under one of those safe harbor provisions, we shouldn't have to worry about having more income in the first quarter than the others.  I still can't figure out how you would plan estimated tax payments per quarter to make up for underwithholding that quarter, because it seems that paying taxes on a $500K income based on $125K earned in the first quarter would result in a huge refund if your income for the year ended up being $250K (especially if your employer kept withholding at the 22% rate).  Nobody's going to give the IRS an interest-free loan like that.  The only practical reason for paying a huge estimated tax payment in the first quarter that I can see would be if most of your income was received in the first quarter (say an RMD you take in January because it's based on end-of-year account balance and you're afraid the stock market is going to go down later in the year) and not enough was withheld, and you know that the income (such as interest and taxable pension, SS benefits, etc.) received throughout the rest of the year was going to be much less, even though you have taxes withheld from that so it wasn't going to make up for the RMD at the beginning of the year and you wouldn't meet the safe harbor requirements.