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BillM223, thank you so much for going through the tedious task of replicating my situation.  To answer your question, I was NOT the primary taxpayer.... I don't think.  Gregory, my husband, always did the taxes.  He got sick a couple years ago and retired and started collecting Social Security on Disability.  In Oct 2025 he passed away.  Now I took over doing the taxes this year for 2025 (still filing joint-married).  Last year, Greg had me logon and create the Turbo Tax in my email address and we walked through doing the 2024 taxes together.  My husband wanted to teach me as he was suspecting that I will have to do taxes for the 2025 tax year.  So his name always came first as though he was primary tax payer and I was always "the spouse", if that makes sense.... although I was still working full time.    Will you be able to claim the deduction for Shelley of $355 on my behalf?   Thank you so much BillM223. I work in IT so I understand what you are going through to re-create the problem. I truly appreciate you for sticking with me!!

You must sign onto your online account with the exact User ID that you selected when you created the account. Do you have multiple TurboTax Accounts? See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

If you're using TurboTax Online, each Intuit account allows you to e-file one federal tax return, and up to five associated state returns.   With TurboTax Desktop, you can e-file up to five federal returns per software license, and each federal return may include up to three state returns.    How many tax returns can I file with TurboTax?  

Desktop download can be used to prepare and e-file up to five federal returns and the state returns that go with them; and additional returns can be filed by mail.  You need Windows 11 or a Mac that meets the system requirements.   If you use online TurboTax, you get one return per fee, and you pay separate fees for federal and state.   Each return needs its own email, account and user ID. https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/  

I don't see where the nominee process would be of any benefit, if it's even permitted.  Wouldn't doing a nominee of the income still require filing Form 1041 to remove the income from the estate?  The IRS still receives the original a Form 1099-R showing this as income to the estate which needs to be reconciled on the estate's tax return.   Also, I suspect that the Form 1099-R shows user17720250883 as executor, not as beneficiary.  The payer has no business knowing anything about estate beneficiaries.

@bobbyd16  Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X. Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf

No, the box 3 amount should not be listed in box 1. The amount in box 3 is  not being included in your income, it's specifically adding a 20% tax to your return as an 'Additional Tax' on line 17k of Schedule 2. If you are using TurboTax Desktop you can change to Forms and enter the tax in the appropriate line of your return.    @user17719742899 

WHY.... does date for 1040X constantly change on Turbo Tax ?   NOW... your INUIT website states the following?   US        Form 1040X     Amended U.S. Individual Income Tax Return   2026-03-04            2026-03-04

When your 2023 state return was rejected, you would have received an email that told you the return was rejected, with a rejection message or rejection code.  We cannot see the email you received two years ago.   But if the state return was not ever filed, the only way to file it now is by mail.   E-filing is closed for past year returns.   You need to print that WI return, sign and date it in ink, and mail it to the state.   

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    But, if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.     If you don't get your deposit 5 days early, there's a few reasons why that might happen.    Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund.  The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations.        If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee.   You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable.