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To allocate the correct portion of the Schedule K-1, Box 1 income to Massachusetts for a part-year resident in TurboTax Online, you have to manually adjust the income apportionment directly within the Massachusetts state tax interview.   Follow these steps to correct the allocation: Select State from the left-hand menu. Select Edit or Continue next to the Massachusetts part-year resident return. Proceed through the initial state residency questions until you reach the Income Allocation or Your Massachusetts Income screen. Locate the Business and Passive Income or Partnerships and S Corporations section (this category dictates how the federal Schedule K-1 data is handled). Select Start or Update next to this category. TurboTax will display the total federal Box 1 income. On the allocation screen, enter only the exact dollar amount of the Schedule K-1 income that was earned or received during the specific months the taxpayer lived in Massachusetts, plus any income that was strictly derived from Massachusetts business sources after they moved to Colorado. Select Continue to save the correct allocation. This manual entry overrides the software's default assumption and ensures Massachusetts only taxes the apportioned amount.

If you want to view a message that your TurboTax Full Service expert sent you, you can log into your TurboTax account.  Across the top near the right will be 'Chat', which is where you can view the messages that your expert sent.   Additional information is at How do I communicate with my Full Service Expert?

To report your Form 1099-MISC income from a cell tower rental, it get's entered it in the rental property section of TurboTax Online. The IRS classifies income from leasing land or roof space for a cell tower as real estate rental income, which must be reported on Schedule E.   To enter this income correctly and generate Schedule E, follow these exact navigation steps: Select Federal from the left-hand menu. Select Wages & Income from the top menu bar. Scroll down to the Rentals, Royalties, and Farm section and select Show more to expand the list. Select Start or Revisit next to Rental Properties and Royalties (Sch E). Proceed through the interview screens to set up the cell tower lease as a new rental property (if you have not already done so). You will classify the property type as "Land" or "Commercial" depending on what specifically is being leased. When you reach the income section for this specific property, TurboTax will ask if your income was reported on Form 1099-MISC. Select Yes. Enter the cell tower rental income exactly as it appears in Box 1 (Rents) on your physical Form 1099-MISC. Select Continue to save the entry.

If I had known TT was no longer including It's Deductible, I would not have used it this year.  This is SOOOOOO aggravating.  And if you haven't listened to the Podcast on how TT has essentially created the world of having to pay to even file taxes while pretending it is helping taxpayers, it's definitely worth a listen to.  

Hi Thomas, not quite. I figured it out. One has to click "foreign address" under the basic info of the property and click "our property is outside of the US" under the Rental Porperty Info. As a result it pulls either 40 years (for properties put into service prior to 2018) or 30 yrs for put into service after 2018. Thank you, though.

To enter a cash liquidation distribution from your Form 1099-DIV into TurboTax Online, follow these direct navigation steps: Select Federal from the left-hand menu. Select Wages & Income from the top menu bar. Scroll down to Interest and Dividends (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) section and select Show more to expand the list. Select Start or Revisit next to Dividends on 1099-DIV. Choose to import your document automatically or select Type it in myself. Enter the payer's information and any standard dividend amounts in the primary fields. Select the checkbox next to My form has info in other boxes (this is uncommon). This action will expand the digital form on your screen. Locate Box 9 - Cash liquidation distributions and enter the exact dollar amount printed on your physical Form 1099-DIV. Select Continue to save the entry.  

@BWong wrote: It turns out I cannot prepare a personal tax return (Form 1040) on the TurboTax Business software. Most unfortunate! That's correct and the only DIY tax prep software product (desktop) that includes both is H&R Block Premium and Business.

One last follow-up about the zip code INACCURACY on the MI-1040CR Homestead Tax Credit form.  While I had been given a free Desktop program to use, I've since discovered that the zip code is still pulled in inaccurately on that form, just like it did in the Online premium version (note: the Retention Dept specialist had me confirm the zip code in the wrong spot using the Desktop program, when we were only the phone; thus me previously thinking it was pulling in correctly... in my last message posted in this thread).     The work-around using the Desktop program is to enter only the 5-digit zip code in the "My Info" section at the beginning; then the zip code will be accurate on ALL forms (since just using the 5-digit zip code).   Geesh...  seems to never end...

Were these excess HSA contributions the result of contributions through an employer? i.e., in box 12 with a code of W on your W-2?   if you don't mind me asking, how old are you, like are you 19-24 and a full-time student?   Without this excess HSA contribution being added back (I presume to line 8f on Schedule 1 (1040)), would you be required to file form 8615 otherwise?

@bryce_in_tx wrote: What do you think? Is my thinking on this reasonable?  It's probably reasonable but not because of the appraisal in 2022 or the local tax assessor's valuation (which is solely for property tax purposes), but because the house was sold a short time after your MIL's death.   Regardless, the IRS only is required to accept a date of death appraisal for proof of fair market value. 

Did you check your W-2 entries in TurboTax to make sure that that all the state information got entered?  While importing W-2 information helps speed up the process of entering information, it isn't perfect and does need to be checked to be sure that it captured all the information on the document.   If you need additional assistance, please reply back with as much detailed information as possible (no personal information though) - this will help us to better help you.