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The “Date of entry into the United States” must contain the complete date on which you entered the country for the purpose for which you’re requesting an ITIN.  It must match the date on the passport.  

Individual has a dependent child and is eligible to file HOH Calculation is yet to be completed, but if the "individual" has a dependent child but is responsible for any amount less than 50% of the household (i.e., the BF Fiance is satisfying the majority of expenses - BF Fiance files separate and does NOT have dependent child) it appears the individual who have to file as "single" even though the individual has a dependent child.    It appears, as you noted, that the issue is can the individual file as HOH. Filing HOH would be available if the individual has a dependent child and maintains the home (and that could be 51% of the household expenses. Yes?  

Hello, the instructions say to report it as non passive expense that flows into schedule E. However, if I choose that, turbo tax doesn't seem to flow it down to schedule E (for whatever reason) (seems like a TT bug?). 

My federal pension was included in my Louisiana state return in Turbotax.  What did I do wrong when filling out the 1099 R for my Federal Pension?  How does Turbotax know to remove my federal pension from my state taxes?  Now I have to amend my 2024 State return, can I efile my State of Louisiana amended return?

How were the investment expenses reported on Schedule K-1? The instructions for that box and code should allow you to report these expenses on Schedule E page 2.   See IRS Instructions for Schedule K-1 (Form 1065).

The IP PIN (Identity Protection PIN) is a 6-digit number that the IRS provides to taxpayers to validate their identity.   Follow the instructions in the TurboTax article How do I add or remove my 6-digit IP PIN? to enter your IP PIN in the correct spot.

IRS form 7203 Instructions, page 2, states:   Item C    When a shareholder has a different basis in different blocks of stock, pass-through items are generally allocated pro rata to all shares, regardless of their different bases. If there is a partial stock sale or partial redemption, you may file more than one Form 7203 and provide a description of what period the form covers. See Regulations section 1.1367-1(b)(2) and (c)(3) for details

To enter, edit or delete a 6 digit IP PIN Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button

To help avoid having a balance due next year is to understand that taxes are a pay as you go system.  This means that as you make money, you pay taxes on that money.  It's either deducted from your pay or you can pay quarterly estimated taxes to the IRS or your state.   If you are paid on a W-2, you can change your withholding by completing a W-4 form. The W-4 form is used to provide information to your employer so that they can determine how much to withhold from your paychecks.   Refer to the TurboTax Blog Understanding Your Withholding Allowance on Your Form W-4 and What Is a W-4 Form? for more information.     Review the TurboTax articles for more tips to lower your tax liability for next year:  7 Best Tips to Lower Your Tax Bill from TurboTax Tax Experts   5 Ways to Reduce Your Taxes for Next Year   Form W-4 and Your Take-Home Pay