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Thanks. We went back and checked his application for 2025 and he indicated he would NOT be a dependent for 2025.   So is your thought is that we do not claim him on our return as a dependent, and we do not report the 1095-A on our return  AND he on his return checks the box that he could be claimed as a dependent and reports  the 1095-A on his return and pays the  $375?   But you also said this cannot be done in Turbo Tax without his return being rejected but he would have to file manually?   Thanks

TurboTax Desktop Premier allows the actual date of the payment of Massachusetts withholding to be entered under Deductions & Credits / Estimates and Other Taxes Paid / Estimates / State estimated taxes for 2025.    MA Tax Payments Worksheet reports the same date of payment and payment amount.   About Annualized Withholding within the MA M-2210 Underpayment of Estimated Income Tax states:   The program uses the payment dates entered on lines 1 through 4 of the Tax Payments Worksheet in calculating the form. If no dates are entered, the program uses the normal due date for each payment.   Annualized income may be reported at the screen Annualized Income in TurboTax Desktop Premier in the Massachusetts state income tax return.   @cdburton2

Yes, you can do your taxes in QuickBooks Online.     For QuickBooks Solopreneur, follow these steps to file personal self-employed taxes.   For QuickBooks Online products, follow these steps to file business taxes. How do I import my QuickBooks info into TurboTax?

So the link above didn't help.  However, I went to FORMs and opened a 104x Colorado Amend tax form. And it was all filled out ! I didn't expect that.  I had to make some modifications and add some items to the form but it was nice to see !  It beats having to fill out the form by hand.  However, the bad news is that the Colorado.gov/revenueonline site will allow you to amend your Colorado 104 tax form and it worked easier than TurboTax, probably since it was only a Colorado k-1 change?   And what is going on in Turbo tax regarding calculating taxes?  Turbox tax said approx $200 was due vs Colorado online said $500 was due ???  Any one have any ideas why the difference?

I made you a screenshot from my TurboTax program for Single with AGI of 80,000.  Oh just thought of something, go back to My Info and check your date of birth.  Maybe it thinks you are under 65.  And that your ssn is VALID for employment.  

If you received a Schedule K-1 from Charles Schwab, it means you have income, deductions, or credits from a pass-through entity like a partnership, S corporation, or trust related to your Schwab investments. In TurboTax Online, to enter this K-1, go to the Wages & Income section and find the Schedules K-1 or Q page. Select Yes to indicate you received a K-1. Then choose the type of Schedule K-1 (partnership, S corporation, or trust) that matches your form from Charles Schwab. Follow the prompts to enter the details exactly as shown on your Schedule K-1. Carefully enter the codes and amounts from Part III (lines 1-20), paying close attention to Box 20 QBI information. This will ensure income and deductions are reported correctly on your tax return.

Este código de rechazo es por que ingresaste  un IP PIN para uno de tus dependientes que no concuerda con el récord que tiene el IRS.   Si nadie tiene un IP PIN entonces es posible de que hayas ingresado uno por error.     Para regresar a esta sección sigue los siguientes pasos y borrar el IP PIN:   Abre tu declaración En el menú de la izquierda, ve a Otras situaciones tributarias Abre la sección de Otra información de la declaración La siguiente pantalla solo está disponible para en inglés, contesta Yes La pantalla que sigue tiene los nombres de todas las personas en tu declaración, presiona el lápiz junto al nombre de la persona que tiene el IP PIN En esta última pantalla borra el número IP PIN   Si alguien tiene un IP PIN e ingresaste el incorrecto, ve el siguiente enlace para mas informacion sobre el IP PIN y como conseguir el numero correcto.     ¿Qué es un IP PIN?  

TurboTax is NOT set up for that (assuming "services" are not provided to the tenants).   If you use the desktop/downloaded version, you can go into the "Forms", then "Schedule E Wks" and then manually check the box for "other non-passive exception (box "G"???).   Otherwise, you'll need to find different software that is actually set up for this somewhat common situation, or go to a good tax preparer.

You have to recreate the actual wrong original return. Then when it matches each line that you really filed you have to tell Turbo Tax you will mail it so it thinks it was filed. Then you can amend it. You would have to buy the prior year Desktop program here. They only sell the last 3 years. You need a full Windows or Mac computer to install it on https://turbotax.intuit.com/personal-taxes/past-years-products