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Regarding, "If you use a dwelling unit as a home and you rent it less than 15 days during the year, its primary function isn’t considered to be rental and it shouldn’t be reported on Schedule E (Form 1040) [emphasis added]. You aren’t required to report the rental income and rental expenses from this activity." . . . .    My follow-on question is, if you own three weeks of a timeshare, occupy it for two weeks (so it's a "home," per https://www.irs.gov/publications/p527#en_US_2025_publink[phone number removed]), and you return the third week to the timeshare company for compensation and they send you a 1099 MISC, how do you report the 1099 MISC to the IRS and claim that no income taxes are due because you rented your "home" for less than 14 days?     Just a question to fill in a part of everyone's schedule that's now so open on April 17. 🙂 

Required Minimum Distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. Once you reach a certain age, the government requires you to start taking this money out so they can collect taxes on it. These rules apply to most employer sponsored retirement plans and traditional IRAs, but they do not apply to your Roth IRA.   Current RMD age requirements: You must start RMDs at age 73 if you were born between 1951 and 1959. You must start RMDs at age 75 if you were born in 1960 or later. You were required to start at age 72 if you reached that age before the end of 2022.   If you missed your RMD, you should take the missing amount from your account as soon as you realize the error. Next, you need to file Form 5329 with your tax return to request a waiver of the penalty. The IRS may waive the penalty if you can show the mistake was due to a reasonable error and you have taken the steps to fix it.     To handle this in TurboTax Online, search for 1099-R and use the Jump to link to get to the retirement section. Even if you did not receive a 1099-R for the missed amount yet, you must go through this section to trigger the RMD questions. When you reach the screen asking Did you miss taking any RMDs?, select Yes and enter the amount you were supposed to take. TurboTax will then guide you through requesting a waiver and provide a space to enter your explanation for the IRS. If the software does not allow you to e-file Form 5329 without a current 1099-R, you must print and mail your return with the form and your written explanation attached.

The first page of your tax return PDF is the Filing instructions - that page will show the account and amount you have scheduled.   It normally takes the IRS a few days to take the  payment, but it is effective the date you scheduled it, and confirmed by your e-file acceptance receipt.      Each state has its own processing timelines, but the e-file acceptance is confirmation for both your federal and state(s) returns.  You can check your state's Department of Revenue page for more information.     See the IRS FAQ page   

Assuming you started distributions from your retirement account from another state after you permanently moved and established residency in a new state, you do not need to file a nonresident return for that income.    Under the Pension Source Act (4 U.S.C. § 114), states are banned from taxing retirement income for anyone who isn't a resident there anymore. Even if you earned that money while working in your old state, they lose the right to tax it the moment you officially move out.    

The bank information and the date selected for payment will be on the State Filing Instructions for your tax return and it will be on the State Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   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/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

You need to go back to My Info and edit your personal information. On the screen Let's check for some other situations check the box labeled Another taxpayer can claim me as a dependent on their tax return.   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

If you have already filed the 2025 tax return -   IRS website - https://www.irs.gov/payments/pay-taxes-by-electronic-funds-withdrawal   Once your return is accepted, information pertaining to your payment, such as account information, payment date, or amount, cannot be changed. If changes are needed, the only option is to cancel the payment and choose another payment method. Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date.

While you and your spouse each contributed $3,600 to a Roth IRA, which is below the individual limit of $7,000 for 2025, the IRS reduces how much you can put into a Roth IRA if your Modified Adjusted Gross Income (MAGI) is too high.   For 2025, if you are Married Filing Jointly, your ability to contribute to a Roth IRA begins to phase out once your (MAGI) hits $236,000, and it disappears completely once it hits $246,000.    For more information, please check out this TurboTax Help Article: What if I made an excess Roth IRA contribution because my income is too high? 

If you started your return in TurboTax Online, you can access that return from the desktop software, after installing it of course.   Or you can start a new return and transfer in last year's if you prefer.   After you get the software installed, you should see the Continue From TurboTax Online option.      If you use that option, you do have to ''sign in'' to access the return, but you can sign out afterwards.      A note >>   If you use the SEARCH 🔍 feature in the desktop software and you are signed in, you will be taken to the TurboTax online digital assistant.    But if you are ''signed-out'' - you will get a pop-up to sign-in which you can close to access the software's default SEARCH 🔍 feature without the digital assistant.  

Where does it say that?  Can you post a screen shot?  You can install the Desktop program on 5 computers you own.       Since you now have to log into an Intuit Account when you first install it, all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to install it again or install on another computer, even on the other operating system (Windows, Mac) you can download it again. And the download will have all the updates. Sign onto your account here to download the program and to get the license code https://accounts.intuit.com/app/account-manager/productsBilling/turbotax How to reinstall Turbo Tax on Windows https://ttlc.intuit.com/community/installing/help/reinstall-turbotax-windows/00/25989 After you get the program reinstalled the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW). Enter some basic information, then go to the state tab and download the state program. Then try to open your existing return, go to FILE - OPEN See this article on how to move your tax return to another computer……. https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128   What I would do is just copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.   You only need the tax return data file ending in .tax2024 to transfer into 2025. You don't need to install older programs unless you need to amend or you didn't save the pdf file.