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Thank you for your insights. Although I did not save the file yet, attempted from 2024 return with amend option: 1. Federal Taxes > Deductions&credits > Retirement and Investments> Traditional and Roth IRA contributions (current $0): Traditional IRA: $7k Transferred amount to Roth IRA: 7000.85 Switched or recharacterized: no, Prior years: none IRA deduction: $0 Now Traditional and Roth IRA contributions show 7000. ------------------------------------- Now I checked and 8606 form generated, however, when I proceeded further, I do not see option to enter $21 interest. 8606 form show Line1 and Line3 entry (total 7000- as nothing from previous years). How to add the small amount of taxable income that is sitting in Trad IRA?    

@cher52 wrote: .....should I include all 1099's (ein and ssn) on the 2025 1041... Yes, the income belongs to the estate. It was either earned by the estate or is IRD.   See https://www.irs.gov/publications/p559#en_US_2024_publink100099582

I agree. However, I'm not going to store my SSN, tax return or other PII on the web. It makes it much too easy for hackers. I can't control what other companies do with my info (health insurance companies, providers, etc.), but I can control what I personally do. For the same reason, I don't do any financial business on my smartphone, everything is done on a wired desktop machine.

2025 so you don't have to file a 2026 return. however. do you have an S-Corp or an LLC that elected S-Corp taxation. for a real corporation you're supposed to file corporate articles of dissolution in the state where it was formed. something similar is required for an LLC but what depends on the state.  some taxpayers take a shortcut by not doing anything. usually under state law failure to carry out required filings - annual report/filing franchise taxes, etc (other than income taxes) results in the state dissolving the entity after a period of years of non-filing. I can't tell you what the consequences are of letting the state do it 

 You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2025  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Why do you need to file an amended return? Moving $285 from line 8a to line 8b on Schedule A is not going to make any difference in your tax. Did you get an IRS notice about the amount of mortgage interest that you claimed on your 2024 tax return? If you did not get a notice, I would not bother to file an amended return. If you did get an IRS notice, does the notice say that you should prepare an amended return? Follow the instructions in the notice for how to respond. Don't file an amended return unless the notice says to do that. If it does say to prepare an amended return, follow the instructions in the notice for where to send the amended return. Do not send it to the address that TurboTax gives you. If you do have to prepare an amended return, there is no way to enter an amount on line 8b in the Step-by-Step interview (except for a seller-financed loan, which does not seem to be your situation). You have to make the entry in forms mode. After you start the amended return, first correct the line 8a amount in Step-by-Step mode. Go back to where you entered the Form 1098 and correct it so that it shows only the amount that is actually on the 1098. Remove the $285.21. If you entered a separate 1098 for the $285.21, even though you didn't actually get a 1098, delete that 1098. Then switch to forms mode, open Schedule A, and enter $285 directly on line 8b. (The amount is rounded to whole dollars.) Do not use the Home Mortgage Interest Worksheet.   If you have further questions, please proofread and spell-check your message before you post it.  

Do you need proof you filed?  If you efiled, In the PDF of your TurboTax return, the last page of the federal return should be an "electronic postmark" that shows your name, Social Security number, the date and time that you e-filed the return, and the date that the IRS accepted it.   Check the efile status.  When you efile you get back 2 emails.  The first email only confirms the transmission.  The second email says if the IRS (or state) Accepted or Rejected your efile.  And check your spam folder for them.   When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc.  What does it say?

@VeryLongSigh... not sure anyone is totally safe. consider all the fortune 500 companies that have been hacked including defense contractors.  I think even one of the major credit monitoring companies was hacked. Even the IRS got hacked by a independent contractor they were using - DJT's return. 

Thank you. Yea I had found that article and was the most influential of those I was referring to "...most responses on internet search would lean towards Capital expense (depreciate)...." and was why I noted purchase date. Your response is helpful in knowing I'd like have problems categorizing as current expense. Waiting for my roofers response. Still thinking if materials fell in that 8500 range,SHFST might come in play. A little late in the year for this scramble, I know. Thanks!