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that number you give us to SBTPG bank does not work our phone number or Social Security number. All our information is not in our system. There’s no way to put our information in their system to even check on thousands of dollars this bank is holding front broke citizens because we gotta work for the illegals to live good off of fraud in us 

Since he died in 2025, you would need to file a final tax return Form 1040 for 2025 to include income up until the date he died. Any income earned after the date of death would be reported on an estate tax return Form 1041. You only need to file the estate tax return if the estate income was over $600 in 2025.    The required minimum distribution will not create a problem as long as it is distributed to the proper owner before December 31 of the year of death, which it appears was the case with you. It should be reported on the tax return of the individual or entity that received it, which it appears is the trust in this case, so that would mean it would be reported on Form 1041.   @kurtpatent    

Are using the exact same User ID you used to create the 2024 account last year? You may have multiple User ID's.  See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   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/

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     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 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.  

I have called TurboTax three different times speaking into agents. I’m telling me the checks in the mail and they tell me that they’re software couldn’t figure out that a double copied my account number to my route number so they were gonna send a check two weeks ago and then give me the phone number to SBTPG bank that don’t exist every contact number. You call for them gives you an automated system that has no record of your information, but they have thousands of your dollars in possession of your money going on three weeks with no response. I’ve been with TurboTax for five years and every year there’s always an issue where TurboTax messes up on my taxes and then I gotta physically go to the IRS to fix them myself. This will be the last year I waste $300 using TurboTax service

LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm       Live expert help with desktop software   https://ttlc.intuit.com/turbotax-support/en-us/help-article/experts-advice/turbotax-desktop-live-tax-advice/L2nvxpA4W_US_en_US?uid=m5leh972  

Report the sales information only once but retain both forms should a tax authority have a question about the form at a later time.   In TurboTax Online Premium, you may enter the IRS form 8949 by following these steps:         Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue. At the screen Which bank or brokerage is on your XXX, enter the information. Click Continue. Do these sales include any employee stock, click No. Do you have more than three sales on your XXX, click No. Do these sales include any other types of investments, click No. Did you buy every investment listed on your XXX, click Yes.  Click Continue. At the screen Now, choose how to enter your sales, select One by one.  Click Continue. At the screen Look for your sales on your XXX, click Continue. At the screen Now enter one sales total on this XXX, enter information. Click Continue. Repeat as necessary by clicking Add another sale.  Click Continue. The sale(s) will be reported on Schedule D Capital Gains and Losses.  

Yes, as DoninGa mentions above, you can file now and schedule a federal payment of your tax in the future but prior to April 15. TurboTax Desktop will ask you for the date during the final stages of filing your return. When you get to the payment options (the File tab of TurboTax Desktop), you will be able to select to pay via electronic withdrawal and the date.  How do I change my IRS payment date? Please return to Community if you have any additional information or questions and we would be happy to help.

The development team is aware of this experience and is working on a fix. In the meantime, you can sign up here for updates: Why am I unable to enter my 1099-Q Rollover Information?   @user17712776278  @JFW3  @gjoly 

@kadeni wrote: Had I known I would have not purchased Turbo Tax. I now have to maintain my own spreadsheet for these items. it was so much easier to select the item from the list. Purchasing any other DIY tax prep program would not have made any difference as none of them include a tool exactly like ItsDeductible.   If your spreadsheet can generate a CSV file, future iterations of TurboTax should be able to import that file.

I took another trip through the Turbotax support and spoke to someone who got this from another support person.  She emailed it to me.  -----   This issue arises because TurboTax incorrectly sums the total property tax on multiple Form 8829s instead of only applying the allocated business percentage, causing the combined, incorrectly calculated total to exceed the $40,000 State and Local Tax (SALT) cap.  The root of the problem: Each Form 8829 for a home office requires 100% of the total home property taxes to be entered in the "Indirect Expenses" column, which TurboTax then erroneously multiplies by the number of businesses, rather than properly prorating the expense. Here are the workarounds to fix this error:   Solution 1: Prorate Property Tax Manually (Most Reliable)  Instead of entering the full property tax amount for both, split the total tax between the two Schedule C businesses.  Form 8829 - Business 1: Enter 50% of your total property taxes. Form 8829 - Business 2: Enter the remaining 50% of your total property taxes. Check the Box: Ensure you check the box that says "Real estate taxes entered here were already entered on another home office".    Solution 2: Enter as "Excess" Real Estate Taxes  If the above method still triggers an error, you can enter the portion of taxes that should be allocated to the home office as "Excess real estate taxes" on the form.  On the Form 8829 (in Forms Mode), find the line for indirect real estate taxes. Move the amount that is being wrongly calculated as a total deduction into the "Excess real estate taxes" field. The part about 50 percent is the problem   Solution 3: Use "Forms Mode" to Bypass  If you are using the Desktop version, you can manually override the calculation:  Go to Forms Mode. Open Form 8829. Check the "Line 8 Calculation Smart Worksheet" and ensure your percentage of business use of the home office is correctly entered (e.g., if you spend all your time there, it should be 100%). If the total tax is still erroneously high, manually edit the indirect tax line to reflect only the proper percentage allocated to each business.  Important Notes Do Not Enter Twice: Make sure you do not enter the full property tax in the "Deductions and Credits" > "Property Tax" section and again in the Home Office section. The home office portion should be handled only within the Home Office/Form 8829 section. E-File vs. Paper: If TurboTax continues to show an error but the numbers on your Forms 8829 and Schedule A (Itemized Deductions) are actually correct, you may still be able to e-file. If these methods do not work, it is recommended to delete both Form 8829 entries and re-enter them carefully using Solution 1.

Most efiled returns take 21 days to process. Usually when there's an issue with your refund or the IRS is requesting more information.  When you look up your refund online, it'll have a notice or more information about it.  This page gets updated every 24 hours.  You can visit the following IRS links for more information:   Refunds   Why it may take longer than 21 days for some taxpayers to receive their federal refund  

TurboTax has no control over IRS or State refund payments.   To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return Things that can delay a refund:

The error "flag" that "Box 14 can't be bigger than Box 1" may have been caused by residual data or a mapping glitch while importing your 1099-R.   Typical issues may be:: There may be hidden fractional cents (e.g., $58.007) during import that are triggering a mathematical "greater than"  flag. Multiple lines for Box 14 (perhaps for two different states), may have been added together incorrectly or fails to compere the total against Box 1. Occasionally, the "Total State Distribution" (often associated with Box 14/16) gets swapped or doubled during the import process from your financial institution. You can try these options to fix the issue: Click into Box 1, delete the amount, and manually type it back in. Do the same for Box 14. If Box 16 was imported as $0 or left blank, the program may be comparing Box 14 to Box 16 instead of Box 1.  Make dure that Box 16 matches the amount in Box 1. If the manual overwrite fails, the "hidden" data was likely corrupted (when it was transmitted by your financial institution).   Delete the 1099-R entirely from the "Income & Expenses" summary, and then Manually type it in rather than importing.