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Yes, you will use that Employer Identification Number (EIN), but it depends on which tax return you are filing. When someone passes away, their taxes are handled as two separate filings: an individual 1040 return and a separate trust return.   When you file an individual 1040, you will use her Social Security number and not her EIN. In addition, you need to file a trust return.  This is filed on a 1041 return and this is the return you will report her EIN.  What happens is that you will first prepare the 1041 return, which includes the EIN. Once this is prepared, a K-1 will be issued and this will be reported on her personal 1040 return.   TurboTax has a business product you can purchase that handles 1041 Trust returns. Since this requires filing a 1041 and a 1040 return, these are two different tax returns that need to be filed. I just wanted to make this clear.    I am sorry for your loss!! Please reach back if you have additional questions!!            

A Flexible Spending Account (FSA) can be used for various qualified expenses, including medical and dependent care, but specifically for child or dependent care expenses, you likely had a Dependent Care Account (DCA) or Dependent Care Flexible Spending Account (DCFSA). The difference: An FSA generally refers to health-related expenses. A Dependent Care Account or Dependent Care FSA is specifically for child or dependent care costs like daycare, preschool, and before/after school care. If you had funds set aside to pay for child or dependent care, it is typically a Dependent Care Account, even though it might be called an FSA by employers. For the question about paying for child or dependent care, select that you had a Dependent Care Account or Dependent Care FSA.

When you move and split your home office deduction between two homes, you must allocate expenses to each home separately based on business use. For your old home, if you claimed depreciation as part of your home office deduction using the regular method, this may trigger Alternative Minimum Tax (AMT) adjustments because depreciation taken reduces your home's basis and can lead to AMT preferences. If you used the simplified method for the old home office, depreciation is treated as zero, so there are usually no AMT implications. To figure the AMT impact for the old home office, you may need to consider the depreciation claimed and consult the depreciation recapture rules for business use of your home. This involves calculating the difference between allowed depreciation and the depreciation allowed for AMT purposes. This is a complex area, and AMT is computed separately. Ensure you enter your home office expenses, including depreciation for the old home, accurately in TurboTax so it can compute any AMT adjustments automatically.

When your state ID number is missing, you can typically use the Federal Employer Identification Number (EIN) found in Box b.    Keep in mind that for income tax filing purposes, what really matters are your Social Security Number,  your federal Employer’s ID number and the correct information on your W-2.   If there's any issue with Box 15 that prevents e-filing your return, you can try leaving that box ‌blank.    If this still doesn't work, then either try using your Federal EIN in box 15, or enter ‌a random value. This will allow you to bypass the issue.  

did you resolve this, if this didn't work for CA a lot of people would be complaining here.  There's a similar thread here   https://ttlc.intuit.com/community/taxes/discussion/re-box-3-of-1099-int/01/3884885#M1444889   @VolvoGirl 

If you mean you want to upgrade to Prmier in the Online version of TurboTax, follow these steps.   Log into TurboTax. Click My Home (Top left) Select Personal Info and Continue This will bring up a full menu on the Left side.. On that left menu,  Scroll down to Switch Products Click the down arrow You can  Upgrade Downgrade or Clear and start over. Select what you want to do.

Thank you for providing your token number and diagnostic file.  I did not see anything in the file that would be causing the field for entering the personal HSA contributions to not come up as you go through the HSA section of your return.  When diagnostic files are looked at, the desktop version of TurboTax is used.  Those versions of the program do seem to have a problem with the HSA contribution input screen, but the data can be entered directly on the tax form without an issue.     You can consider either trying to Clear and Start Over with your TurboTax Online return since the current online version appears to give the input screen when I test it.     Or, you can retain the tax data file that you have started and transfer it to a desktop version of the program where the HSA contribution can be entered directly on the tax form.  You would need to purchase the desktop version of the program and download it to your computer.     Here are the steps for entering your personal HSA contribution using a desktop version of TurboTax:   Click Forms in the upper right corner. Find and click Form 8889-T in the list of forms down the left side of the screen.  (Form 8889-S for a spouse, if applicable) Type the amount of your personal HSA contribution in box A of the Line 2 Smart Worksheet near the top of the form.  This is not an override, it is simply an entry of data.  So, it will not impede electronic filing of your return. Click Step-by-Step at the top right corner to go back to the input screens and continue your return.   Take a look at the following TurboTax help article to learn more about how to transfer from using TurboTax Online to TurboTax desktop:   How do I switch from TurboTax Online to TurboTax Desktop?   @gauravj116   

Hi there -   Piggy backing on this as I have a similar question. I need to amend for 2023 and 2024, I originally filed via TurboTax online but have now also downloaded the Desktop versions just to be safe.   When I open the .tax file for prior year in the desktop version and make the changes, it only seems to be creating another full filing with the updated data, not actually providing a 1040-X form.   How can I ensure I get a 1040-X form created? Is this something I have to do manually instead? And can you confirm if I am able to submit via eFile or it has to be printed and mailed?   Thanks

@deeptoaster    Yep..you may have to start over...if you haven't already.   1)  Little chance there will be any software updates to fix that.   They turn off updates ~1 or 2 weeks before tax day....because a gazillion people are trying to file at the last minute...and a broken update would cause mass chaos....tooo risky to attempt unless there is already a dire-problem bug.   2)  If you do restart  DO NOT attempt to upload the PDF.  That has caused some pretty bad problems for some folks, and I recommend against doing so every chance I get.  On the page where it allows you to upload the PDF..DON'T DO IT.....look for the text lower down to "Type it in myself".  Then just copy your W-2 data in manually.   Could have saved yourself days of frustration...but water under the bridge at this point. __________ Other: 3)  the software does not "Save" the PDF of the W-2 with your file, it just attempts to read it.  "Attempts" being the operative word.   Some people that had state wages put into a withholding box would disagree that the operation works anywhere near being flawless.   Others have had problems with other boxes being scrambled too.   Maybe in 5 years or so, I might be tempted to try it...but for now, typing in manually works really well and only takes a very few minutes.   NO to PDF uploads...NO to picture uploads for at least a few more years .    

if you're referring to the AMD on a Treasury Note reported in Box 1f on 1099-B there is general ambiguity about the state taxability for AMD as it's not interest paid directly by the US Gov, it depends on how the state tax codes are written and interpreted, or litigated in the courts (e.g. NC litigated explicitly that it's taxable).   Turbotax generally doesn't treat it as state exempt and the state programs are all slightly different how they handle adjustments/workarounds if you consider it exempt for your state.   The main workaround is usually to enter it as a manually/miscellenaeous subtraction from Federal income on your state return, tho some states vary in their handling of this (e.g. in NY it precludes e-file).  You could also possibly include it as US Gov Obligation $ on a 1099-DIV which does not affect your Schedule B reporting.   There's a lot of threads on this, here's one for NJ https://ttlc.intuit.com/community/state-taxes/discussion/re-accrued-market-discount-on-us-treasuries-for-nj-tax/01/3885778#M189374   Treasury Bills specifically are usually reported on 1099-INT Box 3 but brokers may vary how they handle it on 1099B I think.  Bills are specific zero coupon issues less than 12 months to maturity which are explicitly excluded from "market discount bond" rules and the income is regarded as "interest" - see Pub 550 for more details. https://www.irs.gov/pub/irs-pdf/p550.pdf