All Posts

Contact the executor as soon as practicable.   If the estate sold the home, the estate would either pay any tax due on the transaction or pass the gain/loss on to you via a K-1.   If your wife sold the home, you would enter the sale under Investment Income as the sale of a stock, bond, mutual fund, etc. Choose "Other" and then select second home from the dropdown.   You mentioned your wife did not receive a K-1 but did she receive a 1099-S?

For a referral bonus you should have received a 1099-MISC which reports income that is not self-employment income.  A 1099-NEC reports self-employment income.  That's the major difference.     In your case when you enter the 1099-NEC income you can check the box at the beginning that says "Hobby".  That will allow you to enter the amount on the 1099-NEC as income but not tax it as self-employment income, just as though it had been properly reported on a 1099-MISC.

You enter the loss in the Deductions and Credits section, then Other Deductions and Credits, then Casualties and Thefts. On the Event Details screen, enter a description for the event and indicate it is for personal property. On the next two screens choose the appropriate federally declared disaster and enter the FEMA number. On the screen that says Summary of Lost/Damaged Property or asset, enter the information requested to include the property cost and fair market value before and after the casualty.    To be immune from the 10% of adjusted gross income deduction, the loss would have to be associated with a "qualified disaster", which is described in this excerpt from IRS publication 547.  

You are entitled to contribute 100% of your earned income, up to $7,000, into your Roth IRA for 2025.  Since you put in more than that amount, you are required to withdraw the excess contribution amount, plus earnings from Vanguard.  You should contact Vanguard to straighten this.  The excess earnings is reportable in your 2025 tax return.  Vanguard should know what to do and issue corrected 1099.   The proper transaction is to withdraw $5,500 ($7,000 limit - earned income of $1,500) plus earnings from your Roth IRA.

In the Arizona interview, after the section that asks about all sorts of adjustments to income, you will see a screen with the title "Other Adjustments".  Other adjustments may be necessary. For example, you must add-back related to income that Arizona does not tax..."  Here add your $168 add-back for the reimbursement. Note that this will be reported only on your state return, not on the federal.   See AZ instructions for 140 page 14:   D. Items Previously Deducted for Arizona Purposes Arizona statutes prohibit a taxpayer from deducting items more than once. If your Arizona taxable income includes items previously deducted for Arizona purposes, you must add such amounts to your Arizona gross income.

If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps:    If you filed using TurboTax Online, the Electronic Filing Instructions page will give that info.   Here's how to view the PDF copy: Sign in to TurboTax and open your return. On the Tax Home screen, scroll to Your tax returns & documents and select Add a State (don't worry, you're not actually adding a state, this just gets you into the right area) to access your tax forms and worksheets. In the menu, select Tax Tools, then Print Center. On the TurboTax Print Center screen, select Print, save or preview this year’s return. On the next TurboTax Print Center screen, select 2025 Federal return and Include government and TurboTax worksheets, then select View or print forms. The information will be on the first page, Electronic Filing Instructions, for your 2025 Federal Tax Return, next to Balance Due/Refund. TurboTax CD/Download  Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.   In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar. Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code. These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage. This question is also asking about 2025, not 2026. So if you are covered by Medicare in 2026, this check box does not apply to you. Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025. Check the box that says ‘I had different plan types at different times of the year’, then click Continue.  On the next page, select the type of coverage for each month of the year according to your situation. (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.