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Yikes!  Thanks for the heads up.  During a support call today,  the TT product support specialist, Andrea, menioned that Audit Defense was good for the duration the tax return could be audited by the IRA. This is consistent with the philosphy of keeping your documents and paper work for a minimum of  7 years.   However, the Audit Defense popup a few minutes ago stated Audit Defense "Covers your return through the next year's April tax deadline".   One year is a lot shorter than seven years.      I have purchased Audit Defense in the previous years.  I alway thought I purchased coverage. for 7 years.   At the moment, I don't know what TT sold me.  I am beginning to wonder about TT's transparency on their products. Dan  

The value of the stock that you donated is the average of the high and low market prices on the day you made the donation. There are several websites where you can look up historical stock prices. Here are a few sites you can try. https://www.marketwatch.com/investing/stock/intu/download-data?mod=mw_quote_tab https://finance.yahoo.com/quote/INTU/history/ https://www.macrotrends.net/stocks/charts/INTU/intuit/stock-price-history  

It doesn't matter whether or not you touched the funds, the basis is still the fair market value of the shares owned on the date of your mother's passing in 2023.    Any shares that were acquired, in any manner, after that date have a new basis, which would be the value (purchase price or otherwise) on the date they were acquired.   So, you need to keep records of the FMV of the shares owned as of the date of your mother's passing and also the shares acquired (purchased and reinvested) after that date. Also, any shares that have not been held for longer than 1 year are short-term. 

If the legal fees are a business related expense, enter them under the "Legal and Professional" expense line item within the expense section.  TurboTax shouldn't give you any issues by entering it that way.

This is usually a PDF viewer issue, try the following to troubleshoot your issue:   Try using a different browser. Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file Disable “Print in grayscale/black only” if the PDF is white text on dark background Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows). Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler” Let us know if these do not correct your issue. @rlenfant 

Thank You, yeah, they never seem to give us all the info, which is crazy since they hire these big Tax firms to send us what little we get.  Per your comment regarding the 3922, I did not receive one.  Since my company is based in the UK, I did answer the questions around foreign investments and I marked Yes.  It then walked me through those questions and it said I didn't need to file a form 8938 since the amount was below the threshold, but i did end up hitting the NIIT threshold and TT filled out the 8960.

To pay the discounted TurboTax price before the 3/31 deadline, you can go to the File section of your online return and pay your filing fees before midnight PST on 3/31. You do not have to e-file your  tax return to lock in this price. You just have to  pay the filing fees.

Possibly.  Here's the criteria for your rental income to be considered an active activity:   Ownership Interest: You (and your spouse) must own at least 10% of the value of the property. Management Decisions: You must make "significant and bona fide" decisions, such as approving new tenants, deciding on rental terms, or approving repairs. Limitations: This status doesn't apply to limited partners. Documentation: Active participation is generally assumed for self-managed properties, but you should document your decisions and activities if you have property managers under contract.

We do not identify forms by the OMB number (and there can be more than one form with the same OMB number). What you are probably looking at is a Form W-2. It should say "W-2" somewhere on the form, often in large type. Your AGI is not on your W-2. You AGI is on line 11 of your Form 1040 or 1040-SR. If you are looking for your 2024 AGI see the reply from xmasbaby0 above.  

If you are self-employed as a child care provider, you would enter the amount you earned under self-employment income in TurboTax. See this help article for tips to enter different types of income.   If you have business expenses to deduct, you may need to upgrade your program if you are not using Premium. TurboTax will prompt you to upgrade if that is the case.   See this tax tips article for more information about paying taxes as a sole proprietor.  

If you filed your prior year with TurboTax, the passive loss will carry over automatically.  If you didn't file with TurboTax last year, follow these steps to enter your passive loss carryover from previous years:   1. Go to the Federal section. 2. Select Wages & Income. 3. Scroll down to the Rental Properties and Royalties (Schedule E) section. Or if the passive loss is from a K-1 from a partnership or S-corp, go to the Schedule K-1 section. 4. Select Start or Revisit to enter your rental properties. 5. When asked about losses, TurboTax will guide you to enter any passive losses carried forward from previous years.

Your AGI is on line 11 of your 2024 Form 1040.   That is what you are going to need in order to e-file 2025.   Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.  

If you decide to use online for a business for which you need to prepare a Schedule C, you will need online Premium.  There is an "expert assist" version of Premium and also a Full Service version of Premium.     LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/  

Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.