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Thanks for confirming that IRS process just checks for QMID code from any legitimate HVAC company. Since the Daikon code caused my return to be rejected on four times, I changed to the Trane code (B8T9) and on the fifth try, IRS accepted the return. 

$31,115 is more than $31,000.  How did he contribute that much to a Roth 401k?  401k contributions can only be made by payroll deduction and the employer should have blocked him from going over.   Also, make sure you not entering the contributions in the IRA section.  403b contributions are reported on the W-2 and are automatically captured by the IRS.  Do not enter them again later in the IRA section.  A 401k plan is NOT an IRA--they are controlled by different sections of the law and some of the rules are different, even though they have a similar purpose.   

The general rule is that you can deduct medical costs, but not costs for room and board, laundry service, and so on.  The facility should be able to provide a breakdown of what portion of the fees counts as medical costs.   You can deduct the entire cost of assisted living if the person meets 3 tests. 1. They are permanently disabled, or have a cognitive impairment that means they would be a danger to themselves or others if left alone. 2. They require assistance with 2 or more activities of daily living (ADLs are eating, dressing, transferring, bathing, toileting, and managing incontinence.) 3. Their care is provided according to a written care plan that is written by a qualified medical professional and is reviewed and updated at least once a year.   If you don't have a written care plan, then only the medical costs are deductible.  If you get a written care plan, you can deduct all the assisted living costs going forward. 

Baltimore City and Baltimore County are two different tax jurisdictions (Baltimore City is not part of Baltimore county as many other major cities are).  The form clearly states to leave blank if you are a resident of Baltimore city.  The software needs to be fixed.  Please escalate.

sorry PDF's and CSVs cannot be imported at this time. CSV's may come later but there is no definitive date.   you do not have to enter details. you can enter summary totals by Form 8949 codes A, B, C, D, E, F, X mark them with code M then you need to mail the 1099-B with Form 8453 following the forms instructions.  using code M should generate the 8453   

Follow these steps: Open to your IN return Continue through past income and deductions continue to A few things before we wrap up your state taxes Locate Other Forms Select edit/ update/ revisit next to Estimated Taxes for Next Year Yes continue through A couple of things:  IN state tax rate drops to 2.95% for 2026 which will also reduce your needed payment You don't actually need the TurboTax vouchers to pay. You can go directly to the Indiana INTIME website and make a "Non-bill payment." You can choose exactly how much you want to pay for each 2026 quarter without relying on the software's calculation.

Thank you for your help.  But I think I'm ok now.  I'm not sure what it was but I stared at what you wrote and tried to think things through....I did NOT go step by step through the state questions and that's what was bothering me.   I was thinking there had to be something I missed in moving on from Federal.  So I took it slowly again.....and decided to try things a different way.....and it took me through the step by step process which is what I wanted....and what  you were pointing out in your question to me.......  It must have been my mistake from the beginning.  But this time it worked....and when I went to the review steps.....it took me through that which I didn't get before......    So....thank you for making me stop and think.    I can't even explain what it was about your answer that stopped me in my tracks.....but it did. if you hadn't answered, I would have just taken the chance by sending in my return, and I wasn't happy about that.  So thank you, even though neither of us know what it was that you said.  I guess my dumb mind was trying to do what I thought was right....and it wasn't.  Probaby the easiest  help you've given this whole season, right?

Yes, here is how to enter into your trust return (Form 1041)   Go to Federal Taxes Interest and Dividends Dividend income from 1099 DIV (enter here even if you did not receive a 1099 DIV Record the information on the form. make sure you put the foreign tax paid in Box 7 on the form Be sure to answer the followup questions about the foreign dividend received if this was strictly a foreign dividend.  Once this information is reported, a Form 1116 is generated in your list of forms that report the eligible Foreign Tax Credit.

When you receive a 1099-NEC, you are considered a contractor and not an employee of the organization who issued the 1099-NEC.  When you have income as a contractor, you are considered "self-employed" and you will file a Schedule C Profit and Loss from Business on your tax return.   You are expected to report all your income on the Schedule C, even if it is not reported on a tax form to the IRS - cash and check receipts for your contract work will be part of your self-employed income.   As a self-employed individual, you are allowed (and expected to) report the expenses of your contract work on your tax return.  Examples of expenses you can claim:   Vehicle expenses for work as a delivery driver or Uber or Lyft driver Tools you purchase for your work as a handyman, carpenter or other trades person Supplies you purchase for your work   It's important to make sure that you claim all legitimate expenses related to your self-employed work as that will help reduce your income subject to income and self-employment tax (which is Social Security and Medicare tax that you will pay on the profit of your self-employment).  It's equally important to retain receipts, travel logs, bank statements, etc. that will support the income and deductions from your self-employment work.   To get started on your Schedule C in TurboTax, you can click on the Business tab in TurboTax desktop and click Start on Profit or Loss from Business.  In online TurboTax, click on Start for Self-employment income and expenses.   More information is found at Self-employment Taxes in Today's Gig Economy.