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yesterday
@AnnHW , assuming you are legal representative of the decedent,
(a) his final tax return should cover the all incomes in his name for the calendar year 2025. While it is true that the estate cam...
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@AnnHW , assuming you are legal representative of the decedent,
(a) his final tax return should cover the all incomes in his name for the calendar year 2025. While it is true that the estate came into being post the passing of the decedent, the informational forms like 1099s will probably all have his SSN and so it is correct to include all these in his final return.
(b) sale of assets that are done by the Estate , with its own tax id ( EIN ) should be generally recognized in the tax return of the estate or sometimes passed / taxed at the inheritor level. Depends on the size of the estate and /or plans of the estate/ inheritors.
(c) you probably also have to file a form 1310, as the representative, to receive any tax refunds ( in the name of the decedent), unless there is a spouse involved. If there is a spouse, then he/she still can file MFJ
Is there more one of us can do for you ?
yesterday
Nope not there!!!
yesterday
No, the safer option is the accurate one. As an international student, you did have leases over 183 days in CT. Report all income to CT and claim a credit for the income also taxed by CA. The answer...
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No, the safer option is the accurate one. As an international student, you did have leases over 183 days in CT. Report all income to CT and claim a credit for the income also taxed by CA. The answers above by @MaryK4 explained well how CT will give you a credit for the CA tax and ends with @DaveF1006 and I agreeing with your original post - CT resident and CA nonresident. In addition, you get to claim the property tax credit on your car.
yesterday
I have previously tried all of your suggestions and they do not work. There is clearly a glitch in the software. I have deleted and reentered the data 3-4 times with no changes to the output. T...
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I have previously tried all of your suggestions and they do not work. There is clearly a glitch in the software. I have deleted and reentered the data 3-4 times with no changes to the output. There is only one home mortgage loan. There was no refinancing and there is no second loan. Going to “Forms” and checking the “No” box for the limitation allows us to itemize the interest expense but then we cannot file. We’re between a rock and a hard place. If the limitation box is checked “Yes”, we do not get to itemize the mortgage interest expense. If we check the box “No”, we cannot efiile and will have to paper file.
yesterday
@5757703094 If you are using the TurboTax online editions, you must sign onto the account with the exact User ID you used to create the account.
See this for how to view all of your TurboTax accoun...
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@5757703094 If you are using the TurboTax online editions, you must sign onto the account with the exact User ID you used to create the account.
See this 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/
yesterday
Looks like the bug is fixed after I update the desktop app this morning.
yesterday
Looks like the bug is fixed after I update the desktop app this morning.
yesterday
for your very last question, see instructions for Form 8606 (or Pub 590) https://www.irs.gov/pub/irs-pdf/i8606.pdf p3 - "For purposes of these instructions, a traditional IRA is any IRA that is...
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for your very last question, see instructions for Form 8606 (or Pub 590) https://www.irs.gov/pub/irs-pdf/i8606.pdf p3 - "For purposes of these instructions, a traditional IRA is any IRA that isn’t a Roth IRA." I don't think you will find mention of "Rollover IRA" in IRS instructions it's really just a brokerage label
yesterday
No, there is no such "use tax" on food that is consumed.
yesterday
My husband and I went on our honeymoon in March and obviously bought and ate food and groceries. Do I have to pay a "use tax" on this?
Topics:
yesterday
I am using Turbotax Desktop. I was a resident of Virginia until 11/02/2025, then moved to Texas and indicated all of this in my profile. My employer is located in MD. During my time residing in Virgi...
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I am using Turbotax Desktop. I was a resident of Virginia until 11/02/2025, then moved to Texas and indicated all of this in my profile. My employer is located in MD. During my time residing in Virginia, I am using the reciprocity agreement between Virginia and MD to file taxes to exempt from filing that income in Maryland. I need to file a Maryland Non-Resident tax form for one pay-period worked in Maryland for my employer while I was a resident in Texas. Turbotax only asks whether I resided in Texas for the whole year and automatically checks "No" on Form 505 to the question: "Were you a resident of another state for the entire year of 2025?" I would like to say Yes - i.e., Virginia. And never a resident of Maryland. But I cannot change this in the form or through the questionnaire.The form also indicates to add an explanation if "No" is checked; but I have no way to add a note. If someone knows how to fill these properly, please help. Thanks.
yesterday
Amy, Thank you for the detailed information and specific instructions! I was using the correct form and had marked it as non-resident. It turns out that the error is with TurboTax programming, which...
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Amy, Thank you for the detailed information and specific instructions! I was using the correct form and had marked it as non-resident. It turns out that the error is with TurboTax programming, which did not recognize a state pension as not taxable for a non resident. The day before AmyC posted her helpful response -- $0 income showing in col B, line 21 on OR 40 N -- I spoke with one of the tax preparers that volunteers for AARP's tax assistance service. He told me the same thing as Amy, but expressed frustration with TurboTax and what he called "sloppy programming." TurboTax, he said, must update its code to exclude pension from taxable income for non-residents. So, I am hopeful that TurboTax will fix the error and save others from having to sort out this particular issue. Thanks! - KR
yesterday
The only thing that an amendment would do is provide an explanation of the return of contribution. It would not change anything on your tax return as already modified by the IRS. The information th...
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The only thing that an amendment would do is provide an explanation of the return of contribution. It would not change anything on your tax return as already modified by the IRS. The information that Fidelity provides to the IRS, a 2026 Form 1099-R, is not quite sufficient in that with a loss there is no way to determine from that form exactly how much contribution was returned since it only will report the gross amount distributed to accomplish the return of about $1,000 of contribution. Your options are to file Form 1040-X to provide this explanation or simply wait and see if the IRS asks for an explanation. If you choose to file Form 1040-X, it's likely that it would be easiest to simply fill it out by hand.
yesterday
cannot access my 2025 tax forms after signing in
yesterday
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
...
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You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
Start a 2025 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0
You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
@DGV80
yesterday
No. If you did not live or physically work in Iowa you do not have to file an Iowa tax return. You pay tax to the state you live and/or work in---or in your case if you live and work in one of th...
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No. If you did not live or physically work in Iowa you do not have to file an Iowa tax return. You pay tax to the state you live and/or work in---or in your case if you live and work in one of the states with no state income tax, you will not need to file a state return. Your drivers license and car registration do not dictate where you file a tax return. However, if you intend to remain in your current state, you should comply with the laws in that state for getting a drivers license and registering your car in that state.
yesterday
Thanks for responding. It's been doing regular updates when I log in and I did check the manual update last night and it was not there. I'm not sure if it helps, but it doesn't remove the whole credi...
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Thanks for responding. It's been doing regular updates when I log in and I did check the manual update last night and it was not there. I'm not sure if it helps, but it doesn't remove the whole credit on restart, just most of it.
yesterday
If you cannot type in the fields via the Step-by-Step (EasyStep) interview, follow these steps to manually force the entry:
Enter Forms Mode: Click the Forms icon in the top right corner of ...
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If you cannot type in the fields via the Step-by-Step (EasyStep) interview, follow these steps to manually force the entry:
Enter Forms Mode: Click the Forms icon in the top right corner of the TurboTax window.
Locate the Statement: In the left-hand sidebar (the list of forms), look for "IRA Explanation" or "Recharacterization Statement." If you don't see it, look for Form 8606 (Titled "Nondeductible IRAs") for you or your spouse.
Find the Trigger: Often, the explanation statement is a "supporting worksheet" attached to the IRA Contribution Worksheet.
Perform the Override: * Click on the field you want to edit (e.g., Date of Recharacterization).
If it still won't let you type, go to the Edit menu at the very top of your Mac screen and select Override (or press Command + D).
The field will turn red, indicating you have manually entered the data.
Note: Overriding usually prevents you from e-filing in some software versions, but for "Explanation Statements" (which are text-based attachments), it typically does not trigger an e-file block.
Why is this happening?
There are two common reasons for this specific behavior on Mac:
The "Double-Click" Bug: On the Mac version, some text boxes require you to click once to select the field, then wait a second, then double-click to activate the cursor.
Worksheet Dependency: TurboTax often "locks" fields if it expects that data to be pulled from a different worksheet. For your spouse, it may not be allowing the date because the "Spouse's IRA Contribution Worksheet" hasn't been fully "initialized" by the software's logic yet.
A "Clean Slate" Workaround
If the override feels too messy, many users find success by:
Deleting the IRA entry entirely for the spouse.
Going to the Forms list and deleting the IRA Contribution Worksheet (Spouse) and Form 8606 (Spouse).
Returning to Step-by-Step and re-entering the contribution from scratch. Often, the second pass "unlocks" those stubborn text fields.
Requirements for the Statement
Just to ensure your manual entry is IRS-compliant, the IRS requires the following for a recharacterization statement:
The amount of the original contribution.
The date of the original contribution.
The amount transferred (the original $7,000 +/- earnings/losses).
A statement that you are electing to recharacterize the contribution.
Quick Tip: If the software remains truly "stuck," you can technically e-file without the statement and the IRS will rarely flag it as long as your Form 8606 correctly reflects the final status of the contribution—but it is always better to include the statement to avoid a "Request for Information" letter later.
yesterday
The Amend Return option is not available for 2021. As stated in my original post, I used this method for 2024, 2023, and 2022, but 2021 is not working.