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   In examining your return further, I notice there may have been some missing information you needed to complete.  The amount of $5217 is an amount that may have been calculated erroneously due to the limited information that was provided in the return. As I looked over your California return, there seemed to be some information missing.  Here is how I suggest proceeding with your return.   Delete your California and Colorado returns completely. I am suggesting you re-enter with a clean copy. If in TruboTax online, go to your state returns and delete. Once deleted, here is how I want you to proceed.   Begin with your CA non-resident return. Start to prepare it.   In the first screen, indicate that the child was a California non-resident for the entire year since he/she is there strictly for education. Continue through until you see the screen that says residency information. Here you will also say your child is a full-year non-resident. Don't put anything in for move in/move out dates for 2025. Now continue until you reach a screen that says Child with investment income It will then ask you to review the information on Federal Form 8615.  If it is correct, press continue. In the second screen after the review, you need to enter you (the parents) taxable income on their Ca Form 540 NR. If there is none, put 0. Now it will repeat asking the child's investment income and how much of it is taxable in Ca. If not taxable, put "0". Now with everything said and done, line 18 will drastically change because it now compares the tax computed in the line 17 Smart Tax worksheet line B with the amount on Line 6 and the difference will be recorded in line 18.     In examining your return further, I notice there may have been some missing information you needed to complete.  The amount of $5217 is an amount that may have been calculated erroneously due to the limited information that was provided in the return. As I looked over your California return, there seemed to be some information missing.  Here is how I suggest to proceed with your return.   Delete your California and Colorado returns completely. I am suggesting you re-enter with a clean copy. If in TruboTax online, go to your state returns and delete. Once deleted, here is how I want you to proceed.   Begin with your CA non-resident return. Start to prepare it.   In the first screen, indicate that the child was a California non-resident for the entire year since he/she is there strictly for education. Continue through until you see the screen that says residency information. Here you will also say your child is a full-year non-resident. Don't put anything in for move in/move out dates for 2025. Now, continue until you reach a screen that says Child with investment income It will then ask you to review the information on Federal Form 8615.  If it is correct, press continue. In the second screen after the review, you need to enter you (the parents) taxable income on their Ca Form 540 NR. If there is none, put 0. Now it will repeat asking the child's investment income and how much of it is taxable in Ca. If not taxable, put "0". Now with everything said and done, line 18 will drastically change because it now compares the tax computed in the line 17 Smart Tax worksheet line B with the amount on Line 6 and the difference will be recorded in line 18.    [ Edited 04/09/2026 I 3:16 PM PST]                

The wages and unadjusted basis of qualified business property (UBIA) would be included in your rental entries. It is likely that you don't have any wages, since you are dealing with a rental. You may have UBIA, however, since you likely have rental assets, such as the building and furniture and equipment. That would limit your deduction to 2.5% of the undepreciated value of your rental assets.    I suggest you look on the QBI component worksheet for Enterprise #1 as mentioned by @PatriciaV and see if you can enter UBIA for the rental property. It would be the cost of your assets less the depreciation taken on them. Also, you can only use an asset for UBIA purposes for ten years.    

Once you trigger the logic for a "missed" RMD, the program locks you into that workflow.  The most reliable way to reset this is to delete the Form 1099-R and re-enter it.   Open or continue your return. Under Federal tab, Click on Wages & Income. Find the IRA, 401(k), Pension Plan Withdrawals (1099-R) section, and Click on Edit/Add next to your 1099-R. On the summary screen, click the Trash Can (Delete) the form that is causing the issue... Confirm you want to delete it. Click Add a 1099-R and enter the information again. When you reach the RMD questions, simply answer "No" or "This was not an RMD". If the program thinks you missed an RMD, it may have generated Form 5329 (Additional Taxes on Qualified Plans).   Click on Tax Tools, then Click on Tools, and finally Click on Delete a form. Look for Form 5329, and Click Delete next to it. Return to the 1099-R section (the boxes should now be clear).

I installed Adobe Reader but when I try to print a tax form I get an error message. The message says that Turbo Tax could not print because it was not a supported file type or file has been damaged.  

Form 5695 is an IRS issue where their database does not accept QMID codes with "I or O," which should not be an issue for the clients. I feel TurboTax should have had an alert to notify clients when they used such a code. They should have provided a work around as IRS states for this issue. Also, that should be a simple programming issue to accept a set pattern of characters.

If the distribution is from the principal of the trust as opposed to an income distribution, it would not be taxable. Often the distribution from a trust is not taxable, rather it is used as a basis to calculate your share of income of the trust that is taxable to you. Your share of income from the trust that is taxable to you should be listed on the K-1 form you receive from the trust. You can ask the trustee more about the purpose of the distribution and whether it is taxable to you, but in and of itself it would not be taxable.

If your daughter had less than $5200 of income -- not counting any Social Security -- and you paid for over half her support in 2025, she can be a qualified dependent for whom you get the non-refundable $500 credit for other dependents and HOH filling status. Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.  

Yes, if you claim her as a dependent and she meets all the rules for a Qualifying Relative and you are either single or have not lived with your spouse for the list six months of the year.   To be a Qualifying Relative - 1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld. 2. The person either (a) must be related to you or (b) must live with you all year as a member of your household. 3. The person's gross income for the year must be less than $5,200 (social security does not count) in 2025 4. You must provide more than half of the person's total support for the year. 5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year. 6. The person must not file a joint return with their spouse with the following exception - You can claim a person as a dependent who files a joint return if that person and that person’s spouse file the joint return only to claim a refund of income tax withheld or estimated tax paid.

If this is the first time entering investments   Select Wages & Income Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report Did you have investment income in 2024? [Yes] A list of Financial Institutions will come up Enter a different way Five boxes will come up Select the Dividend Box - Continue How would you like to upload your 1099-B? Scroll down. Select [Type it myself] post your 1099-DIV If you entered a 1099-B previously Select Wages & Income Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report [Add/Edit] The screen will show previous entries Select a previously entered record or [+ Add investment]

@user17757492180 wrote: And this isn't some weird exotic option strategy. This is what a large number of people do on a regular basis. Exactly! Writing calls, particularly covered, is not really some rare and specialized activity. It's one of the most prevalent of strategies and TurboTax should accommodate these transactions without issue or obfuscation.

@Wookie78  so you are saying that for 2025 , May you visited on a visitor visa and then entered on Jun 29th. with work visa. If that is the totality of it  then your residency start date would/should be  1st legal day of presence -- 06/29/2025.  This would lead to the the following: (a) You file as Dual Status Filer  ( b) For the period 01/01/2025 through 06/28/2025 you file a form 1040-NR  ( TurboTax does not support this -- use SprinTax  / download the .pdf and fill in ) recognizing  ONLY US sourced /connected income. (c) For the period 06/29/2025 through 12/31/2025 you file form 1040 ( TurboTax supports this ) covering world income. (d) You mark the form 1040 with --"  DUAL STATUS FILER ", sign, date, attach the form 1040-NR ( signed / dated ) and mail the whole package to the IRS processing center for your area.   My ref. for this  ---   Residency starting and ending dates | Internal Revenue Service   Is there more I can do for you ?