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@likua01 , sorry for your loss. (a) When a decedent passes , his/her assets , generally get a step-up in value to the then current Fair Market Value ( FMV).  This is mostly done through a valuation or sale  within a shot period post the passing.   There are "ands", "ifs', and "buts" to this.  Also there are state impacts.  What this generally achieves is "no Tax " on inheritance  for most people  ( if the estate is large then of course there is estate taxes involved ). (b)  For your filing of the 1099-S ( assuming that each of the inheritors  received one  with his/her SSN and share of the proceeds), you  need to tell TurboTax that you acquired the property through inheritance.  It will then walk you through the rest of the filing.  You should end up little  or Nil taxable income out of this.  AS an example , say the house , at the time of the decedent's   passing was worth  $150,000. And the ownership is to be shared between two siblings.  Thus each of you have a basis in the property of  $75,000  ( for your half of the asset ).   Now, say you wait two years  and sell the house  for $200,000 after  all the commissions/ transfer taxes etc.  This means  that each of you should get a 1099-S for  $100,000.   Your net gain ( proceeds  LESS Basis ) is   100,000 less 75,000 = $25,000.   Does this make sense /   Is there more one of us can do for you ?

Have you seen this article?  Troubleshooting Mac https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/troubleshoot-turbotax-mac-updating-issues/L2QTZw9Xr_US_en_US Have you been able to update the program?   Quit Turbo Tax then relaunch it.   I would even turn off your Mac and reboot it after you quit Turbo Tax.   Have you tried reinstalling Home & Business? Since you now have to log into an Intuit Account all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to download to install it again or install on another computer, even on the other operating system (Windows, Mac).  And the download will always be up to date with all the updates.   Access your program downloads here Intuit Accounts - Sign In

OK, I filled in what I expect his salary including bonus to be, my pension, took a guess at interest and my planned Roth conversion.  Subtracted my catchup HSA, and used the itemized deduction worksheet to enter our SALT deduction (though the limit goes up in 2026).  How do I get it to calculate?

Here is some general information to know when you have inherited a house.     First, since it is inherited, you came to possess the house on the date of your mom's death.  That is the day you acquired it.  You would indicate on your return that it is inherited versus purchased.     Next, the fair market value of the house on the date of death is the amount used to determine whether it was sold at a gain or a loss.  In the case where a house is purchased and sold, this fair market value is the 'purchase price'.     You need to know whether your Form 1099-S represents only your share of the house proceeds, or if it includes the entire proceeds from the sale.  When you are working on your return you will only be reporting your share of the fair market value and the proceeds.  Just as an example, suppose the fair market value is $100,000 on the date of death and the property was sold for $120,000.  Also suppose that you have 3 sisters, so the property is split 4 ways.  You would report $25,000 as your cost basis (purchase price) and $30,000 as the proceeds from the sale.  This would mean you have a $5000 taxable capital gain.   Questions about the fair market value of the house should be answered by the estate executor.  Generally, an appraisal of the house would be ordered so that the fair market value could be determined.     When you start entering the information into TurboTax, use the following help article for guidance.  Note - do not select 'second home' for the investment type, select 'other' instead:   Where do I enter the sale of a second home, an inherited home, or land on my 2025 taxes?  

You can add MAX anytime before you file your return. Here's how to get MAX benefits before filing:   Open or continue your return. Select File. Select Start or Revisit next to Step 1: Review your order. Select Add MAX, then Add MAX and Continue.   When you sign up for MAX with Audit Defense, you become entitled to use the services of TaxAudit.com, which is a separate company from TurboTax. You should receive member benefits information at the time you join.   TurboTax® partner, TaxAudit, will take care of everything for as long as your return can be audited, including: Developing a plan of action Following up with the IRS Preparing IRS documents for you Representing you in all IRS meetings See the Membership Agreement for additional details.    In order to receive assistance, upon receipt of any communication from the IRS or State, you are responsible to perform or provide the following:   Promptly report your notice at https://secureintuit.taxaudit.com/login/login/r. Do not contact the IRS or State. To ensure effective service regarding your Audit, you must use your assigned TaxAudit Audit Representative(s) as your only contact with the IRS or State. If you do not contact TaxAudit within 15 days of the date of the first notice, additional charges may apply. If you wait too long, you will eliminate our ability to defend your case.   See this help article and this one for more information.    

To claim the contribution, go to: Charitable Contributions and enter the amounts you donated.   For 2025, the deduction is only available if you itemize your deductions. This makes sense if your total deductible expenses (like mortgage interest, property taxes, and charity) add up to more than the 2025 standard deduction, which is $15,750 for singles or $31,500 for married couples. 

It's unlikely you'll get a paper check. due to an EO, the IRS is only supposed to do direct deposit since about 9/2025. You'll likely get a letter from it asking for banking info where the joint check can be deposited.   Starting with the 2025 tax year, the IRS requires most taxpayers to provide direct deposit information for refunds, making electronic payments the primary method for receiving federal tax refunds. Overview of the Requirement The IRS, under Executive Order 14247, has phased out paper refund checks for most taxpayers beginning September 30, 2025. This initiative aims to improve security, reduce fraud, lower costs, and speed up refund processing. Direct deposit is now the standard method for receiving tax refunds, and taxpayers who do not provide valid banking information may experience delays or receive additional IRS notices.

I didn't see question on section 179 when I started entering Rental Property Info. Thats the first thing it asked for "Rental Properties and Royalties" in income section.   In the questions, As soon as you start section after entering address: Type of Property : Single Family Home Year first rented: 2025 Days Rented: 245 ( Personal Use: 0) Ownership : Now comes interesting part Trry1:     - select 50% and let TT handle calculation.      - No to 1099-NEC     - Enter Rental Info my self (not from Quicken or Quickbooks)      - Property not in disaster area.     - After that software just jumps back on the summary page.      - ( No Question on Tell Us About the Property)    Try2:   - select 100% and let TT handle calculation.    - Questions are same until Property Disaster area.    - Starts Asking me question about the Property .. Purchase Price etc.    With Try1, there were no question at all about the Property at all. and Try2 took me all the way to Land Value and Depreciation questions ( Which were not asked with Try1 at all) I did both try without changing anything else in the return and also with adding them as different properties.     

Lenovo is probably as good a choice as any.  Dell now offers pre-installed Ubuntu on many of their consumer models...   My new Dell 16 Plus laptop is AMD-based.  Unfortunately Dell did not offer pre-installed Ubuntu but they do offer it on the Intel-based versions of this model.  So I took a chance and clean-installed Ubuntu-based Zorin OS on this laptop and it works fine, including suspend/sleep and wake, Wi-Fi, multiple monitors, etc.   In fact a few days ago I received notice in the Ubuntu Software app that new firmware is available for the Dell Dock WD25 that I purchased along with the laptop.  This is before the updated firmware is even available on Dell's support pages for the dock(!).   dmesg shows some ACPI-related warnings and complaints about malformed BIOS entries (this is something that would normally be entirely hidden from Windows users) but Linux just works anyway.  I assume that Dell will eventually release further BIOS updates as they work through the AMD-specific hardware requirements.  In any case I don't regret getting the AMD model, it has a dedicated Neural Processor rated at 50 TOPS and I will be installing ollama to fiddle around with local/private AI queries.  😎   Edit/P.S. The Dell 16 Plus lineup has a user-serviceable/replaceable battery and SSD, but my laptop case is solid with no hints that it opens up (other than the screws on the bottom).  So mfgr's may finally be getting the word that we don't want to continue tossing good hardware onto the trash heap...

@gbkbluebonnet  TT Free is a specific program and must be accessed directly, do not confuse the paid program with the Free edition.  During Interview you cannot upgrade or it will no longer be free.  TT will prompt you to upgrade if you return is more complex. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+) Taxable qualified retirement plan distributions Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules   You can also file free direct to IRS if income is under $79k. https://apps.irs.gov/app/freefile