Has anyone used the "Pass-Through Entity" section in the Business Income area of TurboTax? I had similar issues last year and discovered that's where limited partnership entries need to be made, not in the regular Schedule E rental property section.

I had this exact same problem last year! The issue is that TurboTax has a confusing interface for partnership losses. You need to enter your K-1 information through the "Business Income" section, not the main Schedule E section that most people try to use first. Go to Federal > Income > Business Income > Partnership/S-Corp (K-1). Enter all the information from your K-1s there, including the passive loss amounts from Box 2 or Box 3. TurboTax will automatically flow these to the correct lines on Schedule E once you complete the K-1 entry process. Also, make sure you're not missing the "Passive Activity Loss" section if your losses exceed your passive income - TurboTax sometimes requires you to fill out additional forms for passive loss carryovers, and this isn't always obvious in the main workflow.

Has anyone tried claiming this type of deduction using TurboTax or H&R Block software? Do they handle these specialized medical deductions correctly?

I've been through this exact situation with my daughter's accessible van purchase two years ago. Here's what I learned: You can deduct the modifications AND the price difference between a standard vehicle and the specialized one, but you need solid documentation. The key is getting a letter from your son's doctor stating that the van modifications are medically necessary for his condition. Be specific - if he needs a lowered floor, wheelchair ramp, or higher roof clearance, make sure the doctor mentions these exact features in the letter. Also, keep detailed receipts separating the base van cost from the modification costs. The dealership should be able to provide this breakdown. One thing that surprised me was that we could also deduct some of the higher insurance costs for the specialized vehicle. Don't forget that you'll need to itemize deductions to claim this, and it only helps if your total medical expenses exceed 7.5% of your AGI. Given that you're withdrawing from your 401k, that withdrawal will increase your AGI, which might affect how much of the medical expenses you can actually deduct. You might want to consider timing the withdrawal and purchase strategically across tax years if possible. The whole process was worth it though - we saved about $4,000 in taxes and my daughter finally has the independence she deserves.

Navy Fed member here. I've tracked my deposits over the last three years. Here's what happens: 1) IRS assigns your DDD on transcript with code 846. 2) IRS initiates ACH transfer 1-2 days before DDD. 3) Navy Fed posts it as soon as they receive it, not on the official date. 4) Most people see it 1-2 days early, but not always. Drives me crazy when people say they always get it early because it's not guaranteed!

Navy Fed member for 3 years here! Can confirm they do release early sometimes, but like @Anastasia Sokolov said, it's not guaranteed. What I've noticed is it seems to depend on what day of the week your DDD falls on. When my DDD was on a Friday last year, I got it Wednesday. But when it was on a Tuesday, I only got it one day early on Monday. The ACH system doesn't run on weekends, so that might explain the pattern. Also worth noting - make sure your account info is exactly right because any mismatch can delay things significantly!

Quick tip for anyone using TurboTax Quick Employer Forms for the first time - make sure you double-check that your EIN is entered correctly! I made a typo in mine last year and it caused a huge headache. The W-2s got rejected but TurboTax's notification went to my spam folder so I didn't find out until much later. Also worth noting - if you do need to make corrections after filing, the process is different between TurboTax and BSO. With TurboTax you'll need to submit W-2c forms, while BSO sometimes lets you make direct corrections if caught quickly enough.

I went through this exact same situation with my small consulting business last year! The TurboTax Quick Employer Forms system is completely legitimate and will properly file your W-2s with the SSA. What happened is that TurboTax acts as an authorized third-party transmitter - they collect your W-2 data and submit it electronically to the SSA on your behalf. The reason you don't see much online discussion about this option is that most official IRS/SSA guidance naturally points people to their own government systems first. But third-party services like TurboTax have been doing this for years and are fully compliant. One thing that gave me peace of mind was calling the SSA about 2-3 weeks after filing to confirm receipt. You can reach them at 800-772-6270 and they can verify your W-2s were received using your confirmation number from TurboTax. Your dad should be all set! Just make sure to keep that confirmation documentation from TurboTax for your records. The main advantage of the TurboTax route is exactly what you experienced - no waiting for activation codes or dealing with government portal delays during busy tax season.

19 Random tip from someone who works with tax forms - use BLUE ink when crossing out your old address and writing the new one. It makes it obvious which markings are yours vs the original printed form. Also write neatly and make sure your SSN is super clear on both the form and check. That's really what they use to credit your payment correctly.

I had a similar situation last year and can confirm that crossing out the old address and writing in your new one is perfectly fine. The IRS processes payments based on your SSN, not your address, so as long as that matches up correctly, you won't have any issues. That said, definitely file Form 8822 to officially update your address with the IRS - this ensures all future correspondence goes to the right place. You can also update your address on your next tax return if you prefer to wait, but Form 8822 is faster and more direct. One thing I learned is to keep a copy of everything you send, including the corrected form, just in case you need to reference it later. The whole process is pretty straightforward once you know what to do!