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It is not at all clear what all you have done or still need to do.    You are not explaining clearly.     When you say you have an extension for "the year before" are you referring to tax year 2023?   Did you try to prepare a 2023 return --- did you e-file it or not?   "It was not corrected properly"----do you mean it was rejected when you tried to e-file?    Did you try to make corrections and e-file it again before the October 2024 filing deadline for 2023 returns?   If you did not fix it and e-file, it is too late to e-file it now.   E-filing is permanently closed for 2023 and the return will have to be filed by mail.   And what have you done with 2024?   You say that you "have a W-2 for 2024," but that "nothing was direct deposited."   What happened with your 2024 return?   Was the return e-filed and accepted?  Or was it rejected?   DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”       Please explain clearly what you did for 2023 and 2024 so that we can help.  

Since you received no distributions from your IRAs prior to 2024, enter $5,000 as your net Roth IRA contribution basis.  Your net Roth IRA contributions in 2025 will be zero, which TurboTax will track for you.

@ theda331 wrote: Cannot find old account. `my email and phone have changed. I do not have access to either the old email or phone number t get last year's tax return.   To get a list of your User IDs, reset password, and recover account access, etc., instead of the phone or email address you can use the tool at the link below using the "Try Something Else" method I post below.   NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery Since you can't use your phone number or email address, here's an alternate method: When you arrive at the tool at the link above,  leave the data field blank.  Instead, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.   Once you are back in your account, here's how to find the 2023 return.    The pathway to download the PDF or tax data file depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started or finished a 2024 online return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents." 

I have a W2 for 2024 but nothing was Direct deposited. I filed Extension. The year before might need to be corrected also because it was not corrected properly. I am still in Extension Now. Please Help, Thanks, please reply.

I tried this and it did not work. It populates Schedule A which does not allow a deduction since I can't itemize. Any other suggestions?  last year it allowed me to enter manually.  Very frustrating. Thank you!  

I assume you are preparing your 2024 tax return, so the key question is, where did the children live during 2024 (in the home of which parent) and for how long?   You only have the automatic right to claim a child as a dependent if the child lived in your home for more than half the nights of 2024 (183 or more nights).  You have to count them.  For example, if you separated during 2024 but lived together for 5 months, and then had custody 2 day/week after, then you can count (5 months x 30 days) + (7 months x 8 days) = 206 days.  That's more than half, so you can claim the child.  Make sure to select "7 months" or longer in Turbotax, because if you pick 6 months Turbotax thinks that is exactly half the year and exactly half is not more than half.     But if you separated in 2023, and only had custody 2 days/week or 104 days, then you are not allowed to claim the child unless you get a signed release form (8332) from the parent who did have physical custody more than half the nights.  (The IRS goes by where the child actually lived, not a court order.)   Make sure you answer the questions correctly about residency, and whether you have a signed release if you need one.  The child also needs an SSN that is valid for work (there is a checkbox for this).  Double-check their SSN and birth date.  And make sure you did not accidentally indicate that the child paid more than half their own expenses.  

@user17598634558  whereas  your statements are correct but I take solace in : (a) you must recognize all incomes in toto i.e. you have zero choice in this matter. (b) there is nothing in the code ( despite  AI comments ) that says you are required to recognize each and every deduction  -- i.e. all deductions are disallowed unless specifically allowed by code.  By extension there is nothing that says you must recognize the full quantum of foreign taxes paid.  Clearly you cannot recognize more than paid  ( perjury jurat ) but nothing prevents you from recognizing less (  perjury is still valid , because  you indeed  paid that lesser amount, you are just choosing not to recognize the rest).  Is the IRS going to chase you  for not recognizing all the Foreign Taxes Paid ?  That makes no sense --yes ?   Is there more I can do for you ?  

And 2025 won't be issued until late Nov or Early Dec.   Even then it won't have all of the 2025 changes in it yet. It'll be mostly ready by mid Jan of 2026 for the simplest stuff, but some forms may not be ready until mid-Late Feb......like for certain tax credits. 

@Pozorm , having gone through this thread and generally agreeing with the comments/answers/suggestion of my colleague @Opus 17 , I would still like answers to the following questions: (a) Are you currently in the USA or in Poland ? Is US your main home or do you also have a main home in Poland?  I ask because  US-Poland tax treaty refers to "citizen and resident" rather than just resident or citizen. (b) The Social Security/Pension that you referring to in your post is based on govt. employment or private employment ?  I ask because the US-Poland tax treaty   refers to ONLY " Govt. functions " and not  specifically  "Social Security" while the US technical explanation refers/clarifies the " govt. functions" to include  Social Security equivalent etc. (c) Is this your first year recognizing Polish pension/Social Security ?  How old are you  ?  ( more than 59-1/2 or 62 or 65  or what ?   US-Poland tax treaty is in many respects and outlier  and is quite old (1974) and with no updates and therefore needs a lot of parsing. Note that general suggestions by my colleague @Opus 17   are still valid    I will circle back once I hear from you --yes ?

It states, you can take the credit only if all the requirements are met. One of the requirements is: " Your qualified foreign taxes for the tax year are not more than $300 ($600 if married filing a joint return).". It doesn't say "Your qualified foreign taxes for the tax year you want to claim are not more than $300($600 if mfj)". I take this to mean, if you have paid foreign taxes more than the $300(or $600 for mfj), you are not eligible to take the simplified credit, but instead you must file form 1116". Is that not correct?   Google AI response: No, if your total creditable foreign taxes are more than $600 ($300 if single), you cannot choose to include less than the full amount to qualify for the simplified foreign tax credit . The $600 threshold applies to the total foreign taxes paid, not the amount of credit you want to claim.  Here is an overview of why this isn't an option: The requirement is based on total foreign taxes paid. If you are married filing jointly and your total qualified foreign taxes paid for passive income (like interest and dividends reported on a Form 1099) exceed $600, you are legally required to file Form 1116, Foreign Tax Credit, to claim any credit. Forgoing the credit is an option, but underpayment isn't. You can choose to not claim the foreign tax credit at all and instead take the foreign taxes as an itemized deduction on Schedule A. However, you cannot claim a credit for only a portion of your total qualified foreign taxes to stay below the Form 1116 filing threshold. Losing the carryover benefit. The primary advantage of the simplified method (claiming the credit without Form 1116) is its simplicity. But if you are required to use Form 1116 because your taxes exceed the threshold, you may be able to carry forward any unused credit to future tax years. By purposefully underreporting your foreign taxes to stay under the $600 limit, you would forfeit the ability to carry over the excess credits. Tax software may prevent it. Many tax software programs will not allow you to underreport the amount of foreign taxes paid. If the total on your information statements (like a Form 1099-DIV) is over the limit, the program will force you to complete Form 1116 to claim any credit.  Your options if you paid over $600 in foreign taxes File Form 1116 to claim the credit. This is generally the best option for most taxpayers, as it allows you to get a dollar-for-dollar reduction of your U.S. tax liability. If your credit is limited, you can carry the excess forward to future tax years. Take an itemized deduction. If you do not want to use Form 1116, you can choose to deduct your foreign taxes as an itemized deduction on Schedule A. For most people, a credit is worth more than a deduction, as it reduces your tax bill directly rather than just reducing your taxable income.