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Thank you for your detailed response. Because my wife and I were both F‑1/F‑2 ‘exempt’ students for all of 2025 and only became permanent residents on February 5, 2026, I’m concerned that the standard First‑Year Choice rules (which exclude exempt days from the required day counts) may not apply to us in the usual way.     Before I proceed with an extension and resident filing for 2025, could you please confirm specifically how the First‑Year Choice works for F‑1/F‑2 students who are still within their 5 exempt years and only obtain a green card in 2026, and whether you’ve checked that this election is valid and beneficial in our exact situation?

Depends why you have mail it - a common reason is for your 1099B / Schedule D because you have summary entries with adjustments (e.g. wash sales or Accrued Market Discount), or a noncovered category, without the details for those sales on Form 8949.  Form 8453 is just a cover sheet to send the details to the IRS it states "Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949" - that statement is your 1099B.   If you have not filed yet, you can avoid the mailing by splitting your 1099B and enter those sales as "One by One" with the details which will fill in Form 8949 at the detailed level, assuming you don't have too many; and the balance of the 1099B without adjustments can be input at summary level; and then check totals line up on Schedule D.   If you are using Online there is also the option to upload the 1099B PDF rather than mail the form.   See:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individual-income-tax-irs-e/L5gK5lbax_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L0ygGdIiE_US_en_US

I've had this problem for years. Last time it took the tax expert hours to sort through it. Big flaw in the TurboTax form and no real direction since it was stated at the beginning of the process that no part was attributed to Oklahoma.   To fix it do the following: for each stock trade go to Edit. Check the box that says it is not subject to exclusion (this is terribly unclear becuase it is being excluded). You can continue and type in $0 for the oklahoma portion, but not sure if this is necessary. Just hit the Back arrow and the selection will be saved. No need to try to continue on to enter aquired dates and other nonsense.    This worked for me.

Line 9 of Form 8889 will always show the gross amount reported on your W-2. You must answer the question about withdrawing the excess by 4/15/2026wn in 2026 as withdrawn in 2025. The earnings are taxable in 2025. The excess withdrawn, which will be automatically populated by answering "yes" to the question, will appear on line 12B. The excess is taxable because your wages (box 1 of W-2) were reduced by the excess you contributed or if the employer contributed,  a prorata portion is considsdered taxable   You didn't get a "2025" 1099-SA because the excess was withdrawn in 2026, so you'll get a 2026 form in 2027 so report earnings as interest   

They had a price increase around March 1 every year.  You could pay early to lock in the lower price.  Did the $77 include the state return?  State is a separate charge.   How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353

A common reason Form 8453 would be needed is that summary totals of security transactions were entered on Form 8949 rather than each separate transaction. In such situations, details, like a copy of the 1099-B, must be sent to the IRS with the 8453. if this is not your situation, review the types of forms listed that might require submitting a paper document to the IRS. If none apply, just ignore the 8453. If there's something the IRS wants, you will be notified by mail.   8453 

Holy cow that a lot of info thank you. One thing I saw though really concerns me. My girls are 16 and 17. So do they not qualify anymore for me to get the ctc? Is that what I’m reading? If so what is best to do? Sounds like no matter what I may not be getting a lot back this year. I wasn’t expecting a lot last year I didn’t get a lot but it was enough to help out. 

Thank you!  This helped me find how to modify the entries more specifically--I wasn't aware of that feature.  However, in case helpful to know for future reference, I discovered that a deceased date listed BEFORE the word "spouse" on the tax form indicates a deceased date for the person listed as the filer, and a deceased date AFTER the word spouse on the tax form indicates deceased date of the spouse.  So it was correct the first time!  I was just confused by the reference to "spouse" next to the decease date on the form!