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Sorry for any confusion. This is a situation with dividends below $10 where no tax form was issued. I understand entering into TT in Box 1 as if I did receive a form, but wasn’t sure if it only goes into 1a or if there is something I should be calculating for Box 1b as well. 

Did you file your return using TurboTax and are wondering if your payment will be processed?   The date you selected to pay the federal taxes owed will be on the Filing Instructions page for the tax return.   To check your IRS e-file status, sign in to TurboTax, and go to Tax Home (if you're not already there). If you've submitted your return, you'll see a pending, rejected, or accepted status.   If you used TurboTax Desktop, follow these steps to check your e-file status: Open the File menu. Select Check E-file status. Or, go to the File tab and select the Check E-file Status header. See this TurboTax help article and this IRS webpage for more information.   Some tax returns take longer to process than others for many reasons, including when a return: Is sent by mail Contains errors or is incomplete Needs further review in general Is affected by identity theft or fraud Was referred to the IRS by the bank due to suspicious activity Includes a claim filed for an Earned Income Tax Credit or an Additional Child Tax Credit. See Q&A below. Includes a Form 8379, Injured Spouse AllocationPDF, which could take up to 14 weeks to process For the latest information on IRS processing timeframes, see their Processing Status Dashboard.    

In case it helps anyone, two things I've learned about line 2b on the Medical Expenses Worksheet.   1)  If YOUR math and TT's math differ by a few dollars, note that TT takes EACH month from your 1095-A entries and ROUNDS it up/down, as appropriate, to generate the values it populates into Form 8962.   2)  At least on the DeskTop version, Right clicking on the value TT places at line 2b of the Medical Expenses worksheet and then hitting "Data Source" brings up a dialogue box that tells you more about how TT does the math.  TT used to do a better job making the math more visible to us analytical types that want to see what's behind the Wizard of Oz curtain:-) 

I recommend that you compare the return that you prepared on the IRS website with the one you prepared in TurboTax to see where the difference is.  If TurboTax picked up something that you missed when preparing your return on the IRS website, you can Amend your return.   To preview your return in TurboTax, please follow these instructions: How do I preview my TurboTax Online return before filing?  

Thanks so much for the input, I appreciate it. When I moved to England, I changed my permanent address on all official US accounts (e.g. banks) to my parents home address in Texas. But I did keep my NY drivers license until I moved to VA in 2024. I guess it’s hard to know exactly what proof they would want that I truly “renounced” my NY domicile but it sounds like it may be safer to say part-year resident.

I’m having the same issue.  The difference between my full amount and taxable amount is exact the amount of the life insurance contribution.  Can just submit and will my taxes be accepted if I just just pick and answer and move on.  Wasn’t asked this last year and don’t know how to find the answer. Suggestions?  

You can go HERE to download the TurboTax Desktop Software.  When you select the product, it will give you the option of Windows or MacOs for the operating system.  During installation, you will be asked to enter your License Code that you purchased from Amazon.   Please see these TurboTax Help Articles for more information: How do I get started with TurboTax Desktop How do I find my license code? Troubleshooting TurboTax Desktop for Mac Issues