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On an IRS Form 1099-R there is not an account number and a Document ID required to be entered on the tax return. If you have a paper 1099-R or a PDF of the 1099-R, there may be an account number box in the lower left of the form.  See IRS Form 1099-R for tax year 2024 - https://www.irs.gov/pub/irs-prior/f1099r--2024.pdf

If your brokerage is an approved import partner, you can import using the steps in this link.  Make sure to use the correct log in for each account when you start importing from your investment account.   If your brokerage is an approved partner but you are still having issues, please refer to the steps in this link for more troubleshooting steps.

In general, and if there is a tax treaty with your home country:   Most tax treaties say that your social retirement benefit (equivalent to US social security) should be taxed in your home country according to your home country's rules, and only your other income is taxed in the US.  This is the strategy of "relying on the treaty" as we might say.   Or, you can ignore the treaty, not pay tax in your home country.  In this case, the income is fully taxable in the US because, as a US resident, all your world-wide income is usually taxable in the US.     However, to know which exact rules apply to you, we need to know the country, among other details.  @pk is the absolute expert on this forum for this topic area.   If you paid tax in the US on all your foreign retirement income, instead of only on the portion that was not taxed in the foreign country, that is your mistake in preparing your returns.  There is a way to declare your foreign income as not taxable in the US due to the treaty.  The typical remedy would be to file amended US tax returns to adjust the amount of taxable income you report, so you are only taxed on the correct portion.  If the amended return results in lower tax, the difference would be refunded back to you.  You can amend your 2022, 2023 and 2024 tax returns.  It it too late to file an amended return for refund for tax years 2021 and earlier.   If you just want proof of what you reported to the IRS, so you can show that to your home country (that you paid tax on all your retirement, for example) you can get transcripts of your returns going back 10 years.   https://www.irs.gov/individuals/get-transcript  

I'd recommend looking at each state where you plan to do business for more details.  Each state and potentially local agency would be the entities imposing state sales and local sales tax.  Sales tax returns are prepared independently from income tax filing requirements.     @avigo45 

It depends.  If you reside in certain states, you would need to use TurboTax Desktop.  Please see this link for more details to determine if this applies to your specific situation.   This link provides more details as well that you can refer to for additional information.

Thanks, and yes indeed - you have rightly identified the source of uneven income.  Sounds like there isn't a way around the manual intensive process, and the software is probably not of much help. Appreciate your input. 

The terms of these loans do not have provisions for not paying them back or defaulting.  These loans were issued with terms specifically saying you cannot default on the loans.  You will need to use the last link provided above to reach out to them directly to see what your options are with the agency.   If they indicate your loan can be forgiven, you may face tax implications on the amount of the debt forgiven.  Please see this link for more details.

@juham2013 , I humbly disagree -- I cannot offer any solutions without understanding the whole scenario , including the  treaty you refer to.  My apologies  for my inability.   As I see it , you have a copy of your filed/accepted return and/or  get a transcript from the IRS --- for  the purpose quoted..

The simplest way to amend is by hand. You must have a copy of the original tax return you want to update (or a transcript).   Prepare your correct tax return (using TurboTax for example, or other means*) and print it. Then lay the paper printouts of both returns (correct and original) side-by-side. You now have all the information needed to prepare Form 1040-X by hand. It's pretty straight-forward. The blank form in fillable PDF format and its instructions are available at www.irs.gov. Refer to the Instructions for what is to be attached to Form 1040-X. That is - only forms that are new or changed due to your amendment. You must find these by visual inspection, TurboTax won't break them out for you even when it is working. Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return. Mail to the address shown in the Instructions. -- * There are other tax prep sites on the internet that will do your return again (federal) for no charge.   @Ashley-unger84 

For federal tax it could be anywhere between 0% and 22%, depending on your income, filing status (married, single, head of household) and dependents.  Your situation is unique to you and we can't guess.  This IRS calculator may help. https://www.irs.gov/individuals/tax-withholding-estimator   Note that if you usually qualify for EIC, this will disqualify you.   State taxes can be anywhere from 3%-10%, depending on what state you live in, and your filing status and dependents.  

When you run thru the AI method under Other Tax Situations / Underpayment Penalty you will need to provide the AGI (Form 1040 line 11), withholding, qualified dividends and long term cap gains cumulatively per quarter for 3/31, 5/31, 8/31 (12/31 being your full return) which line up with the ES deadlines (note the uneven quarters (3,2,3,4 months) when you use AI method, whereas by default for penalty/ES calculations everything is just divided evenly by 4).  You will need to do that calculation for these 3 dates offline yourself and input into TT, and there isn't much way around that (from what I know of TT desktop premier version - I assume home & business is same).  You also need to take into account any adjustments correctly in the AGI so the annualization process doesn't inflate those above the limit e.g. on Form 1040 line 10 if you have a full-year HSA deduction of 4150 you can't deduct 4150 from your Q1 AGI or it will annualize to a 16600 annualized deduction.  You may also need to do the same process for your state return, and they may have different dates e.g. VA asks for 3/31, 4/30, 8/31, 12/31 treating Q2 as only 1 month for some reason.   Bottom line - you need to calculate Form 1040 lines 1-11 yourself for these 3 dates and similar for state.  This all can be a bit of work to calculate depending how complex your situation is, and whether it's worth the time doing that depends how much penalty you are trying to eliminate.   If you have a large unplanned income event later in the year e.g. Roth conversion or large cap gain event and pay a one-off ES then the AI method can help justify the uneven income and ES payments to reduce and hopefully eliminate a penalty; this can be a worthwhile process to eliminate a large penalty that would be determined otherwise.   If the income events happen earlier or thru the year then AI method may not help that much and you may just be better off paying quarterly ES even if it incurs some penalty for Q1 etc as you can defer paying some tax til later in the year or final filing (and earn interest in the meantime).  Paying ES based on prior year tax also guarantees fixed even ES payments regardless of your current year income and timing, tho in some cases can be an overpayment of ES if you are required to pay 110% of last year due to high AGI but only need to pay 90% of this year if that is smaller.  It all depends your situation, what your safe harbor calculation for prior year and current year is (see Form 2210 lines 1-9), how uneven is the income and how much penalty you are trying to solve for.   Not a CPA just my 2 cents, hope this helps.