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2) The K-3 shows which kinds of things has foreign income.  You should be able to see if the foreign income is for business, rentals, investments, etc. from analyzing the K-3.   However, I am unsure how to find out how much tax is for a particular amount of income, unless you receive more information from the issuer of the K-1. No, don't duplicate the amounts; you would need to split them, based on the amount of income from each source (but as I said, I don't know how you can do that without more information). 3)  For simplicity, I would just skip the second line.  It isn't worth the work for $9 of business income, potentially giving you a deduction of $2, and likely not saving any tax.   4) When you split the K-1s between Box 1 and Box 2, did you only enter the $589 and $2267 on one of them?  And does that have income?  I am unsure why it isn't pulling the income and putting it on the form you had showed. I don't know about paying more for help.  It is hit-and-miss if you get someone 'good', and foreign taxes are definitely among the more complicated aspect of a tax return.  Just checking ... is the foreign tax a large amount?  If it is only a few dollars, I would just leave it off the tax return (it doesn't make sense to pay $60 or more if the foreign tax is less than that).

If you are using online TurboTax, your return and the information you have entered is saved automatically.   If you are using desktop download then go up to the top of your tool bar on the top of your computer screen and click FILE> then SAVE and name the tax return with a name you will recognize the next time you want to open it and/or work on it.

Q.  How do I clearly (for my records) distribute the COA allowance?  Half for 2025 and half for 2026? A. Yes.   Q.   Can I add on proportional monthly housing expenses other than rent?   Such as her direct proportional use of utilities (quite expensive), homeowners insurance, maintenance and upkeep, etc.) A. Yes   Q.  Do I need to record the actual food expenses? A. Technically, yes. But, you'll probably never need it. Q. Do I need to contact the school to understand their "living with parent" calculations? A. No. Q. Or is it better to keep it simple and use COA provided by the college for my records? A. Yes.  Bottom line: The IRS usually accepts the school's  COA number.   Q.  The refund check was sent to my child.  Does it matter from a reporting standpoint if she signs it over to me?   A.  No.   Technically, the refund should go to the "recipient" of the 529 distribution. What she does with it (if it is not re-contributed), doesn't matter.    Q.  Whatever remains from the refund as non-qualified for 2025, I am planning to use toward the 2026 spring semester tuition which needs to be paid in December 2025.  A. That is allowed. 2026 Tuition (or other 2026 expenses), that are actually paid in in 2025 can be counted toward a 2025 529 distribution.    Q.  How well does the TurboTax questionnaire handle a refund other than asking for my 1099-Q? A. Fairly well. You must enter the info carefully.  You can get help, in this forum, or from TT experts, if you have trouble.  Since you are  still using the distribution for qualified expenses, you can avoid mentioning the refund, to keep it simple. 

if you plan to get Windows 11 in 12 months anyway and just using ESU to put it off, then frankly you may as well research a new machine and get that in the next 6 months, and continue with your TT desktop process usual.  By waiting and disrupting your tax process you're only getting an extra 6 months on Windows 10 with security patches, you probably want time to move your data and get comfortable on Windows 11 anyway.

@cocob2001 You received an excellent and detailed reply from Champ @Opus 17  regarding your situation.   Based on your description of the income you received in those past years, you would not have had a filing requirement unless -- as explained by both of us-- you had over $400 of self-employment income (which would have been from the "freelance" work you did).      I am curious as to how you have "already paid for filing my return"     --- using what software?   As already explained, TurboTax does not provide software for any tax year earlier than 2021, so there is not a way for you to use TT for 2019 or 2020.   Not sure what the "everywhere" is that told you to file no matter how much income you received, since that is incorrect.   It seems that you did not ever reach the level of having a requirement to file a tax return for those years.     Who has to file? http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F  

That doesn't make sense.   I would talk to somebody else at Vanguard.     If the check is cancelled, the distribution was cancelled (there was no distribution).  Vanguard may mistakenly issue a 1099-Q, but an erroneous 1099-Q can usually be ignored. 

Thank you very much for taking the time to help.  Responding to your comments: 2)  I don't know how to determine which countries apply to which income.  I suppose that the most likely is that they both apply to the ordinary business income part.  I get that I need to create a 3rd K-1 to reflect the 2nd country, but do I duplicate the Part III income, expenses, etc.?  This would seem to be overstating my income (or loss).     3)  TT asks "Is the business that generated the Section 199A income a separate business owned by the partnership?"  The help box says that "if the income reported is from a separate business, you would generally receive... some additional paperwork detailing who generated the income and what category it belongs in."  My K-1 provided the following.    My reading of it is: a) This is my share at a partner level b) There are two entities (with different EINs) that contributed to my share c) I need to list each one - Mozart and Capfinancial to document my Section 199A share 4)  I tried to edit the Gross Income sourced at the partner level and TT will not let me -- it's the first thing that I tried.   I will add a 3rd K-1 schedule and see if this sorts out the problem as you suggest.     If this does not work, is this something that paying $60 for Tax Guidance will help me with?    Thanks again.   Phil