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Thanks for your reply.  I think we figured it out.  It is probably not a reporting problem.  It is a definition problem.  The term "Foreign Qualified Dividends" has two different meanings.  One is used in the context of dividends that receive preferential tax rates.  The other is used in the context of calculating the foreign tax credit.  The criteria for foreign qualified dividends are different between the two contexts.    Sorry for the confusion.  And thanks for your interest in resolving the problem.

If you are not getting the New York $20,000 pension exclusion, make sure you are over 59 1/2 and your age is correct in TurboTax and check that the 1099-R for this pension lists NY in box 15, and confirm you've entered the amount of your distribution in box 16.   You can get back to your Form 1099-R screens in TurboTax as follows to edit your Form 1099-R: Click on Search at the top right of your TurboTax screen Type Form 1099-R in your search box Click on the link Jump to Form 1099-R You will be able to edit your Form 1099-R If that does not help you can try deleting that Form 1099-R and re-entering it. You can do this using the steps listed below.   If you are using TurboTax Online: Go to "Tax Tools" in your left panel of your TurboTax screen, then  Select "Tools" and  under "Other Helpful Links"  select "Delete a Form."  This will bring up all of your forms and you can click on "Delete" next to the Form "1099-R" that you want to delete.   If you are using TurboTax Desktop:  1. Click on the "Forms Icon" on the top right of your screen to bring up  "Forms Mode"  2. Choose your "Form 1099-R from the list of forms in the left panel of your TurboTax screen 3. Use the "Delete Form" option at the bottom of your Form 1099-R that is displayed in your right panel of your TurboTax screen Select "Yes" to confirm the deletion of this form   You can then re-enter your Form 1099-R using the instructions above for editing the form.    Please return to Community if you have any additional information or questions and we would be happy to help.

After selecting Fidelity in the import window, a new browser tab should open, and then a Fidelity Sign In pop-up window after choosing 'Get My Form'.   Make sure your Fidelity account settings allow 'third party access'.  Many users are successful after changing browser setting to 'Allow' for LAN and disabling anti-virus/VPN.    You may need to save your tax file and uninstall/reinstall TurboTax if you're not getting this workflow.    @WinstonT1       

Yes, you will need to restore your complete carryover history in your 2025 return if it is not populated in your return. To enter.   Open your return and go to Federal > Deductions & Credits.  Scroll down to the Estimates and Other Taxes Paid section. Click Start (or Revisit) next to Foreign Taxes. ou must click through the initial interview questions. When it asks if you want to take the Credit or the Deduction, select Take a Credit.  Continue through this section  until you see a screen titled "Do you have any Foreign Tax Credit Carryovers?" and select Yes. TurboTax will present a table for years 2015–2024 and you can enter your information here.

@markmil11 wrote: ....not shilling for my employer, which yours obviously is H&R… That's funny because I just told a lone-time H&R Block user on Reddit to use TurboTax because H&R Block isn't support Merrill this year in terms of importing 1099s. 

To file your state taxes by mail: To open your return Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. For additional information, refer to the TurboTax article How do I file my return by mail?.   Include your W-2s and any 1099s that have tax withheld. 

Generally, if you e-file and report Form 1099-B information in summary form, using Form 8949 and Schedule D, you aren't required to mail the 1099-B to the IRS.   However, an exception exists: If your transactions are in Boxes B, C, E, or F (indicating non-covered or unreported basis) or if you had tax withholding, you must mail a copy of your statement along with Form 8453.   If this situation doesn't apply to you, you aren't required to mail in the statement or Form 8453.   @Ambilobe   

Section 469 is strictly applicable to passive losses and does not have any other applicability. I'm going bring @AmeliesUncle into this because there is the issue of material participation with an average rental period of 7 days or less.   Note that the IRS instructions for Schedule E are fairly clear (and make no mention of the average rental period):   See https://www.irs.gov/instructions/i1040se#en_US_2025_publink1000152097   Generally, rental real estate activity is reported on Schedule E even if it is also a trade or business activity; however, if you provided significant services to the renter, such as maid service, report the rental activity on Schedule C, not on Schedule E. Significant services do not include the furnishing of heat and light, cleaning of public areas, trash collection, or similar services.   If you were a real estate dealer, include only the rent received from real estate (including personal property leased with this real estate) you held for the primary purpose of renting to produce income. Do not use Schedule E to report income and expenses from rentals of real estate you held for sale to customers in the ordinary course of your business as a real estate dealer. Instead, use Schedule C for those rentals.