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Yes, it is possible to mix and match your foreign taxes. IRS Publication 514 says you must choose to take a credit or a deduction for all foreign taxes you pay in a year. However, you can mix them if specific taxes aren't eligible for the credit. You cannot take a credit and a deduction for the same tax.    Since you have the TurboTax software, go to your forms mode and select Schedule A. Go to line 6 and enter "Foreign Income Taxes on income not creditable due to U.S. loss." and then the amount. This will now become an itemized deduction."    The basis for this is found under "Exceptions for foreign taxes not allowed as a credit." It identifies Section 901(m) as the legal anchor for your situation. The text specifically states:"You paid or accrued taxes on income or gain in connection with a covered asset acquisition. Covered asset acquisitions include certain acquisitions that result in a stepped-up basis for U.S. tax purposes"   For the IRS, a "Covered Asset Acquisition" (CAA) is a technical term for a transaction where the U.S. and a foreign country disagree on the value (basis) of an asset.   The Basis Step-Up: When you inherited the home, the U.S. gave you a "stepped-up basis" to its Fair Market Value ($150,000) under Section 1014. The Foreign Disparity: The foreign country likely ignored this death-time reset and calculated your tax based on a much lower "carryover basis" (what your father originally paid). The "Disqualified" Portion: Section 901(m) says that because the foreign country is taxing "income" that the U.S. doesn't even recognize (the difference between your $50k sale and the $150k basis), that portion of the tax is disallowed as a credit. The Resulting Deduction: Because the tax is "not allowed as a credit" under this specific rule, Pub 514 grants you the exception to deduct it on Schedule A, even if you are taking the credit for other things, like your dividends.        

Don't use the social security tab, use the 1099-R tab, right underneath it.   Once you answer NO that you don't have any 1099-Rs, TurboTax will ask you about disaster distributions and then it will ask about your RMD.         First question should be:  

1099-INT or 1099-B?   Coupon interest from bank or brokered CDs should be reported on 1099-INT.  If you had a brokered CD the redemption may be reported on 1099-B.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-form-1099-int/L647oy31F_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US

If your tax refund is enough to cover TurboTax fees (plus the $40 processing fee), there may be another issue that disallows use of the pay-by-refund option.  You can find additional qualifications needed to Pay-by-Refund here: Can I pay with my refund?  

latest estimate from Intuit is this weekend but no specific/guaranteed date   https://ttlc.intuit.com/community/taxes/discussion/re-will-depreciation-and-amortization-be-ready-soon/01/3774129#M1402412

@ user17705032923  ADDENDUM Here's some more info in case you end up asking the IRS where it was sent.        To make it even more confusing, in regards to a third-party bank, and from what I quickly read in a search, Cash App (which is not a bank itself) uses routing numbers for Sutton Bank or, for older accounts, Lincoln Savings Bank as the underlying partner bank that provides its financial services.  

Hi @PatriciaV,   Thank you for your reply. I don't have access to my tax expert anymore. I used to have a chat message option when they were working on my return but after the filing, that was removed. The app/website doesn't let me get connected with a tax expert until I start my amendment myself first, which I cannot do without the software download according to the website.   I called the customer service twice, they said a tax expert will get in touch with me. My last contact was over 4 days ago and nobody reached out yet.   Do you recommend me calling again and just say 'I would like to escalate this'?

You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2024 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

Their SSN's will be on your 2024 tax return if you claimed them as dependents last year.     You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0  

there are multiple other threads on this - latest estimate from Intuit is this weekend but there is no specific/guaranteed date.   https://ttlc.intuit.com/community/taxes/discussion/re-will-depreciation-and-amortization-be-ready-soon/01/3774129#M1402412

LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/     Or….Post clearly worded, very specific complete questions here in the user forum.  We cannot see your screen or your tax return.  

Room and board, books and a computer are qualified expenses for a 529 plan distribution.  So, it's probable that the parents can claim most of the $8250 of tuition for the Lifetime Learning Credit (LLC).   They should probably claim all of the $8250 for the LLC, even if it means the student pays a little tax on the 529 earnings (the 10% penalty is waived in this situation).        As to the dependency issue, she probably qualifies as your dependent, but it may be necessary (but probably not) to run the support calculation.  There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. The support test is different for each type. The support test, for a QC, is only that the child didn't provide more than half his own support. The support test for a Qualifying Relative is that the taxpayer provided more than half the relative's support. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year   So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants.  Support from a 529 plan, where the parent is the owner, is considered as coming form the parent, not the student-beneficiary.  The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf   With the 2018 tax law change, most students will get the same refund whether they claim themselves or not. The personal exemption has been eliminated and the standard deduction increased. However, she only qualify for an education credit, if she is not a dependent.    

I can't duplicate this error.  Are you still experiencing this?  There have been some pretty large updates dropped this week so please make sure to restart your program to see if this is still occurring.

Thank you for responding to my note about being unable to edit my charitable donations in the Step by Step. There is no pencil or trash icon on my screen for that worksheet. These icons did appear briefly the last time I opened TurboTax, but have now disappeared again. Every time I open TurboTax, it updates automatically. Is that what you mean by "update my program"? If not, I don't see the link above that you're referring to. Thanks again.