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I have the exact same situation, with RICs and a Canadian stock, and I have to file a Form 1116 for foreign taxes. In recent years, I have split my Fidelity 1099-DIV into two 1099-DIVs. One of them reports only the Canadian stock dividend. The other reports all of the RICs excluding the Canadian stock. I put Fidelity as the payer for both 1099s. This results in Canada and RIC appearing in separate columns on Form 1116, which I think is the desired result according to IRS Form 1116 instructions.   Having to do this manually is a pain. I'm hoping to find a more automatic way to get TurboTax to handle it; but so far I have not found it.   Here is an old discussion of this issue on the TurboTax forum, but it may be out of date with respect to the newest version of the software: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/a-significant-shortcoming-of-tt-is-that-if-you-have-to-fi/01/351607/highlight/true#M43878   Note: If you're not required to file Form 1116, then I think you can just enter the country as "Various" and there'd be no requirement to split out Canada.    

mguerreroj, Say what? Employee recently posted 2/19, and you're not listed as an employee, where are you getting 2/27?   Anyway the delays and obfuscations are getting ridiculous. I hope Intuit is treating this as all-hands-on-deck damage control -- if they care about keeping loyal customers.

Yes, you would have to upgrade to TurboTax Deluxe to add your Form 1099-SA. As Opus 17 states above, the Free Edition is designed for simple returns (1040 only) and does not support the necessary forms, such as Form 8889, to report your HSA distributions.   The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.   Form 8889 is required to be filed with your Form 1040 federal tax return whenever you have activity in a Health Savings Account (HSA), including making contributions, receiving distributions.   TurboTax will automatically generate a  Form 8889 for HSA contributions and distributions based on your W-2 (Box 12, Code W) and 1099-SA entries. This Form 8889 is required to be filed with your Form 1040 tax return.   You can easily get to the screens in TurboTax to add your Form 1099-SA as follows: Click on "Search" at the top right of your TurboTax screen Type "Form 1099-SA"  in the search box Click on the link "Jump to Form 1099-SA"   Be sure to indicate that the funds were used for qualified medical expenses.    Click here for What's Form 8889?   Click here for Where do I enter Form 1099-SA?   Click here for What Is IRS Form 1099-SA: Distributions from an HSA, Archer MSA, or Medicare Advantage MSA?   Click here for What is the IRS Form 8889? Please return to Community if you have any additional information or questions and we would be happy to help.  

Out of frustration, I downloaded H&R Block and re-did my taxes. (It went smoothly with similar refund results.) But... H&R Block said the IRS isn't accepting returns with these rental depreciation forms until Feb. 20. So the IRS apparently is to blame here, or TT and H&R Block both are slack. 

I've made some headway on understanding this issue.   As to the question of whether I made enough profit in 2025, that certainly could have an impact on the calculations.  In this TurboTax article, I learned that the health insurance premium deduction can't exceed the earned income you collect from your business.  So I'll add that to the disclaimer that these calculations (the one for medical expenses as well as for self-employed health insurance) may be purely academic when it comes to federal taxes.   But that doesn't explain why the numbers don't add up, and an answer to that question is a bit more difficult to find.  Based on what I read in this community discussion, I have gathered that there's a sort of circular reference happening (the amount of the deduction is based on the amount of the premium tax credit, and the amount of the credit is based on the amount of the deduction), which requires an iterative calculation to solve.  That seems to have been a problem for TurboTax in the past, but it may be resolved now.  The takeaway is that the amount on the Medical Expenses line is not a simple sum of my health/dental claims and the premiums I paid for my Marketplace plan (1095-A column A minus column C).  My MAGI needs to be calculated before the self-employed health insurance deduction, and then it can be used to calculate the deduction based on the amount of subsidy I should have received.   The question that remains is what calculation should be used for Missouri, and I remain in the dark on that.  I have checked a competitor's online tax preparation site, and it doesn't allow any of my premiums to be deducted.  I will post here if I figure that out... hopefully this helps anyone who has similar questions!

These guys at TurboTax must be kidding! They are so convinced that their software is without bugs that they give you a solution that doesn't work. TurboTax: test your software before you give a stupid answer. better yet, test your software before you release it. As for me, this is my last year with this crappy application.

The legal and fiduciary fees were all attributable to receiving the unclaimed property from New Jersey in 2025. The attorney had to do probate filing and I had to deal with NJ, the attorney and family to get notaries done.