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In the IRA contribution section, there are many screens asking you about the IRA contribution for both you and your spouse, paying particular attention to the name indicated on each screen.  Go back and review all of your answers.   I just entered IRA contributions for me and my spouse with no issues.   To enter, edit or delete an IRA contribution - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Retirement and Investments On Traditional and Roth IRA Contributions, click the start or update button

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal   Here are some useful videos on the Form:   https://www.youtube.com/watch?v=a5wJow5h-No   https://www.youtube.com/watch?v=5Z_28sVOrTY  

If you prepare a tax return you are preparing a Form 1040.    If you are 65 or older, when you print the return later it will print out on 1040SR.   Form 1040 and Form 1040SR are identical.   The only difference is that 1040SR has bigger print.  All of the lines are the same and all of the calculations are the same.  Your tax due or refund are not affected in any way whatsoever by 1040 vs 1040SR.

It's actually entered in the federal, not the state section. In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Estimates & other taxes paid    -Estimates      - On the next screen choose Local estimated taxes for 2025         -on the next screen click YES            -on the next screen, in the "select a locality" box, click on the arrow for the scroll down list, scroll down to School District tax, OH

It depends- if you meet the California filing threshold for nonresidents (see Part-year resident and nonresident | FTB.ca.gov) you must file a California state tax return.     Because Arizona is a reverse credit state, if you must file you should complete your Arizona tax return first, then you can get a credit for the taxes paid to Arizona on the California tax return (see Credit for Taxes Paid to Another State or Country).

After entering the first form 1099-R, continue until you arrive at a page titled Review your 1099-R Summary. Click on + Add another 1099-R. Then on the page titled Who does this 1099-R belongs to?, make sure you choose the correct spouse.

Per TurboTax is shows received by irs on 2/15/26. On the timeline it says pending for federal and state. When checking with the IRS - where’s my refund it states the information put in does not match their records. Yet the information put in is accurate. Per TurboTax once again I was advised due to filing differently this year my return could still be processing not being fully accepted yet. 

@DaveF1006    Hi there,   Thanks for your latest reply!  I'm afraid though you missed the entire point of my latest question.   I am well aware of the capital loss carry forward benefits.  I am well aware of that an inherited house is a long term asset.  I am also now aware of 901(m), thanks to you.  My question had nothing to do with these.      In my last post, ignoring all the previous questions (starting from clean slate!), I am only asking if I can claim foreign income tax credit for the foreign income taxes paid on the sale of the inherited house in the foreign country.   In a previous reply, you had indicated the way to do this will be the following:   "As you navigate through the foreign tax credit section, your dividend and interest information is already reported. You need to report the sale of the house and report the gross amount of the proceeds..   Go to Deductions & Credits  Estimates and Other Taxes Paid > Foreign Tax Credit. Follow the prompts  It will first ask you to report the income for the dividends and interest. In this case, you just need to check a box next to the dividends and interest to record the income. After this is done.  There should be two country summary screens. When you get to country summary screen, select edit next to the country XX that reported the interest.  Here it will ask you to report other Gross income XXX.  You will report the Gross proceeds from the sale. Don't enter anything for expenses. Continue through the screen until it asks you to enter foreign taxes. Here you will enter foreign taxes on other income. Finish out the interview screen until you are done." I am only double checking if this is correct.  For some reason, I had in my mind to add expenses of $50 and losses of $100K in the interview screens after step 7 above, which clearly you state is unnecessary.     I know you must be very busy answering questions with your expert knowledge so it's easy to lose track!  Please read this message and the last post carefully when you get a chance, as I think you are very close to resolving my question!     I really do thank you once again!   Please let me know if you have any questions about my question.