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Just got a chance to read through the 1116 Comp Wks. I don't know what "deductible other interest" actually means.   When I view data source, it shows     I am itemizing, the total on Form 1116 3d does exceed 5000. I can't quite parse that bit of the sentence about Form 1040, but I assume that's saying that 4b1a should match Schedule A, line 9. Clicking there, that is indeed 0. Following that, I get to Form 4952 where it's not showing any Investment Interest Expense Deduction.   But clearing that 0 that was entered in 4b1a and setting it to null is removing the error.  

Form 8915-F is currently being updated by our tech team. The current live date is scheduled for Thursday for both TurboTax Desktop and TurboTax Online. Try again Thursday evening and for TurboTax Desktop be sure to update the software. Black Menu Bar > Select Online > Select Check for Updates Form 8915-F 

@Justice4888 wrote:   I was talking with a preparer and it was showing she was preparing my taxes, and she just up and disappeared Sorry you got disconnected.  Here's how to reach TurboTax Customer Support to discuss your issue:   Contact TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

Eight weeks is not very long at all, for an amended return.  I believe the IRS says eight to twelve weeks is normal; however, you shouldn't be surprised if it takes 16 weeks, or more.  As you mentioned, it's the middle of tax filing season, so that's their priority.  That said, they could process it next week.

And some things to know….. If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go' through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.   If you are looking at an income summary screen or review screen those show all the full amounts as income and lump a lot of stuff together. You need to check the actual 1040 line 4b or 5b and make sure it's right.

Yes. You should amend to report the earnings on excess IRA contributions.   If you are expecting a refund, you should wait until your return is processed by the IRS. If, however, you expect to owe, then you should file your amended return before April 15th to avoid additional penalties.   Note: Form 1040X is not available yet. It is expected to be available March 4th.   You do not need to upgrade your TurboTax services to file an amended return.   To report your earnings, create a substitute Form 1099-R, since you will not be receiving the official one until next year, but have to pay tax on the earnings this year.   Here is how to make the necessary changes in your amended return.   TurboTax makes it easy for you to file an amendment. Here is a link on how to proceed with the amendment in TurboTax. While you wait to receive your Form 1099-R in 2027, you will be able to manually enter your transactions as if you had Form 1099-R, by doing the following:   Go to Wages & Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R, select the Change how I enter my form box On the next screen, you can select Type it in myself, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details for your substitute Form 1099-R, using Distribution Code 8 (or 8J if ROTH) (if the distribution happened in 2025), or P (or PJ if ROTH) (if it happened in 2026), then Continue For Box 1, enter the gross distribution amount For Box 2a, enter the taxable amount (the amount of earnings you need to report) Continue answering the questions, pressing Continue to advance You will then enter the calculations for the substitute amounts, as well as an explanation, then Continue Here is a link to What do all the codes in Box 7 of the 1099-R mean?

@bpalmer7440    The file name extension for last year's file should be .tax2024, not .tax_2024. This could have something to do with your problem. It looks like you either changed the file name or you are using the wrong file. Note that you cannot open a 2024 file in the 2025 software. You can only transfer the data from 2024 when you first start your new 2025 tax return. You have added on to a long thread that is nearly a year old and is only superficially related to your problem. The details are entirely different. I suggest that you post a new separate question of your own. In your question, be sure to explain exactly what "refuses to load" means. Exactly what happens when you try to transfer the 2024 file? At what point does the problem occur? If you get an error message, what is the entire exact message? Do not answer these questions here. I'm just giving you a suggestion for what to include in your new separate question.  

I think you want to know how to enter a pension distribution reported on a Form 1099-R in TurboTax.    From the federal menu in TurboTax navigate to Wages and Income Find the Retirements and Social Security and choose  IRA, 401(k), Pension Plan Withdrawals Indicate that you did get a 1099-R statement if necessary Select how you want to enter your 1099-R statement (import or type in yourself) and enter your 1099-R information in TurboTax

The "Do Not File" watermark should disappear once the form is finalized. It also may appear if you printed your federal tax return before you e-filed it.   If you are using the TurboTax Desktop, you will have to update your software once the file is finalized. If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."    In the meantime, you can get the forms by clicking here.     Click here for Why does DO NOT FILE, FORM NOT FINAL appear on my printouts?   Here is information for mailing your 1040 ES.IRS - Where to Mail 1040-ES   Click here for Instructions to Form 1040 ES   Please return to Community if you have any additional information or questions and we would be happy to help.  

@DaveF1006 The OP doesn't mention whether the dividends are qualified or not, but under various tax treaties, many foreign dividends are considered qualified, and therefore eligible for a lower tax rate.  If you report  qualified dividends under "Other Taxable Income" won't you miss out on that tax savings?   See this link for more info about how foreign dividends become qualified by tax treaties:  https://www.irs.gov/pub/irs-drop/n-24-11.pdf The list of countries in that document would include most of the world's biggest banks, so it may be applicable in the OP's situation.

Yes, you can contribute to an HSA.  You don't have to have earned income to contribute to an HSA.  You can make contributions if you are retired, unemployed, or have no income, as long as you are covered by a qualifying High-Deductible Health Plan (HDHP), are not covered by Medicare.  You cannot be claimed as a dependent by someone else.  If you are contributing for 2025 it has to be done by April 15, 2026 with NO extensions.     The 2025 annual contribution limits are $4,300 for self-only and $8,550 for families.  For 2026 they are $4,400 for self-only and $8,750 for families. Catch-up contributions for those aged 55+ remain $1,000.

@ reynoldsn8 wrote:"Turbo tax says that a simple return (1 w-2 with a standard deduction is all on it) is free (no charge). 'm filing a simple return but turbo is charging a fee of $88."   So does that mean you haven't yet paid and continued to file?  If you haven't paid, you may be able to downgrade as I'll mention below.     BTW, the number of W-2's doesn't matter.  Free Edition can handle multiple W-2's if the filer is otherwise eligible for that edition.   TurboTax Free Edition can be used for a simple Form 1040 when there are no additional forms and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest.   You can try to downgrade to Free Edition, but if there is something in your return that requires a higher edition, it will ask you to upgrade again.   The following FAQ tells how to use the "Switch" method.   Another option is the "Clear and start over" method, about which there is a link in the bottom of the FAQ below.   FAQ:  How do I downgrade to a different Online TurboTax product? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US