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That is correct.  Since we are green card holders and not a US citizen and drawing pension from Central Government of India, article 19 of tax treaty indicates pension is not taxable in the US. This is not our only income but we would like to report pension (and deduct it using treaty) in Turbotax for compliance. What I tried was Less Common Income -> Miscellaneous Income and then put in two entries, one for pension amount and another negating the amount as suggested as a "clutzy" method. However, during final review, Turbotax did not allow negative amounts. Tried using Foreign Income Exclusion but there was provision for just one line, not two. 

just used this work around and it appears to have worked.  forms all look accurate, return submitted.  It has been 10 minutes and no rejection emails.  thank you again for all your time and energy.   really disappointed TT has not fixed on their own.  It has been such a great tax solution for me for so long...

You cannot claim more than the $3,000 loss that TurboTax is allowing unless there are capital gains to offset.  The $3,000 limit on deducting net capital losses against ordinary income (salary, interest, etc.) still applies in the year of death.  The unused capital loss can't be claimed and is lost.    

A Form 1040-SR is used if you are age 65 or older.  The Form 1040-SR and the Form 1040 are EXACTLY the same form.  The SR only has a larger type and it is three pages long versus the 1040 being two pages long.

While TurboTax can do the calculations if you enter them manually in TurboTax Desktop, it does not generate the election statement for 497(f).    In general, if you wanted to add a pdf file to your TurboTax return, you would have to print and mail your tax return. How do I file my return by mail?   You can can follow this TurboTax article to determine how to properly report your trader activity: How do I report my trader activity with or without Section 475(f) election in TurboTax? Also see this article, which discusses how to make the 475(f) election: Do I qualify as a trader or an investor?  The election can't be e-filed.   Make sure your election includes: State that you're making an election under section 475(f)(1) or (f)(2) of the Internal Revenue Code Provide the first tax year for which the election is effective  Indicate the trade or business for which you're making the election   Once you make this election, you must use it for the tax year you selected and all subsequent tax years until you are  granted permission from the IRS to revoke it.   You will also have to file a Form 3115, Application for Change in Accounting Method. See Publication 550 for additional information.    

Yes.   You automatically get the 1040SR if you or your spouse is 65 or older. The 1040SR is EXACTLY the same as the regular 1040. The 1040SR just has bigger type so it goes on 3 pages instead of 2. In the Online version it will show the regular 1040 on the screen but if you print it out or save the pdf it will be the 1040-SR. Before filing you can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

For a New York nonresident return, New York first completes a return using all income, then applies the percentage of actual New York income to the total tax due.   See Frequently Asked Questions about Filing Requirements, Residency, and Telecommuting for New York State Personal Income Tax.

The answer is No! In the case you described, it isn't your primary home. It's a rental property.   You don't meet the residence requirement. It must be your primary home for 2 years out of the most recent 5 years leading up to the sale of the house. You hadn't lived in the house since 1994 See the IRS publication regarding Eligibility Step 2—Ownership.  [Edited 3/10/2026 | 5:50 PST] 

A rejected e-file signature usually means one of these mismatches. Fix by checking and correcting the exact item that applies:   AGI/pin mismatch: For 2025 e-file, your “signature” is either last year’s AGI or your self-select PIN from the prior year. Use: Prior-year AGI from your filed 2024 Form 1040, line 11 (exact dollar amount, no cents). Or the exact 5‑digit PIN you used to e-file last year. If you didn’t file in 2024, enter 0 for AGI. Filing status/name/SSN mismatch: Ensure your current return’s filing status, first/last names, and SSNs match the prior-year IRS record. If you changed filing status, name, or address, still use the prior-year AGI/PIN tied to your SSN. Identity Protection PIN (IP PIN): If the IRS issued you a 6‑digit IP PIN this year, you must enter that IP PIN (not the self‑select PIN). Get/retrieve at irs.gov/getanippin. Amended/late filing: If you’re filing an amended return or paper-filed last year and the IRS didn’t process it by year-end, try AGI = 0 and e-file again.