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March 18, 2026
1:36 PM
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March 18, 2026
1:36 PM
THANK YOU!! Your advice worked.
March 18, 2026
1:35 PM
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March 18, 2026
1:35 PM
1 Cheer
Yes, here are the exact steps to get to the carryover screen.
Go to Federal > Deductions & Credits.
Scroll to Estimates and Other Taxes Paid.
Click Start/Revisit next to Foreign Taxes...
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Yes, here are the exact steps to get to the carryover screen.
Go to Federal > Deductions & Credits.
Scroll to Estimates and Other Taxes Paid.
Click Start/Revisit next to Foreign Taxes.
TurboTax won't ask about old credits until it thinks you are filing a Form 1116 for this year.
Take a Credit: When asked "Do you want the deduction or the credit?", select Take a Credit.
Simplified Limit: If it asks about the "Simplified Limitation" (usually for taxes under $300/$600), say No. You must say No to generate Form 1116, which is where carryovers live.
Income Type: Select Passive Income (this is the most common for dividends/interest).
Add a Country: You must add at least one "country" to move forward. If you don't have new foreign income, you can select "RIC" (Mutual Funds) or any country you had income from in 2024.
Enter $0: On the screens for "Foreign Income" and "Foreign Taxes Paid," enter $0. This satisfies the software's requirement to "fill out" the form without adding new taxes.
After you click Continue through 5–7 more screens (past questions about "Foreign Losses" and "Reports"), you will finally see a screen titled:
"Do you have any Foreign Tax Credit Carryovers?"
Select Yes.
On the next screen, you will see a grid for years 2015–2024.
Find the 2024 row.
In the Foreign Taxes box, enter the total amount from last year ($4,880).
In the Amount Used box, enter the amount you actually used in 2024 ($3,380).
TurboTax will then correctly identify the $1,500 as your carryover for 2025.
@Bisso Steve
March 18, 2026
1:35 PM
My refund was due march 16 and they won’t let me check the status on my 687 state return also my federal was supposed to be 239 but i only got 104 please help
March 18, 2026
1:34 PM
If your license show an 8 or 10 digit number after the "IDUSA" on the back of the card, don't include "IDUSA" in the box. Only the first three characters.
Make sure there are no spaces, dashes, o...
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If your license show an 8 or 10 digit number after the "IDUSA" on the back of the card, don't include "IDUSA" in the box. Only the first three characters.
Make sure there are no spaces, dashes, or extra characters at the beginning or end of your entry.
If the issue persists, clear your browser cache and cookies, then try again.
Open the links below to see how to do it:
How do I delete cookies
How to clear your cache
March 18, 2026
1:34 PM
how to look at my 1040 in turbo tax
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March 18, 2026
1:33 PM
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March 18, 2026
1:31 PM
It shows I did not meet my RMD requirement.
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March 18, 2026
1:31 PM
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March 18, 2026
1:31 PM
For my 2025 tax year
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March 18, 2026
1:30 PM
i hope you haven't given up on me. i'm probably asking too much from a community forum, but i'm REALLY hoping you @DianeW777 or someone else can go thru each of my points/numbers/questions above, ...
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i hope you haven't given up on me. i'm probably asking too much from a community forum, but i'm REALLY hoping you @DianeW777 or someone else can go thru each of my points/numbers/questions above, that was in response to @DianeW777 's gracious initial reply. 🤞
March 18, 2026
1:29 PM
You can enter your Canadian private pension NR4 pension in TurboTax by creating a substitute 1099-R (Form 4852). You would enter the pension amount in Box 1 and Box 2a. section. Enter the foreign ...
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You can enter your Canadian private pension NR4 pension in TurboTax by creating a substitute 1099-R (Form 4852). You would enter the pension amount in Box 1 and Box 2a. section. Enter the foreign pension amount in Box 1 and Box 2a, in Box 7 use Code 7 for normal distribution, use 99-0999999 for the EIN.
Open your return
Go to Wages & Income
Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
Choose to add a 1099-R
Select "I'll type it in myself"
Check the box "I need to prepare a substitute 1099-R"
Enter your information as instructed above
March 18, 2026
1:29 PM
To enter the sale of Restricted Stock Units (RSUs) in TurboTax Online:
1. Go to Federal>Income>Investments and savings
2. Add Investments, then Enter a different way, Type it in myself
...
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To enter the sale of Restricted Stock Units (RSUs) in TurboTax Online:
1. Go to Federal>Income>Investments and savings
2. Add Investments, then Enter a different way, Type it in myself
3. Choose Stocks, Bonds, Mutual Funds
4. After you enter the brokerage information, you will see the question Do these sales include any employee stock? Answer Yes, then enter RSU sales one by one.
When you enter each sale, RSU will be a option in the drop down box for the type of investment you sold.
Here is a TurboTax article on reporting RSUs on your tax return for more information.
March 18, 2026
1:29 PM
Sorry, I have not had a chance verify. I'm pretty sure the only entry was the flow form the 1099-R issued by my brokerage, but will quadruple-check. Otherwise, I think it's a link error in TT from ...
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Sorry, I have not had a chance verify. I'm pretty sure the only entry was the flow form the 1099-R issued by my brokerage, but will quadruple-check. Otherwise, I think it's a link error in TT from form 8889, line 12 to form 5329, line 47. Thanks again for the suggestion and I'll reply back after I've had to chance to check.
March 18, 2026
1:28 PM
It depends. An amendment requires Form 1040-X and you can review the instruction in the link below. You may need to remove the correction, so TurboTax knows the original numbers and the corrected num...
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It depends. An amendment requires Form 1040-X and you can review the instruction in the link below. You may need to remove the correction, so TurboTax knows the original numbers and the corrected numbers.
Follow the instructions in the link below to obtain the necessary TurboTax Desktop products (2024 and 2023) if necessary.
The amendment can be completed using the steps below and if necessary you can use the IRS transcript for your original 2023 or 2024 tax return.
How do I amend a tax return for a prior year?
March 18, 2026
1:26 PM
1 Cheer
SAME WITH ME! AND THEY REFUSE TO REFUND ME. I WENT TO THE END, CALLED TGO REQUEST A REDUCITON, THEY HELPED ME DO IT, I PAYED AT $109, AND MY CARD THEN GETS CHARGED A FULL $280. YOUR SERVICE REPS...
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SAME WITH ME! AND THEY REFUSE TO REFUND ME. I WENT TO THE END, CALLED TGO REQUEST A REDUCITON, THEY HELPED ME DO IT, I PAYED AT $109, AND MY CARD THEN GETS CHARGED A FULL $280. YOUR SERVICE REPS ALSO HAVE NOOOOO IDEAAAA WHAT THEY ARE DOING! i WANT MY PARTIAL REFUND. ABSOLUTELY INSANE
March 18, 2026
1:25 PM
Are withdrawals from an inherited non-qualified annuity subject to 10% penalty?
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March 18, 2026
1:25 PM
My return says total capital losses are $2321 but I don't know how they get that number and I don't see a way to change it. If I have additional carryover losses from previous year, shouldn't that fil...
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My return says total capital losses are $2321 but I don't know how they get that number and I don't see a way to change it. If I have additional carryover losses from previous year, shouldn't that fill the gap to the $3K max allowed?
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March 18, 2026
1:25 PM
I appreciate the reply but I had already tried that way. Although I couldn't enter those taxes, TurboTax had already calculated the limit on the amount I could deduct. Thank you.