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My total amount of foreign income is $5300 so above the $5K you mentioned. However, all the investment income expense comes from US investments.  Why would it need to calculate how much is allocated to foreign versus US investments in this case? Or am I missing your point?

You could use the same QMID for the enabling property as the main property with a $0 cost if you didn't install it.  As long as it's a valid QMID, it won't be rejected.  The IRS efile computer is not matching codes to specific property.   @fcparma19 

Yes. If you just have a repayment plan set up with the IRS, it does not affect your State taxes. The IRS is completely separate from any State tax agencies. You should fill out the state payment information without regard to the IRS payment arrangement.   See this TurboTax help article for links to contact any of the State tax agencies. Your state may also offer the ability to make payment arrangements online.  

I agree with the OP and the other two posters that are having this problem - the question has not been answered properly by the specialists.  That box under the dependents section is being checked for me by the software but I also do not believe it should be checked based on what it says on the form (see below).  I am divorced 8 years  filing as HOH.    "Check if your filing status is MFS or HOH and you lived apart from your spouse for the last 6 months of 2025, or you are legally separated according to your state law under a written separation agreement or a decree of separate maintenance and you did not live in the same household as your spouse at the end of 2025."   Was there ever any resolution on this? 

1. I doubt you missed an instruction. There is a higher chance the software defaulted to Paper File for the 568 while E-filing your personal 540. Common reasons TurboTax blocks e-filing for Form 568: Depreciation (Form 3885L): If your business has any assets being depreciated (computers, equipment, etc.), It will generate the form but force a "Print and Mail" status. Multiple Schedule Cs: If you have more than one business, TurboTax typically cannot bundle multiple 568s into one personal e-file transmission. "Stand-alone" Status: TurboTax Online often treats Form 568 as a separate entity return that is not physically attached to the personal 1040/540 e-file "envelope." If the software doesn't explicitly show "Form 568" as a line item on your final e-file transmit screen, it stays sitting in your account as a PDF waiting to be printed.   2. Not filed reasons: Paper file was the only choice Form 568 was not marked to be e-filed. You would select Federal, CA, and Form 568 to e-file. Look  at Form 568  Line M(1) or a checkbox at the bottom. If there is a checkmark indicating "Not eligible for e-file," the software will not send it. Unfortunately, you will still need to print and mail the Form 568 for the years not e-filed. Include a brief cover letter for each year stating: "Form 568 for [Year] is being filed late due to a software e-file transmission error. The $800 annual tax was paid timely via Web Pay on [Date]."   File each year separately. Mail to: Franchise Tax Board, PO Box 942857, Sacramento, CA 94257-0500   Remember, for 2023 use the one time penalty abatement, form FTB 2918. For 2024 and 2025 use reasonable cause, argue that you exercised "ordinary business care and prudence" but were misled by your tax software's confirmation status.   Here is an example:   Subject: Request for Penalty Abatement – Reasonable Cause (Form 568) To the Franchise Tax Board,   I am submitting the enclosed Form 568 for the [2024/2025] tax year. I respectfully request an abatement of any late-filing penalties based on Reasonable Cause.   Despite exercising ordinary business care and prudence, I was misled by my tax preparation software (TurboTax). I timely e-filed my California Personal Income Tax Return (Form 540) and received an "Accepted" confirmation. Based on the software's interface and the lack of "Print and Mail" instructions (which I had received and followed in 2022), I reasonably believed Form 568 was included in that electronic transmission.   Please note that the $800 Annual LLC Tax was paid timely via Web Pay on [Date of Payment]. This demonstrates my ongoing intent to remain compliant with California tax law.   Sincerely,  [Your Name & LLC ID Number]   Reference: One-Time Penalty Abatement | FTB.ca.gov

Regrets for not answering your response back in January.   Yes - I use the desktop version, and at that time I had not yet filed my return.      - the individual data fields were also grayed out and not accessible.   Now that I have filed my return:      - the "as filed" forms 8283 are not sorted in any discernible order.      - the "all records" worksheets are also not sorted in any discernible order either.

It depends. If you are not currently taking money out of your Roth IRA, you do not need to list your prior contributions on your tax return at all. TurboTax asks for this information primarily to track your "basis" (the total amount of your own money you've put in) to ensure any future withdrawals are calculated correctly as tax-free.    If you are taking a withdrawal and are under age 59½, you need to add up all your contributions from the very first year you opened any Roth IRA to prove that you are only withdrawing your original principal and not your earnings.    However, if you are over 59.5 and have held the account for more than 5 years, your withdrawals are tax-free regardless of your contribution history, and you can safely skip this question.   This article may be helpful if you need to go back to the entry for the contributions: Where do I enter my Roth IRA contributions?

How you enter the housing allowance depends on whether it was reported to you on Form W-2.    If the amount was included in W-2 Box 1 wages, When you get to Box 14, enter Clergy Housing in the Description box, followed by the amount. (The amount might be reported to you in a letter from the church or in your employment contract if not on your W-2.) If the allowance isn't automatically classified as Other (not classified), select this option from the dropdown menu.    Follow the steps in this help article to make the rest of the necessary entries to classify the allowance correctly on your return. If it's in your W-2, you can subtract it from regular taxable income under Other Reportable Income while leaving it subject to Social Security tax.   To enter minister housing allowance in TurboTax when it is not on a W-2, treat it as self-employment income (Schedule C) using industry code 813000 to trigger clergy tax rules. Input the allowance, calculate qualified expenses, and ensure it is subject to self-employment tax (Schedule SE) while being excluded from income tax   See also this TurboTax tips article for more information on ministers and taxes.  

If you have your rental property set up in the Asset section, you can add other assets in the same section.  At the Asset Summary page, choose 'Add an Asset' and choose the type of property.  Appliances, carpeting, etc. are under 'Rental Real Estate Property'.  Give a description, Cost, and Date Purchased.   You're then asked 'How Do You Want to Deduct this Item?' and are given several choices.  Here's more detailed info on Depreciation of Business Assets and Rental Real Estate and Taxes to help you.    @stephenwu