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I'm sorry, but as I proceed through the Interview after my 1099-R has been entered, I received the following prompts:   Is the IRA/SEP/SIMPLE box on this 1099-R checked? Where is your distribution from? Military pension or survivor's benefits, Disability benefits (under age 65 only), Three-year rule pension or 401(k) benefits, General rule pension or 401(k) benefits, None of the above.  What kind of retirement plan do you have with [XYZ] Custodian? Do any of these situations apply to you? The situations are I took out this money due to a qualified disaster, This money was from being a public safety officer. I took out this money due to a qualified disaster, I need to file a substitute 1099-R or the corrected box is checked on this 1099-R. Was This Distribution From a 403(b) Plan? Let's get more information about your Required Minimum Distribution (RMD) How much of this distribution applied to your December 31, 2025 RMD? Annuity information [I don't recall this ever having been asked in the past]     After which it reverts to "Your 1099-R Summary." Nowhere is there a box to indicate the portion transferred to charity nor am I asked for the basis of nondeductible traditional IRA contributions.

Most likely, the attorney is suggesting a domestic LLC. To be sure, ask. A single-member LLC does not file a Federal income tax return. It is a disregarded entity and you would reprot directly on 1040 Schedule E. States , if your state has a personal income tax, usually don't require filing a separate income tax return. However, some states impose a minimum LLC fee. Depreciation is 30 years for foreign residential real estate rather than 27.5, for domestic. For US Income tax reporting, you would need to convert from foreign currency to US currency.  The conversion would be a DIY project. Otherwise, TurboTax should have no issues handling the foreign property. The FTC, by category, is limited to the US tax multiplied by the ratio of foreign taxable income to total taxable income. A loss results in a carryforward. In some cases, the effective Foreign tax rate is more than the effective US tax rate, resulting in the excess foreign taxes being carried over. The law specifies a 1-year carryback, if possible, and a 10-year carryforward after which the carryforward is permanently lost. 

You don't have to have a 1098 in order to claim the mortgage interest.   You can enter the amount without it.   Mortgage interest is an itemized deduction, so unless you itemize, there is no reason to enter it.   If you take the standard deduction (most people do), you can skip over entering mortgage interest.     The IRS lets you take either the Standard Deduction or the itemized deduction. If you itemize, we'll automatically fill out Schedule A, Itemized Deductions.   To report mortgage interest not on a 1098 form: Open or continue your return in TurboTax. Select Search, enter 1098, and select Jump to 1098. If that doesn't work: Select either Tax Home or Federal, then Deductions & Credits. Under Your Home (you may have to select See all tax breaks to find it), select Start or Revisit next to Mortgage Interest and Refinancing (Form 1098). Answer Yes on the screen Did you pay any home loans in 2025? Enter Lender's name and Continue.  Enter the information as if you received a 1098 form

I don't know about a "filing queue," but the invalid signature date problem will NOT let you e-file an amended return and short circuits the process. I just attempted to e-file but the first error message said my electronic signature of today's date was invalid because it wasn't between 1/1/2025 and 12/31/2025, so I accommodated by entering the original filing date of 2/4/2025. That brought up another error message that said I couldn't e-file because I was past the e-filing period which ended 11/15/25. It seems to be a glitch with the Turbotax software but when I call, they say wait until the IRS accepts e-file on January 26 and all will be well.  I doubt it but we'll see. BTW, there is nothing wrong with my forms for filing (or e-filing) that I can see, and TT doesn't find any errors.  

Schedule 1-A is the IRS form that is used to calculate the Enhanced Deduction for Seniors in Part V.  The form is here:  Schedule 1-A.   Line 31 of the form uses your income - in your case $180,000 Line 32 is the beginning of the phaseout range - for you $150,000 Line 33 is line 32 minus line 31 or $30,000 Line 34 you multiply line 33 by 0.06 which is $1800 Line 35 you subtract line 34 from $6,000 to get $4,200 Line 36a is line 35 if you are 65 or older - or $4,200 Line 36b is 0 if you are single or is the same as line 36a if you are married filing jointly and your spouse has a valid SSN - in your case this would also be $4,200 Your enhanced deduction for seniors is the sum of line 36a and 36 which would be $8,400   So if your senior deduction is calculated at $8,400 for an income of $180,000, then it is correct.

Maybe.  He doesn't have to live in the same home with you in order to claim him.   Whether you can claim him or not depends on his age, income, and a few other things.  Enter his information in TurboTax and let the software figure out if you can claim him.   This article below has all of the requirements listed.   Who can I claim as my dependent?    

While that is correct for the $1,000 seed money. All children who are under the age of 18 are eligible for a Trump account, as long as they have a valid Social Security number.  I would like to register my children (ages 5-10) for a Trump Account, just not check the box for the $1,000 seed money, as shown on the form. https://www.irs.gov/pub/irs-pdf/f4547.pdf

It depends.  A military pension is generally taxable on the federal return but may be nontaxable on the state level.  There are two instances where the pension isn't taxable. The exemption may be available because of a retroactive VA disability rating or because it's a disability pension for a combat-related injury.   If it's a regular military pension, it's taxable. If not, look in Box 2A of your 1099R.  If the amount reported in Box 2A is zero or less than Box 1, then the pension is exempt or partially exempt. Then you can submit 1040X for each year you report your military pay as taxable.   Your pension might be exempt from state income tax depending on the state where you live.   @user17691997932