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I read about Dual-Aliens and still I can make a choice to be treated as resident alien for the whole year. If I make that choice, I can file a joint return if my status is Dual, I can't file joint return. To me more beneficial is joint return, therefore question remains - are my contributions to Polish retirement plan treated as paid tax and subject to US tax credit? 

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Other and continue

Same problem here. Solution I had was just to quit/exit TurboTax 2025, restart it, and then it worked the 2nd time. Didn't have to do anything different with the 2024 file, etc. Buggy software to not work the first time. Probably something in the file permissions that needs a restart in order to work correctly.

@edshaz    And it cannot be imported directly from DFAS.   You have to enter it manually by clicking on text.....such-as "Enter another way" and/or "Type it in myself".   And don't try to upload a Picture or PDF of your paper form, since that can introduce some significant errors that are tough to correct.  Just get into the 1099-R area, and  type in the information into the TTX form manually.

What would be the simplest Plan B if I'm getting a refund but need an extension because my K-1 won't be final until after April 15 - create an account with a different online provider and file the extension through them? I called TurboTax on Tuesday and was told the glitch in EasyExtension would be fixed today (Thursday, 4/9). Of course, that's not the case. Ridiculous that they expect us to continue trusting them with our tax prep needs when they can't or won't correct a glaring error in their extension software.    

It depends. The IRS requires a separate Form 3468 for each facility or property generating a credit.   Since a single K-1 "Schedule K" line item usually lumps these credits together, TurboTax can't "auto-split" them into multiple 3468s. Thus, it tells you to do it manually.  TurboTax has a "Check This Form" error trap. It sees an entry on Form 3800 (General Business Credit) or Form 3468 and "knows" there is a K-1 in your return. It forces a link to ensure the numbers match exactly to prevent math errors. When you link it, the software pulls the total from the K-1, but because you also manually entered the data on the 3468s, it double-counts the credit.  To satisfy the software’s need for a link without doubling your tax credit, you have to "zero out" the automated path. Try this workflow:   Keep your Manual 3468s: Ensure you have created the individual Form 3468s for each facility as required. Go to the K-1 Entry Screen: Navigate to your S-Corp K-1 "Step-by-Step" interview. Adjust the Credit Entry: When you reach the screen for "Statement Details" or where you enter the specific credit amount from your K-1 (usually Box 13 with a code), remove the dollar amount there. Use the "Link" on the Worksheet: * Go to the K-1 Additional Information Worksheet (Forms Mode is easiest for this). Link the K-1 to your manual 3468s. Since the K-1 "source" now has $0 (because you removed it in step 3), the "link" will technically exist but will carry over a value of zero, leaving only your manual entries to populate the final 1040.   A "Forms Mode" Tip (Mac) Since you are on the Desktop/Premier version, use Forms Mode (Command+R) to look at the Form 3800, Part III. Check the "Source" column. If you see two lines for the same credit—one from "K-1 S-Corp" and one from "Form 3468"—you know the double-count is active. Delete the one originating directly from the K-1 input. Why does the help text say "Do not link"? The help text was likely written by a technical writer focusing on IRS compliance (the need for separate 3468s), whereas the "Error" you are seeing was written by a programmer focusing on data integrity (making sure K-1 totals match the 3800).   By manually entering the facility data on 3468 and zeroing out the "summary" line on the K-1, you satisfy both the IRS and TurboTax's error-checker.

The formula that TurboTax uses, which is described on page 24 of the Ohio IT-1040 instructions, is to make a ratio of the number of years of military service divided by (the number of years of military service plus the number of years of civilian employment with the US government) and multiple this ratio times the federal civil service pension attributable to military service. This gives a deduction that is subtracted from Ohio taxable income on line 2b on the IT-1040.   In the example given in the Ohio IT-1040 booklet (link above), the amount of pension in line 1 of the IT-1040 was $90,000, the number of years of military service was 10 years and the number of years of civilian employment within the US government was 20 years. This gives us 90,000 times (10/(10+20)), or 90,000 times 1/3, or 30,000 for the federal civil service pension deduction.   In the step-by-step interview for Ohio, on the screen with the title "Military Retirement and Civil Service Pension Income", you would enter zero for the military retirement income, 90,000 for the federal civil service pension income, 10 years in the military, and 20 years for the time in the US government.   Given the formula above, the deduction is smaller when the years of military service is smaller, so your Ohio taxable income increases along with your tax.   I do not see how "I get more back when I have Zero military service". If the number of years of military service goes to zero, as you say, then the Uniformed Services Retirement Income on line 34 on the Ohio Schedule of Adjustments goes to zero, so the deductions against Ohio income are smaller.   Perhaps if you would tell us what your numbers are above, so that we can see what you are talking about. Note that we in the Community cannot call you.

My problem is the same for 2025. I'm 83, DOB 10/26/1942. Hard for any software to think I'm under 73, BUT,  it isn't asking about my RMDs (3 1099Rs) and not applying the data I enter on the Forms screens for each 1099R I have. Very frustrating. Did not ask if I had RMD to enter when I started entering 1099Rs. This software has some serious problems. I think next year I'll go with H&R Block.  

   In examining your return further, I notice there may have been some missing information you needed to complete.  The amount of $5217 is an amount that may have been calculated erroneously due to the limited information that was provided in the return. As I looked over your California return, there seemed to be some information missing.  Here is how I suggest proceeding with your return.   Delete your California and Colorado returns completely. I am suggesting you re-enter with a clean copy. If in TruboTax online, go to your state returns and delete. Once deleted, here is how I want you to proceed.   Begin with your CA non-resident return. Start to prepare it.   In the first screen, indicate that the child was a California non-resident for the entire year since he/she is there strictly for education. Continue through until you see the screen that says residency information. Here you will also say your child is a full-year non-resident. Don't put anything in for move in/move out dates for 2025. Now continue until you reach a screen that says Child with investment income It will then ask you to review the information on Federal Form 8615.  If it is correct, press continue. In the second screen after the review, you need to enter you (the parents) taxable income on their Ca Form 540 NR. If there is none, put 0. Now it will repeat asking the child's investment income and how much of it is taxable in Ca. If not taxable, put "0". Now with everything said and done, line 18 will drastically change because it now compares the tax computed in the line 17 Smart Tax worksheet line B with the amount on Line 6 and the difference will be recorded in line 18.     In examining your return further, I notice there may have been some missing information you needed to complete.  The amount of $5217 is an amount that may have been calculated erroneously due to the limited information that was provided in the return. As I looked over your California return, there seemed to be some information missing.  Here is how I suggest to proceed with your return.   Delete your California and Colorado returns completely. I am suggesting you re-enter with a clean copy. If in TruboTax online, go to your state returns and delete. Once deleted, here is how I want you to proceed.   Begin with your CA non-resident return. Start to prepare it.   In the first screen, indicate that the child was a California non-resident for the entire year since he/she is there strictly for education. Continue through until you see the screen that says residency information. Here you will also say your child is a full-year non-resident. Don't put anything in for move in/move out dates for 2025. Now, continue until you reach a screen that says Child with investment income It will then ask you to review the information on Federal Form 8615.  If it is correct, press continue. In the second screen after the review, you need to enter you (the parents) taxable income on their Ca Form 540 NR. If there is none, put 0. Now it will repeat asking the child's investment income and how much of it is taxable in Ca. If not taxable, put "0". Now with everything said and done, line 18 will drastically change because it now compares the tax computed in the line 17 Smart Tax worksheet line B with the amount on Line 6 and the difference will be recorded in line 18.    [ Edited 04/09/2026 I 3:16 PM PST]                

The wages and unadjusted basis of qualified business property (UBIA) would be included in your rental entries. It is likely that you don't have any wages, since you are dealing with a rental. You may have UBIA, however, since you likely have rental assets, such as the building and furniture and equipment. That would limit your deduction to 2.5% of the undepreciated value of your rental assets.    I suggest you look on the QBI component worksheet for Enterprise #1 as mentioned by @PatriciaV and see if you can enter UBIA for the rental property. It would be the cost of your assets less the depreciation taken on them. Also, you can only use an asset for UBIA purposes for ten years.