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You may be able to combine shares that were used to pay taxes into one or two lines. The dates are used to determine if the sale was short- or long-term. Be sure to combine the shares based on those criteria.

As nonresidents of the US, you would need to file Form 1040NR: U.S. Nonresident Alien Income Tax Return, which is not available in TurboTax Online. However, TurboTax has a partnership with Sprintax offering a nonresident tax filing solution to our TurboTax customers.   Visit the TurboTax/Sprintax site for more info or to get started.   Also note: To apply for an ITIN, complete IRS Form W-7, IRS Application for Individual Taxpayer Identification Number. Form W-7 requires documentation substantiating foreign/alien status and true identity for each individual.   You can mail the W-7 and documentation to the address in the Form W-7 Instructions. Bring it to your local IRS office, or use an acceptance agent (colleges, financial institutions, or accounting firms that are authorized by the IRS to assist applicants in obtaining ITINs). They'll review the W-7 and documentation before sending it to the IRS.

To enter your military reserve travel expenses - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on Scroll down to Employment Expenses On Job Expenses for W-2 Income, click the start or update button   Continue through the interview and answer the questions about vehicle expenses and other expenses related to your military reserve travel expenses.

If you were able to complete the entry for your childcare provider, including a tax id number, you don't need to amend your return to change individual to business. The IRS will contact you if they have questions.

Yes, you can enter a foreign pension in TurboTax by creating a substitute form 1099-R.    Open your return and go to Retirement Plans. Select the IRA, 401(k), Pension Plans (1099-R). Add another 1099-R. On the next screen, "How do you want to enter your 1099-R?", select I'll type it in myself. Follow the prompts as if you are manually entering Form 1099-R. If your foreign issue does not have an ID number, you can try entering 90-9090909. If errors occur due to this entry, you can enter the pension under Miscellaneous Income.

Is Idaho your non-resident state? If not, complete Massachusetts first.   If Schedule 2K-1 doesn't report Idaho income, the entry on the Idaho return should result in zero flow-through income to that state from your investment. If this is not what you see, restart the Idaho interview and look for a section on income adjustments, business income, etc. Every state is different.   You MA return should reflect the 2K-1, but not Idaho.

If you sold your primary personal residence and you lived in and owned the home for at least two years in the five year period on the date of sale, you do not have to report the sale if your gains are less then the exclusion amounts of $250,000 if filing Single or $500,000 if filing Married Filing Jointly (and both lived in the home for two years).   So if you lived in the home at any time for a least 730 days in the five year period from the date of the sale.   If sold in May 2028 and lived in home for at least 730 days from May 2023 to May 2028 you're good.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

If you used the TurboTax online web based editions your 2025 tax data file is saved in your online account.  You only need to start the amended 2025 tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Amend (change) return

You can check this using Forms Mode in TurboTax Desktop. It's unlikely the Box 8 loss from Schedule K-1 (1065) would be reported as a Capital Asset Sale unless you disposed of this investment during the year.   Open your return and click the Forms icon in the TurboTax header.  In the list of Forms in My Return on the left, scroll down and look for Form 8949 under Schedule D. Click the form name to open it in the large window.  If the error from Schedule D Line 3 appears on this form, right click the description and click Data Source. Choose the forms listed in the popup as possible sources - Cap Asset Sales is one. Note that Schedule K-1 can be a source if the partnership interest was disposed of during the year. Review the other sources to rule out other transactions. Cap Asset Sales (1) has a Quick Entry table that can be edited (blue font in yellow box). You cannot change any entries in black. Overrides will invalidate your return from e-filing. If you are able to identify the entry and resolve the issue, click Step-by-Step in the header to return to the main screens.

It depends. If you receive annuity payments from a nonqualified retirement plan, you must use the general rule. Generally, if you begin receiving annuity payments from a qualified retirement plan, you use the simplified method to figure the tax-free part of the payments. Most employee benefit plans are qualified plans.