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If you had no errors in your return, try deleting Form 5695, step through the Home Energy Credit interview again, checking the correct boxes and indicating your main home, and skipping the REVIEW tab and go right to FILE.   @Caitn1 

Federal return still being rejected for 5695, despite today's update   "There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return"   We have no Enabling Property checked.

We can help you with your letter or notice from the IRS.   Addressing your letter or notice as soon as you receive it could prevent further IRS contact or examination.   Look in your IRS letter or notice, and select the corresponding number in this article (like CP11 or CP01A) for more information about what to do next.     What should I do if I receive a letter from a state tax agency? It’s best to contact your state directly to learn more about the letter you received. Select yours from this list.  

If you are using the Online version you need to use Premium to enter a K-1.   To enter a K-1 go to Federal Taxes Tab or Personal (Home & Business version) Wages and Income Scroll down to S-corps, Partnerships, and Trusts or to Business items Schedules K-1, Q - Click the Start or Update button   Be sure to pick the right kind of K-1. There are 3 kinds, 1041, 1065 & 1120S Enter each k-1 separately. ps....you don't enter K-1s you get for IRA, 401K or retirement accounts.

Trying to avoid IRS labeling me an HCE again like in 2024 (last year was restricted from contributing to my ROTH 401K) I asked my company and they did not have a clue, likely because they let Fidelity manages the 401K. What is shown below is the top part of my W-2 form (replaced actual $ amounts with ####.##) Followed by my last paycheck stub for 2025, I know the total needs to stay below $160k, worked less hours last year to avoid HCE for this year, but left a lot of money on the table, so want to calculate my salary for this year more accurately. AI states how to add this up (I only believe AI 70% of the time, I see errors here added as underlined) 1. Start with Gross Salary (W-2 Box 1:( Take your 2025 W-2 taxable wages. 2. Add back 401(k) contributions: Add back any money you contributed to a 401(k) (as this is included in HCE definitions). Not quite correct, you only add back in the Pre-tax (BEFORE TAX DEDDUCTIONS) 3. Add back pre-tax benefits: Add back salary reductions for medical, dental, or FSA (Cafeteria Plan contributions). Again, only add back in Pre-tax (BEFORE TAX DEDDUCTIONS 4. Exclude Company Match: Do not include any 401(k) match or profit-sharing contributions made by your employer. (these are labeled as “EMPLOYER PAID BENEFITS BELOW”, I think? 5. Result: If this total exceeds $160,000 (for 2025 look-back to 2026 HCE status), you are an HCE.   Two questions below  1.) My HCE being <$160k is these two numbers added together? (green)  2.) Not the same amount due to my 401k pretax contribution? (red): Sorry for having to split the image up to post it here.......

Do you want to do another return for someone else?   Online is only good for 1 return per account.  Don’t use your account or you will overwrite your return and it will be gone.  And you have to pay for each account separately so it might get expensive.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return   The Desktop program can do unlimited returns and efile 5 federal for free.  You can buy the Desktop Download program directly from Turbo Tax TurboTax® 2021-2022 CD/Download Tax Software, Compare Desktop Tax Preparation For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later

I see you posted 5 digits, so is that the type of PIN that you are referring to?   Are you referring to the 5-digit efiling PIN also known as a "signing PIN", which is on the same signing screen that also has you enter today's date and your birth date?    If so, you can use a different one each year if you want.   You can also use the same as last year if you saved it.   The page that asks for the 5-digit PIN will tell you that you can use any 5-digits of your choice, except it cannot be all zeros.   On the other hand, if you are referring to a 6-digit IP PIN (Identity Protection PIN) from the IRS, and are required to use one, then you have to have a new one every calendar year.   If you are required by the IRS to use a 6-digit IP PIN, and if you didn't get a letter with the new IP PIN, you can retrieve it from your online account at the IRS: https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

To report a disaster in your Federal Return, go  Income > IRA, 401K, Pension Plan Withdrawals.  Say 'No' to receiving a 1099-R and 'Yes' to a prior year disaster. Continue through the follow-up questions to report your disaster, including your FEMA disaster number.   If you didn't receive a FEMA number for your disaster, you can report this under Deductions & Credits > Other Deductions & Credits > Casualties & Thefts.   Here's more info on Reporting a Casualty Loss.   @Jschin         

Thanks. I had suspected that it would just be a matter of entering the info from the form since he's a dependent and we paid for it, but I appreciate the confirmation. I did come across other people with a similar question to mine and this was the advice they were given as well.   Again, thanks to you both for responding.

@DocNyr , as I have mentioned before  my struggle with your case is that  while you may meet the  requirement for  "foreign tax home"  and  "work performed  at a foreign place", your employer  was a US entity.  Furthermore  they considered you an employee  by issuing you a W-2, withholding taxes  and participating in FICA contribution for the full Box-1 wages.  Thus it is an iffy case -- in that  can you argue successfully that you were a self-employed  offering a work-product/services to a US entity  i.e.  a Schedule-C tax payer with a foreign tax-home.    I think IRS will argue that you were temporarily abroad while on the payroll of a US entity and therefore not eligible  to meet  the  "income from sources without the USA". This is further strengthened by  your not being taxed by the  host country  ( which country ? ) and you having substantial connection to the US. What are you trying to achieve ? IMHO -- don't think this will stand the IRS  query. Is there more I can do for you ?