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Yes. I have filled out lines 23, 24, 25 through  28. And, now I did not check anything in line 22 because none of them are applied to the 2025 tax year for the first foreign bank account listed. Then, Turbotax complains. When I checked the box "a" in line 22, "Account open during tax year," for the 2nd foreign bank account listed, TurboTax does not complain. In other words, TurboTax requires me to fill in line 22 in order to  pass the review. Note your program does not have this problem in previous years. Thanks.

You can try to e-file 2025. The return should not be rejected if you use $0 for his prior year's adjusted gross income. An IP PIN (6 digits) should not be necessary. However, a self-selected PIN is needed (5% digits).   For 2024, you'll have to buy a version of the desktop app. It can only be mailed if you use TutboTax 2024 TurboTax desktop apps    There are various providers other than TurboTax that would allow for e-filing 2024 and 2025. if his income is low enough, it's free, though some charge for the state return, if needed. IRS Free File providers.      

@ clcjl    Also, if you ultimately do get the 2021 installation file, then before you do anything to mess up your original *.tax2021 data file, make another copy of the original 2021 data file before attempting to open it in the 2021 software, and store it somewhere safe as a backup/archival.   Then, in case you mess up the 2021 data file doing the amended return, you'll at least have a copy of your return file as originally filed.

I didn't want to complicate the question initially, seems like that was wrong, sorry for that. So, I received single 1099-R in 2026 that stated $14k gross distribution (box 1) and $14k taxable amount (box 2a). These are $7k backdated to 2024 (money transferred in Jan'25) and $7k for regular 2025 contribution (money transferred in Nov'25). As @baldietax  you mentioned, I need to file amended tax return for 2024 to add Form8608, right? Then the question is where the conversion is reported? Is there any specific Form that has to be attached to tax return? How to verify I did this right?

Everything was filled out properly, just like previous years.  It was stated that something would have to been entered regarding living in a foreign country.  It that’s the case, I would have entered no, as I know where I live. There are many posts regarding this glitch.  I’ll be using a different program next year. 

@ clcjl wrote: That's a good point. The webpage does not say anything about this, and the page still has the download link published.  I don't have 2021, but I do have 2020.  So I tested the 2020 download, and it did download the 2020 installation file.  So I suspect that you can get the 2021 file, but I still don't know if you can activate it.  You'll just have to see once you get it.   And I don't know up to date the file will be; i.e., whether or not it has the latest updates for that tax year.   It may or may not allow any further updating.  You'll just have to see.   So for your technical issue, are you by any chance using a VPN?   If so, and if you can safely disable it (i.e., you're at home on a private network and not using public wi-fi), then try without the VPN.   Or if using wireless, try using a wired connection, if possible, to see if that makes a difference.

Double check your 1099-R and edit it on the federal interview if need be.   Check the 2-letter state code for that zip code.   Make sure the city and state match up to the zip code.  This error happens when the state code doesn't match what is on file with the IRS.  TurboTax follows the IRS for acceptable zip codes.  If the state code does not match the correct state, you will get an e-filing error.   Correcting the state code is usually the fix.     Check that the 2 letter state abbreviation is correct here USPS Two–Letter State and Possession Abbreviations   (most common error) Make sure you've entered the ZIP code in either 5-digit or 9-digit format, for example, 12345 or 12345-6789. Look up the correct ZIP code for the street address in question.

Sometimes the data import just doesn't work.  It's impossible to determine which end the problem resides.  When this happens, the best solution is to enter the information manually.  The only other option I know of would be to start your return over in TurboTax Online, import you Merrill Lynch forms and then transfer the return to TurboTax Desktop to finish, or finish in TurboTax Online.  

Try this >  Scroll all the way down the selection list and choose Woodward.   That should unlock all the counties and remove the error.   I got the same error and was able to remove it by choosing the last county option before changing it to the correct county.  

As a resident of the state of New York, all your income regardless of where it was earned is taxable by the state.  This includes investment income, income earned out of state, etc.  Non-residents of New York City do not pay the NYC personal income tax; however, if you are a non-resdident employee of NYC, you must file Form NYC-1127 to pay a city tax liability payment, which is the essentially the same tax you would pay if you were a NYC resident.  New York City taxes all income, earned and unearned, regardless of where earned.  Appropriateness does not seem to factor into it.