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@user17636035548  First thank you for your post with all the answers to my questions. Second, please accept my apologies for delayed response.  Part of the delay is my struggle with  unclear directions from the form 8938 instructions. While I recognize that despite  Under  model 1/2 IGA between US and UK there  is no requirement for the UK pension admin / trust to report  the holding to the US-IRS/ Treasury. However, this does not  abate the requirement for the beneficiary/ pensioner from reporting under FATCA regs.  The question then  ( and because of the distributed/ contorted information gathering on the form )  is how to report this "pension " account.   If one looks at IRC section  1471-5 for definitions used  in FATCA regs, I am more inclined to report a pension account like an annuity i.e. under custodial account .  This is in contrast to your information of reporting as a trust ( see definition in the above ref 26.USC 1471-5... ). Since the whole idea of FATCA is to detect/ avoid money laundering through  "specified foreign  financial assets/ accounts",   all one is required to do is generally report the holding but generally under  headings as defined  under section ref'd above.  So my view is  to report the pension account as a custodial account. The pension fund is holding your monies ( your contribution & that of your employer ) and investing and growing for future "annuity" type of payment to you as beneficiary.   This would mean that  line 20 -- Custodial;  line 21 -- is  your account identification  at the pension fund admin 26a -- Name of the fund admin;  26b is blank or  the IGA model  1 or 2 ( as the case may be ) I do not agree that this should be reported as a trust where you own a specific share etc.   That is my take on this.  Is there more I can do for you ?

Did you already get your 1095A for 2025?   And using the Desktop program?   The program probably needs updating.   Most sections aren’t ready yet.   I found this article but it just says where to enter the 1095-A but doesn’t say exactly where to indicate it’s for self employment.      Where to enter a 1095-A for self employment https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-health-insurance-premiums-turbotax-home-self/L59djSwe7_US_en_US

One company bought the other company. Yes, I am aware I will get different w-2s. I'm specifically worried about my gross being $15,000 more and how that may effect my taxes, tax brackets, taxes I may have to pay back, etc. 

When EE savings bonds mature, all the accumulated interest becomes federally taxable in the year of maturity, even if you don't redeem them . You will receive a Form 1099-INTfrom the Treasury to report the interest, and this income is subject to federal income tax but exempt from state and local taxes.

Sorry I don’t understand.   That doesn’t explain the problem.   How did your company switch?  Switch to what?   If they got a new EIN employer number you will get 2 different W2 forms in January to report on your tax return.   

Hello,   Thank you for your response. The thing that's wrong is my YTD when the companies switched, says I'm currently making $15,000 over what I actually made. I'm just not sure how that will mess with things. 

Depends on what was wrong.   They won’t be filling the W2 until January so it should get corrected by then.   And you pay taxes on the taxable amount not the gross amount.   The gross amount includes everything even pre-tax items so the gross can be a lot more.   

Thank you I will check it out. I still have a question about how to extract my existing data out of It's Deductible as I have tracked all my donations in it up until it was decommissioned. Does anyone know who to contact at Intuit to help me get access to that information?