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@tkl1126 , do you need help ?  and if so how about putting your question and context thereto here ?  Surely your situation/scenario is not so complex  that none of  us are able to help.  Please help us help you.   Look forward to hearing from you with details of the situation--please

To check the balance of an IRS payment plan (installment agreement), log in to your IRS Online Account, where you can view your current balance, payment history, and scheduled payments   IRS online account - https://www.irs.gov/payments/online-account-for-individuals

@gustavo-wolf2820 , are you a US person ( citizen/GreenCard/Resident for Tax purposes )?  or still NRA? I ask because , if you have transitioned to a Resident for Tax purposes then the issuer should have used a form other than 1042-S.  If you are still NRA, then you report the 1042-S  contents , box by box  on form 1040-NR  ( not supported by  TurboTax , use SprinTax or similar service or a tax professional). If you are a Resident for Tax purposes then you have to map the numbers from 1042-S to equivalent boxes on a W-2 or 1099- NEC/MISC/INT/DIV etc. Please tell more about your own immigration/Tax status and the type of income shown on 1042-S.   And surely one of us can help you file your return.

I did not receive this answer until today. Very displeased. TT needs to make a way the imported investments do not transfer to the Oklahoma return. This took me hours and hours and I only got it fixed by asking Grok. Intuit fix this, please!        

If you filed a Joint return then her AGI is the same as yours.  There is only 1 AGI on line 11.  Enter the same AGI for each of you to efile 2025.   How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

@user17756756823 , generally agreeing with my colleague @DawnC 's note on treatment of interest  income from foreign source ( i.e. when there is no EIN), and recognizing the general issue with reporting of foreign pension,  (a) when the foreign source pension is taxable in both countries, the  solution for recognizing/reporting of the income/pension is often solved by using fake EIN  such as 99-1999999  and double taxation by using the  "mitigation of double  taxation " article of the relevant tax treaty.  The problem here is mostly a case of allowable FTC being often less than that actually paid to a foreign taxing authority .   However this is in compliance with the US tax laws ( FTC limited to a maximum of the US tax on the same doubly taxed income ) and Tax Treaty ( requiring US to recognize the full amount of foreign tax paid ). (b) when the foreign source pension is taxable only in the foreign country, the mechanism gets  confusing.  This is because while IRS suggests  "No reporting" is required, the tax payer feels   ( and  correctly ) more secure in recognizing the  foreign source income and then excluding the income  under  ref'd article of the relevant tax treaty. It would have been  nice / correct if TurboTax allowed  recognition of the income  under "other" income with tag " Foreign Source Pension -- country X "    -- Schedule-1, Part  I, line 8 z  and followed this allowing "Adjustment to Income" --   Schedule-1, Part II, line 24 z with tag  " Per Article xx of US- Country X Tax Treaty "  with the same amount as an adjustment.  This would allow the taxpayer to feel safe that he/she did recognize the income and also take advantage of the non-taxability thereof under a  specific assertion of the tax treaty.   Currently there is no way to do this. Does this make sense ?

Regarding, "If you use a dwelling unit as a home and you rent it less than 15 days during the year, its primary function isn’t considered to be rental and it shouldn’t be reported on Schedule E (Form 1040) [emphasis added]. You aren’t required to report the rental income and rental expenses from this activity." . . . .    My follow-on question is, if you own three weeks of a timeshare, occupy it for two weeks (so it's a "home," per https://www.irs.gov/publications/p527#en_US_2025_publink1000285456 ), and you return the third week to the timeshare company for compensation and they send you a 1099 MISC, how do you report the 1099 MISC to the IRS and claim that no income taxes are due because you rented your "home" for less than 14 days?     Just a question to fill in a part of everyone's schedule that's now so open on April 17. 🙂 

Required Minimum Distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. Once you reach a certain age, the government requires you to start taking this money out so they can collect taxes on it. These rules apply to most employer sponsored retirement plans and traditional IRAs, but they do not apply to your Roth IRA.   Current RMD age requirements: You must start RMDs at age 73 if you were born between 1951 and 1959. You must start RMDs at age 75 if you were born in 1960 or later. You were required to start at age 72 if you reached that age before the end of 2022.   If you missed your RMD, you should take the missing amount from your account as soon as you realize the error. Next, you need to file Form 5329 with your tax return to request a waiver of the penalty. The IRS may waive the penalty if you can show the mistake was due to a reasonable error and you have taken the steps to fix it.     To handle this in TurboTax Online, search for 1099-R and use the Jump to link to get to the retirement section. Even if you did not receive a 1099-R for the missed amount yet, you must go through this section to trigger the RMD questions. When you reach the screen asking Did you miss taking any RMDs?, select Yes and enter the amount you were supposed to take. TurboTax will then guide you through requesting a waiver and provide a space to enter your explanation for the IRS. If the software does not allow you to e-file Form 5329 without a current 1099-R, you must print and mail your return with the form and your written explanation attached.