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Line 5 on form 8936 Clean Vehicle Credits should be filled with a letter code from the filing status table. In my case, Qualifying surviving spouse (QSS), the line should have QSS entered. Instead, TurboTax online filles in "2". This affects SCHEDULE A (Form 8936), Part II c.    

I just paid for Cointracker Ultra tier plan - which definitely covers enough of my transactions for 2025 - and finished updating my Cointracker cost basis but when i try to import it it says "We couldn’t auto-fill your return". When Turbotax does try to connect to CoinTracker, i notice it successfully connects but only uploads a form called "Untitled 1099-DA". What is going on here? And why is the form it uploaded for me called "Untitled 1099-DA"? (could it be an empty form?)

I took 2024 RMD in 3/28/2025 and also took 2025 RMD on the same date.  I didn't report RMD of 2024 because I didn't have 1099-R then.  Now I have 1099-R for 2025 for the total amount of RMD for both years (2024 and 2025).  The Distribution Code is 7 which is Normal.  How can I let IRS know that part of the amount on the 1099-R of 2025 belongs to 2024 RMD to avoid any penalty?

I think this is a simple question, but I can't find anything on point.  The IRS allows non-deductible contributions to a traditional IRA before the 4/15/26 tax deadline and permits it to be attributable to the prior year (2025 in this case).  When TT asks the "value" of your IRAs on 12/31/25, should you include the contribution made in 2026 for tax year 2025?  This is for purposes of Form 8606 (line 6) I believe.  I made a non-deductible  contribution to a traditional IRA in 2025 for tax year 2024.  I then converted all of it to a Roth IRA in 2025.  So my balance in my traditional IRA really is zero as of 12/31/25.  However, I have made another contribution to my traditional IRA in March 2026 for tax year 2025. I wasn't sure if I was supposed to "pretend" the new contribution made in 3/2026 for tax year 2025 was there as of 12/31/25 since it is for tax year 2025. If I do, instead of a value of zero as of 12/31/25, which is actually accurate, that would give me a value of $8000 as of 12/31/25.  Please help!  

Q1.  I am the spouse on our joint tax return, and my husband is the primary taxpayer. I only have a foreign bank account that needs to be reported on Form 8938. Since we file MFJ, when I selected Form 8938, my husband’s name appeared on the form. How can I indicate that this foreign account belongs to me on Form 8938? Q2.  When completing Form 8938 Part V  the account number field has a character limit, and I can’t enter the full account number—one digit is missing. What should I do? Q3. I added my name and account# in the part V 26a Name of financial institution, like Bank Name ( spouse: Name, Acct#....) Will this be ok?