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I deleted form 8962 as stated using turbo tax online version. I went through the questions Health care and 1095-A questions/entries and no questions about HRA came up (retiree non-taxable). It is still calculated a PTC tax credit.  If you are able to this with turbo-tax this year, then your version of turbo-tax must be different than the online version that I am using or something else is going on.   Unfortunately, I am still not able to correct this.

I'm married with two children, all three are with me in the States. To my understanding in my situation, I need to expose my Polish income to IRS and pay tax on my worldwide income, but this income includes retirement plan, which as stated in article 21 (4) of US-Poland Tax Treaty should be treated as tax. Which to me means should be used as tax credit the same way as paid in Poland tax from Polish wages on my US tax return.

Refer to the TurboTax website Your taxes done right, guaranteed to learn about our guarantees.   TurboTax guarantees accurate calculations so if they make an error, they will pay you the penalty and interest but limitations apply.  For more information, review the Intuit Terms Of Service For TurboTax Online Tax Preparation Services.    Refer to the TurboTax article How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert Approved Guarantee? for information.   Note: If you forgot to enter your social security income or  checked the box that you lived in another country, that is a user error not a TurboTax error.

@user17737782451 it could take longer than 5 days if you elected to have your fees deducted from your refund, or you received an advance. Then the refund goes to a third-party bank to be split between you and TurboTax. How long this can delay your refund is unknown.  Another possibility is a bad routing and/or account number. Then the refund goes back to the IRS. An EO in 9/2025 restricts the IRS from issuing paper checks, so you may get a letter asking to correct the info provided. 

In 2025 I spent one week of May in the States and in 2024 in total it might have been around a month. I moved to the States on 29th of June. Therefore, my time in the States in 2025 was more than 183 days. 

You enter form 1099-MISC in the Wages and Income section of TurboTax, then Other Common Income, then Income from Form 1099-MISC. When you answer the questions in that section, indicate that you did not have a profit motive for the income, that it is not associated with you main job and you only receive the money in the current year. That way it won't be treated as self-employment income. 

Look at your Filing Instructions or the Federal Information Worksheet within your tax return PDF to see your specific tax return payment date.   Sign in to your TurboTax account. On the Tax Home page, scroll down to "Your tax returns & documents." Select the relevant tax year (e.g., 2025) and click Download/print return (PDF). Once you open the PDF, and Look for a section titled "Balance Due/Refund" or "Electronic Filing Instructions." It will list the amount you owe, the bank account used, and the "Date of Withdrawal" or "Requested Payment Date."  OR... Scroll down to the "Federal Information Worksheet", Part V (it will list your direct deposit or electronic funds withdrawal information);. Note: If you did not choose a specific date, TurboTax defaults to the tax deadline (April 15).   If you haven't "finished" the return process Scroll down to the bottom of the Tax Home page, and Click on "Add a State" (this is a trick to reopen the return... it doesn't really add a State) Click on Tax Tools, and then Click on Print Center (to view/print your forms).   If you paid directly through the IRS website rather than through TurboTax, you would need to check your IRS Online Account or your confirmation email from the IRS.

Thanks Mike. I guess I wasnt clear.  I sold the property last year so that is my question - how to make it happen? I should've explained that I receive a K-1. We are a 3 member LLC (taxed as partnership) and only owned the 1 property that was sold.  I has run losses that have been carried forward.  The 2025 K-1 has 9.a. Net Long Term Capital Gain to reflect the sale, but I don't see how I'm supposed to trigger the online program to release the loss carryforwards that turbotax has been accumulating.  I recall hearing that checking the box "I disposed of my interest this year" would cause that to happen. But I haven't disposed of the interest. We still have the LLC and will reinvest the cash. How do I do it?

You are able to delete incorrect sale of business information, either you are using Online version or Desktop software.    Follow the next steps: Inside your return, select the search icon and type "sale of business property." Click on the "Jump to sale of business property." On the "Sales of Business or Rental Property" summary screen, identify the incorrect item. Click on Delete (or trash can icon) next to the entry.  Another way is by deleting the entire form. To do this, follow the next instructions: Go to Tax Tools, then click on Tools. Select Delete ‌Form. Locate Form 4797 (or the schedule associated with the sale) and select Delete. If the issue persists, you should clear your browser's cache and cookies to clear out any remaining data. How do I delete cookies  How to clear your cache   

If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.   If you are using the online software, Clear Cache and Cookies. 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

@Wookie78  thank you for your response.  One more question: During the years 2023,2024 did you spend any time in the USA ?  Or should I assume that your entry in the USA on July 1st. 2025  was your first legal entry.   I ask because if you had no prior stay in the USA, thus your  residency start date using SPT ( Substantial Presence Test ) would  July 1st 2025.  In that case as a dual status why are you concerned about your earnings in Poland prior to that date ?   Are you trying use  First Year Residency  -- exposing your Polish earnings to US  but being able tom use standard deduction ?   Are you married  and with dependents ?  What visa ?

An IRS Notice CP2000, often called an “Underreporter inquiry,” is a letter sent by the IRS when the income, deductions, or credits reported on your tax return don’t match the information they’ve received from third parties like employers, banks, or crypto exchanges. The IRS CP2000 notice is generated when the IRS’s Automated Underreporter (AUR) system finds differences between your filed tax return and information reported by third parties (like W-2s, 1099s, or brokerage forms). Here’s what makes it unique: Not a tax bill — it’s a proposed adjustment. Not an audit — no IRS agent is digging into your records. Action required — you must respond, either agreeing or disputing. There are plenty of reasons the IRS might send this letter. The most common include: Missed W-2 or 1099 income. Freelancers and side hustlers often forget a small 1099-NEC. Stock sales. Brokerages may report gross sales without showing what you paid (cost basis). To the IRS, it looks like 100% profit. Bank interest and dividends. Even a small 1099-INT you forgot can trigger a notice. Number mismatches. Your employer reports $62,000 in wages, but you typed $26,000 by mistake.   How to Respond to a CP2000 IRS Notice Step 1: Review the Notice Pull your tax return and compare it with the IRS’s numbers. Then check your W-2s, 1099s, and brokerage statements. Many times, the discrepancy comes from a third-party reporting mistake. Step 2 – Decide Whether You Agree or Disagree If you agree: Please sign the response form that is included with the notice. Send payment in full (if you owe). Keep a copy for your records. If you disagree: Gather proof (e.g., corrected 1099, cost-basis statements, pay stubs). Write a clear explanation and attach supporting documents. Mail everything back by the deadline. Step 3 – Respond by the Deadline Most CP2000 notices give you 30 days. If you need more time, you can request an extension, but don’t let the date pass without Action. Step 4: Follow Up After sending your response, allow 8–12 weeks for the IRS to process it. Check the status by: Call the IRS number on the notice. Checking your IRS account online at IRS.gov. Review your tax transcript for updates. If the IRS accepts your explanation, you’ll receive a confirmation letter. If they reject it, you may receive a CP3219A (Statutory Notice of Deficiency), giving you 90 days to appeal in Tax Court. Step 5 – Pay or Arrange Payment If you owe, paying quickly reduces interest and penalties. Can’t afford the full amount? You may qualify for: An installment agreement (monthly payments). An Offer in Compromise (settling for less than owed if hardship applies). Penalty abatement (removal of penalties under certain conditions).