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If you are in the File section of TurboTax and the program is not advancing to the last step where you click the button to Transmit your returns, try these steps:   Try exiting TurboTax, restarting your device and starting TurboTax again. Try using a different browser. Chrome usually works well. Try clearing your cache and cookies.   Check your internet connection. Try turning off your router and turning it on again. If you are using a VPN, try turning it off and using a direct internet connection. If the issue persists, see this help article for instructions on how to contact TurboTax customer support depending on which product you are using.   Once you have clicked the button to Transmit your returns, do not take any further action until TurboTax notifies you that your return was either Accepted for processing or Rejected.  

thank you for your response Mike. that was precisely my issue, TT not allowing me access to form 1116 so I could not enter the taxes paid to PR. through some responses in the community i went back to forms and enter x mark where it says form 1116 ids needed. then continued with interview and i think i was making a mistake in one of the question. i fixed that ¨mistake¨ and next round TT allowed me to fill form 1116... so i think this case is closed. i can see my foreign tax credit included in the calculations of my 1040 tax return. thanks you!!!

If this was your only income for the year, than there isn't a need to file a tax return for this, especially if you never received a 1099-INT.   If you had other income and are already filing a tax return, you technically have to file your interest income regardless if you received a 1099-INT or not.   You will enter the interest income in the "Interest on 1099-INT" section under "Investments and Savings".  For the FEIN, leave that field blank, and only enter the bank name, address and Interest income amount.   The tax rate depends on your other income on your return and your filing status, as it is all taxed by graduated tax rates (tax brackets).

If this was your only income for the year, than there isn't a need to file a tax return for this, especially if you never received a 1099-INT.   If you had other income and are already filing a tax return, you technically have to file your interest income regardless if you received a 1099-INT or not.   You will enter the interest income in the "Interest on 1099-INT" section under "Investments and Savings".  For the FEIN, leave that field blank, and only enter the bank name, address and Interest income amount.   The tax rate depends on your other income on your return and your filing status, as it is all taxed by graduated tax rates (tax brackets).

 I presume you are using a Mac, where this issue occurs in the desktop software.  Here are some things to try.    Close TurboTax completely.   Then re-launch it, and try the transfer again.  For some Mac users, that simple maneuver has solved it. Or Close TurboTax completely and restart your computer.  Relaunch TurboTax and try the transfer again. Or Try to open the *.tax2024 data file with the 2025 program.  It may say "This is not a 2025 data file, do you want to transfer instead?"

 You must report the sale on your federal return if you received a Form 1099-S or if the gain exceeds your exclusion limit ($250,000 for single filers).  Since New York follows federal rules for the Section 121 exclusion, as long as you meet the "2-out-of-5-year" test, the gain is not taxable by New York.    To enter in TurboTax (if required): In the Federal Taxes >Income Scroll down to Less Common Income and click Start/Update next to Sale of Home (gain or loss). You only report 50% of the cost basis and 50% of the sale proceeds on your return. Your ex-spouse is responsible for reporting their own 50% share on their separate return. Complete all the questions to qualify for the exclusion. Since you sold the property in 2025 while living in Florida, you should prepare the New York Nonresident Return in TurboTax. TurboTax will present a screen for New York Income Allocation.  The Federal Amount (Column A) will automatically show your 50% share of the sale (it will be $0 if fully excluded federally).  The New York State Amount (Column B) should also be $0 because the principal residence exclusion applies for NYS just as it does federally.

To get additional help, here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products  

You can enter your current occupation at the time you are signing and filing the return.   The IRS really just uses this field for statistical purposes to track employment trends across the country. It doesn't affect your tax calculations.

It depends. To be deductible, the medical expense must be to "diagnose, cure, mitigate, treat, or prevent" a specific disease or to affect a structure or function of the body.    Some expenses like acupuncture and chiropractic care are explicitly listed as deductible medical expenses by the IRS. While the IRS allows deductions for certain alternative treatments like those, the burden of proof is on you to show that the treatment was medically necessary for a specific diagnosed condition. This usually requires a written recommendation or "letter of medical necessity" from a physician that explicitly links the center's services to a physical or mental defect or illness.   Even with a doctor’s recommendation, you cannot deduct the entire cost of a "wellness program" as a single lump sum. You must separate the qualified medical services from the non-qualified lifestyle expenses. Professional fees for examinations, diagnostic tests, and treatments performed by medical practitioners (MDs, DOs, or licensed specialists) are generally deductible. However, the IRS strictly prohibits deducting the cost of vitamins, herbal supplements, and natural remedies unless they are legally classified as prescription drugs (with the sole exception of insulin), which often makes up a significant portion of alternative treatment costs.   Lodging and meals at a wellness center are also difficult to deduct unless the facility is considered a "medical institution" where the primary reason for being there is medical care. For most non-hospital wellness retreats, the IRS views room and board as a personal living expense. Additionally, "special diets" or organic food programs are typically not deductible unless the food is specifically intended to treat a disease and is not a substitute for normal nutritional needs; even then, you can only deduct the amount by which the special food's cost exceeds a normal diet.   Finally, keep in mind that you must itemize your deductions to claim medical expenses. Also, medical expenses are only deductible for the amount in excess of 7.5% of your AGI. ‌For example, if your AGI is $50,000, only your medical expenses over $3,750 can be claimed as an itemized deduction.‌    Refer to IRS Publication 502 for more information. 

What’s being done to fix this?  I’ve been a TurboTax customer for 15+ years.  If this isn’t addressed in the next week, I will have to completely redo my return.  And it won’t be on TurboTax.  It will be on FreeTaxUSA and I won’t be coming back.  Absolutely sad.  I didn’t even want to do the desktop version (always did online) but fell for some stupid Costco deal you ran thinking it was the full version of TurboTax Premier.

If you need to talk to an expert here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products  

It is beyond unacceptable to be 2 weeks out from the filing deadline with no way for any crypto traders to properly upload their crypto transactions into TurboTax desktop.  If I have to redo my taxes this year 2 weeks out, I am switching to a different company and charging back on my credit card for the fraudulent software you guys sold me.  Fix this immediately!

Log in through a browser (i.e. Chrome, safari, etc.) and get through the questions that are causing the app to shut down.  Once you've gone through the questions, you may return to the app or continue with the browser if you'd like.

Yes, your understanding of the Roth conversion process is largely accurate, but there are a few technical nuances regarding IRS definitions and "Safe Harbor" protections that could impact your penalty exposure. First, it is important to clarify that because your IRAs originated from 401(k) rollovers and contain no after-tax contributions, they are technically Traditional IRAs in the eyes of the IRS. The lack of after-tax basis is actually a benefit for you, as it means the Pro-Rata Rule will not complicate your math.   Regarding your "Safe Harbor" strategy, you mentioned the 90% rule, but for high-income earners, which you likely are, given your previous Highly Compensated Employee (HCE) status, there is a different rule. If your Adjusted Gross Income (AGI) exceeds $150,000 (Married Filing Jointly), the IRS requires you to pay 110% of your previous year’s (2025) total tax liability to be fully protected from underpayment penalties. If your current $80,000 estimated payment plus your 2026 W-2 withholdings already exceed 110% of what you owed in 2025, you are in the "Safe Harbor." This means you could perform additional conversions later this year without triggering a penalty, even if you end up owing a large balance on April 15, 2027. The concern you have about your mid-January payment being "too low" ($80k on a $330k conversion) relates to how the IRS views the timing of income. By default, the IRS assumes income is earned evenly throughout the year. If you use Form 2210 Schedule AI (Annualized Income Installment Method), you are essentially "opting out" of that assumption to prove that your tax payments aligned with when you actually received the money. However, since you did this large conversion in Quarter 1 (mid-January), that income is front-loaded for the year. If your $80,000 payment plus Q1 W-2 withholding doesn't cover the actual tax due on that $330k at your effective rate, you could technically face a Q1 underpayment penalty unless you meet the "110% of prior year" rule mentioned above.   Moving forward, your plan to calculate a maximum estimated tax rate and divide it by four is a safe, conservative approach, but it may be overkill if you hit the 110% Safe Harbor early. If you rely on the 90% rule instead, you must be careful: if you perform additional conversions later in 2026, your "total tax bill" increases, which in turn raises the dollar amount required to satisfy that 90% threshold. To avoid the stress of "chasing" a moving target, the most robust strategy is to ensure your total 2026 prepayments (withholding + estimated payments) equal at least 110% of your 2025 total tax (found on Form 1040, line 24). Once that number is paid in, the timing and size of any further 2026 Roth conversions become irrelevant to the penalty calculation.