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To transfer last year’s return into your 2025 TurboTax return, sign in and start your 2025 return. TurboTax will automatically prompt you to transfer your 2024 data if it’s in the same account (email address).   

This 100% is a bug with the desktop app - I am running into it too. I verified with the linked PDF of districts and numbers, and it hasnt changed in the last 8 years I've been filing but it wont accept the number nor will it take any variation of the Village name.

Unfortunately, when we open the token on our desktop program, everything is great. You have gone above and beyond with this level or work, different devices, different browsers - I hope. Chrome, Firefox, etc. Internet explorer and the program don't always get along. Since you have done everything in the online version, that just leaves changing to desktop. It is quick and easy. You pick up right where you left off. No having to enter anything a second time. Just add your mortgage interest.   See how to switch to desktop. On the desktop, you can enter the interest in the interview screen. If your program has some bug in that spot, you can switch to Forms mode and enter the qualified mortgage interest.

Did you have a Capital Loss Carryover from 2024?   Or should have a loss carrying over to 2026?  Why do you think it’s wrong?   You get to first offset the loss against any gains you have each year so that can use more of it up.  Then after applying the loss to the current gains if you still have a loss, you can take a max loss of 3,000 (1,500 MFS) per year on your tax return.  Turbo Tax does all the calculations for you.  Just enter the full prior year carryover amount.   On the income page The 2025 column shows the carryover to 2026 (not your current loss for 2025).   Schedule D doesn't actually show the carryover amount. To find your  Capital Loss Carryover amount  you need to look at your  return schedule D page 2.  Line 16 will be your total loss and line 21 should be a max loss of 3,000.  The difference between line 16 and 21 is the carryover loss for next year.   There is also a Carryover Worksheet showing the carryover from the prior year and the current amounts.  Then there is also the Capital Loss Carry Forward worksheet showing the amount transferring over to next year.   In the Online version you have to save your return with all the worksheet as a pdf file to your computer to see Schedule D and the Capital Loss Carry Over and Carry Forward worksheets.   In the Desktop program you can go to Forms and find it in the list in the left column.   If you have a negative AGI or negative taxable income it will show up on 1040  BUT it won't reduce the carryover to the next year.

This is not an issue that can be resolved by TurboTax as it comes from IRS directions, and it applies only in those situations where there is tax withholding, not all returns with excluded foreign income.  Please try the $1 capital gains workaround provided in the other thread.  Many others have reported success with this method. The issue described in this four year old  thread, an all-zero return, is not new and can be resolved with the $1 interest - but it's not the same issue that you are experiencing.  (This issue still exists as well and is also an IRS rule violation.)  The issue you are experiencing requires a different workaround, described in the other thread. You may wish to ask your employer to stop or lower withholding if you expect to exclude income in the future, as we can't guarantee that this will not be a problem in the future and I know it can be a hassle to mail in a tax return from abroad. 

Beautiful answer RogerD1 - Thank you so much for your response and this succinct clarification.  I appreciate your prompt reply very much. I can complete Form 8606 with more confidence now, and adjust the 1099-Rs entries to show the Taxable amount calculated from the form now.  

I entered the 1099-Q and 1098-T forms into TurboTax, then I tried to remove the information after reading these posts. It was very painful to try to remove the information after I entered it. I had to go into forms and click through multiple layers of forms to remove various information that I had entered, and to enter that my child (children/twins) were college students this year.     I was not certain whether I needed to enter that my daughter had a scholarship, but I managed to find a place to manually enter that even without reporting the 1098-T that had that information on it, and I found a way to enter it in a way that would not have it considered taxable.   If the advice is not to enter the 1098-T and 1099-Q information, then please make it easy and clear what must be entered even if the qualified expense cover more than the 529 plan distributions, and if the scholarship applies fully to tuition.

@lwschui wrote: This is the error code: Identity Protection Personal Identification Number (IPPIN) Reject Code IND-181-01 For some reason the IRS is expecting the first-named filer (primary taxpayer) on the return to have a 6-digit IP PIN.   You will not be able to efile without the IP PIN.  If you don't use one, you would have to file a paper return in the mail.   The IRS mails some people a new IP PIN every January.  If you did not get a letter in January with your IP PIN, the fastest way to get it is to retrieve it from your IRS online account if you have one.  If not, you will need to establish one.  Otherwise, if you have to get your IP PIN by mail, it can take up to 21 days.     If you are due a tax refund on your Federal return, there is no penalty for a late Federal return.   On the other hand, if you owe Federal (or state) taxes due, you can request an extension of time to file, but you still have to pay any taxes due by the April filing deadline.  But you should be able to do this in 1 day at the online IRS account.   This is a common situation.   There are other advantages of the online IRS account as well.   If you don't already have an IRS online account, you can create one in one or two sittings.  It's a tad onerous since you first have to create an ID.me account which requires a photo ID.  Then the ID.me account is used to sign into your online IRS account.   If the IRS has assigned you an IP PIN, you should be able to view it in the Profile section.    See these articles at the IRS website: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin or https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

It sounds like you would qualify to file as a resident, as opposed to a non-resident alien.  Whether you file as a non-resident depends on the Substantial Presence Text for the current tax year, not prior years.  Under the Substantial Presence Test:   You will be considered a United States resident for tax purposes if you meet the substantial presence test for the calendar year. To meet this test, you must be physically present in the United States (U.S.) on at least:   31 days during the current year, and 183 days during the 3-year period that includes the current year and the 2 years immediately before that, counting: All the days you were present in the current year, and 1/3 of the days you were present in the first year before the current year, and 1/6 of the days you were present in the second year before the current year. For more information, see the following IRS site: Substantial presence test