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I just tried the fix proposed by another user on last Tuesday (4/7/26).        - I tabbed into the MONTH box from the account number box.    - I keyed in "12" for my expiration month, but DID NOT see it reflected inside the box.    - I hit ENTER and the "12" appeared in the box, and the payment was accepted, and my return was filed.   As I indicated in my previous post, I had already run the SuperPatch, so I do not know if that was needed for my expiration month to be accepted.  

There is a slight misunderstanding in the premise of your first question. On the FBAR, you do not just report the "amount invested" (your principal). You must report the Maximum Account Value during the calendar year.   Whether you need to report a life insurance policy depends entirely on the type of policy you have.   Term Life Insurance: Generally no. Since term life has no "cash value" (it’s just a payout if you pass away), it is not considered a financial account for FBAR purposes. Whole/Universal/Permanent Life: Yes. If the policy has a cash surrender value, it is reportable. If your cash surrender amount is more than $10,000, it must be reported on your return.

Is the Simplified rule the same as using Schedule A to calculate the non-taxable portion?  Turbo tax has never asked me about General vs Simplified before.  I have been calculating the reporting amounts using schedule A. I have being doing this for years because I also made voluntary purchases in the old OPM Annuity purchase program.  My OPM 1099 box 1 amount includes both the pension and the annuity income, as it all comes in the same payments.  However, the contributions in Box 9b includes only Contributions collected through payroll, not the additional amount paid to purchase the additional annuity.  That meant the number in box 2a was wrong, as it failed to deduct the exempt portion of the purchased annuity income.  In all those years this program existed, OPM never got their software updated to deal with this and just included some really vague language about calculating and reporting the added annuity separately.  After a couple years, I resolved the issue by splitting the income into two 1099-R reports, one for the basic pension and one for the added annuity amount.  Since a couple years after I started doing this, my Box 2a has just read unknown.    Turbo tax has never asked me about General vs Simplified before.  Can I just keep using schedule A (easily updated Excel spreadsheet)?

When I add another K1 to break out business income from rental income, how much of the partnership detail do I need to break out to create the 2nd K1?  Can I just add the business income and leave the rest of the capital account roll forward, etc blank?  

Unfortunately, it doesn't. I tried many variations. Including clicking the checkbox in the Federal Info Worksheet in Part VI that says ""Include form 1116 even if not needed".   Form 1116 and its Wks will be generated, but not Schedule B. If I try to find Schedule B by explicitly clicking "Find a form" button in the upper left, it will find it and it will be filled out. I can then print only this. But no matter what I try, none of them will be included in the return. Seemingly because the foreign tax credit is not used this year. But that's the whole point I want Schedule B (1116), to carryforward.   It genuinely seems a bug. Could someone take a look?

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

You mentioned 2 logically different and independent statements from the IRS instruction :   1) If your main home (and spouse if filing a joint return) was in the U.S. for over half of 2025, check the box on the front of Form 1040 or 1040-SR.   It states that you have to check the box if you was in the U.S. for over half of the year. No more, no less.   2)  Providing this information will help the IRS determine your eligibility for certain tax benefits, including the earned income credit.   It states that the box's value will be used to determine your eligibility for certain tax benefits like EIC, if you claim one. By the way, it is clearly specified by word "including" that it could/will be used NOT only for EIC eligibility !