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Yes. And, it's no fun getting an envelope from the IRS in the heat of summer telling you they need more information. That Turbotax can readily attach financial documents when needed, it surely can configure to attach these other misc documents that IRS instructions tell us we need to include.   

So when you see the numbers from your SSA-1099, on the next screen you do not see that question?   Yes.  If you go to forms mode and go to the Social Sec worksheet, you will see at the top it says Check this box if taxpayer and or spouse is US Citizen is a resident of Canada, Egypt...etc   On your return those boxes are checked.     As for the state...yes.  You will need to amend that return.  The amount will set to $0 and because you received a refund, you will likely see an amount due.  When you first hit amend, you will see all your numbers set to $0, then when you take the check mark out of the box on the social security worksheet, you will see an amount that you owe.  This will be paying back some of your refund that you would not have received if you the social security income would have been included.  When you send in the return, it can be done electronically, you should be able to add the payment with it. 

All IRA Contributions I made are non-deductible - From after-tax dollars earned ONLY.    2024 Roth contribution $7k  2025 Recharacterization from Roth to Traditional on 3/11/2026 - $6,907.68  (Original contribution $7k - loss)  2026 Recharacterization from Roth to Traditional on 3/11/2026 - $6,866.66 (Original contribution $7k - loss)  Contribute $500 to a Traditional IRA 3/27/26 (To reach max limit $7,500 Traditional IRA for 2026)   Backdoor Roth IRA conversion of the full balance (around $14,274) of the Traditional IRA  (2025 and 2026 contributions) on 4/12/26   - $0 balance on the Traditional IRA currently  Roth Conversion made in 2026, I will report it on the 2026 tax form when I get the 2026 Form 1099-R.   2024 Form 8606 - this would be wrong? All $7,000 was into Roth IRA only  Line 1 - $7,000 Line 3 - $7,000 Line 14 - $7,000 Would this 2025 Form 8606 be correct? 2025 Form 8606 Line 1 - $7,000 Line 3 - $7,000 Line 14 - $7,000   The 2026 Form 8606 would be more complicated due to the Backdoor Roth Line 1 - $7,500 Line 2 - $7,000 Line 3 - $14,500  Unsure what line 4-25 would be?

Vannesa, I don't see a entry like you are saying. If I open the TurboTAX on my submitted return and look for the SSA, i don't see such a dialog when I walkthrough that again.  Don't see that. Can I see such a entry in the "Forms in my Return". I am confused. I have been using Turbo Tax for almost 20 years and never got into this situation.   Now I have to send a revised/amended return to the State.  If I have to do that, should I start the amended return to both Federal and State?  In the State Return, will that ask for the currently paid State Tax and take the rest out? How to do that?   Suresh  

Here are the steps to take to claim the Indiana Venture Capital Investment credit.  This must be done using a TurboTax desktop version, not TurboTax Online.   Click Forms in the upper right corner. If the Sch IN-OCC form is not shown in the list of forms in your return, then add it by clicking Open Form in the upper left corner and find Sch IN-OCC in the list under Indiana by clicking the +. Once the Sch IN-OCC is open, scroll down to the VCI Credit Smart Worksheet to enter your information. Enter the certification year, the total credit approved by IEDC on line F1, and any carryover credit from a prior year on line F6.     Those entries will take the credit to the appropriate tax forms automatically.     @lcleven01 

Just ignore those.   They are just from the marketing dept.   I efiled in Feb from the Desktop program and got my refund.  But I’m getting emails everyday.   To finish, to start, saying they have my W2 and I’m retired.   

"both feds and can" What is "can"? Canada? Exactly what tax returns are getting rejected?   A Canadian tax return is entirely separate from a U.S. federal tax return. They are filed with different TurboTax software. One has no connection with the other, and the reasons for rejection could be completely different.