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What is in box 2a, Taxable amount? What is the distribution code in box 7? Is the IRA/SEP/SIMPLE box checked? If so, did you ever make non-deductible contributions to the IRA? If the IRA/SEP/SIMPLE box is not checked, what is in box 9b?  

The value in box 7 would be the foreign tax paid. If it is looking for a source for the foreign income, it would either be Mutual Fund/Regulated investment company (RIC) or "Other Source." If you choose "Other Source" you need to specify what country it came from. 

I actually found a "check" box that was there for entering the QCD amount. I don't think last year's version of TT had that. It was a question, not a list of "check" boxes - 1 of which is for a QCD entry. I found that while waiting  for an answer to my question. But thanks for letting me know. Frankly, the less of the changes to the process from year-to-year, the easier to complete the new year's return. I know that tax law changes may make that impossible, at times, but I don't believe there was any change in the law w/r/t QCDs.  That's a hint! Just saying! I'm retired from programming. So, been there and done that. -:) Bob

Yes, here are the exact steps to get to the carryover screen.   Go to Federal > Deductions & Credits.  Scroll to Estimates and Other Taxes Paid. Click Start/Revisit next to Foreign Taxes.  TurboTax won't ask about old credits until it thinks you are filing a Form 1116 for this year. Take a Credit: When asked "Do you want the deduction or the credit?", select Take a Credit. Simplified Limit: If it asks about the "Simplified Limitation" (usually for taxes under $300/$600), say No. You must say No to generate Form 1116, which is where carryovers live. Income Type: Select Passive Income (this is the most common for dividends/interest). Add a Country: You must add at least one "country" to move forward. If you don't have new foreign income, you can select "RIC" (Mutual Funds) or any country you had income from in 2024. Enter $0: On the screens for "Foreign Income" and "Foreign Taxes Paid," enter $0. This satisfies the software's requirement to "fill out" the form without adding new taxes. After you click Continue through 5–7 more screens (past questions about "Foreign Losses" and "Reports"), you will finally see a screen titled: "Do you have any Foreign Tax Credit Carryovers?" Select Yes. On the next screen, you will see a grid for years 2015–2024. Find the 2024 row. In the Foreign Taxes box, enter the total amount from last year ($4,880). In the Amount Used box, enter the amount you actually used in 2024 ($3,380). TurboTax will then correctly identify the $1,500 as your carryover for 2025.   @Bisso Steve 

If your license show an 8 or 10 digit number after the "IDUSA" on the back of the card, don't include "IDUSA" in the box. Only the first three characters. Make sure there are no spaces, dashes, or extra characters at the beginning or end of your entry. If the issue persists, clear your browser cache and cookies, then try again.   Open the links below to see how to do it: How do I delete cookies  How to clear your cache   

i hope you haven't given up on me.   i'm probably asking too much from a community forum, but i'm REALLY hoping you @DianeW777  or someone else can go thru each of my points/numbers/questions above, that was in response to @DianeW777 's gracious initial reply. 🤞

You can enter your Canadian private pension NR4 pension in TurboTax by creating a substitute 1099-R (Form 4852).   You would enter the pension amount in Box 1 and Box 2a.  section. Enter the foreign pension amount in Box 1 and Box 2a, in Box 7 use Code 7 for normal distribution, use 99-0999999 for the EIN.    Open your return Go to Wages & Income Select IRA, 401(k), Pension Plan Withdrawals (1099-R) Choose to add a 1099-R Select "I'll type it in myself" Check the box "I need to prepare a substitute 1099-R" Enter your information as instructed above    

To enter the sale of Restricted Stock Units (RSUs) in TurboTax Online:   1. Go to Federal>Income>Investments and savings    2. Add Investments, then Enter a different way, Type it in myself   3. Choose Stocks, Bonds, Mutual Funds   4. After you enter the brokerage information, you will see the question Do these sales include any employee stock? Answer Yes, then enter RSU sales one by one.   When you enter each sale, RSU will be a option in the drop down box for the type of investment you sold.   Here is a TurboTax article on reporting RSUs on your tax return for more information.