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Yes, that's the most recent wording.   The issue is when you put the dates in for the time you were in a declared combat zone, TurboTax will not allow you to submit without correcting it to be a full year to meet the "abode" definition (without consideration for supporting in a declared combat zone).  Obviously, if you set the date to a full year, it sets all of your income as foreign earned income, not just the amount that you say is foreign earned income.   You are given an option to say that you have a waiver, and you can add a note that you were in a combat zone.  However that still doesn't allow you to electronically file because it wants you to fix the dates.  Using the physical test pretty much results in the same issue.   The only option is to then file it by mail.  Which, if I'm doing that, I might as well pay a CPA to make sure I'm not spending months to do my taxes.  I spend way too much time overseas to deal with that.

" get values without just adding up in your log ons with financial institutions?"   that's exactly how it's done. OR review your statements if they are being mailed to you (discouraged nowadays).   @burner718   

Do you need to file 2023?  Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS. And too late to efile 2023. To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need a full Windows or Mac to install it on.   If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms..... Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf 2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf Don’t forget your state. And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing. Then when you file for 2024 you need to enter 0 for the 2023 AGI since you are filing 2023 late.

My apologies…it is line 13.  Yes, it does appear to be imported incorrectly.  This is from my last year’s taxes…so, my question was should I refile them…and it seems like from your response, that may be best.  

Line 21 is just the Total for schedule 2.  What actual line on sch  2  does it show up on?  Is it the exact same amount as your W2 DD?  Also it sounds like it imported wrong.  That's common.  Delete the W2 and enter it again MANUALLY.  That usually fixes it.   I bet it got imported as a single D and not DD so it thinks you made an excess 401K contribution.   

Yes, I filed, received notification that my returns had been accepted, then received a notice from the IRS that information I had entered regarding my health exchange payments was incorrect. What I had entered did NOT match what ended up on my return. So I had to submit an amended form. Now I just receive another notice from the IRS stating that the bank account info I had entered for payment was incorrect. I'm finding it highly unlikely that I entered both of these pieces of information incorrectly. There is something wrong with their software.

This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-ca

Thank you for your reply.   It is my self-directed IRA LLC that is listed for the Roth portion of my investment, and my IRA custodian for the traditional IRA portion of my investment.  I invested three different amounts in this private placement at different times, so I have separate membership ID's and I get three separate K-1's each year and the distributions come in three separate deposits to the bank account for the IRA LLC's bank account or IRA custodian account.

Divorced is not a filing status for a tax return.  You are asked if you are divorced in order to help navigate you to the correct filing status of Single or possibly Head of Household ---if you are the custodial parent of the children you might be able to file as Head of Household.   Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx What is a "qualifying person" for Head of Household?   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.   If you do not have a qualified dependent for HOH  filing status you will file as Single for 2024.    It is best to start a new account with a new user ID.   It is too difficult to delete the embedded information from a spouse if you use the same account that was used for past joint returns. https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596  

Option 2 (zeroes) still sounds sketchy to me, but on further thought, decided to amend the TT 1099-R record for the FI where we actually paid the missing RMD info to include the original figures *plus* the additional payments (RMD, FIT, SIT) we made for the 'missing' 1099-R. We're also prepped with a 5329 and its supplement, in case questions are raised. Will see how it goes, but so far so good.   Thanks for the suggestion.  This approach would not have occurred to me on my own,