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@probablynotirving , although my copy of TurboTax notes on form 1116 are a bit old -- but the  process is probably pretty much the same  ----  what I see is that   for 4(b)  area , "if the total gross  foreign source income is greater than US$5000,  then the deductible investment interest  will be allocated per govt. instructions.   Therefore it needs the adjusted basis of investment assets generating this category of  foreign income-- thus allowing for a ratiometric allocation. The deductible investment interest comes from Schedule-A  ( itemized deduction).   Does this make sense as to why this is needed ? If you are interested , I can provide instructions on how to get these notes

Yeah like what's the hold up.  Didn't they just get sued last year; they still not complying? Like why wasn't this token care of before... Next year, I'll be filing with someone else after 10 years SMH.  I hope this is resolved soon because Im a loyalcustomer even after they had a lawsuit now they're giving me reasons to switch tax preparers next year. .

If anyone doesn't need a state return (or prepares it elsewhere), the IRS Free File Fillable Forms is open again this year.     It allows for efiling, and it can handle almost all Federal forms.   You have to be comfortable preparing your own tax returns, entering directly on forms and schedules, doing some of your own calculation, and reading IRS instructions when necessary.   You must create a new account each year, and it does NOT save your tax return from year to year.  You have to save it yourself as a PDF only.   After October 16, it shuts down for the year and will not save any tax data.   There is a list of forms it will prepare at the IRS Free File Fillable Forms website (link below.)   I would advise anyone who wants to use it to look over the instructions carefully as well as the Help pages, FAQs, and User Guide.   Since it's free, it doesn't hurt to try.   https://www.irs.gov/e-file-providers/free-file-fillable-forms

Thanks. The business % usage changes each year, so a different % is applied against the total depreciation each year.  That is normal for a vacation rental that gets some personal use.  The previous years, the % was in the range of 80%-85% depending on the year.  in 2025, we used it more so the % dropped to 62.02%. If there was an error in a previous year, TT makes no mention of it.    To me it seems like TT is making an error or making an incorrect assumption, but I don't know how to fix it.  If I checked a wrong box on a question somehow this year or in the past, I certainly can't tell what it is.  It's not a huge amount of money but I worry the error will get bigger next year if not figured out.  I'm frustrated with turbotax right now. 

Was the rejected efile a Joint return?   To file MFS you need to setup a new account and not transfer from 2024.  But Joint should be be better.   Here's some general info on getting married.  Did you both use Turbo Tax last year?   You can not transfer from or combine 2 returns or accounts.  Just pick the return for the spouse that has the most complicated return to enter or has any depreciation or business or  more investments.  Or use the account for whoever you want to be listed first going forward (by the way you can not change the order of the names).  Then add the other spouse's name, ssn and info to it.   You should usually  file a Joint return which is only 1 return combined for the both of you.  Make sure to stick with this one account for the future.  Just ignore the other spouse's account.   Getting Married FAQ https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes/00/1756642   AND JOINT VS MFS  Joint is almost always better.  Here's some things to consider about filing separately……   In the first place you each have to file a separate return, so that's two returns.  And if you are using the Online version that means using 2 accounts and paying the fees twice.  The Desktop CD/Download program would be better to use.   Many people think they come out better when filing Married Filing Separate but they are probably doing it wrong.  If one person itemizes deductions on Schedule A then the other one must itemize too, even if it's less than the standard deduction, even if it is ZERO!  And if you are in a Community Property state it can be complicated to figure out.   And there are several credits you can't take when filing separately, like the EITC Earned Income Tax Credit Child Care Credit Educational Deductions and Credits   And contributions to IRA and ROTH IRA are limited when you file MFS.   Also if you file Married Filing Separately up to 85`% of your Social Security becomes taxable right away even with zero other income.   See ……. https://ttlc.intuit.com/community/married/help/is-it-better-for-a-married-couple-to-file-jointly-or-separately/00/25590   Married filing Separate in Community Property States.   If you are in a Community Property state it can be complicated to figure out. https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US

@dlil0913    Not sure what you mean. Pretty sure that's where they are supposed to end up....that actual tax form that the IRS gets showing the total $$ from all box 2a $$ on all 1099-DIV forms you may have....(for those who have more than one 1099-DIV)   My box 2a $$ from the 1099-DIV have been transferring to that line for years and years. As far as I know, they've always been transferred on that line......   Just checked my 2015 Schedule D...and the $$ from box 2a on my 1099-DIV transferred to line 13 on the Schedule D back then too.

@taxnightowl wrote: @taxnightowl wrote: @AmyC wrote: I have been told there might be an update tonight. Please try again tomorrow. I can hear your frustration.  @AmyC  11am PT Mar 6 -- no update. I guess I'm calling customer service for some refunds. I suggest everyone else impacted by this do the same -- maybe they'll finally get the message. I just don't believe this problem lies with the State of Oregon -- especially absent any kind of official and detailed feedback from Turbo Tax. @AmyC And I just checked again with the Oregon TSU for good measure. They know nothing of this issue -- and insist it's a TurboTax bug. I believe them. @AmyC  415PM PT Mar 6 -- still no update, and the problem persists. Just spoke again to the Oregon TSU, and they confirmed that this is absolutely a Turbo Tax bug and not with them. Their Communication Dept is now aware of the reports and will be following up directly with Intuit. This user, in particular, is now about to call for TT Support for some refunds. This is just inexcusable.

Say all of it is the RMD.   If you are the age required to take a IRA or 401K RMD it will ask you if a pension is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.  Traditional pensions automatically fulfill the rules of an RMD.  So for the RMD question put in the same amount as box 1.

@MaxA1 wrote: Form 4797 is sufficient.  Form 8594 is informational    No, Form 8594 is required.  The IRS isn't asking for that as as optional form and the instructions even say "must" file (under the certain conditions).]   Just because TurboTax does not provide that required form does NOT mean it is optional.   Shame on you for saying it is optional and shame on Intuit for not providing a required form.

@guywong    Sorry......we disagree....there is an RMD requirement...but for a pension, that has been pre-determined....and is equal to box 1 on a CSA-1099-R  (or box 1 on a 1099-R for other regular/automatic paid pensions)