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@johntheretiree use any option you want to pay what you owe.  The IRS is not going to turn down money!    if you fed-x, then include the form 1040V and write "2024 tax year" on the check.  They will post it to 2024 and all will be good.  And if you just send the check with no voucher, on the memo line of the check simply write your social security number and the words "2024 tax year" and it will get posted properly.  And if it doesn't, you have proof from the cancelled check what you CLEAR intent was. 

Who owns the house and is your daughter paying below rent that is below market? If she is paying the mortgage on your behalf and number is below market value, the discussion at @VolvoGirl's link is the same thing.    Assuming that you own the property and your daughter is your tenant paying below market rents   1) the rent (which in this case is the mortgage payments she is making on your behalf) is INCOME to you. It does NOT get reported on Sch E, but rather is a "other" income item that can be reported on Line 1z of Form 1040.      Schedule E is for rental real-estate, but in this case all you have is personal use property.  It would not be technically "rental real estate" because it is not rented at fair market value.   2) since she is paying below market rent and is a family member all the days she rents are considered "personal use days".  That means that none of the expenses of maintaining the home are tax deductible.  You can, however, deduct the mortgage and property taxes on Sch A, if you itemize.      The 'personal use days' designation has no impact on whether the rent is reportable as income; it is reportable.     

Hello! Could anyone confirm that in the case described (US expat with US brokerage account with capital gains being taxed first in the foreign country of residence) is the correct choice for 1116 “c) Passive category income” or “f) Certain income re-sourced by treaty.” Would the answer be different for interest or dividends from US brokerage accounts and US banks?  

Wait wait wait wait wait just a minute.  Let me get this straight:   1. You contributed $7000 to a Roth IRA in 2024, or in 2025 for the 2024 tax year. 2. You contributed $1000 to a traditional IRA in April 2025 that was credited to tax year 2024.  Then, you converted the $1000 to the Roth IRA.   We've all missed the point.  Contact the Roth IRA and withdraw $1000 as an excess contribution, with the net attributable income, and report that on an amended 2024 tax return.  No penalty.   The fact is, you contributed $8000 to your combined IRAs when your limit was $7000.  You can assign the $1000 excess anywhere you want.  You can't remove the excess from the trad IRA because it was already converted, but if you contributed directly to the Roth IRA, you can the $1000 excess is part of the Roth contribution, and remove the excess from that account, using the special procedure for removal of excess contributions.  The net attributed income is taxable, but there is no penalty for early withdrawal and no penalty for excess contributions.    In this case, you file an amended 2024 return.  Go to the section for retirement income and enter a substitute 1099-R for the removal of excess.  Box 1 is the total amount of the withdrawal, box 2a is the amount of taxable attributed income, and use codes P and J in box 7.  You will not need a form 5329 at all.  Include “Filed pursuant to section 301.9100-2” as part of your explanation for the amended return.     Then you do not need to make a $1000 withdrawal during 2025.    (If the entire $8000 for tax year 2024 was involved in conversions, this won't work, but if some of the money was a direct Roth contribution, you can remove the excess from there instead of the trad IRA.)

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response. *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  @user17525927639 

I called and the agent looked at my position on the queue for "further review". She could only say that there were so many tax returns ahead of mine that Oct would be optimistic. "Call back after Oct 15" they say, for whatever that is worth.   @Chris S   

Before you amended you were suppose to save a copy of your original .tax2024 file with a new name so you don't overwrite it.  I think it says to do that before you start amending.  Or maybe you have a backup of the original .tax2024 and pdf files.               

Maybe this similar post will help https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-my-son-lives-in-my-2nd-home-year-round-and-pays-the-mortgage-which-is-a-lot-less-than-fair-rental/01/3694467#M126310  post will help  

TurboTax gets no information after you file your tax return.  You paid for the use of do-it-yourself tax software.  Once your return is filed, the IRS is in control.  TurboTax does not track your refund and cannot tell you when it will arrive.   If nothing is showing up on the IRS refund site or your state's refund site, first you need to check and see if your e-file was accepted or rejected.   If it was accepted, then you need to make sure you are using the correct information on the refund sites.     DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”     If the returns were rejected, you will need to fix them and re-file, or print, sign and mail the returns.   If the returns were accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/    Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund.  Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.     Your federal refund amount is on line 35a of your Form 1040   https://www.irs.gov/refunds  

Reply to your comments. Could there be a penalty on line 38? That adds into line 27.  I found a penalty on the original line 38 equaling the amount of the refund. The amended 1040S-R also shows the same penalty.    You will still get the refund from the first original return or still need to pay the first tax due. In fact you should not even amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  I ended up owning tax of the first return.  The IRS has already taken it from my bank account. I assume that they have processed my return, and it has cleared   Then the amended 1040X return is only for the difference you get back or owe. I think the cover sheet shows what the original return WOULD have been if you did it right the first time. Ignore the new 1040 that might print out.  I have issues with the 1040-X.  Would is the operative term here 1: When I launched TT it asked me to update which I did.  Then it asked me if i needed to amend a return.  I selected amend and opened the return I wanted to amend.  I entered the data for the new K-1 form (all entries = 0) and most likely saved. TT overwrote my original tax file.  I used my saved PDF and original W2, 1099s, etc for checking data entries 2: TT now showed I owed a considerable amount to the IRS.  I was confident that was not the case.  I dug into the forms and found that there was shown a carryover from 2023 which should not have been there on 1040-X Line 18 (overpayment) and that the tax payment already sent to the IRS was not accounted for on Line 16 (Total amount paid on original return).  I manually fixed these errors.  Once I did this TT showed a refund amount.   3:  On the 1040-X lines 1 through 15 column A the original amounts shown (the cover sheet shows what the original return WOULD have been if you did it right the first time. (Would being the operative term here) do not match my original return.  The only entries that match (A to C) are line 2 (STD Deduction) and line 13 (EST Tax). I double checked again using my saved PDF.  How do I correct the Line 1 - 15 column A entries? Does it matter?   Go by the actual 1040X. Line 18 should be your original refund amount and line 22 should be your additional refund. If you paid on your original return, it will be on line 16. If there is an amount owed with the amendment, it will be on line 20.  I did not get a refund on my first return.  On the 1040-X Line 18 is 0, Line 20 is 0 and lines 21 and 22 shows a new refund amount.   If you have a tax due, do not send the 1040V. Just include a check with the 1040X. Ignore the 1040V. That is for the original return or what the original return would have been if it didn’t need correcting. Don’t pay the amount on the 1040V. Pay the amount on the actual 1040X line 20. I do not have a 1040V form.  On the 1040-X Line 20 is 0 (amount you owe), line 21 (amount over paid) and line 22 (refund to you) have the same number (exactly the amount of the tax penalty on Line 38 of the original file)    Thank you for the help.

Looking more carefully at Form 5329 for 2024, I think you can use Part III not Part IV, and not both. You started with an excess in Traditional but now it is in Roth. The resolution - Part IV - hasn't happened yet, so it does not apply. In any case the Explanation will tell IRS what you did.   @curlytwotoes 

Lo9k as stated i email and on phone call to TurboTax the information you have me enter comes back with it's wrong so I can't check federal or state refund. The representative on phone was absolutely no help.   I'm concerned that you didn't do something right and both returns are held up.   Just what did I pay for with you?   I need help?    

Very sorry for your loss. No one in this forum can tell you if your father's 2023 return contains information --like any carryovers--that you will need in order to file his 2024 return.   If you cannot find a copy in his records, then you can try requesting a copy from the IRS. https://www.irs.gov/pub/irs-pdf/f4506.pdf