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Any chance that your "Simplified AMT Foreign Tax Credit Limitation" is Yes?  I do not use this method, but I believe that it means that the AMT versions of the 1116 forms are not needed as they match the non-AMT versions.   Your Simplified AMT settings can be viewed in Forms mode of TT.  Open your Form 6251.  In Part II, right above Line 8, is a little worksheet called "Simplified Foreign Tax Credit Election Smart Worksheet".  Your settings are in it.  Since I don't use this method, both of the No boxes are checked on my return.

Hi KeshaH,   Thanks for your quick response. I've considered the option you suggested. But the problem is she's not currently in the US- so submitting her original documents (passport) will not be possible. Because of this, I decided to file as 'Married filing separately' and put 'NRA' for the ITIN.  I was wondering whether I can do the same if I do MFJ. But seems like I cannot. 

Please see how do I find my tax data file (.tax file) in Mac for possible locations on your computer where you can look to recover the original tax file.   There is also a possible solution provided by a customer in this thread that you can try if the first link does not assist.  Essentially, look for a file named "unsaved TurboTax document" to locate your .tax file.   @cwrmcd 

1. There is a separate worksheet for TP and SP, so why can't you separate contributions/distributions between you?  When you enter the contributions/distributions in TurboTax, you indicate who made the contribution or received the distribution reported on the 1099-R.   2. New Jersey allows exclusion of retirement income, with a % based on your income.  If you fall into one of the categories as shown on the NJ Dept. of Treasury info, all or part of your pension income is excluded, which may be why it doesn't show as taxable income on your NJ return.    All 1099-R income is considered 'retirement income'.  Here's more info on 1099-R for Pensions, Annuities, Retirement.   @DHNJ 

@maria-hakonen , foreign taxes paid  are reported ( if you wish to  claim FTC or deduction ) ONLY as Foreign taxes paid --- not as an adjustment to the gross foreign income ( whether  interest, dividend, capital gain or whatever ).  The adjustment is for  expenses associated  with the in come -- e.g. commission, transfer tax , recording fees or similar  expenses .   Does this make sense ? Is there more I can do for you ?

An FSA is not entered anywhere on your Form 1040. Your FSA contributions are reflected on your  W-2 (box 1)  as less-taxable wages. That's where you get the tax deduction.    There is not a separate tax document sent to you for your FSA contributions. These contributions will appear on your annual W-2 as follows: Healthcare FSA contributions will be identified on your W-2 as less-taxable wages in box 1. Dependent care FSA contributions will be identified on your W-2 in box 10. You cannot claim ‌contributions to a healthcare flexible spending account (FSA) as medical expenses.   The funds taken from your paycheck and deposited into your medical FSA are pre-tax funds.  Since it is funded with money that has not been taxed, you cannot take a deduction for the contributions.   You also should not report any medical expenses on your tax return that were paid or reimbursed with funds from the medical FSA.

I recommend you refer to the following for information on how to report your final K-1 for Cedar Fair and how to calculate you basis in your partnership interest:   Pre-Merger Cedar Fair, L.P.   FAQs: Cedar Fair / Six Flags Merger    

You'll need to apply for an ITIN or SSN for your wife. Your return will need to be mailed with the ITIN application (W-7). To file jointly with your wife, you'd have to treat her as a US resident which means all of her worldwide would be taxable in the US.

Thanks, but there appears to be no wrong entry, just a wrong total.  I tried deleting the 1099-INT that came close to the overage, then putting it back in by hand, but the discrepancy is still the same.

Correct.   You will get the additional withholding from the previous state refunded.   You are going to file 2 part-year returns; since you were a resident of two different states during the tax year, follow these steps.    Do I have to file tax returns in more than one state?   How do I allocate (split) income for a part-year state return?

I would very much like to see this in writing.  Could you please provide some written evidence for this position?   Publication 101 in Illinois is quite definitive and clear and states: "What if I have income from obligations of the United States Government? If you have income from stocks and obligations of the United States Government that is included in your Illinois base income, you may subtract the total amount of income and interest on the obligations from your Illinois base income."    Notice the statement says "income and interest."   Publication 101 does not explicit state anything about "accrued market discount income" of course; otherwise there would be no question.   By the way, I finally did find a chain that does a reasonably good job of exploring the various aspects of this question.    https://ttlc.intuit.com/community/state-taxes/discussion/accrued-market-discount-from-treasury-bills-and-notes/00/2264391