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Is your income listed in Box 1 on your W-2 more than 176,100? If so, the full tip amount you reported to your employer on Form 4070 may not be listed in Box 7 on your W-2 since Box 7 on your W-2 only reports Social Security Tips.   To clarify, is this the situation you are experiencing?  If so, what is reported on your W-2 Box 1 and on your W-2 Box 8?    @Lakeviewotter 

Here is how you can fix your rejected 2024 return.   TurboTax Online:  Sign in to TurboTax and go to Your tax returns & documents. Select 2024 and click Add a State (this is a trick to "open" the return without actually adding a state). Fix the error that caused the original rejection Go to the File section and change your filing method to File by Mail. Print the return, sign and date it in ink, and mail it to the IRS.

Thanks.  Do I have to file a return under the deceased person's social security number as well and issue from them to me a 1099 for nominee distribution?  There was no probate and thus there is no EIN for their estate.

Here how to handle this so your payment goes through without causing issues with the IRS.   In TurboTax, the address you enter in the "My Info" section needs be your actual address in Turkey. This is the address the IRS will use to mail you any official correspondence or a paper check if a direct deposit fails.   When you get to the "File" section to pay your TurboTax fees, the software requires a U.S. billing address for credit card verification. If your U.S. card is still registered to an old U.S. address, you will need to go back to the My Info section and temporarily change your mailing address to the U.S. address associated with your credit card.   Go to the File section and process your payment. It should go through now because the addresses match. Immediately after the payment is successful, go back to My Info and change your address back to Turkey before you hit the final "Submit/E-file" button.

Try going to the Personal Info section in TurboTax and make your name, SSN, and especially your physical address match exactly what is listed in your Credit Karma app. If you moved recently and updated one but not the other, the link will fail for security reasons.

OK, I think I need the letter for the amended 2024 1040, as she was NRA that whole year, but now that she is a resident, I don't think I would need such a letter for the 2025 return and going forward. What do you think?

You can either use the last year's 5-digit self-select PIN you used or enter your prior year adjusted gross income (AGI).  TurboTax does not save your 5-digit PIN, so if you don't remember it, you will need to use your AGI which can be found on your 2024 Form 1040, pg. 1, line 11.  For more information, see the following links:   What's the difference between the five-digit self-select PIN... How can I find my prior-year AGI on an IRS transcript?    

Yes, you are describing the way the software works - if you indicate that you had different types of HDHP coverage at different times in the year, TurboTax expects you to enter each month anew. It obviously does not need to do this if you check that you had Family or Self-only coverage all year.   You say that your balance owed increases every time you reopened your return. Without going into your return (i.e., don't enter the interviews), please view your 1040 and see what changed so that we can track down the source of the change.   If you are using TurboTax desktop, go in Forms mode (upper right).   If you are using TurboTax Online, please see this FAQ for how to see your 1040 and Schedules 1, 2, and 3. How do I preview my TurboTax Online return before filing?

Thus...it is critical that you download the PDF file every year (And back them up off-computer), or print them out and store in a safe place.   Every Year right after your file has been accepted.   Never depend on TTX to have them for you..

https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp  If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

Thank you for all your deliberation, research and advice. The fact remains that the only wages we can report for her are those reported on her employer generated Statement of Taxable Earnings which are for August to December, so the point of reporting for the preceding months is moot. Perhaps I shouldn't have mentioned that, because it changes the focus of my other questions.    So, here are my (hopefully) remaining questions:   1. Since she is a resident, why would I need to write a note asking that she be classified as a resident in order to file MFJ? 2. She received multiple 1042-S as a nonresident alien last year, 3 on 3-7-25 and 2 on 3-12-25. We are filing an amended 1040 for 2024 and need to know which realized capital gain to show: all of the 5 amounts, or does the more recent 3-12-25 1042-S supersede the older 3-7-25 form? Also, according to the below, since she had no other income than investments (there is no 2024 Statement of Taxable Earnings from her employer), perhaps we don't need to show any investment capital gains? Thanks.   If You Receive Form 1042-S, Does That Mean You Have U.S. Tax Obligations? "No, this does not trigger automatic U.S. filing requirements. As mentioned above, certain types of income received are passive in nature and are subject to a flat tax corresponding to the statutory 30% withholding. If that constitutes the entirety of your US-sourced income, you likely do not have a filing requirement, since IRS already has their money. "