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Here's How to Enter a Summary in Lieu of Individual Transactions.   The IRS already has a copy of your 1099-B.  In TurboTax Online, you can drag/drop a PDF copy of your 1099-B into your return.   @PowerBall9999   

  If you're refused for pay with your refund, and have sufficient funds.  It may be because you requested a paper check. Your tax return is processed by an independent bank.   Both the bank and TurboTax charge a fee. We can't get the fee if you get a paper check.

Here's a list of Energy Efficient Home Improvement Credit qualified manufacturers from the IRS.  If you don't have a QMID Code for the specific part you're claiming a credit for, check with the manufacturer.   @plpollack 

Turbo Tax support, are you listening to all of the comments here?  If I wasn't paying attention, I would have lost thousands of dollars.  I am sure there are people losing thousands who did not catch this bug in your software.  Loss of confidence doesn't even begin to the feeling at the moment.  When will this be fixed?

If you have an existing Credit Karma Money account you need to make sure your TurboTax return and your Credit Karma money account information match (for example, primary filer name, date of birth, and Social Security number).   If you need to update any of this information, here's how: Sign in to your Intuit account. To update your user ID, password, email address, or phone number, select Sign in & security. To update your name, date of birth, address, or occupation, select Profile.

Yes. If it shows a start and ending date, then it is likely that you did file as part year.  Unlike some states that have a specific form for residents, one for non residents and another for part year residents, there is only one main form for PA, whether a resident, Part year, or Non-Resident so the box that you were a part year resident would have been checked if you saw a -to- date. 

Yes. Your FERS annuity from the Federal government is considered a Qualified Plan. See this OPM FAQ.   For more information on  qualified retirement plans, see this TurboTax article: What's a qualified retirement plan?

I really appreciate your explanation! I've gone through the process you described, this time saying No to the "No other income or expenses", which I tried to complete but ran into a snag I'd asked about in this forum a few weeks ago.    I should mention that all my foreign income is passive from a RIC. TRP International Discovery reported a significant Box 2a cap gain. In the instructions from TRP with the 1099-DIV, it said to compute the foreign source amount "multiply the amount in Box 1a of your Form 1099-DIV by the “Foreign source income %”. There is no mention of box 2a cap gains. The answer I got about that in this forum was that the cap gain did not include any foreign income. That seems strange for an international fund, but I went with that. Is this correct? If so, then the $20,000 threshold is moot for me. ----------------------------------------------------------------------------------------------------------------------------------------- Update: The explanation I got from ChatGPT made sense to me:  Capital gain distributions (Box 2a) are different Box 2a reflects net realized capital gains of the fund itself — sales of securities inside the fund. For foreign tax credit sourcing: Capital gains are sourced by the fund’s tax residence, not by where the underlying securities are located. A U.S.-domiciled mutual fund (like TRP International Discovery) is treated as a U.S. person. Therefore, its capital gains are U.S.-source, even if the gains came from selling foreign stocks. 👉 Result: Foreign source amount for Box 2a = $0, unless the fund explicitly says otherwise. --------------------------------------------------------------------------------------------------------------------------------------------------   Still, that left me with the question about how to handle TT insisting on entries computing the allocation ratio for Deductible other interest. Since my investment interest expense is zero, the ratio doesn't matter.

No.  In PA, if you have no income, then you do not need to file a PA return.  If you had income that you were receiving while traveling and you maintained a home in PA, then that income would be taxable to PA.  You are considered to be a resident of PA until you establish a home elsewhere.    You will only need to file a MA return as a part year resident reporting the income you earned while a resident of MA.  Income earned or received while not a resident or physically present in either state is not taxable to either of those states.  So basically, any income you earned in December would be reported on your MA Part Year return.  If you did not receive any income in December, then you would not need to file a MA return either.