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No, his income is not to be included in the reconciliation.  The IRS instructions for 8962 state you don't include a dependent’s income if that dependent is not required to file a federal tax return. If his only income was wages less than $15,750, he wasn't required to file a return.   You can double check the filing thresholds here: At What Income Does a Minor Have to File an Income Tax Return?

if you get success with no data it's likely the browser permission issue, see https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363   if you have issues with Schwab import there is some issue they are having with their 1099s but I think you would get an email about that saying they will revise the 1099B by end Feb, see https://ttlc.intuit.com/community/taxes/discussion/re-error-this-import-was-unsuccessful-when-importing-1099s-from-a-charles-schwab-account-with-many/01/3777459#M1403906

Brokerages set the dates they have these datasets available it's not up to Turbotax, they are all different, and these import services come later than the 1099 PDFs.  Robinhood is one of the later dates across the major brokerages, so complain to them; meanwhile wait 2 days.

Yes, medical study participant income is treated as "Other Income." To report using TurboTax follow these steps:   Access your tax return. Select Federal Taxes. Navigate to Wages & Income. Scroll down to the Less Common Income section and select Start (or Update) next to Miscellaneous Income. Select the relevant category to input your Other Income details.

@ashcarter , generally it is best to amend  after the processing of the originally filed return  ( as signified by  receipt of refund or status shown on WMR ). If the change is only for the state, you should be able to amend ONLY the state.  Often you can seek the advice by calling  your state DOR .  

 If you are sure that no one on the return was on an ACA Marketplace plan, you can follow the steps below to certify that you did not receive a 1095-A:  1. Select Federal from the left menu, then Deductions & Credits.  2. Navigate to Medical and select Show More.  3. Select Start or Revisit next to Affordable Care Act (Form 1095-A).  4. You'll be asked if you received a 1095-A. Select No.  5. Select the statement indicating you did not receive a 1095-A.  By selecting this certification, you will be able to e-file your return and meet the requirements of reject code F8962-070.  6. Select File from the left menu and continue through the process to resubmit your return.

The TT2025 install on my laptop just updated to include form 1099R, but the install on my desktop says it's up to date, but still doesn't have 1099R's available.  I have it on two different computers because I'm filing my return and my deceased mother's return and want to keep everything separate. How do I get the desktop install updated? I click on the update link and it says the software is up to date. Laptop is Win10 with the extended Win 11 install. Desktop is a fresh install of Win 11.

To enter your Taxable Grants from Form 1099-G, you will need to go to a different section, which is just below the Unemployment (1099-G) section.   Go to Other Common Income, just below the Unemployment (1099-G) section Select Other 1099-G Income   There, you will be asked about taxable grant information.

@BAJuliano   Go to Forms and open the 1040/1040SR.  Is there anything on line 13b?   If you aren’t getting the new Enhanced Senior Deduction on Schedule 1-A which goes to 1040 line 13b  these should be the only reasons… Check your date of birth under My Info Check if your ssn is checked for NOT valid for employment under My Info If you are married you have to file a Joint return not Separate Is your AGI over 175,000 Single or 250,000 Joint?

@jh9kt , absent a specific issue , I don't know how to help you more. Just to be sure, I simulated your ( my understanding ) situation ---  US person ( citizen/GreenCard/Resident for Tax Purposes );  Wage  of 60K,  dividend income -- from an international mutual fund  5k, foreign tax of US$300,    from a Canadian  stock  US$10,000 with a foreign tax paid of US$2500. Nothing else. Chose to take FTC. All this was entered under step-by-step mode. The allowable FTC was exactly correct  and so was the AMT FTC. I followed exactly as described in my earlier post ( perhaps not clear though)  i.e.  used RIC for the mutual fund and "other" for the  Canadian stock dividends. At the end  I went to the forms mode to check that the forms were filled out correctly. And found no errors.  As a last check I chose to file and thus allowed Turbo to do its checks and all looked clean and green.  At that point I stopped. Is there more I can do for you ? BWT -- I am using  windows desktop Home & Business. I am not familiar with the screens of the on-line version ( my apologies for that , if you are using the on-line version) but it should be substantially similar.   pk

Trump Accounts are long-term, tax-deferred investment accounts for eligible children. Most children under age 18 can have an account, but only those born from 2025–2028 who are U.S. citizens can receive a one-time $1,000 deposit from the U.S Treasury.   You request to set up the Trump account in the File section of TurboTax. If you were only able to set up the account for one child, check to see whether your other child is set up in TurboTax as a dependent under age 18 with a valid Social Security number.   See this help article for more information about how to set up the account in TurboTax. See this help article for more information about Trump accounts.  

@BAJuliano What is your filing status?   If you are filing MFS you are not eligible for the senior deduction.   Or if you are single and your income was over $75,000 it phases out.   You say you are using desktop Home and Business.  You should be able to go to Forms mode and see 1A.