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Hi, I did download my 2024 software in my new computer but its empty, can't access the files that I did last year. are you saying that there is no way to access all the files except for the PDF files that I saved? Thank you for your help.

If this is a one off thing and this is not something you normally do anymore, you can report it as other income.     To do this select the following: Federal Income Less common Income Miscellaneous Income Other Reportable Income. This will put the stipend on line 8z of Schedule 1 and will be taxed at your ordinary income tax rate. 

Once a tax return has been filed it cannot be changed, canceled or retrieved You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.

You would enter your retirement income on the screen that says Enter the Investment Gains, Other Income and Losses you expect in 2026 next to the category that says Other Income and Losses.   The estimated tax tool is in the Other Tax Situations menu tab and then Form W-4 and Estimated Taxes.

On the 1116 Comp Wks., they should either be blank or have a number that affects the calculations, no zeroes. For data source: Line 4b1A, all columns: If you are itemizing deductions and the total of all lines 3d on all copies and columns of Form 1116 exceeds $5,000, from Form 1040, Schedule A, line 9. Columns A, B, and C will equal this amount if there is income on line 1 of that column.   For more information about  Line 4b1(A), all columns: If the total gross foreign source income on all Forms 1116, line 3d is greater than $5,000, the deductible investment interest will be allocated per the government instructions. These amounts are the total deductible investment interest shown on Schedule A, line 14. If the total gross foreign source income on all Forms 1116 is not greater than $5,000, this allocation does not need to be made and these lines will be blank. You do not need to make any entries here.

Turbotax does not currently have the ability to recommend values for your items.  Typical ways of determing the fair market value for your items would be to look prices charged by local thrift stores or looking at online marketplaces like eBay or Thredup, depending on what the items are. 

Hi, Thanks for the response.   So you would put the carryover in all the boxes I mentioned?  the 2 "Unreimbursed Expenses" boxes  AND the QBI section?   Is "Unreimbursed Expenses" the same as "Carryover of unallowed expenses to Next year" in Turbo Tax?   Thanks