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For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Capital Loss Carryover, click the start or update button

Form  1040X  which is used to amend your tax return isn’t available yet but should be ready by the end of next week.    You won't be able to file an amendment until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.     Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once you file your amendment, you can check the status of your amended tax return at Where’s My Amended Return?

@jamesontsavalas Check out the list of locked forms. Why does TurboTax say my forms are locked or haven't been finalized? If none of these apply to you, close the unused forms in FormsView—at the top of the page, "Edit > Forms > Close unused forms."   Make sure you open, clear, and close each one separately.    

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg   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-curr...

Q. can we enter $2k, instead of $4k in our box 1? A. Yes, you can enter any amount, up to $4000   Q. Do we get the full AOTC? A. No. The AOTC is 100% of the 1st $2000 of qualified educational expenses (QEE). So, $2000 only gets you $2000 AOTC, not the full $2500.   At a minimum, you should use $3075 (34498 - 32350 + 558 + 369 = 3075). But, should still enter $4000, unless his tax rate on the $925 taxable scholarship is 25% or more (unlikely).     

The registration fees may be deductible on your federal and state tax return as an itemized deduction even if paid to a state you do not reside in, depending on state regulations in your state. They are itemized deductions if the fee is based on the value of your vehicle. Otherwise, they are not deductible. Also, you need to benefit from itemizing your deductions for the deduction to help you.   You enter the fees in the Deductions and Credits section, then Cars and Other things you own.

@broman235 The TurboTax online Free edition supports entry of the Form 1098-E for student loan interest.   Go to this website for the Free edition, scroll down the page and click on Tax Forms, enter 1098-E and it will show which online editions support the Form 1098-E - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp#tax-forms

Same.. wish there was a way to bypass this form..mine is also not necessary..for the last 3 years I’ve had similar issues being blocked from efiling for forms that don’t impact my return.. each year I’ve had to find my own solution..very frustrating..in this instance I would understand if I was claiming the CCA but my form is also blank?!

To clarify again, are you able to utilize your entire credit this year, or was there a carryover? I tested this in TurboTax online, and it just gave me the full credit and did not ask additional questions.    What I did next was change the amount of the 1099 DIV to over $600. Then I went through the foreign tax questions again. When it asked me if I wanted to take the simplified election, I said no.  I then continued through the interview until I was done.  When done, I looked at my forms and saw that Form 1116, the worksheet, and Schedule B (1116) was present in the forms.   Next, I changed the amount back to $500. When I looked at the forms, all that remained was Form 1116 -- Foreign Tax Credit Comp Wks.    The main ingredient here is in the first step, indicate that you do not want to take the simplified election. Try this to see if this is the missing ingredient. This will only work if you had a carryover and were unable to claim your full $500 credit this year.   As far as the spreadsheet, you can create one for your own records. The only problem is that if you took a credit that was under the Foreign Tax Credit threshold, IRS won't allow the carryover to be applied for future years. The IRS explicitly states in Topic 856 "If you claim the credit without filing Form 1116, you can't carry back or carry forward any unused foreign tax to or from this year" Having the Form 1116 -- Foreign Tax Credit Comp Wks. in your return may be your saving grace for next year.        

You have to file a separate tax return for each child. You cannot include their income on your tax return. Their UTMA transactions and income go on their individual tax returns, not on your tax return. You go through the "Child's Income" section on each of their tax returns, not on your tax return. You said that the children's UTMA accounts have capital gains "which are more than offset by capital gains losses that I have." Your capital losses cannot offset the children's capital gains. Their capital gains go on their tax returns. Your capital losses go on your tax return. Their is an option to report a child's income on the parent's tax return. You cannot use that option because the children have capital gains. It's usually not a good idea to do that anyway. The only advantage of reporting the child's income on the parent's return is that it's less paperwork. It will not save any tax, and in many cases you could end up paying more tax overall than if you file separate returns for the children.  

When you are entering your 1099-R do you mean that you are seeing your Federal tax due increase?  After you click "I inherited this IRA", then enter the details on the next few screens, you'll get to the screen "Let's get more information about your Required Minimum Distribution (RMD)".  In the RMD due by Dec. 31, 2025 box, you will enter the RMD for this 1099-R.  After you click continue, you may notice your Federal tax due increase at the top of the screen - this is normal.  On the next screen, if you click "The entire distribution applied to the December 31, 2025 RMD", the Federal tax due will drop back down again.   TurboTax has no means of determining your RMD for you, so it isn't possible that TurboTax is doubling your RMD in the forms.  If you have other details you could share about the issues you are seeing - such as if you are being penalized on Form 5329, etc., that will help us to better help you.  

Try these options to fix the issue you are having: If you are using TurboTax Online Check ‌your browser settings. (clear your cache and cookies) How do I delete cookies  How to clear your cache  Check your internet connection. Try using a different web browser.   If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do.   Another option is to remove the Schedule H form by going to the Tax Tools section, select Tools, and Delete the form. Then clear and start over from the very beginning. How do I clear and start over?  

L'ajout du montant transféré admissible à titre de REER a réglé le probléme. Je crois que votre logiciel devrait nous indiquer que ce transfert doit être complété par une cotisation à titre de REER afin d'éviter que le montant soit imposable.   Je n'ai pas besoin de votre appel comme proposé.   Merci !