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Here is the exact workflow to report the income and then receive a credit for the Foreign Tax Credit.   Part 1: Report Income on Schedule 1 (Other Income) Go to Wages & Income: Scroll to the very bottom to Less Common Income. Select Miscellaneous Income: Choose Other reportable income. Enter the Description: * Description: Polish ZUS Social Security Amount: Enter the total gross amount received for the year in USD. Part 2: Claim the Foreign Tax Credit (Form 1116)   Go to Deductions & Credits: Scroll down to Estimates and Other Taxes Paid. Select Foreign Taxes: Click Start/Revisit. Answer and navigate through the interview until you get to the type of income Select Passive Category Income (this is the standard category for pensions and social security). Add Country: Select Poland. Enter the Gross Income: When it asks for your foreign source income, enter the same USD amount you just entered in Part 1. Look for the box for Foreign Taxes Paid (or "Foreign Taxes Withheld"). Enter the USD equivalent of the tax Poland withheld from your checks. Date Paid: You can use Dec 31, 2025.

You are referring to an Oregon Business Identification number. It is a number companies need to do business in that state. If your investment company is reporting income to that state, it is likely they have such a number. They may have indicated you don't need the number, but if they have such a number then they should be willing to give it to you. I suggest you call them again and explain that, you may just be talking to the wrong person.

La manera mas facil y rapido de conseguir sus documentos de su declaracion, seria por medio de la pagina de web del IRS.  Anexo liga donde puede hacer su cuenta y luego de alli podra bajar sus documentos de qualquier año:   Cuenta en línea para personas físicas ¿Cómo obtengo una copia de mi declaración de impuestos o transcripción del IRS? Obtenga sus registros tributarios y transcripciones

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.

Thank you, Robert...    Yes.  I understand that I can print and file my return (which is what I did).   My concern is that TT indicates my return can't be filed online but still took my $25 and offers no option for a refund. Even more interesting, is that each time I now open my return, TT reminds me me to eFile even though it won't allow it to be eFiled.

You have to download the TurboTax software and install it on a personal computer.  The license code is entered during installation. Go to this website to download the 2025 desktop edition you purchased - https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/

No,  you were not charged for direct deposit.  You misunderstood.    If you chose to pay your TurboTax fees by having those fees deducted from your federal refund instead of paying with a credit or debit card before you filed, you agreed to "refund processing" by a third party bank.  That bank receives your refund from the IRS, takes out the amount you owe to TurboTax, keeps the $40 refund processing fee for itself, and sends the rest of the deposit to your account.  The way to avoid that fee is to pay before you e-file.  You can pay with a credit or debit card before you e-file and have direct deposit of your refund.   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    

moi aussi j'ai cette erreur quand je fais la révision, et je ne veux pas inscrire mon courriel.  J'en ai envoyé d'autres et tout était ok SANS ADRESSE COURRIEL.  Encore un problème, vraiment vraiment déplaisant 😖

TurboTax 2025 Deluxe desktop, Windows 11 In the Step-by-Step mode, Wages & Income section, after Social Security benefits, It goes to Canadian retirement summary and requires a custodian name before allowing me to continue. I have no Canadian retirement and did not check any box referencing that I had one. Under "Your 2025 Income Summary" , Retirement Plans and Social Security, TT has and entry for "Canadian Registered Pension Income" with $0.   Update: I can now navigate past the Canadian Pension section. I am not sure why, maybe it was corrected in the last update.  

To return to the Form 1099-R entry area in TurboTax Online, go to Wages & Income>IRA, 401(k), Pension Plan Withdrawals (1099-R)   Click Review to see your 1099-R Summary   Then click Review by each 1099-R to edit it

There are no charges for direct deposit. What you are probably referring to the $40 charge for choosing the option to have the TurboTax account fees paid from the federal tax refund. See this TurboTax support FAQ for removing the pay with refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US