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@tak52480 , following up on  responses from my colleagues @Opus 17  and @MaryK4 ,  your   generic statement " pension from Japanese Government" does not allow one to answer with sufficient specificity.  The  US -Japan Tax treaty ( esp. article 17 para 1.2.and 3 ) while somewhat different from  the US and/or OECD model, treats   different types of pensions differently. Thus  please could you specify  -- is this an annuity, private pension, pension for public/govt. service, Social Security, per a written separation agreement etc. etc. Also your own US immigration and /or  tax residency status  ( GC, Resident for Tax purposes, US citizen  etc. ) would be helpful.   Look forward to hearing from you. Are there other items one of us can help you with ?

You have to enter your Form 480.7 as a substitute Form 1099-R. Follow these steps:   Choose the Federal option on your left menu bar Choose Wages & Income Choose the Retirement Plans and Social Security menu option  Choose IRA, 401(k), Pension Plan Withdrawals(1099-R) Choose the enter 1099-R option Choose Change how I enter my form Choose Type it in myself Choose Financial institution or other provider (1099-R) Enter in as much information as you can regarding the retirement income  Work through that section until you see Do any of these situations apply to you? Choose I need to file a substitute 1099-R Complete the information requested You can follow these instructions to file your tax return by mail.    Can you share more about the error message related to your social security benefit income?

Thank you Melinda. Unfortunately that doesn't work for me. There's an issue with the transaction at my brokerage that I have to manually correct.    I started a blank return to experiment in. I went to the CASW and input a very simple transaction with the dates in the short-term range. TURBOTAX ENTERED IT AS LONG-TERM. Sorry, this is just wrong. The form has never done this in the past, and if you changed the dates it would switch back & forth between long/short term as appropriate. Now it just sits on long-term unless overridden.   Apologies for shouting, but THIS IS AN ERROR THAT NEEDS TO BE CORRECTED. There could be people underpaying because of this if they don't notice the discrepancy.   BTW, the import is no picnic either. While it did bring in the correct information (at least as I can see it on a quick review), it did it by setting up 16 different forms, none of which are identified as to the account at the higher levels. You have to dig into each form to try to identify the account, and for dividend and interest accounts there is no identification of the account on the individual worksheet. Only the 1099-B's have account identification, and that only by the account number. And if you change the name so you can see it for later review, then next year it will apparently set up new accounts again without the names. BTW, all accounts are also set up as belonging to "taxpayer" and none as "spouse". This can potentially cause matching issues at the IRS - not sure how they do this internally.   So PLEASE submit this as an fix that needs to be made stat.   Much appreciated, thank you.   Brent

No you cannot enter 2023 tax data on a 2025 tax return.  Each tax year is a separate tax return.   To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

The income section would not be the appropriate location, it may provide removal of the error if that number is placed in an expense category as opposed to income, When the income is removed and placed in an expense category, the error is gone.   The income on a Schedule C should never be a negative number.    @MPBreese 

Once the tax return has been filed, the banking information cannot be changed.   If this is for a direct deposit of a tax refund, the bank will reject the deposit and return the refund to the IRS.  The IRS will mail a refund check to the address on the tax return.  Or the IRS will mail you a CP53E notice - https://www.irs.gov/individuals/understanding-your-cp53e-notice

@DianeW777  Nope! Same problem. I have included a screenshot to show that it is still not inputting the correct answers in the form. Please go back to your tech support people and have them fix the problem. I did delete the form completely and re-added it, but that only got me past the error message but it didn't fix the inherent problem.

There are many users where when Turbo gets to the File State page, the button is START.  Then you click START and software just spins not starting the State Tax page.  Very Frustrating!  After hours of stopping TT and logging back in and shutting down Windows, I logged into Intuit dot com with my account and then downloaded the SC state form.  Intuit remembered my 2025 purchase and that I filed with SC the past few years.  I then clicked on the downloaded state file to install.  Windows said I couldn't install since Turbo Tax was running so I did a hard shut down in Windows (ALT + CTRL + DEL then choose Task Manager, then find Turbo Tax running, highlight line and END task.  Then go back and install State Form.  Start Turbo Tax,  go to State and the START button changes to EDIT.  Turbo should flow you into editing your state form and then e-file.

Yes, it sounds like she qualifies to be claimed as a qualifying relative [a green card qualifies under the 2nd bullet point below]; here are the criteria from the IRS: General rules for dependents These rules generally apply to all dependents: A dependent must be a U.S. citizen, resident alien or national or a resident of Canada or Mexico A person can't be claimed as a dependent on more than one tax return, with rare exceptions A dependent can't claim a dependent on their own tax return You can't claim your spouse as a dependent if you file jointly A dependent must be a qualifying child or qualifying relative Qualifying relative A qualifying relative must meet general rules for dependents and pass these tests: Not a qualifying child: Isn't your qualifying child or the qualifying child of any other taxpayer Member of household or relationship: Lives with you all year as a member of your household or is a specific type of relative Gross income: Has gross income under $5,050 Support: Gets more than half their financial support from you See the full rules for a qualifying relative IRS - Dependents; TurboTax - Who can I claim as my dependent?

Since the IRS has already received a tax return with the dependent's Social Security number, you will not be able to e-file your tax return.  Even after the dependent has amended their tax return.   See this TurboTax support FAQ for how to print and mail a tax return when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/print-mail-return-turbotax-online/L5bwuqXGy_US_en_US

Para intentar contactar especificamente con nuestra experta, Maria Z, puede ponerse en contacto con el servicio de atencion al cliente de TurboTax atra vez de este enlace ¿Cómo me comunico con TurboTax?   Al hablar con el representante, puede mencionar que desea solicitar la asistencia de María Z. debido a que ella ha trabajado con su caso anteriormente.    Tenga en cuenta que la disponibilidad de los expertos puede variar, pero el equipo hara todo lo posible por ayudarle a conectar con ella o con alguien que pueda darle seguimiento a su caso.

@rekups  If the Social Security benefits is the Only income to be reported on the tax return and there is no federal income taxes being withheld, then there is no reason or need to file a tax return. Unless you also received a Form 1095-A for your health insurance through one of the State Marketplace Exchanges or from healthcare.gov then you must file a tax return

It depends. Once you make adjustments to the numbers, TurboTax will remember each action in the order completed.   So, if I understand you, the transactions now match the correct proceeds and shares agree with your actual numbers.     Wash sales can cause some extra work and are handled completely separately from all other transactions. Below are details about theses sales in particular.   Wash sales cannot be combined into section totals.  They should be entered individually so that you can track your cost basis and know when you are allowed to use the information on a final sale.   Wash Sale Rule Defined: A wash sale occurs when an investor sells or trades a security at a loss, and within 30 days before or after, buys another one that is substantially similar. It also happens if the individual sells the security at a loss, and their spouse or a company they control buys a substantially similar security within 30 days. The wash-sale rule prevents taxpayers from deducting a capital loss on the sale against the capital gain of other stock. Affect on Cost Basis: The loss that occurs on a wash sale is added to the cost basis of the shares purchased that created the wash sale. When all shares are sold and there is no repurchase, that increased cost basis will be used in full and used to determine gain or loss. As long as you are tracking the wash sales and are not using them on the tax return when you are not allowed, then you can simply enter the same cost basis as the selling price. This will  reconcile your tax return with your Form 1099-B Proceeds which is what the IRS is comparing.   Wash Sale ends: The wash sale disallowed is not added to the net gain/loss rather it is adjusted and suspended so that it does not affect the total gain or loss for any pending wash sales.  The rub is that the broker only knows when a wash sale occurs, not when a wash sale no longer exists. This can spill over between two tax years.  Likewise you can have a wash sale during a tax year, and then fully dispose of the stock in the same year which would eliminate the wash sale rule for the final sale of the same stock.    It's up to you to know when you no longer have to consider the wash sale rule.    Example:  X bought 5 shares of ZZZ stock, at $5 per share, then sold it for $3 per share, however immediately before the original 3 shares were sold, X bought another 5 shares at $5.00 per share.        $25 for the first block of shares        15 is the proceeds creating a $10 loss  The $10 loss is now added to the cost of the new shares for an overall cost basis of $35.     Once the second block of shares is sold (5 shares with cost basis of $30) without any repurchase with in the 60 day window (30 days before or 30 days after the sale), and if they are sold at a loss, then no wash sale exists on the sale, and a loss is allowed.   @cj5