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Go back through your return and follow the steps below to download your 1099 data from RBC:   Sign in to your RBC online account (RBC Direct Investing or RBC Online Banking, depending on where the account is held). Go to Documents or Statements. Select Tax Documents (look for 1099-INT, 1099-DIV, 1099-B, or Consolidated/Combined 1099). Choose the tax year, then Download (PDF). Some accounts also offer CSV. If you use RBC Clearing & Custody or a U.S. RBC affiliate (e.g., RBC Wealth Management US):   Log in to the client portal. Navigate to Documents > Tax Documents. Select the 1099 type and year, then download.   If import isn’t available, use the downloaded form to enter values manually.  

If you have reached the annuity interview section and it does not apply, it may be that the "Yes, this is a 403(b) plan" box is checked, which triggers the "annuity" and "Simplified Method" and "General Rule" interviews.    Follow these steps to bypass the annuity loop:   On the 1099-R entry screen, make sure Box 7 matches your form (likely Code 7 or Code 1) Ensure the "IRA/SEP/SIMPLE" box is unchecked  When the software asks, "Was this distribution from a 403(b) plan?", select "No, it's another type of qualified retirement plan" On the "Annuity information" screen, select "No" to periodic payments By selecting No in the above two screens, the software will treat it like a standard pension or 401k distribution and skip the "Annuity" questions entirely

Turbotax title: Enter Income Detail Then text : Enter the following detail about the foreign income reported on your K-3 for XXX fund, LP Then it list a table with columns for:  total,   US source , and foreign, Table rows for Gross income, Interest expense, and Other expense, wanting me to list US source and foreign.  The total column  and US source are already filled in for the three rows.

I used old computer (with Windows 10 Home) to file 2024 tax return. I am using a new computer (with Windows 11) to file 2025 tax return. How do I copy my 2024 tax return from old computer to new computer?

Per the IRS Instructions for Form 4952, Line 3 is the total Investment interest expense, which is interest paid or accrued on a loan or part of a loan that is allocable to property held for investment. This includes investment interest expense reported to you on Schedule K-1 from a partnership or an S corporation.   Line 16 on the 4952 Worksheet flows to Form 4952 Line 5, which per the instructions reports investment expenses, other than interest expense, directly connected with the production of investment income. This includes investment expenses incurred directly by you or reported to you on Schedule K-1 from a partnership, or by an S-corporation, but only if you are allowed a deduction on your return for the expense.   See the form instructions for specific information on what can be included on this form.  

The 21 days is only an average for when a tax return is received and a tax refund is issued by the IRS.  It is not a promise or a guarantee.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

So I seem to have stumbled on a better workaround for my problem of the refi'ed loan causing missed mortgage deduction.   In the interview screens I clicked both my loans as non-refi (totals > $1M avg balance).  Then it properly pops up the screen to enter balance remaining, and it then asks again if any of these were pre-2017 refi.  I answered yes there and put in the refi and original date and it properly filled in all fields in the form, calculated and applied the mortgage limitations.   thanks