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Sorry yes line 8z.     I have deleted the 1099 on multiple occasions and re-entered.  It remains incorrect programming.     I wish someone at TurboTax would review the code.    Let me put the number blowup in context for my return (which has many items).  These are not my actual numbers but they are proportionately accurate.   Form 1040, line 9  $43,890 before the Form 1099-MISC Form 1116, line 3e  $49,597 before the Form 1099-MISC is added.  BTW, I have a reconciliation (I am a retired CPA who ran 2 different Fortune 500 tax departments) that this figure is correct (of course it is incomplete because I have not added the 1099-MISC yet). Schedule 1, line 8z  $156 dollars (from the 1099-MISC) Form 1040, line 9 $44,046 after the 1099-MISC is added Form 1116, line 3e $10,659 after the 1099-MISC is added   Maybe now you can see why this is spectacularly incorrect as the only item that changes (though I have multiple entries that make up my gross income) is $156 but it decreases total gross income for purposes of the foreign tax credit almost 80%   It is a source code problem when the 1099-MISC gets added with my other items of gross income.   The dolts at TurboTax have been completely useless.

There is a problem with the calculations the program does.  I was able beat it into submission by going to the forms and deleting the personal % numbers for the rental expenses.    I also had to change some cca numbers that the program seems to have entered all by itself.   I hope the rest of the program is more reliable than the rental calculations....

@user17742261769  - easier approach.... just use this website.  Also, 96% of married couples file Joint as Congress only passes tax laws that protect the sactity of marriage.  It does not pass laws that delay marriage or incent divorce.   Highly unlikely filing Separate will be to your advantage.    Other than being new at this (newly weds) and not understanding, why would you want to file Separate?    https://www.dinkytown.net/java/1040-tax-calculator.html

When you enter summary totals for investment sales (stock, crypto, etc.) that do not have cost basis information reported to the IRS you have to either attach a PDF copy of your transactions (e.g. the Form 1099-DA) to your tax return, or mail a copy along with Form 8646, with the box for "Form 8949, Sales and Other Dispositions of Capital Assets" checked.  If you had entered each transaction you would not need to mail a copy of the 1099-DA to the IRS.  

If you're using TurboTax Desktop, you may experience an issue where your state is already downloaded but not showing as installed.  When you try to download your state, you get a message that Your software is up to date with the state product never installing and you're caught in a loop. You could also be prompted to update prior to e-filing and getting a message that says You're up to date.   If that is your situation, please see this updated TurboTax help article for instructions. (The other posts in this thread are from two years and longer ago.)   @ceckers    

@ jackeda  I'm confused about what product you are using.  In the title of this thread you clearly said you are using Online TurboTax.   Yet, in another thread in this forum I just saw that you mentioned "Home and Business", which is an installed desktop version.   The online equivalent of "Home and Business" is called "Premium."     Or if you bought an online license at a retailer (such as Sams, Best Buy, and some others) the online product may be called "Investors & Self-Employed."   Which of those products are you using--desktop Home and Business, which is software installed on your computer, or the Online Premium version, which is accessed through a browser?  Or a retail online license called "Investors & Self-Employed", also accessed through a browser?   If you are using Online TurboTax, when you are signed into your return, the edition should be shown in the top left corner.   Or did you purchase the desktop software Home and Business but ended up using Online TurboTax instead by mistake? Or did you purchase the desktop software but have Windows 10 (which can't be used) so you had to migrate to Online TurboTax instead?

You most likely do not need to complete Schedule J, and TurboTax always flags your 1041 if you have a distribution that exceeds the DNI.   See https://www.irs.gov/instructions/i1041#en_US_2025_publink1000286254

@NM1 wrote: An RRSP is a tax-deferred account, so cost basis is irrelevant (in both Canada and the U.S.). 100% of the withdrawal is treated as ordinary income, basically like withdrawals from a traditional IRA in the U.S. I believe an instance where this isn't quite correct is if someone has the RSP account before becoming a resident of the US. For example, consider the situation where one would have $50,000 in an RSP, move to the US and then withdraw it 20 years later when it's increased to $125,000.  In this situation, the cost basis would be the $50,000.  Canada would withhold $31,250CAD - and the taxable amount in the US would be $75,000 CAD ($125,000 - $50,000). 

For a deceased taxpayer, IRS form 1310 should be completed.   This TurboTax Help states:   If a refund is due, there's one more step. You should also complete and file with the final return a copy of IRS form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. Although the IRS says you don't have to file IRS Form 1310 if you are a surviving spouse filing a joint return, you probably should file the form anyway to head off possible delays.   In TurboTax Online, enter 'form 1310' in the search microscope in the upper right hand corner of the screen.  Select 'Jump to form 1310'.   @sibbis 

@LindaS5247 - can't be Line 24; has to be Line 18 less Line 19.    Non-refundable credits can't be used to cover SE tax, etc.  (line 23)   The energy credit is the lesser of the energy credit or Line 18 less Line 19, which ever is less. 

A 1099-B, which reports capital gains/losses from a custodial (UTMA/UGMA) account, generally must be filed on the child's own tax return, even if both names are listed, as the child is the legal owner. It cannot be reported on a parent’s return.   No, the amount in Box 1d on Form 1099-B is generally not the amount you  would compare to the $2,700 unearned income limit for filing or the "kiddie tax."  The unearned income amount used to determine filing requirements is the net taxable gain (or loss) from the sale, not the gross proceeds The unearned income for filing purposes is the Net Gain (Box 1d minus Box 1e).    If that is the case than yes, you should expect there to be no income tax owed. However, the transaction must still be reported on the child’s tax return (Form 8949/Schedule D) to properly document the loss.   In general, You should have received a 1099-DIV (or 1099-B for the liquidation) if the account earned over $10 in Dividends or had other reportable sales.  What's the Kiddie Tax?   Please return to Community if you have any additional information or questions and we would be happy to help.