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Thank you very much Roger for your effort in writing out all these steps. It was very helpful. Unfortunately, as I stated earlier, I am unable to use the desktop program because after I downloaded it I was told I could not install it as I do not have Windows 11. My PC does not meet the minimum requirements to get the windows 11 upgrade. I can not use Turbotax desktop, only the web version.   Just some background. This is an inherited IRA (401k). I took the distribution late on March 9th and ALLIANZ provided me with a transaction statement detailing the RMD all the federal and state tax withheld.   I was able to fill out and complete a substitute 1099-R as you outlined in steps 1-13. In the questionnaire I filled in "None of this distribution applied to the December 31, 2025 RMD." After that the questionnaire moves onto the statements I need provide to generate a Form 4852. After that it exits to the summary page and it is shown as completed. I click done on the summary page and then it asks me about Disaster distributions and then it ends there and moves on to the next section. No questions are asked as you outlined in steps 18-25. How do I get it to do that?

I had done all the basics (updtodateTT, restarted, uptodate OS, red items next to Forms). I didn't know the trick to save the corrupted file (well, I didn't figure on corruption) to a different name and then deleted all imports to start again.   Here's where I initially went wrong due to confusing message of: Connection established Please verify the security information below so we can successfully import your data into TurboTax.   Because there is nothing on the page to say "I verify", I downloaded the imports several times and went round and round with "Log in to Whatever so that Whatever is OK'd by Intuit", or something to that effect. This time, I imported once, closed the browser, and noted that the imports had succeeded without any verification on my part.   I think I'm on my way. The file is now showing that my percentage tax of my taxable income is at least in the ballpark. Thank you Mr. Mike, Sharon

Thank you and my apologies as I was traveling for 12 days and just got back.   I understand your explanation.   Guess where I messed up (since I already submitted) was that I ALSO added the same $$ in the HSA section on the deduction section (AND I just reviewed 2024 and did it there too!).   So, I plan to amend 2024 tomorrow, and then wait until my taxes for 2025 are deducted  ( scheduled for 4/10) and then I will amend 2025.      I think I got it right..... at an expense.   

You can enter additional 1099-R forms under Retirement Plans section of the Wages & Income. Select Federal Select Wages & Income Scroll down to Retirement Plans and Social Security Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R) If you are at the screen Review your 1099-R summary, select Add another 1099-R. If you are just entering your first 1099-R, follow the instructions on the screen. After you add the first 1099-R, you'll return to the screen Review your 1099-R summary, where you can select Add another 1099-R.   Refer to the TurboTax Help article  Where do I enter my 1099-R? for more details.

The most important thing to know is that the 60% Special Depreciation Allowance is a one-time deduction taken in the first year the property is placed in service.   When you take that 60% allowance: You deduct 60% of the cost immediately in 2024. The remaining 40% (the "adjusted basis") must be depreciated over the useful life of the asset (usually 5, 7, or 15 years for rental improvements). You cannot take that remaining 40% all at once in 2025.   Since your software is generating $0: (I have underlined my two biggest suspects but check all) edit the asset verify cost basis, recovery period, prior depreciation are all correct depreciation method to be used on the remaining 40% must be marked Once all of those fields are correct, the program will know it needs to calculate this year's depreciation on that 40%.

Enter this as a non-cash donation. Go to  Federal >Deductions & Credits> Charitable Donations >Noncash Donations. Once you begin your report, select items and stock or whatever classification you see when it asks about the charity.   Then you will be asked about the dates of the donation, type of donation and the donation value. Next few screens will ask about the stock itself.  From here you can finish the section. When it asks you the type of donation, indicate it's a gift. tehn it will ask what the cost basis is. Here you can put "0" unless you know what the original owner paid for it.    When you get to the uncommon situations screen, mark none of these. If you select any of the other choices, you will open up a "Pandora's Box of reporting issues" you don't want.   Then it will ask for the address of the charity.  This is required on Form 8283 and will begin generating the form in your return.                      

1. Yes you file both.  Puerto Rico due to the sale and US requires all worldwide income be reported. If you have state tax, include it. 2. Yes, the house is a capital asset. Since you inherited the house, your cost basis is usually the value on the date of death. If you sold the house pretty soon after the passing, there may not be a taxable gain in the US. If you don't know the value at that time, you will need to find out. A realtor, tax assessor, some way to show the value when you inherited the house. 3. Maybe. The 1116 is so you don't pay PR and US on the same income. If you do have a taxable gain on the income, you do not want to pay both places. The US allows you to claim a credit for the tax paid to PR on the same income. Once you file the PR return, you will know if you had any taxable income and the actual tax amount.  If there is a gain on the US return, you can use the 1116 to reduce your taxes. Choosing the credit is better for most people rather than taking the deduction on Sch A. A credit is dollar for dollar in your pocket.   Reference: Where do I enter the foreign tax credit (Form 1116) or deduction?

Hmmm,  maybe do this.  Say to mail both federal and state.   Then print out state to mail it.   Then go back through the File tab and efile federal and don’t select to efile state.   Although that’s how it should work in the first place.    Another way is to delete the state return.  Go to File-Remove state.   And only file federal.   Then go to the State tab and add CA back in.  Then go through Review and File for state.