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how are you entering the FTC. through the Turbotax worksheet for the FTC or through the 1099s. if through the 1099s what's needed is the FTC to be linked to a column on the 1116. Each 1099 must be linked to its own column also needed are the foreign income and country. Turbotax does not handle multiple countries on one 1099 - at least not with my desktop version. I use various, other countries or RIC. Your credit might be limited because generally the FT rate is much higher the the average tax rate you are paying. so your FTC will be based on the lower rate and then you must have a tax liability after certain other credits.    it would be great if you could view the 1116, but that may not be possible with the online versions.      i previously thought you could create separate 1099's in order to report each country separately. I find now i was wrong. an error kicks up because the extra 1099s are showing foreign income but turbotax doesn't like that i'm not reporting dividends on line one.     

To claim the SEHI deduction in TurboTax, you will need your W-2 and the K-1 that the S corporation sent to you.   Here's how to enter it in TurboTax and claim the deduction:   Open or continue your return. Navigate to the K-1 section:   TurboTax Online/Mobile: Go to the K-1 screen under Wages & Income.    TurboTax Desktop: Search for K-1. Answer Yes to the question Did you receive any Schedules K-1 or Q? Select Start or Update next to S corporations (Form 1120S) and follow the prompts, filling out your information as you go. On the screen that says Check boxes that have an amount or are checked on the form, select Box 17 Info and any other boxes that contain info on your K-1. Select Continue. Continue to enter information from your K-1. On the Other Situations screen, select I personally paid health insurance and then select Continue. On the Self-Employed Health Insurance screen, fill in the W-2 box 5 amount and the amount of health insurance premiums you paid (this may be on your W-2 in box 14). Full instructions are here >>  Can I deduct health insurance premiums as an S corporation shareholder?   You may be able to use the Self-Employed Health Insurance (SEHI) deduction if you're at least a 2% shareholder in an S corporation.   To claim this deduction, the health insurance premiums must be paid or reimbursed by the S corporation and reported as taxable compensation in box 1 of your W-2.  

You are asking the correct questions, and I appreciate that you seem to have thoughtful application.     The problem with the Convenience of the Employer rules is that it purposefully and completely ignores the realities of remote work.  Your employer "assigns" you to a work location because that is the main criteria New York uses- the "headquarters" or office location of the employer.  For larger companies, they are able to assign their remote workers to a non-New York location to avoid the convenience rules; but if your company does not have offices in other cities this is more difficult.    You have identified the biggest flaw- Illinois does not give the credit for taxes paid to another state if the work is physically done in Illinois, so you could be taxed twice on that income at the state level.  There are court cases but as I said before New York is actually winning these.  See Zelinsky II—The Continuing Saga of Remote Work.   It used to be that they did not scrutinize as much especially with lower income, but in general that is not the case anymore- and New York does not only go after the employees, they can ensure compliance by the employers exactly in the way your employer has it set up to do withholdings for New York state only.     You can choose to allocate the wages and hope for the best (no New York audit), and I apologize for being a bit meekish because it is obvious you have good knowledge and are not in any way trying to get away with anything but rather looking to do the right thing.   @jackkgan 

@vipinramin   You probably have a penalty on line 38.     You can even have a penalty if you are getting a refund.   If you get a penalty on 1040 line 38, you might be able to eliminate it or at least reduce it. You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you. It's form 2210. How to add form 2210 for Underpayment Penalty https://ttlc.intuit.com/community/tax-payments/help/how-do-i-add-form-2210/00/25703   It's under Federal tab or Personal (for Home & Business Desktop) Other Tax Situations Additional Tax Payments Underpayment Penalties - Click the Start or update button    

No.  TurboTax has no involvement with verifying your identity with the IRS.  You have to follow the instructions in the letter you received from the IRS, the sooner the better, because it is going to delay your refund.   I HAVE TO VERIFY MY IDENTITY     Sometimes the IRS chooses returns randomly to request verification of identity and sometimes there is something on the return that triggers the request.  No matter why the IRS has required you to verify your identity, you need to follow their instructions in order to receive your refund.  If you do not verify your identity you will not get your refund.   https://turbotax.intuit.com/tax-tips/security/tips-for-handling-identity-verification-requests-from-the-irs/L55RhaS2B   https://www.irs.gov/identity-theft-fraud-scams/identity-verification-for-irs-letter-recipients  

What contribution question?   You fill out the 1099R exactly as shown. For 2025 there might be a new code Y on the 1099R for QCD. The IRS does not require financial institutions to use code Y to report QCDs yet, instead making the use of code Y optional. I got my 1099R from Vanguard for my QCD and it only had code 7 in box 7. If you are over 70 1/2 then after you enter the 1099R keep going. In my Desktop program one of the next screens will say…Do any of these situations apply to you with a list. The 7th item is "I transferred all or part of this money directly to charity". Check that and the next screen will be either for RMD info or ask how much was transferred to Charity. Just keep going though all the screens. Then do NOT enter it again under Deductions & Credits. It only goes on the 1099R entry. Otherwise you would be deducting it twice. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 or Y and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K. For QCD there is a new checkbox on the 1040 line 4. 4a is the amount of the IRA distribution. 4b is the taxable amount. 4c has 3 checkboxes. Checkbox 2 is for QCD

E-filing fee in desktop software Did you purchase desktop software with state software included?  They sell Deluxe both with and without state software--so you have to be careful which one you choose.  And even if it does have the state software download included, that is for preparing the state.  There is an extra $25 fee to e-file the state.  You can avoid the state e-file fee if you print and mail the state instead of e-filing it.