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would be great hearing from Rick.   There is some minor income on the K1 forms that covers the time between when it got to my brokerage account and when it was sold.   I think I've got that part covered.   I'm just confused on what basis to use both for the 1099-B input as well as the K1 inputs.  

The tag below your question indicates that you are using TurboTax Live (TurboTax Experts). If that's true, you should address your questions to a TurboTax Live tax expert. You are paying extra for that service. See the following FAQ for instructions to contact a TurboTax Live tax expert. How do I connect with a tax expert in TurboTax Experts? Even though you are getting a refund, you can have an underpayment if you did not pay enough earlier in the year. It's not just the total amount you paid, but when you paid it.  

If you are seeing "Needs Review" for any of your entries, go to Federal Review in the left column and run Smart Check. This process will generally point out any missing entries or other issues you need to fix on your return. You can run this review at any time while working on your return.

Foreign Tax Paid is typically reported on Form 1099-DIV Box 6.   Enter Form 1099-DIV under Federal Taxes >> Wages & Income >> Interest & Dividends >> Dividends on From 1099-DIV. Check the box "My form has info in more than just these boxes (this is uncommon)" to reveal the rest of Form 1099-B, including Box 6.   When you are finished entering dividends, be sure to go to Foreign Taxes to see if you qualify for the Foreign Tax Credit. Use the Search box in the TurboTax header to jump to "foreign taxes."

Your best option is to seek the advice of a local tax professional who will be able to review your entire tax situation and provide guidance based on your previous and future tax history. Use this link to Find a TurboTax store or Expert office near you.

You may be able to combine shares that were used to pay taxes into one or two lines. The dates are used to determine if the sale was short- or long-term. Be sure to combine the shares based on those criteria.

As nonresidents of the US, you would need to file Form 1040NR: U.S. Nonresident Alien Income Tax Return, which is not available in TurboTax Online. However, TurboTax has a partnership with Sprintax offering a nonresident tax filing solution to our TurboTax customers.   Visit the TurboTax/Sprintax site for more info or to get started.   Also note: To apply for an ITIN, complete IRS Form W-7, IRS Application for Individual Taxpayer Identification Number. Form W-7 requires documentation substantiating foreign/alien status and true identity for each individual.   You can mail the W-7 and documentation to the address in the Form W-7 Instructions. Bring it to your local IRS office, or use an acceptance agent (colleges, financial institutions, or accounting firms that are authorized by the IRS to assist applicants in obtaining ITINs). They'll review the W-7 and documentation before sending it to the IRS.

To enter your military reserve travel expenses - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on Scroll down to Employment Expenses On Job Expenses for W-2 Income, click the start or update button   Continue through the interview and answer the questions about vehicle expenses and other expenses related to your military reserve travel expenses.

If you were able to complete the entry for your childcare provider, including a tax id number, you don't need to amend your return to change individual to business. The IRS will contact you if they have questions.

Yes, you can enter a foreign pension in TurboTax by creating a substitute form 1099-R.    Open your return and go to Retirement Plans. Select the IRA, 401(k), Pension Plans (1099-R). Add another 1099-R. On the next screen, "How do you want to enter your 1099-R?", select I'll type it in myself. Follow the prompts as if you are manually entering Form 1099-R. If your foreign issue does not have an ID number, you can try entering 90-9090909. If errors occur due to this entry, you can enter the pension under Miscellaneous Income.

Is Idaho your non-resident state? If not, complete Massachusetts first.   If Schedule 2K-1 doesn't report Idaho income, the entry on the Idaho return should result in zero flow-through income to that state from your investment. If this is not what you see, restart the Idaho interview and look for a section on income adjustments, business income, etc. Every state is different.   You MA return should reflect the 2K-1, but not Idaho.

If you sold your primary personal residence and you lived in and owned the home for at least two years in the five year period on the date of sale, you do not have to report the sale if your gains are less then the exclusion amounts of $250,000 if filing Single or $500,000 if filing Married Filing Jointly (and both lived in the home for two years).   So if you lived in the home at any time for a least 730 days in the five year period from the date of the sale.   If sold in May 2028 and lived in home for at least 730 days from May 2023 to May 2028 you're good.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf