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Don't try to import it.  It should be just as easy to manually enter a 1099R.     Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start   Then be sure to continue though  all the followup questions to the end of the retirement section.  

I don't have a 2024 Form 8606. I did not make any contributions to a traditional IRA or perform any backdoor conversions; this is my first year doing it. I answered "I did not make nondeductable contribution to my IRA" from 2024 or prior years. 

If it won't let you switch to mail your return, see step 5. You might need to pay the fees first. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258 How to switch from Efile to Mailing your return https://ttlc.intuit.com/community/print-and-file/help/how-do-i-switch-from-e-file-to-file-by-mail-in-turbotax-online/00/26314 How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353  

@jmorrow338 , while I have never seen this limitation, but I have always used e-file for my own and even when I was a practicing tax professional.  If you visit IRS site you will see  direct debit , Credit Card payment.  Even for Refunds IRS currently  discourages paper-check issuance.  So it makes sense that if you choose to file by mail, then direct debit makes no sense.  So , if you can choose to pay by direct debit from a US bank. Also , while the FEIE is the same whether you choose Bona-fide Resident or Physical Presence test  form 2555, the only downstream benefit ( once IRS has approved  your Bona-fide Resident status ) is that for Physical Presence Test  you always  must meet 330 days away from the  USA during a continuous 12 month test period encompassing the  tax period for exclusion.  Most expats choose the Physical Presence Test.   Is there more I can do for you ?

Nope.  Just the AGI plus a couple other foreign items.  And there is no one MAGI.  There are many MAGI for different things.  See Schedule 1-A top lines 1-3 to figure the MAGI for Schedule 1-A https://www.irs.gov/pub/irs-pdf/f1040s1a.pdf        

Is it incorrect though - Line is carried over from your 2024 Form 8606 Line 14 so check prior year return to see where this number is coming from.   there is a question after the non-deductible contribution and also after the 1099-R summary screen where you can adjust the basis but be cautious as Turbotax can only get this from your 2024 carryover or something you input for 2025.   if you are backdating your contributions to prior year then the basis will carry over to the following year as the conversions are not backdated they are reported in the calendar year they are made.   if it incorrect you may need amend your 2024 return.  

@user17756992701  1) Pages 7 through 16 of Schedule K-3 should encompass most of Part III through Part IX. On the face of your K-3 page 1, do you have Yes checked in any of the rows 3 through 9? (See below) If so, your K-3 is missing essential reporting data, and you'll need to contact the partnership that issued it to receive a completed package.     If you only have No's in rows 3 through 9 (see below), then you do not need to worry about the missing K-3 pages, they are not relevant to your tax situation (unless you are used to receiving these items in prior Schedules K-3). You can continue entering the information on the pages that you do have.       2) Yes, you should select Various. From the FAQ: If you have only one category of foreign income in columns (b) through (e), but multiple countries, select Various in the Foreign Country or U.S. Territory dropdown on the Enter info from your Schedule K-3 screen. Additional Note: if you do have more than one category of foreign income in columns (b), (c), (d), or (e), you'll need multiple K-1 worksheets (that means entering this form K-3 more than once for each category of foreign income - change the partnership name to 'Partnership Name - Sheet 2', and so on. You'll still use Various for multiple countries in one column of foreign income, (b) - (e). In this case, you only have Column (c), so this note is only for others' benefit.   3) For this question asking about Line 24, you definitely want the entire gross amount on Line 24, not the A,B,C amounts from the country breakout. In your case, enter $347 into the box "Foreign gross income - Passive category (column c)" The sum of the amounts in rows A, B, C, etc., doesn’t need to equal the amount on line 24, given that not every gross income amount is required to be reported by country ^ IRS K-3 instructions.   4) For the boxes asking for the deductions from Columns (b) (c) (d) and (e), you want to leave them blank because they're blank on your form. For the 2nd-to-last box "Deduction allocated at individual level - Interest expense" you're adding up all the interest expense subtotals that you have (if any), and putting that sum figure in this box. Start at where you see 474 on your screenshot, and scroll up to the prior page. Stop when you see line 39 - Interest expense specifically allocable.. Add up the amounts (if any) from lines 39, 40, 41, 42, and 43 in Column (f) only. See image below:     This math will be, (star + star + star + star) = X.  Use that number X for the "Deduction allocated individual level - Interest expense box" if applicable. Note: you may not have interest expense in rows 39 - 43 in Column (f); if not, just enter zero, or leave this box blank.   For the final box, we're subtracting the number we summed up in the last step from the total on Line 54. The sum of those starred amounts is the amount you want to subtract from your Line 54 column (f) total, and put that net amount in the box labeled "Deductions allocated at individual level - Other".   The math will be, (474 - (star + star + star + star)) = Y. Put your total Y in the box for "Deductions allocated at individual level - Other" (if any) Note: you may not have any other types of expense/deduction, other than interest expense, allocated to you on your Sch. K-3; if so, just enter zero, or leave the final box blank. If you had no interest expense in the preceding step, then your math would be (474 - 0) = 474. If this is the case, enter $474 in this box. If you get lost, just stick to the math: (Column (f) Line 54) minus (Column (f) rows 39 + 40 + 41 + 42 + 43) = value to enter.    Thank you for the detailed screenshots; much appreciated! 

Yes. The IRS allows for taxpayers to aggregate RMDs for certain types of accounts. This means you calculate the required amount for each individual account, add them together, and then you can take that total from any one (or more) of those accounts.   If both of your IRAs are of the same category, your excess withdrawal from the second one does count toward the RMD of the first one. This applies to Traditional IRAs, SEP IRAs and SIMPLE IRAs. If you have an inherited IRA, employer-sponsored plan, or a Roth, you cannot include these in your aggregation.   Since it sounds like you did satisfy yout total RMD, follow these steps in TurboTax:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)*   However, if you determine that you only took a partial RMD and need to request a waiver, follow these steps:   Go to Wages & Income in the Federal section of your tax return Select Update to the right of Retirement Plans and Social Security Select the pencil to the right of your Form 1099-R to edit your entries When you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD ($_) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "Some of the distribution applied...($_)", Continue Next, you will be asked, "Did you take out the remaining $ during the correction window?", Select, "No, I did not", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Select the pencil Next, you will see, "Did you miss taking the...RMD...?", Select Yes, Continue Enter the amount of the RMD (that you should have taken) when you reach, "Tell us the Total RMD...", Continue Select "No", when asked, "Did you take a corrective distribution...?", Continue Do you want to request a waiver, select, "Yes", Continue Next, enter the amount of your RMD for which you are requesting the waiver ($_), Continue Next, enter an explanation such as, "I mistakenly did not take my full RMD due to an administrative error. Upon discovering the error in January 2026, I immediately withdrew the remaining balance of $_. I have now set up an automatic withdrawal to ensure this does not happen again." then Continue When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)

edit the 1099B that is the source for that line under the Wages & Income section for Investment Income.  "B" is a basis adjustment.  If it was entered as a sales summary there is a box "I need to adjust my total cost basis" and you can fix the code in the list to use "D" instead.  if it was "one by one" maybe the box "the cost basis is incorrect or missing on my 1099B" was checked.   if the 8949 also says "see attached statement" because the adjustment was applied to a sales summary then you will need to send the 1099B details to the IRS either through mail using Form 8453, or you can also attach the PDF if using TT Online.  if you split the 1099B and enter sales with these adjustments as "one by one", and the rest of your sales as a sales summary, that will remove the mailing step as your e-filed 8949 will have all the details for these sales.

The error that the recipient SSN can't be the same often means the Social Security number entered for your dependent is either duplicated somewhere in your return or was already used to file a tax return by someone else. To check and fix this in TurboTax Online: 1. Go to the Personal Info section. 2. Select your dependent under Your household and verify the SSN exactly matches the Social Security card. 3. Ensure no other dependent or yourself have the same SSN entered. If the SSN is correct but the error persists, it could be because someone else has already filed a tax return using that SSN. In this case, e-filing will be rejected by the IRS. You may need to print and mail your tax return, and the IRS will resolve the duplicate SSN issue.