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1) Yes, you can call the IRS to discuss the notice. It may resolve the situation more quickly, if you can get through to a helpful agent. Use the phone number on the letter you received.   2) If you don't have a history of mistakes on your return, it's more than likely that the IRS will waive the penalty since it didn't impact your tax liability.   3) An individual qualifies as a U.S. resident if they 1) have a green card or 2) are physically present in the United States for at least: 31 days during the current year, and 183 days during the current year and the two preceding years, calculated using the following formula: All the days present in the current year, 1/3 of the days present in the previous year, 1/6 of the days present in the year before that.  

 "Other contributions previously taxed by Massachusetts"   this is an interesting way to  cook up a workaround in state of MA. But it is essentially a false statement.   "I'm not sure why this is necessary"   It's not necessary, when the entry is done correctly. Your Traditional IRA contribution should be on Form 8606 Line 1 and that should take care of the issue you were seeing.   @bryonthego  @user17710097333 

I'd like a file that has all records for my tax return.  In past years, there was the option to download just the version of the tax return filed with the IRS in addition to a version that included every applicable form.  It's the latter that I no longer see an option to download.  I have already downloaded the .tax file.

You might try these tips from Expert AmyC:   If you are not using a foreign tax credit for the current year, and you have carryforward, Form 1116 is not required. The IRS holds the information for the 10-year carryforward period.    However, if you have FTC carryovers to report and need to force Form 1116 to file, follow these steps: Go to Federal > Deductions & Credits. Scroll down to Estimates and Other Taxes Paid and click Start/Revisit next to Foreign Taxes. Answer Yes to "Did you pay any foreign taxes?" (Answer yes even if you only have a carryforward from a previous year). When asked if you want the deduction or the credit, select Take a Credit. Continue through the interview screens. Eventually, you will reach a screen titled "Do you have any Foreign Tax Credit Carryovers?" Select Yes. You will then see a grid where you can enter the Foreign Taxes paid in prior years and the Amount Used in previous returns. The difference is what TurboTax will carry forward. Troubleshooting: If the software won't generate it, you can add a "dummy" entry of $1 in foreign interest/tax and then remove it before filing to see if the carryover screen triggers. Usually, simply completing the "Foreign Taxes" section under Deductions & Credits is enough.

If you are using TurboTax Do It Yourself (Online), you can get a PDF archive of your return which will have your full return. When you get to the part where you file your return, you'll get the option to download a PDF preview. This will include your provincial forms.

When clicking on the "View detailed summary" at the top of the main page (before proceeding with the "Review and File" stage, I don't see any reference to the Provincial Disability Tax Credit.  Applying the provincial tax credit should have reduced my provincial tax payable to zero, but TurboTax summary still shows with a balance owing.  How will I know that the tax credit is properly applied?

@louise_trudeau  Comme précisé plus haut, cette erreur peut être le résultat d'un problème lors de l'installation, ou d'un fichier endommagé par une fermeture inadéquate ou encore le transfert d'un appareil à un autre.   Nous vous suggérons de suivre les étapes ci-haut mentionnées.   Merci de choisir TurboImpôt.

Actually I think I found the root cause, for which the message is extremely cryptic.   I suspect that if you have multiple investment sources that were brought in from the automatic import and indicated Various/Global as the source of foreign country where income tax was paid, but some sources were from a specific country (e.g., USA), they will be treated as multiple countries for the check "paid foreign taxes to more than one country".   Rather than use the automatic import, clear out those entries and enter the T3/R16 as provided by your broker, providing the appropriate source country (with Global being a valid value).

Was your average stay less than 7 days? Did you claim material participation (which makes you a real estate professional?)   Does this rental have a net loss or are the expenses offsetting the income with the balance reported as passive losses that are carried forward?    To resolve this, you might return to the Rental Property topic and work through the interview from the beginning. Be sure to read all the questions, including the blue links to learn more.

Comme le précise la capture d'écran de ma collègue, vous ne déclarez pas ce montant dans votre déclaration de revenus car ce montant est déjà inclus dans la case 14.   Pour plus de précisions à cet effet, veuillez communiquer avec l'ARC.   Merci de choisir TurboImpôt.

thank you for your response. I do plan to mail the new form with copies of the letter.  A couple of follow-up questions: 1. The penalty notice has a due date of 5/2. Should I call IRS to explain the situation while getting the forms mailed?  2. With this type of clerical error, what are the chances they will waive or abate the penalty?  3. My partner became a US resident in April 2025, can I claim her to be US resident in my 2025 tax return? 

For anyone who comes here expecting to get some help: I had a chat with TurboTax product team on Facebook messenger. They confirmed that  T776 has mentioned the following on the top:   Include only the rental expense portion in this section, do not include any personal portion of these expenses.   That means, even if the form has two columns, "Total expenses", and "Portion of expenses from short-term rentals", we are supposed to be entering only portion expense in both columns. No need to add Total expense which appl to who residence in this form. This way, the form will calculate the net rental income properly.   Image shoes the chat I had with them.   Hope above helps.

The material participation question appears at the beginning of the Rental Property interview. When you first begin the topic, look for the page "Let's see if you're a real estate professional." If you check both boxes (more than 750 hours and more than 50% of work-related time), the follow up questions will determine if the material participation box will be checked for each rental property.   Also, for your property to be eligible to offset active income, it must not be defined as a "rental activity" under Section 469. You meet this if: The average guest stay is 7 days or less. Alternatively: The average stay is 30 days or less AND you provide "significant personal services" (like daily cleaning or breakfast, similar to a hotel). If you don't meet the short-term rental criteria above, you might fall back on the "Active Participation" rule, which allows a deduction of up to $25,000. However, this benefit starts to phase out if your Adjusted Gross Income (AGI) is over $100,000 and disappears entirely at $150,000.  

Nous vous suggérons de consulter le lien suivant:    Préparation des impôts de travailleur autonome: Guide du débutant   Vous y retrouverez des renseignements pour la préparation d'une déclaration de travailleur autonome.   Merci de choisir TurboImpôt.

Ce message est en lien avec l'admissibilité à IMPÔTNET. Il faut réviser chacun des éléments mentionnés sur le message, pas seulement les pensions alimentaires. Parfois, des montants entrés dans l'une de ces sections?   Nous vous suggérons de commencer par vos placements (T3, T5, etc). Est-ce que vous avez des feuillets de placements. Parfois, les placements étrangers peuvent créer cette erreur.   Nous vous vous suggérons de réviser la déclaration, à partir du profil, d'enregistrer le pdf de la déclaration et de vérifier minutieusement qu'aucun montant ne soit présent pour l'un des éléments ci-haut mentionnés.   Pour plus de renseignements concernant les restrictions à IMPÔTNET, veuillez consulter le lien suivant: Restrictions générales pour l'année d'imposition 2025   Merci de choisir TurboImpôt.