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Make sure after you click the box for financial institution, you select continue.  If that fails, try clearing your cache and cookies before re-attempting the steps.   Here is how to do this in TurboTax Online:   Navigate to Federal > Wages & Income > Wages & Income Summary > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit Add a 1099-R or say "Yes" you got a 1099-R in 2025 Select "Enter a different way" On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself" Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue Now, you can input your 1099-R provider's info.

Thank you for your reply.  I thought that was the case but wanted to make sure and I did not double the entries.    I am aware of everything stated under 'Medical Expenses' and my itemizations always supersede the standard deductions.  I'm not a novice when it comes to taxes - I've been doing them for over 50 years.  TurboTax doesn't always (in most cases) provide the intent of some of the questions asked.   Thanks again.

To file your deceased father's taxes while using your own email address, you must create a separate TurboTax Online account with a unique User ID. TurboTax Online only allows one federal return per account per tax year; attempting to file his return under your existing account will overwrite your own data.   You can link up to five separate TurboTax accounts to a single email address.    Ensure you are completely signed out of your own TurboTax account. Select the product you need for your father's return and choose Create an account. Use your same email address, but create a different User ID specifically for your father's return.

@jotlaptop , just work through the return.  I say this because while  US will recognize the full amount of Foreign Taxes paid, the allowable  amount ( the amount reducing your US taxes ) is the lesser of actual Paid and that imposed by the US on the same doubly taxed income.   Thus the need for preparing thr return, so you know how much the credit is going to be. The unused portion of the FT is  carried  ( back one year or forward ten years ).   Does this make sense ?   Is there more I can do for you?

To receive a certified version, you cannot simply download it; you must submit a formal request and have it processed by the state.  Use the official Request for Copy of Tax Returns (DR 5714) form. On the form, you must explicitly check the box for a "Certified Copy" rather than just a standard copy.  For security and identity protection, your signature on Form DR 5714 must be notarized before submission.   The Colorado Department of Revenue does not accept these requests via fax, email, or digital upload due to the requirement for original signatures. Mail the notarized form to: Colorado Department of Revenue Tax Files — Room B112 P.O. Box 17087 Denver, CO 80217-0087

Here is how to amend a return to update for the 1099-R, from How do I amend my federal tax return for a prior year?:   "TurboTax Online 1. On the Tax Home screen, scroll down to Your tax returns & documents and select 2025. 2. Select the Amend (change) return dropdown, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead. 3. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return."

I had to reinstall TT premier  , i had  downloaded the NY tax and worked on it , but after reinstall  it keeps looping  tax software is uptodate and does not load state form.  i have  uninstalled  and rebooted and installed fresh