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I did not receive this answer until today. Very displeased. TT needs to make a way the imported investments do not transfer to the Oklahoma return. This took me hours and hours and I only got it fixed by asking Grok. Intuit fix this, please!        

If you filed a Joint return then her AGI is the same as yours.  There is only 1 AGI on line 11.  Enter the same AGI for each of you to efile 2025.   How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

@user17756756823 , generally agreeing with my colleague @DawnC 's note on treatment of interest  income from foreign source ( i.e. when there is no EIN), and recognizing the general issue with reporting of foreign pension,  (a) when the foreign source pension is taxable in both countries, the  solution for recognizing/reporting of the income/pension is often solved by using fake EIN  such as 99-1999999  and double taxation by using the  "mitigation of double  taxation " article of the relevant tax treaty.  The problem here is mostly a case of allowable FTC being often less than that actually paid to a foreign taxing authority .   However this is in compliance with the US tax laws ( FTC limited to a maximum of the US tax on the same doubly taxed income ) and Tax Treaty ( requiring US to recognize the full amount of foreign tax paid ). (b) when the foreign source pension is taxable only in the foreign country, the mechanism gets  confusing.  This is because while IRS suggests  "No reporting" is required, the tax payer feels   ( and  correctly ) more secure in recognizing the  foreign source income and then excluding the income  under  ref'd article of the relevant tax treaty. It would have been  nice / correct if TurboTax allowed  recognition of the income  under "other" income with tag " Foreign Source Pension -- country X "    -- Schedule-1, Part  I, line 8 z  and followed this allowing "Adjustment to Income" --   Schedule-1, Part II, line 24 z with tag  " Per Article xx of US- Country X Tax Treaty "  with the same amount as an adjustment.  This would allow the taxpayer to feel safe that he/she did recognize the income and also take advantage of the non-taxability thereof under a  specific assertion of the tax treaty.   Currently there is no way to do this. Does this make sense ?

Regarding, "If you use a dwelling unit as a home and you rent it less than 15 days during the year, its primary function isn’t considered to be rental and it shouldn’t be reported on Schedule E (Form 1040) [emphasis added]. You aren’t required to report the rental income and rental expenses from this activity." . . . .    My follow-on question is, if you own three weeks of a timeshare, occupy it for two weeks (so it's a "home," per https://www.irs.gov/publications/p527#en_US_2025_publink[phone number removed]), and you return the third week to the timeshare company for compensation and they send you a 1099 MISC, how do you report the 1099 MISC to the IRS and claim that no income taxes are due because you rented your "home" for less than 14 days?     Just a question to fill in a part of everyone's schedule that's now so open on April 17. 🙂 

Required Minimum Distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. Once you reach a certain age, the government requires you to start taking this money out so they can collect taxes on it. These rules apply to most employer sponsored retirement plans and traditional IRAs, but they do not apply to your Roth IRA.   Current RMD age requirements: You must start RMDs at age 73 if you were born between 1951 and 1959. You must start RMDs at age 75 if you were born in 1960 or later. You were required to start at age 72 if you reached that age before the end of 2022.   If you missed your RMD, you should take the missing amount from your account as soon as you realize the error. Next, you need to file Form 5329 with your tax return to request a waiver of the penalty. The IRS may waive the penalty if you can show the mistake was due to a reasonable error and you have taken the steps to fix it.     To handle this in TurboTax Online, search for 1099-R and use the Jump to link to get to the retirement section. Even if you did not receive a 1099-R for the missed amount yet, you must go through this section to trigger the RMD questions. When you reach the screen asking Did you miss taking any RMDs?, select Yes and enter the amount you were supposed to take. TurboTax will then guide you through requesting a waiver and provide a space to enter your explanation for the IRS. If the software does not allow you to e-file Form 5329 without a current 1099-R, you must print and mail your return with the form and your written explanation attached.

The first page of your tax return PDF is the Filing instructions - that page will show the account and amount you have scheduled.   It normally takes the IRS a few days to take the  payment, but it is effective the date you scheduled it, and confirmed by your e-file acceptance receipt.      Each state has its own processing timelines, but the e-file acceptance is confirmation for both your federal and state(s) returns.  You can check your state's Department of Revenue page for more information.     See the IRS FAQ page   

Assuming you started distributions from your retirement account from another state after you permanently moved and established residency in a new state, you do not need to file a nonresident return for that income.    Under the Pension Source Act (4 U.S.C. § 114), states are banned from taxing retirement income for anyone who isn't a resident there anymore. Even if you earned that money while working in your old state, they lose the right to tax it the moment you officially move out.    

The bank information and the date selected for payment will be on the State Filing Instructions for your tax return and it will be on the State Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   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/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   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.

You need to go back to My Info and edit your personal information. On the screen Let's check for some other situations check the box labeled Another taxpayer can claim me as a dependent on their tax return.   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

If you have already filed the 2025 tax return -   IRS website - https://www.irs.gov/payments/pay-taxes-by-electronic-funds-withdrawal   Once your return is accepted, information pertaining to your payment, such as account information, payment date, or amount, cannot be changed. If changes are needed, the only option is to cancel the payment and choose another payment method. Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date.

While you and your spouse each contributed $3,600 to a Roth IRA, which is below the individual limit of $7,000 for 2025, the IRS reduces how much you can put into a Roth IRA if your Modified Adjusted Gross Income (MAGI) is too high.   For 2025, if you are Married Filing Jointly, your ability to contribute to a Roth IRA begins to phase out once your (MAGI) hits $236,000, and it disappears completely once it hits $246,000.    For more information, please check out this TurboTax Help Article: What if I made an excess Roth IRA contribution because my income is too high?