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For the record, I later discovered that Turbotax was assuming I wanted to deduct the foreign tax paid on the second and third 1099-DIVs, even though I had specified that I wanted to claim the tax credit for the first one. Fixing this allowed TT to correctly sum the foreign tax paid amounts in a single column of Form 1199. To fix it, I went to form view and selected the two "problem" 1099-DIVs one at a time in the left sidebar. I then scrolled down to Box 7, double-clicked in 7b to link the 1099-DIV to copy 1 of Form 1116, and selected column A. After doing this, it all added up as it was supposed to. (Note: All three of my 1099-DIVs were RICs, so it all went in one column; if you have more than one "country," I *think* you'll have to use more than one column.)

Since you are preparing a separate return you must be using a different account with a different user ID, so your 2024 information did not transfer to 2025.   You can look at your joint Form 1040 on line 11 for your 2024 AGI.   When you file a joint return the AGI is the same for both spouses.  Or try using zero to e-file 2025.   Why are you filing separate returns????---that is usually the worst way to file.   If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the disadvantages of filing separately include:    You cannot get earned income credit,  You cannot get education credits or deductions for student loan interest.  You cannot get the childcare credit You have a lower amount of income on which to base the refundable additional child tax credit 85% of your Social Security benefits will be taxable even with no other income  The amount you can contribute to a retirement account will be limited. Capital loss deduction is less than if you file jointly You cannot get the $6000 senior deduction You cannot get the deductions for overtime or tips    If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh  

The tax return has the folllowing parts: 1. How much income did  you get ? 2. How much income can be subtracted (e.g., exemptions and/or deductions) ?  3. How much is the tax ? 4.  What withholding, estimated payments, or credits reduce the tax? 5. Do you owe still more or did you overpay?   In part 2,  TT defaults to using the larger of either (a) your "itemized" deductions or (b) a "standard" deduction to reduce your taxable income. You cannot use both.   There is a prompt to override this choice, but I cannot think of a situation where this makes sense.   In part 4, TT does use the estimated tax prepaments in the calculation of the amount of taxes still owed or to be refunded, but that is separete from the itemized deduction calculations.   Hopt this helps. DLS

Box 10 of Form 1098 (Mortgage Interest) is an optional field that usually reports real estate taxes or insurance paid from escrow.   If Box 10 is real estates paid, you can enter that amount in the property (real estate) taxes field in the Form 1098 entry in Deductions & Credits>Mortgage Interest (Form 1098).   See the IRS instructions for Form 1098, Box 10 for additional information.

@wynneeg    You need to enter ONLY the first three characters...not the whole number:   AND FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number

I discovered, I missed ONE 1099B item.  It was a type of transaction that does not explicitly show a gain - ie a treasury sold at a gain. (I did pay the interest on the treasury.) As a result, the IRS is challenging ALL the 1099B entries.  I am making the one correction (and paying that missing tax), and providing documentation (worksheets with item by item basis for all 1099B) for the rest. I assume since I made one mistake, there is a presumption of a systemic problem.  No so, but OK - I get it.  Thank you for your kind reply 🙂

The Wisconsin Homestead Credit instructions show a new disqualifying factor for tax year 2025 that you may be subject to for the first time: if you claim the Wisconsin retirement income subtraction (on Schedule SB or Schedule M) in that year, you can’t also claim Homestead Credit. https://www.revenue.wi.gov/DOR%20Publications/1116hc.pdf (Qualifications section, fourth bullet point from the bottom of the list). There have been no reported active cases for this issue, so a 2025 change in your state law may have limited your ability to claim the credit.    If that does not apply to your income situation, then we can begin the process of investigating your software problem:    The first step in requesting a correction is to examine a diagnostic tax file experiencing the situation.  You can provide a diagnostic copy of your tax data file so that someone here can take a closer look.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.  It would be helpful to have a screenshot of the token number to prevent it from being redacted.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.

I HAD TO PAY BACK TAX OWED  The money you paid to the IRS for a previous year’s federal tax return is not deductible, so you do not enter it anywhere on your 2023 return.  If you paid taxes due in 2023 to your state or local government, you can enter that by going to Federal> Deductions and Credits> Estimates and Other Taxes Paid> Other Income Taxes.  You can enter the taxes you paid, but do not include any penalties or interest.

Please clarify if you are choosing "Walk me through everything" to navigate through your income entries. Or are you using "I'll choose what I work on"? Have you tried deleting Form 1099-INT using Forms Mode to allow you re-enter the information?