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$2500 is foreign sourced ordinary dividends in 1a (1b would be 2K) - just the factored amount times the dividends.  The 20K capital gains is US sourced and can be ignored for the Foreign Tax Credit.  It automatically goes to Schedule D.      @Warbirdluvr 

Hi Lena, I generated the diagnostic file, and the token number is 9059977971978971-82689688 .   I want to let you know that this file reflects that in TurboTax, I went to Forms, California Form 5805, and in Part III (Annualized Income Installment Method), line 6, I overrode the entry in column (d), with what I calculated to be the correct value. Before my override, that entry was the same as line 4, column (d), which I believe to be a bug.

I am having a similar issue with Premier.  In the Contribution Worksheet I entered $23,500 as my 401(k) elective deferrals but I get an error message that says taxpayer elective referrals to an individual 401(k) plan should not be greater than $23,500.   I get the same error message, even if I input a much smaller number.    TurboTax says that my software is fully up-to-date.   Any thoughts?   thanks  

Really? This is the first time I've heard of this executive order. I've found the relevant area in the PDF where the string, "Electronic Filing Instructions" is. And most significantly, it says:   Your tax refund should be mailed to you Refund within three to four weeks after your return is accepted.   (Emphasis is mine) OK, that text was likely generated by TurboTax/Intuit. I don't know when that executive order went into effect, but I would think that TurboTax SHOULD have known about that way in advance!! They should have wanted users, like me, who have for many years always had Federal income tax refunds mailed to me. They should have had a popup something to the effect that only under rare conditions would an exception be allowed, otherwise you must use direct deposit.   The letter I got was IRS Notice CP53E   Well, thank you.

Para enviar tu declaración con los formularios 1095-A y 8962 ya completados en TurboTax en línea, sigue estos pasos: 1. Revisa tu declaración: Asegúrate de que todos los datos estén correctos y completos. 2. Sigue a la sección de presentación: Navega a la parte donde te indica presentar o enviar tu declaración. 3. Elige método de presentación: Selecciona la opción de presentar tu declaración electrónicamente (e-file). 4. Sigue instrucciones: TurboTax te guiará para firmar electrónicamente y enviar la declaración completa. Una vez enviado, recibirás una confirmación por parte de TurboTax del envío exitoso. Puedes guardar o imprimir esa confirmación para tus archivos.   @Marthaperez2126 

I suspect that the error message is wrong.  I'm receiving it as well.  I double checked my two college kids and verified that they are both dependents, but this tax year my income exceeded the education credit income limits ($180,000), whereas last tax year it didn't, so I was able to claim the credit.  I think that TT Online may be legitimately disallowing it, but with a bad error message.

I had to uninstall Turbo Tax, then reinstall it.  Then it stopped crashing, but it did count each of the crashes against my five allowed e-files.  Thankfully I only need to file two returns so the 3 crashes counting against my 5 didn't end up hindering me.