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Did you transfer your 2024 return from Desktop when you started your 2025 Online return?  Sign in to the online version, start a new return, and select Tax Tools > Tools > Transfer last year's TurboTax return from your computer.   Here's how you can submit a request to Get a Refund from TurboTax.   @WISGARY01 

I would agree, but it turns out Turbo Tax did not properly account for the 2025 refund, which according to intuit they corrected and is now accounted for now with a patch somewhere between February 4th and February 12, 2026. I filed before the issue was corrected, and now the return is stuck in some kind of processing loop. My first question is will there be anything I need to do now that is has been filed? The second question is where would I see the change that was made?

Hi:   Form 8606 is tracking the non deductibel IRA balcnce and prorates the qualified portion to reduce that balance. I have been doing for years and suddenly I did not realize TT was missing that form in 2024. So I called to get help from TT rep yesterday  once realizing that missing form  in 2024. His name is Tyrone who is very knowledgeable. He helped get that form on the 2024 return and amend in TT system. Now I need help as I did the same steps he did but the 2025 form 8606 only shows line the right balance on line1 and 2 and no data for the rest of that 2025 form 8606? I will try to keep calling TT help to see I get him again. Thanks  

Yes, here is how to check the online version.   Go to Wages & Income > Dividends on 1099-DIV. Click Edit next to your mutual fund. Ensure Box 7 (Foreign Tax Paid) has the correct amount. On the screens immediately following the 1099-DIV entry, look for a checkbox that says "My form has info in other boxes" (if you missed it) and specifically ensure you've answered the follow-up questions about "Foreign Country." * Tip: For mutual funds, you can usually select "RIC" (Regulated Investment Company) or "Various" as the country.   Now to report as a Foreign Tax Credit. Go to Deductions & Credits > Estimates and Other Taxes Paid > Foreign Taxes. Select Take a Credit when asked "Deduction or Credit?" On the screen "Does your total taxes paid only include taxes reported on a Form 1099-INT or Form 1099-DIV?", select Yes. The Checkbox Screen: You will see a list of your 1099s. Check the box next to the specific 1099-DIV that contains the foreign tax. This "links" the two sections. Country Selection: Select RIC (Regulated Investment Company) if it’s a US mutual fund, or India if it’s a direct foreign holding. Continue through until you are finished with this section. If you don't have a Form 1116 in your return, then the Foreign Tax Amount is below the threshold for Form 1116 reporting. To generate Form 1116, the foreign tax amount must be more than $300 if filing Single or $600 if married filing jointly.  

Well you have to figure that out somehow.  But it might not be necessary.  You don't need to enter all your deductions if you take the Standard Deduction.  And if you itemize you can only deduct the amount of unreimbursed Medical Expenses you actually paid over 7.5% of your AGI. So it might take a lot to be worth entering.

You can enter a Sales Category Summary, which is what we did before 'import' options became available.  Here's How to Enter a Summary in Lieu of Individual Transactions.  Did you try the LAN solution posted above?   Here's how to Get a Refund from TurboTax.    @Krroger     

Can you help clarify your 2023 answer for me?  I have a complex trust, created at death in 2024.  The trust is not required to make distributions.  The trust earned interest, dividends, and cap gains distributions. My plan is to calculate trust net income after expenses and distribute the net income or loss equally among the 8 beneficiaries.  I don't treat cap gains distributions any differently than any other income, do I?   And one beneficiary with financial need was given a distribution which I will recognize on her K-1   Any comments or insights for me? Thank you! tomcz