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I disagree with BillM223's response.   No where in TurboTax does it ask for when you served in the Military.    The 1099R received from DFAS would be entered under 1099R screen for both a single person filing or joint  filing.    When preparing a single return TurboTax asks the following:                  Where is your distribution from?                      -  Military retirement distribution                      -  Other distribution If you are filing a joint return it does not ask this question.  It asks the following when entering the 1099R from DFAS.       What kind of retirement plan do you have with DFAS? You should select the second option:   ..... and military retirement plan.   When I filed my joint return which has been processed and I have received my refund I had to put the Military Pension Exclusion here:     Schedule CA: z - Other income,  List type and amount:     Military Pension Exclusion       Column B/Subtraction:         $20000 (if total amount you received is less than this - you would use the lesser amount)   I believe there is a "glitch" in the program as I have said in my previous posts   Follow this and your return will be ready to file.    

@dhurandhar , Namasteji Yes, form 1116  while recognizing the full amount of Foreign Taxes paid, computes the allowable  FT as the  lesser of actual paid  AND  that imposed by US on the same doubly taxed  foreign income.  Note that the allocation of  US taxes on this doubly taxed income is based on complicated but standard process. The rest, i..e  unallowed is available for carry back one  year  or forward for usage later ( with foreign source income ).   While others have/ may disagree with me, there is no requirement for you to declare  any/ full amount of  Foreign Tax Paid.    Under the perjury jurat, a lower amount claimed is still true.  Thus , in my personal view ( and absent any case law and/or statute language to the contrary), I am quite comfortable declaring a lower amount  of Foreign Tax paid, if that is of benefit to me. But you are right in that I am splitting hairs here.   I caution you though  that it is your , and your alone, choice.   Is there more I can do for you ? Namaste Dhurandar ji   ( that is not your real name is it ?)   pk

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional. 

@DaveF1006    Thanks for the info.  But I am still confused because there are conflicting expert opinions here.  (I'm referring to the part about not needing to report it if you took the standard deduction in 2023)   If i might ask, what is the significance  of "Employee Tax Expert" ?   Does that indicate  an official Intuit Turbotax status?   And that  this recommendation reflects Turbotax's interpretation?     (sorry , not trying to be a wiseass, just understand what to believe)  

Thanks. I had seen this solution already and were not applicable to my situation. Yes, we had the same error, but I believe the user in the other post was dealing with a situation with regards to elementary school and not having a 1098-T. My situation is different: I have a college student with a 1098-T.    To resolve it via TurboTax Online:   I had to go to Tax Tools > Tools. From the pop-up, I had to select "Delete a form". From the list of forms, I had to scroll through a couple of pages of forms to find "Person on the Retun Worksheet (person-name)" where "person-name" is the name of my child/dependent. Click the trash can/delete button. Go to Deductions & Credits > Deductions & Credits Summary Under Education > Education & Scholarships (Form 1098-T), click Revisit (or Start) and follow the prompts. I hope this helps others with a similar problem.

Thank you for your reply. As you suggested, I attempted to correct the typo, but unlike correcting the employee name, the form does not have the necessary fields to show a correction. I contacted social security business services and the agent confirmed that there isn't a way to correct the employer's name with a W2c.

The IRS will not give you a credit for foreign taxes that are higher than what the U.S. would have charged you on that same money.   If the U.S. tax rate on your dividends is 15%, but Switzerland charged you 35%, the IRS says: "We will only cover the first 15% to prevent double taxation. The extra 20% is between you and Switzerland." On your $2,585 in dividends, a 15% U.S. tax rate equals roughly $388. This matches almost exactly the $386 credit TurboTax gave you. In fact, the U.S. has a tax treaty with Switzerland that says U.S. residents should only be charged 15% on dividends. All is not lost, however. The remainder of your Foreign Tax Credit can be carried back one year and then carried forward for the next ten years to apply to any foreign income you may expect. Also, you may file paperwork with the Swiss government to get back the portion they withheld above the 15% treaty rate.

Not every one is a nerd that constantly watches for updates from TurboTax.  The vast majority of users of TT are everyday people that only worry about taxes during tax season.  You clearly know nothing about running a business, because implementing a huge change like this unnecessarily that affects a substantial portion of their  customer base, will hit margins tremendously next year.  This was a bait and switch clear as day, that they will pay for dearly next year.  I will not be getting TT next year because of this underhanded tactic to force people to the online version (which is awful btw).  Stop defending them.

My file is not correct.  I cannot use individual instructions on a business program.  I also cannot follow instructions to send a file because I don't understand them.  I have created a file but I don't understand how to send the token.  For what it is worth, the token number is 123145689542087-90824430.  

@FCarv , yes your understanding is correct. (a) you file 1040 for the period that you are resident ( your spouse having a dependent visa also is a resident for that period) --- thus you could file  1040 as MFJ.   (b) for the 1040-NR, it allows only single/married --- so only you need to file.  Since  your wife (J-2) will not have any US  sourced/connected income , it would not be essential for her to file a 1040-NR.  However, for completeness, and because you have to file by mail anyways, you can always add a second  1040-NR in her name/SSN/ITIN. That should be it. Good Luck back home pk