How do I "return to Interview" to change an answer?

[DoninGA]

@DawnC may have a better recommendation but I suggest that you clear the tax return and start over.

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2020 online tax return. Click on Clear & Start Over.

[anonymous9999]

Unfortunately this issue only came up in the very last stage of filing, so I have already paid and cannot clear & restart.

[DawnC]

If you are in the Review, can you click on Federal in the left menu to get back to the interview?    Are there any foreign dividends on your 1099s?   The foreign income could be coming from there...

[anonymous9999]

Hi Dawn, thanks so much for the quick responses, so appreciated! When I click Federal I just can't find the question about foreign income where I can mark NO. I can go through the questions under tax breaks and deductions, but there are no questions presented under wages & income. Do you have any instructions how exactly to find that question? The "jump to" is taking me to a page that just wants me to upgrade when I click the answer that it is not relevant for me.

[DawnC]

Did you use the search feature up in the right hand corner?   If you type foreign income into the search box and hit enter, you should get a link that you can click on to take you right there.  Did you check the 1099s to see if the foreign income is coming from there?

I don't think you need to get to that question however, because I think the foreign income is coming from somewhere else, although I can't be sure.   Did you see my link about FREE FILE?   Do you qualify for that?  

[anonymous9999]

Hi Dawn, Yes I used the search feature, typed foreign income, and it takes me to the page but this is what it takes me to:

And when I click "this doesn't apply to me", it takes me to:

I do not qualify for FREE FILE. 

There is no foreign income from my 1099s (and they're the same I file every year).

Thanks!

[DawnC]

And make sure you review your 1099 entries.  If you made a typo on an amount, it could generate the Schedule B in error.  

[anonymous9999]

Thanks, I've reviewed, and it also imported directly from my brokerage account.

[DawnC]

I really think your 1099s have some foreign income on them and that is why you are getting the upgrade message.   Print or preview your return and look at your Schedule B.   You said you had less than $1500 in int and div, but TurboTax has generated the Schedule B because of something on those imported forms.    Do you qualify for FREE FILE?   

The Schedule B will generate with any of the following and you have to upgrade to Deluxe to file Schedule B.   

Use Schedule B (Form 1040) if any of the following applies:

• You had over $1,500 of taxable interest or ordinary dividends.
• You received interest from a seller-financed mortgage and the buyer used the property as a personal residence.
• You have accrued interest from a bond.
• You are reporting original issue discount (OID) in an amount less than the amount shown on Form 1099-OID.
• You are reducing your interest income on a bond by the amount of amortizable bond premium.
• You are claiming the exclusion of interest from series EE or I U.S. savings bonds issued after 1989.
• You received interest or ordinary dividends as a nominee.
• You had a financial interest in, or signature authority over, a financial account in a foreign country or you received a distribution from, or were a grantor of, or transferor to, a foreign trust. Part III of the schedule has questions about foreign accounts and trusts.

[anonymous9999 · Accepted solution]

Dawn - just to close the loop on this, I ended up needing a service code to upgrade without cost in order to delete the form. There was no other workaround unfortunately. It was an issue with 2555-T that was generated but not needed and unable to be deleted without upgrading. Thanks for your help today! 

[DawnC]

Oh my, I am so glad to hear you got it resolved.   Happy filing and have a great day!

[anonymous9999]

You too!!

[mkbluesage]

My income amount is not correct on my return. How do I change it?

[VolvoGirl]

@mkbluesage   What year?   Did you file it yet?

[taxpayer1926]

I am having this exact same problem -- I need to change my answer about overseas income, but can't figure out how to get the service code that the original post mentioned.  I was able to delete the Form 2555, but it keeps referring back to the interview without giving me a way to change my answer.  I tried calling Intuit Customer Service, but I get a message saying that the number is not in service.  Any ideas?