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How did you download the program without the License Code?  Where did you get the download.  You haven’t paid or bought it yet?   You can buy the Desktop program here https://turbotax.intuit.com/personal-taxes/cd-download/ 

What do you mean by "found and successfully installed the download"? Did you pay for the download? If so, you got the license code with it. Go to the first link in the post from DoninGA above for instructions to find the license code. If you did not pay for the download, go to this link to purchase a download with a license code. If you installed a download that you did not pay for, I don't know what you downloaded and installed. Where did you get it?  

See this TurboTax support FAQ for locating the license code - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/find-license-code/L4GHDgGpr_US_en_US?uid=mdp0skuj   See this TurboTax support FAQ for installing the CD/Download software with the license code - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US?uid=mdp0ufdm

I want to log a complaint. However, your phone system does not understand the words coming out of my mouth. Whenever I give my name or email it misspells it EVERYTIME. I can't get through to a human easily because the phone system keeps asking me RANDOM questions like: "Are you trying to return..." or " Would you like information on how to..." or "Would you like me to email a copy of...". I'm on the phone 5-6 minutes before I am put on hold for another 4 minutes. 

No, the situation is a bit different for two relatives.   First, the person whose Social Security number is listed on the 1099-INT form will need to report the full amount on their tax return.  Then, they will need to make an adjustment to back out the portion of the interest income allocable to the relative.  Finally, the person who received the 1099-INT would also need to complete forms 1096 and 1099-INT to report the interest income allocable to the relative in accordance with the instructions for Schedule B.   To make the entries on the tax return for the person who's Social Security number is listed on the tax form, please see where do I enter Form 1099-INT. Proceed to enter the information from the 1099-INT form.  Continue on the interview screens until you see "Do any of these uncommon situations apply?". Select the box to the left of I need to adjust the interest reported on my form.  Select continue.     The next screen will allow you to enter your interest adjustment and provide a reason for the adjustment.  Enter the amount of the interest income that is allocable to your relative and using the pull down arrow, select "I received all of part of this interest for someone else (I am a nominee). Select continue.     Your entries here will adjust the interest income reported on your Schedule B.  You should see the amount of interest allocable to your relative on Schedule B, Part I, line 1.   @kinamasi 

@wkassin wrote: Thank you, yes I haven't filed yet since 2024 had an auto extension until 10-15.   All reimbursements are in, so that is more simple too.   Are Loss of Use reimbursements required to be included or just Property related? How about from the Red Cross?   Last question, this amount just gets added to the standard deduction if  I don't itemize, and is subject to $100 floor and limited by 2% AGI? The IRS deductible for a qualified disaster loss is $500, but there is no AGI limit.  It is added to the standard deduction if you don't otherwise itemize.   I can't make a blanket statement about every possible kind of "loss of use" payment, but the IRS says this: https://www.irs.gov/forms-pubs/about-publication-547   Inclusion in income. If these insurance payments are more than the temporary increase in your living expenses, you must include the excess in your income. Report this amount on Schedule 1 (Form 1040), line 8z. However, if the casualty occurs in a federally declared disaster area, none of the insurance payments are taxable. See Qualified disaster relief payments, later, under Disaster Area Losses.   Qualified disaster relief payments Qualified disaster relief payments aren’t included in the income of individuals to the extent any expenses compensated by these payments aren’t otherwise compensated for by insurance or other reimbursement. These payments aren’t subject to income tax, self-employment tax, or employment taxes (social security, Medicare, and federal unemployment taxes). No withholding applies to these payments.   Qualified disaster relief payments include payments you receive (regardless of the source) for the following expenses. Reasonable and necessary personal, family, living, or funeral expenses incurred as a result of a federally declared disaster. Reasonable and necessary expenses incurred for the repair or rehabilitation of a personal residence due to a federally declared disaster. (A personal residence can be a rented residence or one you own.) Reasonable and necessary expenses incurred for the repair or replacement of the contents of a personal residence due to a federally declared disaster.   Qualified disaster relief payments also include amounts paid to individuals affected by the disaster by a federal, state, or local government in connection with a federally declared disaster. These payments must be made from a governmental fund, be based on individual or family needs, and not be compensation for services. Payments to businesses generally don’t qualify.

@emailbroxas , agreeing with my colleagues  @Bsch4477  and @rjs  generally , what I get from your post is that  (a) your spouse is US citizen (b) you are in the USA on visa ( student / trainee ? ) and at this stage ( for the tax year 2024 ?) a Non-Resident Alien.  I say this because if you have work visa ( post meeting Substantial Presence Test ) or GreenCard (permanent immigrant ) nothing prevents you from filing jointly with your spouse. If the above assumptions are correct then :          1. If you already have a tax ID ( SSN or ITIN ) , you can , as part of your joint tax filing, include a request signed by both you and your spouse that you wish to be treated as a  tax resident for the full year.  This of course means that you are both taxed by the US on your world income.  Please see the Pub 519 references  by  @rjs           2. If you do not have a tax ID, then you prepare your return as per 1. above but have to include a ITIN application ( for retrospective issuance ) -- W-7   -->  About Form W-7, Application for IRS Individual Taxpayer Identification Number | Internal Revenue Service   Note that this would mean you have to file by mail.    AS you can see our answers are kind of generic because we do not have sufficient information -- please answer the questions posed by @rjs.  Those answers would allow the answer to be more focused to your  facts and circumstances.  AS always, if you are uncomfortable with answering on this public board, you can always  PM me ( just NO PII -- Personally Identifiable Information ).

Thank you, yes I haven't filed yet since 2024 had an auto extension until 10-15.   All reimbursements are in, so that is more simple too.   Are Loss of Use reimbursements required to be included or just Property related? How about from the Red Cross?   Last question, this amount just gets added to the standard deduction if  I don't itemize, and is subject to $100 floor and limited by 2% AGI?

@bgoodreau01 rather than getting twisted up in the words and everyone's varying responses, best to go the source document and determine for yourself.  The child would need this completed worksheet in any event if every audited to defend that he is NOT required to file Kiddie Tax.    The IRS has a very specific definition of "support" and it may includes expenses of support you may not be considering.   It is not just the child expenses for the portion of the year living on his own.  It's the whole year, including the child's fair share of the parent's housing costs (which surprises many).    the definition of  "support" is the worksheet on page 16.  "earned income" is the income that requires labor, so the IRA distribution is not part of "earned income" (it is 'unearned income")   https://www.irs.gov/pub/irs-pdf/p501.pdf   further, the instructions for the kiddie tax form 8815 refered to the SAME worksheet in publication 501.  "support" is discussed on the bottom left of page 1 and refers publication 501.    https://www.irs.gov/pub/irs-pdf/i8615.pdf   does that help?   

Telling us that you are an immigrant is not enough information. Many immigrants are U.S. citizens and many are not citizens. You could be a U.S citizen, a resident alien, or a nonresident alien. If you are not a citizen, to determine whether you are a resident alien or a nonresident alien see Chapter 1, "Nonresident Alien or Resident Alien?" in IRS Publication 519, U.S. Tax Guide for Aliens. If you are a citizen you do not have to do anything special to file jointly with your spouse. The fact that you are an immigrant makes no difference. If you are a resident alien you are treated the same as a citizen for income tax filing. You do not have to do anything special to file jointly with your U.S. citizen spouse. If you are a nonresident alien the only way you can file jointly is for you to choose to be treated as a resident alien for income tax purposes. If you do that you must include all of your worldwide income on your joint tax return. In most cases you must then continue to be treated as a resident in future years. For more details see "Nonresident Spouse Treated as a Resident" in Chapter 1 of Publication 519.  

2021 will not be of any help in doing Turbotax 2025. you'll need to start from scratch.  you should get at a transcript (or copy) for the missing years. 2024 may have info that needs to be entered on your 2025 return, the IRS only retains returns for 7 years after that they're permanently deleted. Turbotax only supports the app for 3 years prior to the current year. Currently 2021, with maybe an exception for a few earlier years, is the earliest year that can be opened with the app. after that they cannot be opened even if you have that year's app. it's advisable to store a pdf copy of each year offline

Do you have the tax file ending in .tax2021?  Did you  use the Desktop programs or the Online versions?  The only thing you could do (but it would be a lot of work) is to transfer the 2021 tax file into the 2022 desktop program and fill out 2022.  Then transfer the 2022 tax file into the 2023 program and so on to get current.    If you used the Desktop programs you should be able to install them again, either from the CD or the download.  

I am not sure how to respond to your message.  I thought I was succinct in explaining the issue.  Everything was entered correctly.  I have discussed this with the State of Kansas representative multiple times.  The issue is within the TurboTax program itself.  There was no linkage within the State form to do the Schedule S which was required in 2023 by the State.  This is a TurboTax program error and not a user error.  

He was a full time student since he was in school full time for 5 months and he did not provide more than half of his support. So, yes, he can be claimed as a dependent. But as previously mentioned that is not relevant for the Kiddie tax.  The relevant point is what you cited. He had earned income that was more than half of his support. Therefore the Kiddie tax would not apply. 

VA has a couple of different retirement options for faculty at the state universities.  If you have the actual pension, then the entire payment is considered the RMD (because the pension payout is partly calculated on your life expectancy.)  If you were enrolled in the optional retirement plan (which is a combination of a 401(a) and 403(b) ), and you can choose to withdraw or not withdraw, then you do have an RMD requirement.

@MICKEY79 It is unlikely that the "what if" feature of 2024 software will be updated for the newly passed tax laws that have no effect whatsoever on 2024 returns.  The new tax laws affect your 2025 and/or 2026 and beyond returns.   The 2025 software will become available in late November, and will require many updates.