All Posts

Thank you.  That makes the most sense of all the things I've read about this.  My plan is to mark myself ineligible, eat the pay-cut from the loss of their contributions for the year, and then adjust my withholding (or trad/roth contributions) to account for the added taxable income.  As for spending the money, I'm sure that won't be an issue.

If there are no state income taxes being withheld in box 17 then leave boxes 15, 16 and 17 blank on the W-2. If the program still gives an error then delete the W-2 and re-enter manually to clear the error.

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

What is the error message that you are receiving?   Also, it's always a good idea to clear your cache and cookies if the program isn't performing properly.   Here's how to delete your cookies.   Here's how to clear your cache.   @cccosma 

Thank you for your response. However, I must emphasize that the issue here is not an IRS error or miscalculation, but that TurboTax misled me as a non-resident alien (NRA) into using a product that is not designed to support Form 1040-NR, which is the required form for my tax status. TurboTax allowed me to complete and pay for a return that is invalid for my residency status. This is not a simple technical error — it is a fundamental product suitability issue. I was not properly warned or blocked from continuing, even though TurboTax clearly does not support non-resident filings. As a result, I unknowingly filed an incorrect return and am now facing a highly stressful situation with potentially serious consequences. I respectfully ask: why must I wait for the IRS to respond before TurboTax acknowledges this as a refund-eligible situation? The error occurred at the point of product selection and usage — not due to an IRS notice. This experience has already wasted a significant amount of my time, caused considerable stress, and already  required professional amending of my tax return. I am requesting a full refund of $143, in accordance with the TurboTax Satisfaction Guarantee. Please escalate this matter if necessary. I would greatly appreciate a prompt resolution.

The return will need to be amended to report the correct EIN on Schedule K-1.    From the IRS perspective, a different taxpayer received the incorrect K-1. The name and EIN won't match their records, so it needs to be corrected.    The investor should receive the corrected K-1 for their tax records. As long as the income & deductions on the K-1 didn't change, the investor doesn't need to file an amended return. If the IRS has questions, the corrected K-1 will explain the discrepancy.

For TurboTax Business: 1) You may include the New Jersey income tax withholding as Supplemental Information using Box 13 Code ZZ Line 3 "State income tax withheld."   Using Box 13 Code ZZ will create a note on the NJ Schedule NK-1 that references the federal K-1 supplemental information provide by your investment.   For TurboTax Desktop: 2) When you enter the federal K-1 with Box 13 Code ZZ, you will see a page where you can enter Line 3 (state tax withholding). You don't need to enter this amount anywhere else on your 1040 return.   During the Partnership/K-1 interview for your New Jersey individual return, look for "Schedule NJK-1" and the question about Part III. The top box is for "Share of New Jersey Tax." Enter the amount from the NJK-1 supplemental information here.    

This will be in the worksheets. You will want to print all government forms and worksheets.   To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

Forms will automatically regenerate if information required to be reported on that form has been entered elsewhere in TurboTax.  Either the form is required or you have made an erroneous entry of the information that is required to propagate to that form.  You can examine the automatically generated form to see what information is propagating from elsewhere.