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If you are married, even if they have never been to the US, you cannot file single.  Your options are Married Filing Jointly or Married Filing Separately, unless you have dependents that live with you, then you can file as head of household.  International Taxpayers-Filing Status If Married to a Nonresident Alien Since your spouse has not been in the US, you would just need to prove her foreign status, not that she was a US resident. You can apply for an ITIN and file a joint return with your spouse.  US Residency applies more to dependents due to claiming different credits if they are in the US versus not in the US.  Two supporting documents If you don’t have a valid passport, you must submit two supporting documents: One to prove identity Another to prove foreign status One document must show your photo. Exceptions: Dependents under age 14 (or under age 18 if a student). Documents that prove identity or foreign status U.S. Citizenship and Immigration Services (USCIS) photo identification Visa issued by the U.S. Department of State Foreign military identification card National identification card Foreign voter’s registration card Civil birth certificate (required for applicants under age 18 without a valid passport)* Medical records (for dependents under age 6)* School records (for dependents under age 24 if a student)* *May be used to prove foreign status only if documents are foreign. Documents that prove identity only U.S. driver’s license U.S. military identification card Foreign driver’s license U.S. state identification card

Yes, but this could take some digging. First, verify that you are claiming your son as a dependent. Select him as the student and verify at least half time, 5 months, etc. Go back through what you are so familiar with - sometimes we mark a box wrong by accident.   Once you enter the school, you should be able to enter the 1098-T. Do you have scholarships in box 5 that are taking the tuition in box 1? We can work around that.  The IRS has a great brochure that explains how scholarships and tax credits interact. The AOTC is only good for 4 years. Since you are on year 5, LLC is your only option. See  What You Need to Know about AOTC and LLC.   You may need to reply with where you are in the program, what screen, more about you 1098-T and verify you qualify for the credit.

If you've already e-filed a 1099 form through TurboTax Business and need to void or correct it, you typically have to file a corrected form rather than changing the original to zero. Here’s what you can do:   File a Corrected 1099 Form – The IRS requires a new 1099 form with the corrected information. You’ll also need to submit Form 1096 to accompany the correction.  Contact the IRS – If you need guidance, the IRS has a centralized call site for 1099 corrections at 1-866-455-7438, available Monday - Friday, 7:30 AM - 4:30 PM Central Time

Required minimum distribution (RMD) is the minimum withdrawal you are required to take out of your IRA (including SEPs, SARSEPs, and SIMPLE IRAs) or employer-sponsored retirement plan (such as pension, profit-sharing, 401(k), 403(b), or 457(b) plan), starting at a certain age.   You may need to report the amount of the pension distribution as the RMD.   @valeriagreer0178 

You can not upload certain forms into TurboTax as a pdf.  You can easily manually input these forms into TurboTax as follows:   You can enter your Form 1099-INT information manually using the steps below: Open your return In the search Bar enter Form 1099-INT Select "Jump to 1099-INT" It will ask, "Did you have investment income in 2024?" Select "Yes" Select "Continue" Select "Skip Import" You will Select your investment type which is "Interest" You will "Continue" Then you will see the screen "Let's get the info from your 1099-INT" You will type in the information from your Form 1099-INT on that page. This is for Form 1099-INT, but it works as well for other Forms 1099 by switching the name of the form.   To manually enter a Form 1098 in TurboTax you can do the following: Click on the search icon at the top right of your TurboTax screen Type "1098" in the search bar Click on the link "Jump to 1098" Enter your Form 1098 and answer all of the follow-up questions accurately   Click here for "How Do  I Import My 1099's"   Click here for How Do I View and Delete Forms in TurboTax Online   Click here for "How to Delete Forms in TurboTax Desktop.   Click here for information on entering a Form 1099-INT.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

You can file a substitute Form 1099-R to change the code from P to 7 and explain to the IRS that the custodian failed to take out the earnings, issued to wrong Form 1099-R and refuses to make any corrections.    Entering the Form 1099-R as instructed above with 2a blank will show a return of excess contribution without the earnings. When you enter this and answer the questions in the IRA contribution interview then this distribution won't be taxable as described in Return of Excess Traditional IRA Contributions. You will see the distribution on line 4a but it won't be taxable on line 4b of Form 1040.   Yes, you can choose to apply the 2024 excess as a 2025 contribution on your 2025 return. But you will have to pay the 6% penalty on the 2024 excess on your 2024 return if you choose to do this. Therefore, it might be better to request the return of excess contribution plus earnings by October 15th, 2025.   Yes, you will have to amend the 2023 return to pay the 6% penalty on the excess contribution.    The 2023 due date has passed so the IRS might charge interest and penalties.   @susieq1013 

Line 7 is a maximum amount of SE earnings that SE tax tax can be calculated. This can be a combination of self-employment earnings subject to social security tax or the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2024. Since you don't have railroad retirement, this maximum amount is strictly based on self-employment earnings.

You do not need to file an extension.  You need to file the amended return and make the necessary changes.   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 

You can indicate that you had coverage all year (as in all year that you were a CA resident)- for California, this is the only way to indicate full year coverage for Part-Year residents.  (On the return full year is indicated with a check box, you only have to indicate months if you were not covered all year)

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh