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MY SPOUSE LIVES ABROAD AND/OR DOES NOT HAVE A SSN https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=lmtc1ov4 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US?uid=m5r1a77j https://www.irs.gov/individuals/international-taxpayers/nonresident-spouse

If the non-resident alien has no SSN, why are you asking if their Social Security is taxable?   They cannot get SS benefits in the U.S. without a SSN.    OR do you mean they get benefits from a different country?

Hello topgun80, KEEP IN MIND THAT I AM AN AMATEUR, NOT A TAX SAVVY PROFESSIONAL. SUGGEST DOING YOUR OWN 'DUE-DILIGANCE' BEFORE FILING. The following is how I proceeded, for what it is worth: I filed entire 2024 return, including partnership income, electronically. I prepared a paper return containing: *form 7217, Part 1, aggregated basis, and Part 2, allocation of basis * Cover letter (my own document, not an IRS form) with the following:        "US Individual Income Tax Transmittal for an IRS e-file Return, for Year 2024"        names                                                     Social Security numbers        (listed)                                                     (listed)   Address (listed)   "Enclosed Form: IRS form 7217, Partner's Report of Property Distributed by a partnership       The above mailed to: INTERNAL REVENUE SERVICE ATTN:   SHIPPING AND RECEIVING 0254 RECEIPT AND CONTROL BRANCH AUSTIN, TX [removed]   (Note:  Not sure if this address is regional or national.   I happen to reside in the Carolinas.)    

Box 1 of the 1099-Q RESPONSE: her grandparents received this, they were the ones who funded the account Even though the grandparents 529 money was used, the family is still allowed to allocate educational expenses, for the best effect . So you get to decide whether the tuition will be allocated to the grandparent tax return or the student's. So, we still need the numbers (boxes 1 &2) from the 1099-Q.  What is the grandparent's tax rate?   . RESPONSE: this is a local university, where the vast majority of students live off campus You still need the school's "allowance" for room & board .  You are allowed to "count" that for tax purposes.    Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers RESPONSE: negligible With your other numbers, the amount for books could result in a  100% credit.   How much taxable income does the student have, from what sources RESPONSE: she worked part time We need to know her actual income to help decide where to allocate the tuition (and books) expense and whether to include some of the scholarship as taxable (to free up tuition for the credit or 529 distribution)   Is the  student  the parent's dependent. RESPONSE: no Why not? There is a rule that says IF somebody else CAN claim her as a dependent, she is not allowed to claim herself. If she has sufficient income (usually more than $14,600), she can & should still file taxes. In TurboTax, she indicates that somebody else can claim her as a dependent, at the personal information section.  TT will check that box on form 1040.  You cannot forego claiming a dependent to allow her to get the $1000 refundable education credit (see more below).    Are you trying to claim the tuition credit (are you eligible, your income is not too high)? RESPONSE: she would like to claim it That's usually not allowed.  A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit (AOC) if he supports himself by working. You (the student) cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit.  You cannot claim the (up to) $1000 refundable credit if you are, or can be, claimed as a dependent by someone else. If the student actually has a tax liability, there is a provision to allow him to claim a non-refundable tuition credit. But then the parent must forgo claiming the student as a dependent, and the $500 other dependent credit.  The student must still indicate that he can be claimed as a dependent, on his return. This is worth up to $2500 (AOC shifts to all non refundable)    

@kimba_b20050 Great!   Glad you got it figured out and will be using the desktop download software for 2023.    Your 2023 return will have to be filed by mail; e-filing is permanently closed for 2023 returns.  So when you get to the FILE section, choose that you will file by mail.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

hey yes good morning, it was for 2023, i didnt file that year and now I am playing catch up. I finally figured out where to access the download... that is what i could not figure out was how to access it thank and you for replying

I was looking over this form and had an observation that seemed appropriate as an extension to this discussion...   If I understand the computations correctly, it seems once a lump sum with no capital gains nears $1M the form no longer provides any benefit.  This is not the intended effect from what I understand.  Which leads me to suspect the chart/brackets within the form's instructions have not been (or not adequately been) adjusted for inflation. And probably weren't adjusted for the drop from 40% to 37% top income bracket about 10 years ago.  This is a real shame, especially in light of the harsh 10-year rule now being imposed on non-spouse beneficiaries who are being forced into taking large distributions.  The entire purpose of the 4972 form now seems disjoint from the benefits it was originally designed for.   Any CPA's or other tax experts on the forum have thoughts on this.....am I seeing things correctly?   SE

How did you prepare a 2023 return?    The current online software is only for 2024 returns, so if you used online for 2023, your return is all wrong and you will need our help with how to fix this.      Or....did you use the desktop download to prepare your 2023 return?   That is the only correct way to use TT at this time to prepare a 2023 return.   Please explain clearly what you paid for and what you did so we can help.

I have been receiving the 1042-S since 2019 but this is the first time I have had this problem with TurboTax. Why they changed I have no idea.  Even checking the box to pull the address from the main page does not clear the error.

We do not know what you mean when you say you are "missing" stimulus payments.   The federal stimulus payments were issued for tax years 2020 and 2021.     The deadline for the 2020 recovery rebate credit was more than a year ago.   And...the deadline to seek the recovery rebate credit for the 2021 stimulus money was April 15, 2025, so it is now too late.     You can check your online account with the IRS to see which stimulus payments --- if any --- were issued to you. https://www.irs.gov/payments/your-online-account  

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      

When you requested your extension you were supposed to pay your estimated tax due.  Did you enter the payment you made into your tax return?  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes     If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.    https://www.irs.gov/payments     https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212     https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403      To apply for a payment plan with the IRS   Apply Online for a Payment Plan     You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   WHAT IF I CANNOT PAY MY TAX DUE? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-payments/pay-taxes/L8aQBCpPO_US_en_US?uid=m9iryksw  

Transcripts come from the IRS https://www.irs.gov/individuals/get-transcript   TurboTax does not have a copy of your W-2. I NEED A COPY OF MY W-2  (or 1099)      W-2's come from employers.  There is not a federal or national website that provides W-2’s.     TurboTax does not have a copy of your W-2—the Wage & Tax Statement—issued to you by your employer, (nor does TurboTax have copies of your 1099’s).   Whether you entered your W-2 by keying it in yourself, importing from a payroll site or by snapping a photo using the mobile app—-TT does not have a copy of your W-2.  If you saved a pdf of your completed tax return, the worksheets will show the W-2 information you entered, but not the actual W-2.      You should always save those documents for your own records. You could ask the employer(s) for copies or you can get a copy from Social Security (for a fee of $62).   To get a copy of a W-2 from Social Security https://faq.ssa.gov/en-us/Topic/article/KA-02501   https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers/irs-procedures/transcript-or-copy-of-form-w-2/transcript-or-copy-of-form-w-2     You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript   Or you can pay the IRS $30 for an actual copy of your tax return which will include copies of your W-2’s      https://www.irs.gov/pub/irs-pdf/f4506.pdf      https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os         To get a copy of your income tax return:   You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.