All Posts

That's where I get confused. When I answer all questions on TurboTax, the software ends up telling me it's non-taxable.   My understanding is that it should have been taxable since it is a direct change of my taxable income in 2023. Since the software asked me questions related to last year's 1040, I answered based on my 1040-NR (non-resident status). My guess is that as a non-resident, I couldn't claim the standard deduction, which would have been higher than the itemized deduction (only my state tax). The software doesn't take into account this and concludes that the refund is non-taxable, by taking into account the standard deduction for a single person.   On the last page, before telling me that it is non-taxable, I have the option to "make my full refund taxable". Should I go with TurboTax's conclusion? Or is it taxable, and the consideration about my status "single" shouldn't apply as I was not eligible for the standard deduction as a non-resident alien in 2023?   PS: along the way, I'm asked about schedule 2's AMT and excess advanced tax credit repayments, for which I gave an estimate since I had no schedule 2 applied as NR)

If using Online TurboTax, the option to receive a refund by paper check is in the FILE section.   It's on Step 2 where it should show you the options to receive a Federal refund.   NOTE:   You cannot get a paper check if you chose to pay your TurboTax fees out of your Federal refund.  That option requires direct deposit.   Is your product charging you for "LIVE Basic"?--at least that is what is showing underneath your question.   If that's correct, is that the product you want to be in?   Are you sure you want to be using a paid product instead of using Free Edition (if you qualify)?     Live Basic is an upgrade from Free Edition that has an added fee for access to a tax expert to help you on-demand during return preparation and a final review of your return prior to filing, if desired.   Did you use or want that service?    If you do not want it and haven't used it, it can be removed prior to filing.   See the FAQ below:   FAQ:  How do I remove TurboTax Live? https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312

Btw, I lived in CA starting from 01/01/2024, and Turbotax picked "California Schedule D Worksheet for Non residents and Part-Year Residents" for us.  How to choose following choices? (Sch D Wks for Part-Year and Nonresidents: Residency Status must be entered) Full Year Nonresident Part-Year Res - Moved In Part-Year Res - Moved Out   Thanks!

Sorry, I posted the Online steps above when in actuality you are using desktop TurboTax.  I realize you no longer need the steps anyway since you used Forms Mode, but for others, or for your curiosity, here's the method in step-by-step interview mode in the desktop product.   As I mentioned above, it's done on the Federal side of the program, but be sure it carries over to appear on your state return, and then run the State Review again to be sure all is well.   Federal tab (it's the PERSONAL tab in Home and Business). Subtab Deductions & Credits. "I'll choose what I work on" Your 2024 Deductions & Credits page. Scroll way down to Estimates and Other Taxes Paid. Find subtopic Other Income Taxes and click Start or Update. On the Other income taxes screen scroll down to category 2023 Refund Applied to 2024. Find the subtopic for type of applied overpayment (Federal, state, or local) and click Start or Update.

You just posted your phone number in a public Internet forum asking folks to phone you at 4:10 AM Eastern, when most people aren't awake.   You shouldn't post personal info here in the forum.   Anyone could phone you and pretend to be from TurboTax.    You can edit your question to remove it, if you wish.   To do so, click the tiny blue 3-dot icon just to the right of your question. then choose Edit.   If you're wanting to speak to TurboTax Support, here's some info on how to reach them:   Support hours are 5AM-9PM Pacific, every day this time of year. FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Support hours are 5AM-9PM Pacific, every day this time of year. FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

If you haven't done so, you should start by talking to the folks at TurboTax Support.  They should be able to bring up your account and review your products and fees to see what is going on.   This is a public user community forum--not a direct route to TurboTax Support--and nothing account-specific can be handled here in the forum.  When you phone, if the automated voice asks for your issue to route your call, try "billing issue" or "billing."   Support hours are 5AM-9PM Pacific, every day this time of year. FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Thank you. Yeah, I did the MO part first. But got to the end of the MO return and it gave me the error that remote work wages could not exceed MO sourced wages. Like it wasn't programmed to be able to handle that situation where the W-2 is broken out into MO and IL where the employer kept track of MO vs IL time and withheld taxes for the proper state throughout the year depending on how much time I worked out of each state AND wages attributable to working in IL exceed those from working in MO.