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Yes.  You have 3 years to file for a refund.   Did you fill out 2023 yet?   Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS. And too late to efile 2023. To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need a full Windows or Mac to install it on.   If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms..... Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf 2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf Don’t forget your state. And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing. Then when you file for 2024 you need to enter 0 for the 2023 AGI since you are filing 2023 late.

Pension income is subject to tax by the state that you live in when you receive the income. It doesn't matter what state the pension is from. So if you now live in Hawaii then, yes, your pension income is taxed by Hawaii.  

Assuming you own the rental property and are trying to report your activity, please follow the instructions in this link for guidance.     You can also refer to what kinds of rental property expenses can I deduct for more details on the types of expenses you can offset your rental income with.

Unfortunately, there is nothing that can be done from a tax perspective.    The interest paid is not deductible because it was not used to buy, improve, etc. of her home. Repayment of COVID forbearance is not deductible. However, if part of the forbearance repayment was deferred interest that occurred on a loan that was used for qualified reasons, then your daughter could deduct the interest portion if she itemizes.  And if the terms of the loan specify that forbearance and First Time Homebuyer Credit must be repaid, then that's the terms. However, you might want to check with an attorney if the terms were upheld correctly.    

Thank you very much for your response and please forgive my lack of understanding. I have the same issue with Annualized Income for my amended return for 2024. The issue I have is confusion about 1040-X and the recommendation for the entry for line 16. Turbo Tax Smart Worksheet on Form 1040-X above line 16 states: B. Tax Paid on original return (not including penalties) The answer presented in the message seems to suggest otherwise. Please help an old dummy with what to do with the penalty on the original return in filing 1040-X. Thank you very much, in advance, for any information you can provide.    

Well that sucks. Why doesn't Intuit come out and say the version is no longer supported on my subscription page instead of allowing me to waste my time downloading and trying to troubleshoot a product that is never going to work? Talk about a horrible customer experience! 

@Jonson702ER ,  (a) Was this your first entry in to the USA  in 2024 ? How about  prior two years ?   Generally your residency start date is dictated by the passing of  Substantial Presence Test and/or Green Card test. (b)  What type of pension --- public sourced or private sourced.  Most treaties  limit  whom ( which country ) can tax  the pension.   I will circle back when I hear from you -- yes ?

@classicore7  that is generally correct. Each year stands on its own i.e.  each year you test the  balance in the foreign accounts  ( total of all accounts ) for requirement/ need  to file FBAR and/or FATCA ( form 8938 ) forms.  Note that exchange rate  fluctuations may affect your requirement to file.  Hence  my view is  when in doubt, just file the  forms -- they have no tax impact anyways.   Is there more I can do for you ?

My suggestion would be for each SMLLC to collect rent and pay its own expenses. The reason is that this way it will not blur the entity separation. Better for asset and liability protection. The fact that the properties are in different states also advocates for this method.    SMLLCs do not file their own tax return. The sole member reports the income and expenses on its own return. That is to say, the MMLLC will file Form 1065. You will report each property on a separate 8825. Then the net of the rental activity will flow to Schedule K-1. And each LLC member will, in turn, report that income/loss on their own tax return.    The MMLLC will probably be required to file a multi-state return to show the activity in each state. 

Sing123 I looked on the Conroe ISD website conroeisd.net and found some information for you. If you go to the area that is titled Substitutes, scroll way down to Helpful Resources under Benefits Information there is a link for FICA Alternative Plan HUB TCG. click on that link, it discusses another plan other than SS and TRS that she might be contributing to. She should check with HR to confirm what retirement plans are offered for her. Each district is different in Texas!!

If the bank account information you entered on the 2024 tax return for direct deposit to a bank account is incorrect, it cannot be changed after the tax return has been filed.  When the IRS issues the tax refund for direct deposit the receiving bank will reject the deposit with the incorrect information.  The bank will then return the refund to the IRS.  The IRS will then mail a refund check to the address entered on the tax return.

@alexdn94 wrote: So if they bill us and we pay, then are we getting the full refund or do you still intend to deduct a second charge from our refund? Can you clarify this, as, to me, if you are going to take a cut at both times that is misleading and extortionary. As stated in the TurboTax support FAQ - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/bank-account-auto-debited-turbotax-fees/L3rDdVynu_US_en_US?uid=mawvkjq1   You can also be auto-debited if you signed up for Pay With My Refund and your refund is sufficient, but the IRS is still holding your refund 36 days after your original estimated refund date. In this case, you'll get the same email notifications from us, except we'll debit the Pay With My Refund fee (if any) in addition to your other TurboTax fees.   You will only be charged Once for the TurboTax account fees and the $40 third party Pay With My Refund fee.