All Posts
August 17, 2025
1:26 PM
Thanks @AmeliesUncle Since my W-4 shows NRA at step 4(c), I don't think the standard deduction is considered as it is not applicable to NRA. I will check with employer if they can modify withholdi...
See more...
Thanks @AmeliesUncle Since my W-4 shows NRA at step 4(c), I don't think the standard deduction is considered as it is not applicable to NRA. I will check with employer if they can modify withholding calculations to consider standard withholding with NRA status. They use ADP so I am not sure it can be done. I had previously considered the other workaround of having $15K in step 4(b) but I was confused if it was correct because this $15K is kind of standard deduction and step 4(b) says "deductions apart from standard".
August 17, 2025
1:25 PM
@mylikalanea You wrote:
"who kileed leyonna andreea s dean dean"
We cannot tell what you are trying to ask about -- unless you are trying to ask who claimed someone named Andrea Dean as a de...
See more...
@mylikalanea You wrote:
"who kileed leyonna andreea s dean dean"
We cannot tell what you are trying to ask about -- unless you are trying to ask who claimed someone named Andrea Dean as a dependent. If that is the issue -- we cannot find out, and the IRS will not tell you if someone was claimed as a dependent on another tax return, or who claimed them.
Please try again and make your question for us clearer so we will know how to help.
August 17, 2025
1:24 PM
There's a mistake in federal filling
August 17, 2025
1:23 PM
Thanks for your help! Sorry for the meagre information. I was trying not to overshare exact numbers. Below are the exact numbers but all muliplied or divided by the same constant number. So all propo...
See more...
Thanks for your help! Sorry for the meagre information. I was trying not to overshare exact numbers. Below are the exact numbers but all muliplied or divided by the same constant number. So all proportion are correct. I live in the US and am a US tax resident I'm using the desktop TurboTax premier on Mac (tagged the post with this) I have some income from a business investment in another country but it's not a large portion of my total earnings. But hence the Form 1116 My DCP (Deferred Comp Plan) is not a foreign pension. It is from a former US employer. Managed with Fidelity. And it provides a W2 and taxes are withdrawn from it. It is regular US income. I enter it in TurboTax in the W2 questionnaire, and TurboTax enters that on Schedule 1, line 8t. Here are relevant numbers (constant ratio applied) as enter by me through questoinnaire and shown in TurboTax forms as follows Schedule 1 line 3 and 4 are blank (i.e. there is no business loss to deduct or bring down my Gross Income) Schedule 1 line 5 (business income from my foreign business): $15k Schedule 1 line 8t (DCP income reported on W2): $103k Schedule 1 line 9 (total other income): $103k Schedule 1 line 10 (total "additional income"): $118k 1040 line 3b (dividends): $55k 1040 line 8 (additional income from Schedule 1 noted above): $118k 1040 line 9 (total income) $173k There is no Schedule C - and hence no "cost of goods sold" to deduct, so nothing to bring down this number Here is the relevant line from Form 1116 Form 1116 line 3e (Gross Income from all sources): $70k It shows in the "worksheet" (the mere two lines above it) line A "Calculated Gross Income from all sources": $70k, and line B ("Adjustment amount...") is blank Note that line 3e (or worksheet line A) are not editable and are calculated by TurboTax so I can't manually fix it. So, my "Gross Income from All Sources" appears to actually be $173k (or more given some of the potential adjustments for "Gross Income from all..." although I don't have any particularly interesting adjustment additions for it, and I have none of the few possible subtractions as noted above). And for some reason the TurboTax calculation for "Gross Income from all" is excluding the Schedule 1 line 8 "Other Income" from my DCP, which the IRS says should be included, and results in a significantly lower $70k number. And other posts in this forum which list what should be included say all "positive income amounts on the Other Income statement" should be included. IRS guidance also indicates this. Just as taxable IRAs etc. are included. Any suggestions on this bug, how I could work around it, and how Intuit can proceed with an update fix?
August 17, 2025
1:21 PM
@pk wrote: the employer DOES NOT ever subtract the standard / itemized deduction The usual withholding tables/percentages DO factor in the Standard Deduction. If the W-4 is showi...
See more...
@pk wrote: the employer DOES NOT ever subtract the standard / itemized deduction The usual withholding tables/percentages DO factor in the Standard Deduction. If the W-4 is showing NRA, the employer should be using special payroll withholding calculations that assume he does NOT qualify for the Standard Deduction. A work-around would be to enter $15,750 (2025 amount for a single person) on line 4b of the W-4 (although the W-4 assumes a full year of working, which might not be the case for the OP). Another POSSIBLE option is to just say you are not a Nonresident Alien on the W-4, but I am unsure if that will get them confused about if they need to withhold FICA or not.
August 17, 2025
1:13 PM
Is it for Social Security? GET COPY OF SSA-1099 You get a SSA-1099 from Social Security How to get a copy of a SSA-1099 Get tax form (1099/1042S) | SSA Or this one https://faq.ssa.gov/e...
See more...
Is it for Social Security? GET COPY OF SSA-1099 You get a SSA-1099 from Social Security How to get a copy of a SSA-1099 Get tax form (1099/1042S) | SSA Or this one https://faq.ssa.gov/en-us/Topic/article/KA-01723 KA-01723 · Customer Self-Service
August 17, 2025
1:04 PM
i did not get 1099 sa only statement of deductions
Topics:
August 17, 2025
12:52 PM
did you get a 1099-R for the Roth conversion? you would input that under Wages & Income / Retirement Plans section. Be sure to answer the interview questions after the 1099-R to specify that the mo...
See more...
did you get a 1099-R for the Roth conversion? you would input that under Wages & Income / Retirement Plans section. Be sure to answer the interview questions after the 1099-R to specify that the money moved into a Roth. See following tho this is for backdoor Roth so it includes extra steps for the nondeductible contribution but the 1099-R steps should be similar https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US?uid=meg3h4yw I think when amending a return you need to save your tax return file under a separate name before starting the process. See https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=meg3lj7v Not sure your last question, don't you have a tax impact from this conversion? For 8606 if you just need to file the form because of an update to the basis say but no tax impact you can send in the 8606 rather than amend your return - see notes at the end of the backdoor Roth conversion article above. Not sure for other forms how that is handled.
August 17, 2025
12:43 PM
Can you be more clear? What is your question? Do you want to know who filed a tax return? Or who claimed them as dependents?
August 17, 2025
12:43 PM
Do you have a tax question?
August 17, 2025
12:42 PM
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax...
See more...
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
August 17, 2025
12:41 PM
August 17, 2025
12:34 PM
@Danielvaneker93 , see the quote from the technical explanation of the current tax treaty between US and UK ------ NOTE there is reference as to how to avoid retroactive taxation of remuneration sh...
See more...
@Danielvaneker93 , see the quote from the technical explanation of the current tax treaty between US and UK ------ NOTE there is reference as to how to avoid retroactive taxation of remuneration should one exceed the two year ( from the date of entry and no tolling for away on vaca etc. ) -----
Article 20A (Teachers) Paragraph 1 Paragraph 1 of Article 20A provides that a professor or teacher who visits one of the Contracting States for a period not exceeding two years, for the purpose of teaching or engaging in research at a university, college, or other recognized educational institution in that Contracting State, and who is immediately before that visit a resident of the other Contracting State, will be exempted from tax by the first-mentioned Contracting State on any remuneration for such teaching or research for a period not exceeding two years from the date he first visits that State for the purpose of teaching or engaging in research. Since this two year period is determined from the date he first visits the Contracting State, periodic vacations outside the first-mentioned Contracting State, or a brief return to the other Contracting State will not toll the running of the two year period. Like the existing Convention, if the two-year period beginning from the date of his arrival is exceeded, the exemption will be lost retroactively. Thus, if a person comes to a Contracting State for the purpose of teaching and stays for a period in excess of two years, the exemption will not apply for the first two years. A person who meets the qualifications for this exemption may again claim its benefits if he first re-establishes his residence in the other Contracting State. In such case, the person claiming these benefits on a subsequent occasion must first satisfy the competent authority of the first-mentioned Contracting State that he had become a resident of the other State for a substantial period of time (normally at least one year). Paragraph 2 Under paragraph 2, the Contracting State in which the teaching or research is performed may apply this exemption either to current payments to a professor or teacher in anticipation of fulfillment of the requirements of paragraph 1 or by way of withholding and refund. Thus, the recipient may be required to report and pay taxes on such income on a current basis and seek a refund of taxes paid upon fulfillment of the requirements of paragraph 1.
I have underlined the requirement assuming you choose to continue work in the USA and still wish to avail of the US tax exemption on US remuneration.
On your question about FICA --- since there exists a totalization agreement between US and the UK, all you have to do is get a certificate of participation from National Health and lodge it with your US employer.
See here --> International Agreements | International Programs | SSA
Is there more I can do for you ?
August 17, 2025
12:28 PM
Is it possible to redo my taxes for 2024 and how would I go about doing this?
Topics:
August 17, 2025
12:14 PM
The big BUT to the early versions of TTX (December of this year for 2025 tax preparation) is that the early versions rarely include the changes to that year's taxes until sometime in January. (Janu...
See more...
The big BUT to the early versions of TTX (December of this year for 2025 tax preparation) is that the early versions rarely include the changes to that year's taxes until sometime in January. (January 2026 for 2025 taxes). Maybe this year will be different, but don't hold your breath.
August 17, 2025
12:08 PM
The tax code changes only affect tax years 2025 and beyond. They do not affect tax year 2024.
The TurboTax desktop software for tax year 2025 should be available for purchase in mid-November 2...
See more...
The tax code changes only affect tax years 2025 and beyond. They do not affect tax year 2024.
The TurboTax desktop software for tax year 2025 should be available for purchase in mid-November 2025.
The 2025 TurboTax online editions should be available in early December 2025.
August 17, 2025
12:04 PM
SSI is Supplemental Security Income and is not from the Social Security Administration. It is designed to help aged, blind, and disabled people, who have little or no income; and. It provides cash to...
See more...
SSI is Supplemental Security Income and is not from the Social Security Administration. It is designed to help aged, blind, and disabled people, who have little or no income; and. It provides cash to meet basic needs for food, clothing, and shelter. SSI is not reported on a tax return.
Social Security Retirement/Disability/Survivors benefits are reported to you on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.
You report your income from work and any Social Security Retirement/Disability/Survivors benefits you receive on an IRS Form 1040 federal tax return.
August 17, 2025
12:04 PM
Topics:
August 17, 2025
11:57 AM
Topics:
August 17, 2025
11:55 AM
@user17553787901 , sorry you are missing the point --- the employer DOES NOT ever subtract the standard / itemized deduction--- it depends on your filing status. The employer only withholds your fed...
See more...
@user17553787901 , sorry you are missing the point --- the employer DOES NOT ever subtract the standard / itemized deduction--- it depends on your filing status. The employer only withholds your federal and state taxes ( and for most employees the FICA taxes ).
When you file your return , next year, you include the deduction ( standard / itemized whichever is larger ) amount as I mentioned in my last post. In your case and assuming that you file as single, yes it is 15,000 or thereabouts. What the US-India tax treaty allows an Indian student to do is use the standard deduction -- other international students are limited to using itemized deduction.
Now are we on the same page ?
Is there more I can do for you ? Do you wish to PM me ( just NO PII -- Personally Identifiable Information)
pk