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Thank you for your response. However, I must emphasize that the issue here is not an IRS error or miscalculation, but that TurboTax misled me as a non-resident alien (NRA) into using a product that is not designed to support Form 1040-NR, which is the required form for my tax status. TurboTax allowed me to complete and pay for a return that is invalid for my residency status. This is not a simple technical error — it is a fundamental product suitability issue. I was not properly warned or blocked from continuing, even though TurboTax clearly does not support non-resident filings. As a result, I unknowingly filed an incorrect return and am now facing a highly stressful situation with potentially serious consequences. I respectfully ask: why must I wait for the IRS to respond before TurboTax acknowledges this as a refund-eligible situation? The error occurred at the point of product selection and usage — not due to an IRS notice. This experience has already wasted a significant amount of my time, caused considerable stress, and already  required professional amending of my tax return. I am requesting a full refund of $143, in accordance with the TurboTax Satisfaction Guarantee. Please escalate this matter if necessary. I would greatly appreciate a prompt resolution.

The return will need to be amended to report the correct EIN on Schedule K-1.    From the IRS perspective, a different taxpayer received the incorrect K-1. The name and EIN won't match their records, so it needs to be corrected.    The investor should receive the corrected K-1 for their tax records. As long as the income & deductions on the K-1 didn't change, the investor doesn't need to file an amended return. If the IRS has questions, the corrected K-1 will explain the discrepancy.

For TurboTax Business: 1) You may include the New Jersey income tax withholding as Supplemental Information using Box 13 Code ZZ Line 3 "State income tax withheld."   Using Box 13 Code ZZ will create a note on the NJ Schedule NK-1 that references the federal K-1 supplemental information provide by your investment.   For TurboTax Desktop: 2) When you enter the federal K-1 with Box 13 Code ZZ, you will see a page where you can enter Line 3 (state tax withholding). You don't need to enter this amount anywhere else on your 1040 return.   During the Partnership/K-1 interview for your New Jersey individual return, look for "Schedule NJK-1" and the question about Part III. The top box is for "Share of New Jersey Tax." Enter the amount from the NJK-1 supplemental information here.    

This will be in the worksheets. You will want to print all government forms and worksheets.   To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

Forms will automatically regenerate if information required to be reported on that form has been entered elsewhere in TurboTax.  Either the form is required or you have made an erroneous entry of the information that is required to propagate to that form.  You can examine the automatically generated form to see what information is propagating from elsewhere.

You can still be eligible for EIC up until you turn 65.   Once you are sure you don't need this form, you can delete it.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button.

If you call in to the TurboTax support line they can walk through your issues and help you figure out where you might be able to adjust your return to get the credit correctly.   Here's how to contact TurboTax.   @DoctorJJ 

The problem stems from what appear to be several errors you have made on your tax return.   "In TTax it is entered under "Tax withholding that you haven't entered yet""   As baldietax said, estimated tax payments are not tax withholding.  They must be entered as estimated tax payments, not tax withholding.  TurboTax has a separate page for that.   "The mutual fund company did not give me any tax forms for these transactions."   Also as baldietax said, the company is required to issue a Form 1099-R for any Roth conversions.  If you received no such forms, you'll need to investigate that with the company.  If the conversions made in 2024 were not reported to you or the IRS on one or more Forms 1099-R, the IRS will not be aware of this taxable income and will reject the payment of any the taxes for taxable income that is not present on your tax return.  If the company did issue a Form 1099-R, the IRS should have received it from the company, would have detected the underreporting of income on your tax return, and likely would not repeatedly return the estimated tax payment.   baldietax also addressed the issue that, unlike the default treatment for tax withholding, estimated tax payments are credited when actually paid.  Because, by default, income is treated as received evenly throughout the year, if your Roth conversions and estimated tax payments were made late in the year and you do not qualify for one of the safe harbors, you'll likely need to annualize income on Schedule AI of Form 2210 to avoid underpayment penalties for earlier tax quarters.

The state tax return will be included in the PDF download.  It is located directly below the federal tax return's forms, schedules and worksheets.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2024 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.