All Posts

@mihaimariateodora wrote: Is there a way I can contact TurboTax without speaking to an AI chatbot or calling? I am based in Europe so I would prefer to avoid paying overseas call fees. If you have X (Twitter) or Facebook you can contact a Support agent directly with messaging there.   https://x.com/TeamTurboTax or https://www.facebook.com/turbotax

For your protection, please do not post personal info in this public Internet forum.   No one here in this forum can answer that question for you.  To edit your question to remove personal info you can click on the tiny blue 3-dot icon just to the right of your question then choose Edit.   It's also possible a Moderator may remove it.

Tried asking about the Canadian sourced bank interest income and you responded, but respectfully I don’t think with the understanding that I pay NO tax to Canada at all (Canadian born and citizen, but have not resided in Canada since 1990 when I moved to the USA and later became a USA citizen…Canada, as opposed to the USA, taxes based upon residency only and even Canadian citizens have no income tax or filing related obligations if they no longer reside there).  Now living in Italy as a citizen there as well, I have to pay tax on my worldwide income (which in 2024 is just interest income earned in Canada and the USA).  In order to avoid USA tax on that same interest income, I have to use FTC’s of course.  Re-sourcing the USA sourced interest income under tax treaty as if it were sourced in Italy will allow me to use a FTC on the USA return.  Do I also re-source the Canadian interest income as if it were sourced in Italy since I pay no tax to Canada on it and have always paid USA tax on my Canadian sourced bank interest income?  I am a bit confused in that if I separate the Canadian sourced interest income on Form 1116 and call that “passive income” instead of “re-sourced income”, I would not be able to report any foreign tax on that same interest income paid to Canada.  Logically, I don’t believe I have to pay tax on the Canada sourced bank interest income to BOTH Italy (starting in 2024 when I became a citizen and also a tax resident there) and the USA (always have paid USA tax on the converted Canadian interest income prior to 2024).  

So the steps I used to add missed 1099-INT income is: 1. Re-Open the 2024 Turbo Tax file I used to file my return. This is the file I e-filed and it got accepted and I got the refund already. 2. In the file, I went to Federal Taxes tab, and click Wage & Income menu option. 3. In the Your 2024 Income Summary page, I clicked Update button beside the Interest on 1099-INT .  Edit the 1099-INT Income amounts by entering the supposed "Totals (box 1)" of 1099-INT items (instead of the amounts in individual accounts which were the ones got auto-imported). I selected "None of these apply" option on the next page that asked "Do any of these uncommon situations apply?". 4. I select "Confirm" at the bottom of the "Wages & Income" page. That is all the amendment I need to make on the 1099-INT income amounts. 5. I proceeded to just click Done on the "Deductions & Credits". 6. In the "Other Tax Situations" page, I found there is "Other Tax Forms" - "Amend a Return" item. Should I click "Update" button beside it? What should I do next  after this step?

@ lilybug0811 wrote:  I am being charged $200 for expert review & I never signed up for it. I need to get the charge removed. How would I do that? Thank u I need expert review taken off my return It sounds like you ended up with TurboTax LIVE.   If using Online TurboTax and assuming you haven't paid yet and haven't used the expert feature, see this:   FAQ:  How do I remove TurboTax Live? https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312

This sounds like an turbotax issue.  I pd to e-file.  Please either update by 4/11/2925 or give me a refund. I feel like suing because of all the issues and stress this has put me through.  No way am I going through this next year. Sorry software!

see if one of the 4 accounts is for 104395 and check the entries other options contact support to allow them to review your entries for the IRAs or delete them all and enter them 1 at a time and check the results.   

When I click the link, it looks I am going to re-enter all my income again (W2, etc.) , is that correct?  Why do I have to re-enter everything again? Can I just open the 2024 Turbo Tax File that I e-filed and got accepted already and just revise the 1099-INT incomes?

Dear PatriciaV,   Thanks a lot!   Unfortunately I have already completed F568 and submitted it along with the state return.  Do you happen to know how I can correct this mistake?  Shall I use Turbotax Premier to file an amendment return?  If so, how can I do that?  Turbotax Premier charged me $35 to file the state return.  Will I be charged for another $35 to file an amendment return?   Thanks a lot!