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Mike9241:   1. Legally separated - yes. 2. Community property - yes (California law). 3. Portion of net proceeds from the home sale that each party receives is stipulated in the Court Order (Marital Separation Agreement).   The question at this point is whether TurboTax is flexible enough to ask right questions about home purchase price and proceeds for each spouse or a tax pro will be needed for 2025 taxes.

@Leo N  IRS reg on community income reporting   § 1.66-1 Treatment of community income. (a) In general. Married individuals domiciled in a community property state who do not elect to file a joint individual Federal income tax return under section 6013 generally must report half of the total community income earned by the spouses during the taxable year except at times when one of the following exceptions applies: (1) The spouses live apart and meet the qualifications of § 1.66-2. (2) The Secretary denies a spouse the Federal income tax benefits resulting from community property law under § 1.66-3, because that spouse acted as if solely entitled to the income and failed to notify his or her spouse of the nature and amount of the income prior to the due date for the filing of his or her spouse's return. (3) A requesting spouse qualifies for traditional relief from the Federal income tax liability resulting from the operation of community property law under § 1.66-4(a). (4) A requesting spouse qualifies for equitable relief from the Federal income tax liability resulting from the operation of community property law under § 1.66-4(b). (b) Applicability. (1) The rules of this section apply only to community income, as defined by state law. The rules of this section do not apply to income that is not community income. Thus, the rules of this section do not apply to income from property that was formerly community property, but in accordance with state law, has ceased to be community property, becoming, e.g., separate property or property held by joint tenancy or tenancy in common.   so the question of who reports the sale depends on whether the property was separate property or community property when sold. Ask your lawyer     per the iRS If you're separated but not legally separated or divorced at the end of the year The IRS considers you married for filing purposes until you get a final decree of divorce or separate maintenance. If you're legally separated or divorced at the end of the year You must file as single for that tax year unless you're eligible to file as head of household or you remarry by the end of the yea    

There is no Form 1014-NR. I assume you mean 1040-NR, which is a U.S. tax return for a nonresident alien.   TurboTax does not support Form 1040-NR. TurboTax has a partnership with Sprintax to prepare a Form 1040-NR federal tax return and corresponding state tax return, but only for certain categories of nonresident aliens - international students, scholars, and non-resident foreign professionals. Go to the Sprintax web site for the details of who can use Sprintax. If you do not meet the requirements to use Sprintax, you will have to find another way to prepare your Form 1040-NR tax return.  

I know I am exempt from paying Social Security (FICA) because I have never paid any since I became a care- giver for DSHS in Washington State in 2017, and in Oregon for DHS when I moved there in August of 2020. As a caregiver whose client lived with me while I was living in Washington the state, they had me sign a form that I was exempt  from paying any all taxes, federal and FICA. NO taxes were ever withheld from my paychecks due to Difficulty of Care Notice 2014-7. When I moved to Oregon they withheld FICA from my paychecks even though they should not have, and then I would file Form 843 every year and get them refunded with interest. This continued for 4 years. Then I faxed the Form to the number I was give and did not receive the refund as I had in the past. I finally found out why I was no longer getting the refund in 2024 for the 2023 tax year. It turned out that the person at the IRS who had been processing the refunds for me had retired and no one working there knew to process them. A few months ago I was finally able to talk to the person who took over that position, she took several months trying to figure out how to process my refund. She told me she worked in the corporate division of the department that processes Form 843 and she just needed time to figure out how to do it. There were about 5 phone calls between us and several faxes. She finally called me back last month and said she was told by her boss that I needed to amend my taxes instead of filing Form 843 to get the refund. She told me to file Form 1040X as a $1300 overpayment of FICA on line 12 and enter the explanation as: "Due to Difficulty of Care Notice 2014-7". The IRS told me that Oregon is not supposed to be withholding any FICA out of my paychecks and that they are the only state that refuses to cooperate with that law. Anyone that has been paying FICA and is not supposed to can fill out Form 1040X and get a refund for up to 3 years of their FICA payments, plus interest. Why do you think I am supposed to pay FICA and the IRS tells me I do not need to pay it and refunds it every year?

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Income Taxes Paid, click on the start or update button On the next screen select the options under 2023 Refund Applied to 2024 Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year The prior year federal tax refund amount applied is shown on Form 1040 Line 26

I appreciate that idea, but I've already got all of my data in TurboTax, and its what-if worksheet is plenty easy to use as long as it works, and I've been trusting TurboTax enough that I've used it to file my taxes for the past 20 years, so all of that points me towards wanting to use the built-in function. But if it doesn't work as advertised or has undocumented quirks or produces different answers from my tax return, that makes me wonder if I'm making a mistake in trusting TurboTax at all, to do my actual return.   Are actual Intuit representatives visiting the forums this time of year, or is it just peer-to-peer support?