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@dev145 Thank you so much!   One more question. We donated to a new built church for around $20000 because of their urgent needs. The donation amount covers our entire W-2 of this year (more than our incomes). Usually how could we list this donation into our tax form to get a full tax refund? Will that affect the FICA amount? Thanks again.   

I also signed up for Windows 10 extended support.   I tried using TurboTax online a couple of years ago but found it unusable.  Navigation was so poor that I couldn't go back and fix an incorrect entry.  I also didn't like that it appeared to be saving all of my data in the cloud instead of to a local ".tax" file. At this point, if I need to use online tax software I might as well start from scratch and research all options.  

for line 22 look in the IRS 1040 instructions. tax table starting on page 64 for your filing status if line 5 is less than $100K otherwise use the tax rate schedule starting on page 109. alternatively, you can use the tax rate schedule even if line 5 is under $100K but you're likely to be off a few $. This will tell you the marginal rate used https://www.irs.gov/pub/irs-pdf/i1040gi.pdf                           

Social Security mails you a tax document called a SSA1099 in January.   You will enter that into your tax return.   If your ONLY income is Social Security, you do not need to file a tax return unless you have a 1095A for marketplace health insurance.   GET SSA1099 https://www.ssa.gov/faqs/en/questions/KA-01723.html   https://www.ssa.gov/agency/contact/      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.  

Health insurance that you pay for out of pocket can be entered as a medical expense.   Are you receiving Social Security?  If so, your Medicare Part A and Part B amount flows automatically to the medical expense part of your software, but if you pay out of pocket  (not from your SS benefits) for the supplemental portion, you can enter that.     If you receive Social Security benefits, your Medicare is deducted from your SS.   When you enter the SSA1099 for your Social Security, the amount paid for Medicare flows automatically to the medical expense section of the software, so do not enter it again.     MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2024—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses     2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)    

Paying your fees did not file your return.   Did you go all the way through the FILE section and click the big orange button that said "Transmit my returns now" ??     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.       Your fee for using TurboTax is the same whether you e-file or file it by mail in an envelope.  You did not pay an extra fee to e-file, so no, you will not be refunded because you need to file by mail.   E-filing for 2023 is permanently closed.   The only way to file 2023 is by mail.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

@kiri ,  1.   To determine if you have to file a return for VA, please consider  viewing/ familiarizing your self with  the  tax code of VA -- specifically  section 58.1- 302  -- definitions  and   58.1-303 (B).   My reading suggests that absent your having a strong connection to Virginia ( financially or otherwise ),  there is no case for a requirement for you to file a VA tax return. See Here -->    Code of Virginia - Title 58.1. Taxation   2. Yes , you are correct that as a citizen of US. you are required  to file a yearly return and be taxed on world income.  Because  your tax home is foreign ( Canada), your active earnings  ( wages , self-employment, sole proprietor etc. ) are eligible for  "Foreign Earned Income Exclusion"  ( FEIE) using form 2555.  Any so unexcluded income, passive income etc. are also eligible for Foreign Tax Credit under  double taxation clause in the US-Canada Tax Treaty.  TurboTax is perfectly capable of helping you filing these forms.  { My personal pref. in such usage is  Windows Home & Business }. 3.  And yes , you also come under the FBAR  ( form 114, on-line filing only , at FinCen.gov ) and FATCA  ( form 8938 along with your return ) . Please see this  for requirements  & comparison thereof ---->  Comparison of Form 8938 and FBAR requirements | Internal Revenue Service 4. To prepare and file the missing earlier years ( return ) , you need to either  buy/download TurboTax software for those years or seek professional tax preparer help.  TurboTax On-line is for the current year and e-file service is just about stopped for the calendar year. 5. My strong suggestion would be to file the form 114 ASAP, explaining why you had not filed earlier ones --- you are more likely to be  meeting the requirements for this. Also the penalty for not filing when required to  ( willfully ignoring) is quite onerous.   Is there more I can do for you ?

It sounds like you may be asking about Required Minimum Distributions.  By law, your IRA administrator (brokerage, bank, etc.) is generally required to calculate the RMD for the next year based on your December 31st account balance and inform you of the amount by January 31st.  This document should be either mailed to you or electronically delivered, if that's the choice you made to receive communications from them.   Hope this helps! Cindy