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seek professional guidance.  We have no way of knowing if the IRS would catch the invalid election and have the right to open up all those prior returns and change them to MFS. you have an obligation to amend at least the open years to file amended returns using the MFS filing status. the IRS has placed more scrutiny on the 6013(g) election as there is a specific question under filing status on the 2024 returns.   

Yes.   But where is it saying that?  That sounds like when entering the extension payment.  Will it let you enter the bank info?  You don't need to enter a date.  That's only if you are filing before April 15 does it wants the date to pay.   Since it is already past April 15 the date doesn't matter.  You are late.  

If your extension payment from 4868 line 7 did not automatically show up on 1040 you need to enter it. So make sure it's not already there before you enter it!   For 2024 Federal Extension payments should be on schedule 3 line 10. And go to 1040 line 31.   You can type estimates paid in the search box at the top of your return and click Find and it will give you a link to Jump To the screen where you enter Extension Payments.   To enter the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension

W2 box 12 code E is for Contributions to your 403(b) plan.    Where are  you looking?  The W2 should say the employer.   What are the Codes for W2 box 12? https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/letter-codes-box-12-w-2-mean/L6MwZLvmd_US_en_US?uid=lt4i8ncd

In f/u of this. I have been treating my Canadian wife and filing her as a resident, even though she is a non-resident, non citizen. I have been doing this since we got married in 2016. I never formally "elected" this to the IRS and just filed "married filing jointly". I have done my best to be as accurate on the tax return, but admittedly gets quite complex. I am sure I am doing it exactly correctly, but I know it is not that far off (if anything I probably overpaid the IRS a bit) thus I am not too worried about that. However I just learned about the PFIC rules which I never did consider in the past and this does tip it into getting too complex now that it is not worth it. Starting 2025 taxes, I think it is best to revoke 6013(g) indefinitely. The question is how should I proceed with this.     As I have not really ever officially "elected" for it, would it be foolish for me to officially "revoke" it by writing a letter. I am afraid by writing a letter to the IRS, it could lead to unnecessary audit. The other option is just to not file a tax return in 2025 (as she has no US income or assets) and for me to file "married filing seperately". Do you guys think this might be the most quietest way to move on.  

there is a safe harbor that if you meet it avoids underpayment of estimated taxes even if you owe a fortune come next 4/15. this avoids the need to CALCULATE current year quarterly estimates. However, you could end up significantly overpaid    timely estimated tax payments and withholding = 100% of your 2024 tax. that 100% jumps to 110% if your 2024 adjusted gross income was $150K or more. you can use 1/4 of annual withholding for each period or use actual for every period     other safe harbors  withholding  1) and timely estimated tax payments equal or exceed 90% of your 2025 tax or 2) the balance due after subtracting taxes withheld from 90% of your 2025 tax is less than $1,000 or 3) your total 2025 taxes are less than $1,000     for states each has their own rules that should be checked 

it's only for the desktop versions right now. you have several options 1) wait and hope Intuit changes its mind 2) use online 3) switch to another product 4) create a dual boot computer following instructions you can find on the web (my choice - I now have w11 installed on a noncompliant computer) the installation app hacks the registry so W11 doesn't check to make sure the computer meets requirements. (i did install TT 2024 and it works) No guarantee TT won't modify its 2025 app to also check and refuse to install if it's not compliant. on boot you have to choose between the two OS's 5) create a virtual machine. this allows both OS's to run at the same time. I tried to do this but couldn't get it to work