All Posts

The same is happening to me.  I donated a household of items when my father passed (2 houses, in 2 states).  I also opened a DAF with a deposit of appreciated securities.  That signature I can get (that's by far the largest donation) but the others are not all that large, per item (but per entity, it's a few thousand dollars each.     Does this mean I must file by mail?

Please answer the following: Are you using the Windows or Mac version? Have you updated your software recently? At what point in the program, i.e., after what specific screen do you hit that "Snag" error?  Is it after a screen in the FILE section, or is it after you are trying to enter some topic in the interview?   "i have tried all the older methods in the answers but nothing works."   You may get some of the same suggestions, since we have no way of knowing what all the older methods are that you've tried.  If it becomes necessary, however, we can tell you how to phone TurboTax Support on Monday.

I had the same situation, where I don't have my rental property history in Turbo Tax (it got deleted) but I need to report the sale of rental property in a year where I didn't try to rent it out (it was listed for sale). I have the Depreciation Form from 2023, so I tried entering it under Sale of Business Asset.  Seemed to work fine and I entered land and building and a couple other 1250 assets all separately.  But, turbo tax puts the land in Section III with the rest of the assets (Property A, Property B, etc.).   I went back to the interview to see if I missed how to do indicate it was land, but I don't see anything like that.  I opened forms view to see if I could manually change it but, section I of 4797 is all grayed out.   Any ideas to get the land allocation that I entered in the Sale of Business Asset into Section 1? 

The error means that you entered a payment date for direct debit that is after the date you are filing the return, and you are filing after April 15. To fix it, change the payment date to the date that you are filing the tax return.  

The link wasn't showing up for me either on the desktop.    Previous commentator mentioned the topics list; I opened it, fully expanded the list, and my eyeballs got to work. They got tired but I found the correct topic.    TurboTax could definitely make this easier for us!

On the DTAA relief for public pension, I was motivated also from an article in The Economic Times where a case is made for an Indian expat living in US getting public pension from India (reverse of my wife's case). Here is the link -   https://economictimes.indiatimes.com/nri/nri-tax/us-residents-with-indian-pension-to-file-india-tax-returns-or-not/articleshow/15122770.cms

@samartur , Namaste ji.  You are up early ---  about 7 am your time. I was going to ask you about Social Security -- because  almost all  treaties, the distributing country ONLY retains the right to tax  SSA benefits.  I recognize that  SSA probably only applies to you since most of Calif  govt  employees do not participate in SSA contribution   ( they use CalPers ).  You only option here is to get credit from India. However I don't know how many years back you can go.  US will  collect for as many years as it can get ( at least six ) but refund is limited to three years.   Is there anything more I can do for you ? May I suggest ( since this now is getting more specific to your case only ) that you use  PM  ( the contents  are not visible to general user , just NO PII -- Personally Identifiable Information ) hereafter.  That way you can freely discuss.  I am in California -- PDT.

Thanks again for your very helpful response. Yes, we are not sure how Indian Tax system will respond to Article 19. Interestingly, our CA here proposed for the first time in all the past five years the US - India DTAA to claim tax exclusion of social security from Indian taxation using Article 20 (2) for AY 2025 - 2026. In the earlier years we had not claimed the DTAA tax relief from India on social security income. It is another challenge now how to recover the excess tax paid on social security in the years past from Indian tax system. 

@jose37jr , while you can indeed e-file and also send the form 8990 by mail and hope that the two sets get together somewhere in the IRS labyrinth, my strong suggestion would be  to instead  send everything by mail.  You want to make sure that the return and this extra form 8990 are processed as one entity.    Does this make sense ?   Is there more I can do for you ?

@user17597544422 ,  (a) Since you have answer by mail anyways, I would sign the applicable box -- i.e. I am a resident alien, and have to file a return. (b) While I don't know the term  "CAA",  I am assuming that what you have done is  to attach the W-7, the required  document copies ( certified by an agent or at an IRS office  in the USA )  to your  2024 return  with MFJ  filing status  and mailed the whole  thing to the IRS.   If you  sent the W-7 with docs and not the 1040 along with it then  perhaps it would be good idea to also attach ( to the reply ) a copy of  your 1040.   What they are looking for is that you are asking for an ITIN for your spouse for purposes of filing a joint return.  They will not issue ITIN for any other reason -- it is only for purposes of filing a return ( whether NRA is resident in the USA or not ). Also note that if your spouse is on a dependent visa, and despite her having ITIN, for tax purposes her tax status would be the same as yours. Which country are you from ?  Is your spouse from the same country ?   Does this make sense ? Is there more I can do for you ?