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Hi! Thanks for your previous explanation — I have a couple of follow-up questions for clarification: Regarding Roth 401(k): For RAs, I understand there’s a distinction between qualified distributions (account ≥5 years + age ≥59½, including earnings) and non-qualified distributions. Qualified distributions are non-taxed. And non-qualified distributions haveRA Ordinary income tax + 10% penalty (unless exception)  For NRAs, it seems qualified distributions are non-taxed. Could you clarify how non-qualified distributions are treated for NRAs? For example, if I withdraw the full balance before age 59½, how would earnings and contributions be taxed or withheld?   Regarding my Traditional 401(k) after leaving my company: I understand I need to roll it over to an IRA. Would it make sense to convert to a Roth IRA while I’m still an RA (paying income tax now) versus leaving it as a Traditional IRA? I understand that as an RA, the tax on conversion would be at my ordinary income rate, which may be lower than the 30% withholding that applies if I withdraw as an NRA later. Could you provide guidance on which approach is generally more tax-efficient, especially if I expect to become an NRA in the future? Thanks so much for your insights!

if RX Express treats you as an employee (you'll get a w-2 rather than a 1099-NEC)  that blocks for federal purposes the deduction of any expenses that would have been deductible if you were self-employed.   

WAYS TO PROVE TO THE IRS THE CHILD LIVED WITH YOU  https://www.irs.gov/pub/irs-pdf/f14815.pdf     Are you the custodial parent?  Do you have an agreement with the other parent to allow the other parent to claim them--due to divorce or that you live apart and share custody?  Did one of you sign a Form 8332?   If there is a signed 8332 then the custodial parent retains the right to file as Head of Household, get earned income credit and the childcare credit.  The non-custodial parent gets the child tax credit for children under the age of 17.  If the child is 17 or older the non-custodial parent gets the $500 credit for other dependents.   If you and the other parent have a signed agreement, you need to indicate in MY INFO that you have such an agreement.   As far as the IRS is concerned, the custodial parent is the one with whom the child spent the most nights during the tax year--at least 183 nights.       IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent  

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 UPS or 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.

 If it was rejected for AGI—-your 2023 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.    

No one has access to your spouse's tax return.  We cannot tell you--- and the IRS will not tell you -- what she entered on her tax return.  What you can do is prepare your own correct tax return and file it by mail.     You have not mentioned whether your child lived with you or with your spouse.   The IRS cares about physical custody.   If both of you file returns claiming your child as a dependent, the IRS will sort out the duplicate use of the child's Social Security number.   Be prepared to prove that the child lived with you if you have been the custodial parent -- eventually the IRS will send you a letter.   We do not know if she itemized her deductions or whether she tried to use the property tax on a home.   We do not know what you are trying to ask in regard to "retirement taxes."   If you have a retirement plan through your employer---like a 401k -- that information is entered when you enter the data from the boxes on your W-2.  You do not enter it anywhere else.   If you did not take money out of a retirement account, then there is nothing else to enter about retirement.   If you and your spouse are in the process of divorcing, then contact your own attorney for help with knowing what your spouse entered on a tax return.

Are you filing a Joint return for 2024?  What about 2023?  Try entering 0 for the AGI. The IRS might have processed the 2023 return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

It’s the line for special depreciation deduction. There’s no entry there after answering all of the interview questions. Wondering why TurboTax is identifying this as an item needing to be fixed in order to complete filing. Do I just need to type a zero on the worksheet? It’s for residential rental property (improvements)

How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf