All Posts

Yes, Sprintax is safe - TurboTax has partnered with them to direct non-residents to file with them.   It sounds like you have received your refunds already, so you are cleared to amend.  You will need to fill out a 1040-NR and then report the differences between the 1040 NR and the original 1040 on an amended 1040 X.  Filing a 1040 as a non-resident is a very common issue.  For this Sprintax has a post on the steps needed in order to take care of this - check out the link for Filed 1040 instead of 1040-NR

Yes. The credit reduces taxable income so it does matter where it is listed and how much. Since you are filing a joint return, you want to allocate the money to be most beneficial for you. If only one of you works creating a high tax liability, put it all on that person. If you both work, you want to reduce each person's tax liability. The credit is only good up to the tax liability. For example: Taxpayer has $500 liability Spouse has $400 liability and you have a credit of $700. You could put $500 on taxpayer and $200 on spouse.  You can arrange the number to a max of $400 on spouse and $500 on taxpayer in this scenario. You would lose money if you put $700 on taxpayer.

That is correct.  It is taxable to the extent that you received a tax benefit from the deduction.  So last year the SALT limit was $10,000 so if you had state and local income taxes in excess of $10,000, you would not have benefited from the entire amount you paid in.  That excess would not be taxable if it was refunded since there was no deduction for it.   If it is listed, then there is nothing more that you need to do as TurboTax has already calculated that it is not taxable.  

You are being asked to enter your 2024 AGI in order to e-file 2025.  If you filed a 2024 tax return you have an amount on line 11 of your 2024 Form 1040.   Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.  

@Manilagal See this for installing the TurboTax software using the license code - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

You may have entered the sale of the house in the wrong section. It should be entered in the Wages and Income section, then Less Common Income, then Sale of Home (gain or loss.) I think you may have entered it in the Investment Income section.

You can follow the instructions in this TurboTax Help article to enter your tips on your tax return.   The tips deduction is reported on line 13 of Schedule 1-A. Then the total deductions on line 38 of Schedule 1-A is transferred to line 13b of your form 1040.

California trust tax forms (FTB Form 541) are often delayed in tax software, showing as "not finalized" or "pending" early in the season. If e-filing fails, trustees may need to file by mail. Key deadlines can be met by filing an extension (FTB 3563) to avoid late penalties if a payment is needed.  Yes you can choose not to efile CA and file Fed only, then file the CA by mail unless you want to wait till 541 is finalized to efile.

Error F7004-011-03 indicates the IRS rejected a Form 7004 extension because one was already accepted for the same Employer Identification Number (EIN) and tax period. To correct it, confirm if you or your accountant already filed an extension, as it is likely a duplicate filing. If already filed, no action is needed.