All Posts

Hi. Thank you for your answer. Based on that, it seems that I would have had to file 1040 even if my income was lower than standard deduction. I did not know. I understand that I can ask to be treated as resident for the full year being my first year of residence. In this case my tax would be zero and being late would not be a problem, I think. Any suggestion on how to handle being late for form 8938?. Thank you very much.   

A SOLUTION (sort of) I think this actually qualifies as a bug but one could argue whether it belongs to Intuit or Microsoft... My C: drive is a pretty small SSD so I install everything I can on D:. That is where all my TT programs lived happily in Windows 10. The TT installation script allows you to install anywhere, so I kept installing on D: when trying to solve the error 190 in Windows 11. Finally, in a flash of inspiration (desperation??), I allowed the installations to go to the default location. When I do this, 2024 and 2023 both work. I did not try earlier years. For me, this means that I will only install a version of TT when I need that year for something since I don't have the room to keep them all installed on C:. Thanks to the Level 15 folks for all the help. Hopefully this experience will be helpful if someone else hits this situation. '

In case it helps anyone else, here is my final update:   I got mail from the IRS saying my amended return was processed but there was no change in tax due. I suspected that was for my first incorrect amended return filing. Then I noticed additional codes in my IRS transcript that with a new code 570, which I hoped was for my new return.   I tried calling the IRS number ending in 1040 and got put in the wrong queue that got a tired old-sounding lady answering three hours later that she just handles ordering of forms, thanks to the IRS changing from touch-tone options to a voice assistant. I think I said "need help with a mailed IRS form". She commiserated and said try not to say the word "forms" next time🥴   I figured I'd rather wait a couple months before I try that again, but I was relieved to see "Refund issued" and "Interest credited to your account" today in my transcript . It's dated 10/20 so I guess that's when I should receive it by and suppose interest should be according to that.

If you filed an extension for your tax return, it shouldn't be a problem to apply for the ITIN with your tax return.   In my opinion, it is best to use a Certifying Acceptance Agent to get the ITIN, so you don't need to mail your wife's documents.   https://www.irs.gov/tin/itin/itin-acceptance-agents  

@user17596903165    Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever) https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2    Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

MY SPOUSE LIVES ABROAD AND/OR DOES NOT HAVE A SSN https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=lmtc1ov4 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US?uid=m5r1a77j https://www.irs.gov/individuals/international-taxpayers/nonresident-spouse

@mrmoppel wrote:     If you get rid of your numbers, BOTH methods are acceptable (but see later comment about the first one).   The first one is the mathematical method and the second one is essentially what the "tables" do.  But as I said before, you aren't supposed to start mid-stream (once you start using one method, you are supposed to keep using it). The unclear part about the mathematical method (the first option you asked about) is how/where the percentage is applied. Should it be remaining value IF it had been depreciated at 100%, then divided by 17.5, then multiple by the business percentage? Or is it the remaining value factoring in the ACTUAL percentage changes each year (which is what TurboTax does), then apply the current year percentage? The IRS Publication about this does not discuss if an asset changes percentage, so a literal reading of the Publication would say this is correct.  But Publications are often incomplete and don't cover every matter.  I don't remember if the Regulations or other official guidance has address if the percentage is less than 100%.   You've got me curious now; it has been MANY years since I looked into it so I'm going to have to research it to see if there is a clearer answer anywhere.

If you have a simple return and want to file for free you can fill out the forms by hand. Here are some basic forms….. Here is the IRS 2022 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2022.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2022.pdf And 2022 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2022.pdf 2022 Tax and EIC Tables https://www.irs.gov/pub/irs-prior/i1040tt--2022.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2022.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2022.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2022.pdf You have to print and mail prior year returns. 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 received the return. Don’t forget state. Important! Mail Federal and State in separate envelopes and mail each year in separate envelopes.

Leave all the rest of the boxes Blank.  Don't type zeros.  Do you have anything in the State boxes 14-16?  If not leave them blank.   If you have state withholding in box 14 then enter the same amount from box 2a into box 16. If box 2a is blank use the amount from box 1.    Which box is checked for 2b?  

Here is the issue.  When I initially filed, I filed federal and state.  Imbedded in the state return is an LLC. Only the LLC was accepted. So after fixing the PIN issue, I couldn't refile both fed and state because LLC had been accepted. That was the duplicate. I was able to file fed by itself, but filing state still gives me the duplicate error. TT does not give me the option of not filing LLC with state.  I am going to have to figure out a way to remove the LLC from the state return for e-file to work.

@rocky471   I put together a bunch of my notes so this might be long.  But several things to check.  Or you will have to call customer service.     Just a thought. It may depend on if you are signed in to your account. Go up to File-at bottom Sign in. If you are signed in it will say Signed in as [your name] under File. If you are signed out, it will say Sign in under File. And where is your file stored? It should not be in the Cloud or on OneDrive. You should move your return to the Documents folder on your computer. You may need to update your program and also check for Windows Updates. Go up to Online-Check for Updates. You may need to update a couple of times. And you should reboot your computer and you might need to install some Windows System updates. Those can get stuck. And turn off your anti-virus to reinstall or update. Troubleshooting installing and running Turbo Tax on Windows https://ttlc.intuit.com/community/troubleshooting/help/troubleshoot-installing-and-running-turbotax-on-windows/00/25718 If you can’t update your Windows program try doing a Manually update https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/00/26041 When I upgraded my Windows 10 to 11, I only had to reinstall 2024 from my online account. All my prior programs to 2019 were still there and not affected. 2024 never asked for my License Code or to download my state. After it installed, it didn't automatically start so I clicked on the Desktop Icon to start. It asked me if I wanted to update. I did and it only updated California (to release 5/8/25). I think the new download had the current federal updates. All my returns were listed and opened.   Can you open your returns in the prior versions? Can you start a new return in 2024? How far did you go in the new return? You need to enter some basic information in the new fake return, then go to the state tab and try to get the state program. Then try to open your existing return, go to FILE - OPEN I don't know exactly what this user did (I think he opened 2023 program) but he found…. After downloading from Amazon a second copy of turbotax 2024 to use on my desktop windows pc. I could not get it to open a .tax2024 file so I opened the .tax2023 file and went directly to "file" option and it did update the state file. I then was able to open the .tax2024 file.