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on your example, it is correct but I would state it a little differently so the word usage is clear:    tax liability - tax withheld = tax owed or tax overpaid   Example: If your tax liability was $375 in taxes, but you received a nonrefundable credit of $500, the tax liability was reduced to zero, and the remaining $125 was lost. You would not receive a refund for the remaining $125.   Another example.  Let's say the tax liability is $375 and the withholdings were $500.    Example: If your tax liability was $375 in taxes, but you received a nonrefundable credit of $500, the tax liability was reduced to zero, and the remaining $125 was lost. You would not receive a refund for the remaining $125; however you would refund of the $500 withholdings because the tax liability is $-0- and the withholdings is $500, so based on the formula you posted, that is a $500 refund   which makes the "help section" accurate. 

@AmeliesUncle wrote: To be fair, it is quite possible that some of the development "team" cares (in the past, I've seen some positive responses), but the whose who manage that team do not allow those things. I think you're spot on and I should have been more specific; the people running the show (management) are the ones who are totally insensitive to customers' feedback and desires in terms of their products.

@M-MTax wrote: neither team cares about what their customers want or need.   To be fair, it is quite possible that some of the development "team" care (in the past, I've seen some positive responses), but those who manage that team do not allow those things.

Fair enough, except that MS may extend ESU for W10 til 2028 (this is still tbd), and all my other software works w/o EOL issues currently for me. I’ll eventually need to upgrade, but to justify expenses for my 2 main computers now due to Tax Software, doesn’t sit well with me.

@dhayman wrote: 2) Purchase a W11-ready machine (ludicrous option); I agree with ALL of your enumerated points except this one.   For a lot of people who have posted on this board, purchasing a W11 machine is not a "ludicrous option" considering the age of their current machines (i.e., they're going to have to get a new one sooner or later and likely sooner, and not just for TurboTax).

@AmeliesUncle wrote: @user17638275602 wrote: Why did I bother subscribing to annual purchasing and early release of turbo tax?   Because Intuit's marketing team is FAR, FAR better than the managers of the development team.  Boy, to coin a phrase, "Ain't that the truth". On the other hand, they have at least one thing in common; neither team cares about what their customers want or need.

@NCperson  So, if the below formula is true. tax liability - tax withheld = tax owed or tax overpaid Then, do the TT "Help" and "Learn More" sections still hold true? Help: Note: Keep in mind, these are not refundable credits, which means you can take the credit up to the tax owed. There is no refund of any credit amount left over. Learn More: This credit is nonrefundable, which means the credit amount you receive will not exceed the amount of tax you owe. Therefore, there is no refund. Example: If you owed $375 in taxes, but you received a nonrefundable credit of $500, the tax you owed was reduced to zero, and the remaining $125 was lost. You would not receive a refund for the remaining $125.  

@user17638275602 wrote: Why did I bother subscribing to annual purchasing and early release of turbo tax?     Because Intuit's marketing team is FAR, FAR better than the managers of the development team.  They convince you to buy early for mostly-useless software.   While the December 17th update will likely add a lot to the program, it still may not suit your needs.  For the things you are talking about, it very often isn't useful until mid-January or later.

@user5924704 , your questions are answered below :   1.  In my case, could I file the 1040-NR through Turbotax? ----- TurboTax does not support Non-Resident tax returns  ( form 1040-NR ).  Generally they suggest using their  partner  SprinTax. I think this is an on-line service.  You may also find  a local tax professional  doing taxes for the  US ExPat community  ( like the military,  etc. ). 2.  Could you explain how I can claim this in the 1040-NR? Or is there a separate form to be submitted for this Foreign Tax? Is there any documentation I should obtain from the National tax agency in my home country Japan? ----- for claiming foreign tax credit on your US return, you use the form 1116. This form requires the following information --- (1)  in the type of  income  box, you select  " resourced by treaty"  -- this allows you to take US sourced income and resource this as foreign ONLY for purposes of form 1116;    (2) the foreign source income is  the award amount as received by you  (3)  Foreign source income country is Japan (4)  Foreign Taxes  Paid  is the  tax imposed by Japan on this doubly taxed income. The foreign tax credit is the lesser of  US imposed Tax on this income   AND  that  paid to Japan in your particular case.   Is there more I can do for you ?

Apparently, they did.  From higher sources, they have no plans to support W10.  Their online version grabs higher fees, and hence, they are putting all their energies into the browser version, with ultimate phase out of desktop versions.  Given this, they don't want to put the resources in to test W10 and W11 TT both.  Additionally, they are betting that the loss of a bunch of W10 customers, will be made up with customers converting to their browser version (with higher fees).   Instead, they are giving lame excuse about security, even though W10 ESU exists through minimally October, 2026.   The oxymoron here is that they are blaming end of TT support for W10 on "security issues", when their browser-based solution wreaks from theoretical security issues (do you really want your data stored on their servers?)   Hence, the solutions are:   1) Move to another tax platform that supports W10 today; 2) Purchase a W11-ready machine (ludicrous option); 3) Upgrade existing W10 platform to W11, if your machine is compatible with W11; 4) Attempt to create/run a W11 VM (VirtualBox, Hyper-V, etc.), and see if TT will install/run OK on these; 5) Design a hack (shim) that will fool TT into thinking it's installing/running on a W11 machine, and      hope that the TT code runs OK;    

You can deduct the extra cost of the special shoes compared with what you would pay for normal shoes.  You have to itemize your expenses and can only deduct a total of medical expenses greater than 7.5 percent of your AGI. 

Why did I bother subscribing to annual purchasing and early release of turbo tax?  It is of no value for my home and business tax preparation without being able to enter my self employment section.  I absolutely need to know the extrapolated tax scenarios for possible 401k contributions and their effect on QBI, taxable income, etc. and what I can afford to take as income (roth conversions) before crossing thresholds for IRMAA for example.  This all has to be done by Dec. 31st.