All Posts

@jackkgan you can only be domiciled in one state at a time.     So, that is NY until June and IL beginning in July.   You are a non-resident of CA but required to file a tax return since you have sourced income in CA.    Can you post more detail about what this tax is all about? From googling this appears to be WITHOLDING to ensure that non-residents pay the tax due.  if you have no 2025 income in CA (i.e. no rents in  2025), there can't be any tax, so you'll be able to get a refund of the 7% by filing a 2025 CA income tax form.    this is what Google AI states:    State Income Tax Withholding: California law requires withholding a 7% state income tax on certain non-wage payments of California-source income made to nonresidents if the payments exceed $1,500 in a calendar year.

And....what about your 2024 return?    It is too late to use online TurboTax for a 2024 return, so you need the desktop download for 2024 too, unless you seek other software or local paid tax help.   Online software for 2024 is no longer available.    Only 2025 software will be available ---sometime in early to mid December.

If your older Mac does not meet the system requirements for the 2023 desktop software you can seek a refund for the fee you paid, and look for some other software or a paid tax pro to help you with your return.  There is not a "work around" if your OS does not meet the system requirements.     To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2  

"....how does this affect the fee..?"   If you file married filing separately, you pay twice--once for each spouse's tax return.   You will each need your own account and user ID if you use online TurboTax.    If you use the desktop download you can prepare and e-file up to five federal tax returns and their related state returns.   TurboTax can handle MFS returns.   Filing MFS in a community property state is tricky.    Why do you want to file MFS---usually the worst way to file?     If you are legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return next year.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the special rules for filing separately include: you cannot get earned income credit, education credits, adoption credits, or deductions for student loan interest. A higher percent of your Social Security benefits may be taxable. In many cases you will not be able to take the child and dependent care credit. The amount you can contribute to a retirement account will be affected. If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI)    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0    

The same thing happened to me. The irs recalculated mine also for 2024. They kept a couple of thousand. Tried to find a fix but no help. I did not check other country. With so many having the same problem it probably was turbo tax. So irs probably looked at any one that used the product.  Live and learn I guess. This year will check out other products. 

Did you sign up for the Advantage Plan so that you would get the desktop download software for 2025?   TurboTax Advantage Program: If you signed up for the Advantage program, you should have received an email in August reminding you that you enrolled, and another one in October reminding you to update your credit card information before the charge was incurred on your account. Did TurboTax have the correct email for you?  Check your spam mail if you did not receive the emails.     To cancel Advantage account https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscriptio... If you get charged for the Desktop program but can't install it, Turbo Tax has a special offer to move to the Online version. See info at the bottom of this Windows 10 End of Life article…… https://ttlc.intuit.com/community/articles/community-news-announcements/turbotax-windows-10-desktop-...       https://turbotax.intuit.com/personal-taxes/cd-download/advantage/  

@leenabelle in many cases, the taxable income reported on a W-2 is not the same as the gross income.  Why? because of 'cafeteria plan' items.  From Gross income subtract any 401k contributions, medical premiums, HSA contributions, etc.  Once all that stuff is subtracted the remainder is taxable income and what is reported in box 2a of the W-2.    if you have the problem with YTD so do other employees.  I can't imagine the Payroll Department doesn;'t know that and would permit all those W-2s to be reported incorrectly.    Until you see the W-2, there is nothing you can do about it in any event.  

thanks. His appox $10 in income includes about $500 of unearned income (bank interest that will come on a 1099-INT). He will file just to get his statutory withholdings of fed/state refunded - or hopefully at least some of it.  Does that make sense, or no?  Thanks for everyone's replies. I'm learning. 🙂