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Plus, article 21(1) states: "A citizen of a Contracting State who is a resident of the other Contracting State shall not be subject in the other Contracting State to any taxation or any requirement connected therewith which is other or more burdensome than the taxation and connected requirements to which citizens of that other Contracting State in the same circumstances are or may be subjected. " Therefore, if contributions of US citizens to 401(k) plan are tax free my contributions to Polish retirement plan should also be not tax liable. In Poland there are two retirement plans - mandatory ("skladka emerytalna") and voluntary - PPK - contributions to both are coming from employee wages. 

I installed the desktop version of TurboTax 2025 Deluxe, and I'm also stuck in the initial captcha loop. How do I install updates on the initial Activation screen? I've been solving captchas for a half an hour and I can't get TurboTax Desktop to activate.   Since it seems to be unclear, this is the DESKTOP TURBOTAX 2025. I'm not logging in to the web site. I'm not using a web browser. I'm not using Chrome or Edge or Safari or Firefox. I downloaded the DESKTOP TURBOTAX 2025 and I'm trying to activate it. This is on an up-to-date version of Windows 11.  

Your parents taxable CA income is $0. Enter $0.  Regarding your parents can claim you and live outside of CA: If you are in CA for school purposes with your parents claiming you, you would be a resident of where your parents live and file a nonresident CA return. If you actually did establish CA residency, voting, license, etc, then you are a CA resident.

Are you in a state with no state income tax?   Is there an entry in box 15?   If you are in one of these states leave boxes 15 and 16 blank: Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming  

Yes, as a full-year resident of Kentucky, you are taxed on your entire net income (including capital gains and interest), even if that income was generated in Arkansas.   However, you probably do not need to file an Arkansas tax return if interest and capital gains from intangible assets (like stocks or a savings account) is your only connection to that state (unless it is tied to a business you operate in the state).   Arkansas law (Rule 26-51-202) explicitly states that interest earned by a non-resident from an Arkansas bank account is not subject to Arkansas tax.   Kentucky treats capital gains as ordinary income and taxes them at the flat rate of 4%.   Enter all your 1099-INT (interest) and 1099-B (capital gains) forms first (on your Federal return). If your only Arkansas income was interest or stock gains, you can usually skip the Arkansas return entirely.  If the program automatically adds it, look for the "Income Allocation" screen and make sure the Arkansas portion is $0. (Complete Non-resident tax return (AR... if required) before Kentucky. When you prepare your Kentucky return, it will automatically pull in all the income from your Federal return. Since you probably won't owe Arkansas any tax, you won't need to claim a "Credit for Taxes Paid to Another State." Note: If the capital gain came from selling real estate located in Arkansas (like a house or land), you would be required to file an Arkansas non-resident return (Form AR1000NR) and pay tax to Arkansas on that specific gain.

Yes, she must file a tax return.   Even $400 of self-employment income requires you to file a return and pay self-employment tax for Social Security and Medicare.   She still needs to say on her own return that she can be claimed as someone else's dependent.   If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp   Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

Yes. Form 1099-NEC reports self-employment and she has to pay self-employment for net income over $400.   You can still claim her as your dependent if she is under 24 and a full-time student. On her return, she has to mark that she can be claimed as a dependent by another taxpayer.

I think you misunderstand.  I am not just trying to change a worksheet for my own records.  I need to change my 1040 and 6251 and several other forms, and thus need to amend my return.  However, I can't actually change any of those forms directly... I have to edit lines 14a and 14b in the Federal Carryover Worksheet, and those values will then propagate out to the forms like 1040 Schedule 1 and 6251 and so on.  (That's true whether I am amending or not. ) The question I have now is whether I can just drop into Forms mode and edit that Federal Carryover Worksheet when amending a return, or whether I have to use the Update buttons in the Amend a Return interface??  (given there seems no Update button that would take me to that worksheet)

When I filed with the SDOP, it was in late December 2025.   The last 3 completed and filed tax yesrs were 2022, 2023 and 2024. And the last 6 years for FBAR were 2019, 2020, 2021, 2022, 2023 and 2024.   So, at that time, the 3 previous tax years to ammend were 2022, 2023 and 2024 because the tax year 2025 was not done yet. And the last 6 years to comply with FBAR were 2019, 2020, 2021, 2022, 2023 and 2024.   When I filed my 2025 tax year 2 weeks ago, I made sure to include the form 8938 for the FY 2025. I also made sure to file the FBAR for 2025 too.   So as of now, we are fully compliant as far as 1040, 8938 and FBAR.   Does that help?

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0