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Review your fees (remove anything you don't need) and try to downgrade if you can.     How do I downgrade to a different TurboTax Online product?   To review and remove fees, see How do I review my fees in TurboTax Online?

Yes, he has to be living outside of the US or Puerto Rico in order to qualify.   In other words, if he were just out of the US - on vacation - and got delayed returning home, that would not suffice for the extension.   A retirees tax home is where their residence is.   The automatic extension applies if you live or work abroad.  

Alabama does not tax Social Security benefits, public pensions (military, federal, state, local), or private defined-benefit pensions. For years 2025 through 2028, individuals 65 and older can exempt an additional $6,000 of retirement income such as distributions from a 401(k) or an IRA.  So if married filing joint potentially up to $12,000 ($6,000 each) of other retirement income.

Clicking the Form 1116 option on the federal information worksheet did not generate Form 1116 in the PDF.  There is no Foreign Tax credit for this year but Foreign Tax carryover for 2025 and carryovers from previous years.    How can I force Turbotax to generate Form 1116 ?   Thank you.   R    

where is the excess coming from? your w-2 should ony reflect social security taxes based on that compensation   any compensation received for the in-home care for your parents would normally not be subject to these withholding taxes. so please clarify your situation      schedule 3 line 11 is for excess tier 1 social security withheld under the Railroad Retirement Tax Act. 

Yes.  A U.S. citizen or resident married to a dual-status or nonresident alien can file a joint return by electing to treat the non-resident/dual status spouse as a U.S. resident for the entire tax year.  You will need to:   Attach a statement to your tax return, signed by both spouses, that states that one spouse is a nonresident or dual status alien and the other is a U.S. citizen or resident alien, and you are choosing to both be treated as US residents for the tax year. List the name, address and Social Security number (or Individual Taxpayer Identification number) of each spouse.  Be sure to sign the statement!  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

Will you be getting a 1099R for it?  Or a Trust K-1? If it's all taxable it will be taxed as ordinary income at your regular rate and that much will push you into a higher tax bracket.  Will they take withholding out of it?  If not, or even if they do I would send in some estimated payments so you don't owe too much on your tax return and don't get hit with a IRS penalty.      

It's now  2026 and this problem still exists.     I just filed my Taxes using the Turbotax for 2025 filing season.     The IRS has informed me that  I owe additional tax.    So,  this issue  still has not been fixed!!!! It should default the other way. I am sure that 99%+  customers live inside the US   TurboTax determined none of my  SS income was taxable.  ( Reason it defaulted to my living out of the country) I never saw this question.    

Thanks @pk . Actually I landed in US on 2nd Jul'25. Prior to this, between 1st Jan'25 - 1st Jul'25, I don't have any US income. Should I still file 1040-NR!? Likewise between 2nd Jul'25 - 31st Dec'25 I don't have any income in Canada. So while filing my tax return in Canada, assume I don't have to declare any income in US. It's bit overwhelming as I have different views from multiple sources.  

what did you import? it is possible to create a wash sale in 2026 that affects 2025     for example,  on 12/15/25 you sell stock X at a loss. On 1/10/2026, you buy more shares of stock X. you have just created a wash sale on the 2025 sale of stock X