All Posts

I have a situation where I've complete my mother-in-law's return (she is 96 and I've done it for years). She owes $0 and has $0 refund. I could e-file Federal but when prompted for state e-filing (cost $20) it presents a billing form; when correctly filled out, it only displays the BACK button and does not allow payment. Is mailing the CA return the only option? The Federal return e-filed easily. I am running Turbo Tax Deluxe on my desktop (am Advantage customer). This worked fine last year.

Hi, I am an F-1 student and currently considered a resident for tax purposes. I received a fellowship stipend from my university, which was paid as a scholarship or fellowship grant. Due to a temporary issue with my Glacier account, I was treated as a nonresident alien for withholding purposes for a short period. As a result, I received a Form 1042-S (income code 16, scholarship or fellowship), showing the income and federal tax withheld. I also received a Form 1098-T from the university, and I want to ensure that I report everything correctly without double counting or misclassifying the income. I would appreciate your guidance on the following: Is the amount reported on Form 1042-S already included in Box 5 (scholarships and grants) of Form 1098-T, or is it separate stipend income? As a resident for tax purposes, should this income be treated as a taxable scholarship or fellowship stipend? What is the correct way to report this in TurboTax? Should it be entered under the 1098-T scholarship section or separately as other income? How should I claim the federal tax withheld as reported on Form 1042-S? Is any additional adjustment or documentation required given the temporary nonresident withholding treatment? Thank you for your time and assistance.