All Posts

If your total income is under the filing requirement, you don't have to file a tax return.  The federal filing requirement depends on your filing status, your age, and your income.     Refer to the TurboTax Help article Do I need to file a federal return this year?    Review the IRS Publication 501 Who needs to file a tax return to determine if you need to file a federal tax return.   Refer to the following TurboTax articles for more information:   Do You Have to File an Income Tax Return?  Is my Social Security income taxable? How does receiving Social Security affect my taxes?  When Does a Senior Citizen on Social Security Stop Filing Taxes?      

To see the status of your e-filing, log in to your Turbo Tax account. In the Tax Home screen, you will see the status of both federal and state returns as “accepted.”    You can also check for emails from TurboTax that say your federal and state returns were accepted.   To get more detailed information, open the link below: How do I check my e-file status?  

As you go through the interview, look for the screen Unreimbursed Job Expenses. Select yes and continue through that section.   If you are trying to use Forms mode, it goes against the programming and isn't recommended. Once you trigger it in the interview and are inside that section, you can switch to Forms mode. Schedule UE will be showing.

Yes.  Since you were non-residents from 2022-2024, you were not a resident during the preceding year which is the requirement for first year choice.   However, considering you met the substantial presence test in 2025 (assuming you did not leave after arrival) you can file a joint return as full year residents under 6013 (h).  Do understand that if you file as a full year resident, you will need to include any income you earned while living in Canada as well. Since both you and your spouse would have met the substantial presence test by the end of the year, you would meet the qualification of married to a resident alien at the end of the year   In order to properly make the election under IRC § 6013(h): –  The individual must be a nonresident alien at the beginning of the tax year, –  The individual must be a U.S. resident at the end of the tax year, –  The individual must be married to a U.S. citizen or resident alien at the end of the tax year for which the election is being made, –  A statement making the election

Yes, to report this.  Go to Wages & Income. Scroll down to Less Common Income. Find Installment Sales and click Start or Update. if asked “How do you want to enter your income?”, choose I’ll choose what I work on (if prompted).  When asked “Do you want to report an installment sale?”, select Yes.  Now, you will enter the details of your sale: Also it will ask you for the payments received this year.  It will ask for the principal payments received and the interest.      

On the screen "Let's enter [name]'s HSA contributions", the contributions made through your employer (code W in box 12 on the W-2) are carried directly from the W-2 and cannot be changed here. If the number should not be zero, you will have to go back to the W-2 and correct it there.   The only HSA contributions you should enter on this screen (in the second line) are "personal" contributions, that is contributions NOT made through your employer.   If you have an exceptional case wherein the employer made contributions that were not listed with code W in box 12, come back and tell us.

Hi--my issue was a little different (related to muni bonds) but some thoughts.  First, you mentioned Box 10 and a bond premium--are you sure that's not Box 11?  (Box 11 is Bond Premium; Box 10 is discount).   If it's Box 11, premium, I believe the premium deduction for the yer cannot exceed the interest you received from that specific bond (you can't reduce interest below zero).      Two suggestions on how you might fix--you could just reduce the amount in Box 11 so that it matches the Box 1 interest income.  Given the amounts involved that may be easiest way.      Suggestion #2 would be do to the same (reduce the adjustment in Box 11 so that it doesn't exceed the interest income) and then report the "excess" on Schedule A (if you itemize deductions).  So if interest income was $25 the remainder would be $15 ($40 less the $25) and you could then go to deductions&credits, other deductions; other deductible expenses and enter something like "excess bond premium" of $15.      Hope this helps.

You always want to file with the address where you currently live so you can receive a letter if there are any questions. The post office will not forward those letters.    When you move, you can file a return with the new address or fill out Form 8822, Change of Address. You filed with the new, so you are good.

Because we can't review your tax return in this forum, we can't tell why you are getting this credit if you don't qualify for it.  What you can do is review your entries because you may have accidently entered something that leads TurboTax to believe that you qualify for the credit.

At this time, TT desktop does not support e-filing a federal 1040-X. I'm in the same boat as OP, and tried to do this (from TT desktop) and can't -- even though the IRS says this is now allowed (About Form 1040-X, Amended U.S. Individual Income Tax Return, as updated April 7 2026). It's possible that this guidance is very new (Google says since April 2nd), so hopefully there will be an update to TT desktop soon to support this.