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@vsun based on what I have read about the Kiwisaver, your own post etc. it seems to be intended and behaves like a pension scheme. Therefore I would use a  dummy 1099-R -- only two items are of  import ---- Distribution amount ( total you took out of the account), Taxable portion  ( this should  be the growth for the year amount and probably the same as the amount being taxed by NZ for the tax year ). You may also have to use code 7 ( normal distribution) and   the code for "Total distribution" if you are taking all out and closing the account. I don't know  if claiming foreign tax credit for that growth that is being  taxed by both NZ and US is worth it --- depends on the total foreign source income vs.  your world income  ( I am assuming your are filing MFJ  and that you are employed). Does this make sense ? Is there more I can do for you ?

No.    Online software can only be used for a 2024 return; for a 2023 return you need desktop download software that can only be used on a full PC or Mac.   An estate return must be prepared using TurboTax Business on Windows.  TT Business does not run on a Mac; some users have been able to use it on a Mac if they also have a Windows emulator like Parallels.   https://turbotax.intuit.com/personal-taxes/past-years-products/   You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   A 2023 return must be filed by mail; it cannot be e-filed.  

@IndependentContractor , considering that your tax-home is US, a short visit to another country  does not change  your  income source country.  Don't worry, all your income for the year is still US sourced, you will have no Canadian return to file.  But you have to make sure that your contractee / Canadian entity does not show any Canadian source income for the tax year.   Does this make sense ?

Turbo Tax and the IRS only keeps the last 7 years. If they still have it…….. How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf

You  can use TurboTax 2024 to amend your return if you e-Filed successfully with TurboTax.   OR You can do it manually. The proper way to file Form 8606 is attached to Form 1040-X. Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return. Do you have the correct taxable amount on Form 1040 Line 4b and did not take a deduction? (Schedule 1 Line 20)? If that is all true then only Form 8606 has to be attached. After you e-File, get Form 1040-X from IRS website and mail it in with your <year> 8606, which you can also get in fillable PDF under Forms or "prior forms".. Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY. Part II explanation: "didn't include Form 8606 with e-File". You will have to mail it so this does not use up your one 1040-X e-File. Done this way, you sign 1040-X, not 8606. Do not include your old 1040 nor your revised 1040 because they are identical     @puiyeehung 

Having investment property in California does not make your tax home in California.  The issue how you buy the property depends upon your financial situation and estate plans and while you can get suggestions from anonymous posters you might want to consult a financial planner. 

Q . Can we file jointly and me still file a capital gains exclusion on my home even though he filed on his home sale exclusion than 2 years ago?  A. Yes. Your limit for the capital gain exclusion, on your home sale, is $250,000, the same as a single person would get.  The fact that you are filing a joint return does not prohibit you from claiming your own capital gain exclusion.  What you cannot claim is the up to $500,000 exclusion married people can claim.    There are several reasons that you are limited to $250,000. 

Wow, thanks for this response.    It seems like I fell through a crack with foreign earned income then. I very well could be the only US employee for this Canadian company although I know they have several contract workers, but not full-time. Are there big implications for the Canadian company labelling themselves as a US company in order to send me an amended w-2? Hopefully there's someone else in this situation who can chime in. I'll also plan to call the CRA & IRS and see what I find out.   Thanks for your help!

The foreign earned income exclusion only applies to income that you earn for working outside the United States. Since you worked only in the U.S., none of your income is foreign earned income. Your reading of the physical presence and bonafide residence tests is correct. You do not meet either test, so you do not qualify for the foreign earned income exclusion. The income from the company in Canada is U.S. income, even though the employer is located in Canada. It doesn't matter where the employer is located. What matters is where you actually work. The Canadian company is not reporting your income correctly. Employing you to work in the U.S. makes them a U.S. employer. They should have given you a W-2 (and withheld U.S. income tax and FICA taxes). They probably don't want to bother with that, especially if you are their only U.S. employee. I'm not sure what you should do about this. Wait a day or two and see if anyone else replies to this thread. If you don't get any better answer here, you might want to consult a local tax professional.  

Thanks for your reply!   BTW I live in LA County, with the fires in January, the tax deadline was extended till October (in case you were wondering why I'm this late!).   I was attempting to claim the foreign earned income exclusion.   Yes I had 3 streams of income last year (2024). I worked a   1) self-employed venture that is local to California 2) part-time position that gave me a w-2 (also in California)   Then, in June of 2024 I quit my w-2 job when I was hired for:   3) a remote full-time position with a company based in Canada (which sent me a T4, their w-2 equivalent I guess). For this work, I was hired remotely, so I still lived in the US the entire time. I was eligible for this position as a Canada-US dual Citizen.   Note that I never lived outside of my resident country (US) in 2024, so Turbotax's two tests to determine foreign income exclusion (physical presence & bonafide residence) didn't seem to fit in my situation based on what I read in their descriptions. Unless I read them incorrectly.   When I tried to declare my foreign income from the Canadian T4 I noticed that it was wrongly lumping the other two US sources (w-2 and self-employed) into that amount, drastically changing my taxes owed amount.   I'm using Turbo Tax on a desktop, and just basic at this point.   Thank you, any advice would be appreciated!

In TurboTax, go to: Other Tax Situations Business Taxes Self-Employment tax Click "Make Adjustments" Enter the amount of income that is subject to self-employment tax as "Other SE NonFarm Profit." That will create Schedule SE, and the self-employment tax will appear on Schedule 2.  

When you are ready to e-file, you can add your banking information if you want to receive your refund by direct deposit.   You have to go to Step 2 in the FILE section.   HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-deposit-information/L77NCbU6D_US_en_US?uid=m6tuh572     You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.