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Not sure what you mean by "I posted a W-2 I forgot".   If you tried to add a W-2 after you e-filed, that did not work and it just messed up your tax return.   You cannot add information after you e-file and expect that information to go to the IRS.   It does not work that way.     You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   If you went ahead and made changes----go back and remove those changes and restore the return to exactly what it looked like when you e-filed.   When you amend correctly -- later -- you have to be able to work from the return exactly as it looked when it was e-filed the first time.   Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk     Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1    

Provide the following info for more specific help: Are you the student or parent. Is the  student  the parent's dependent. Box 1 of the 1098-T box 5 of the 1098-T Any other scholarships not shown in box 5 Does box 5 include any of the 529/ESA plan payments (it should not) Is any of the Scholarship restricted; i.e. it must be used for tuition Box 1 of the 1099-Q Box 2 of the 1099-Q Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)? Room & board paid. If student lives off campus, what is school's R&B on campus charge. If he lives at home, the school’s R&B “allowance for cost of attendance” for student living with parents. Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers How much taxable income does the student have, from what sources Are you trying to claim the tuition credit (are you eligible, your income is not too high)? Is the student an undergrad or grad student? Is the student a degree candidate attending school half time or more?

MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594   There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. Next——check the IRS refund site https://www.irs.gov/refunds to see what the IRS says they issued for your refund.  Sometimes the IRS reduces your refund. If the IRS reduced your refund they will send you a letter in several weeks.     There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 35a on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.   Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,   It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.   Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $40 or $45  in CA)   How can I see my TurboTax  fees?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k      refund offset.       https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts  IRS Treasury Offset Program Call Center at 1-800-304-3107  https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts   https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301   Reduced Refund      https://www.irs.gov/taxtopics/tc203      NOTE: You can contact the IRS Treasury Offset Program Call Center at 1-800-304-3107 to ask if they have an offset for you on file. TurboTax would not have that information.   https://turbotax.intuit.com/tax-tips/tax-payments/who-can-garnish-an-income-tax-refund/L7cPPzDyc

Q.  My understanding is that if the box 1 remaining funds after subtracting the scholarship is paid using tax-free 529 funds, she cannot receive education credits because the money used to pay for her education is already tax-free. Is that correct? A. Yes, in the simplified version.  No, in the more complicated version.   You are allowed (with some restrictions) to allocate college expenses to get the best tax outcome.  Allocating tuition, books and a computer, to the tuition credit is almost always best. If the student is your dependent, you (the parent) claim the tuition credit.    General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion. The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the earnings are tax free; 40% are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $14,600 of taxable scholarship (in 2024) and still pay no income tax.         

Q.  Can I claim my contributions to a 529 savings plan on my Virginia taxes? A. Yes.   There is no federal deduction for making a contribution to a 529 plan. Some states, including VA,  allow a deduction on the state return. If your state is one, it will come up in the state interview; usually in the "Here's how (your state) handles income differently" section.   For more details on how to enter, for VA, see: https://ttlc.intuit.com/community/state-taxes/discussion/529-educational-investment-plans-are-a-valid-deduction-for-virginia-state-taxes-where-do-i-enter/00/3601589

I'm filing my 1040 with Guam and the self-employment tax, Line 23, will be paid separately to IRS with my 1040ss. I need to not include the self-employment tax it in the income tax due to Guam. In prior years the self-employment tax figure could be overridden. Any chance I can do it with 2024? Just override Line 24? Schedule 2? Schedule SE-T? Thank.

Hi! Thanks for your previous explanation — I have a couple of follow-up questions for clarification: Regarding Roth 401(k): For RAs, I understand there’s a distinction between qualified distributions (account ≥5 years + age ≥59½, including earnings) and non-qualified distributions. Qualified distributions are non-taxed. And non-qualified distributions haveRA Ordinary income tax + 10% penalty (unless exception)  For NRAs, it seems qualified distributions are non-taxed. Could you clarify how non-qualified distributions are treated for NRAs? For example, if I withdraw the full balance before age 59½, how would earnings and contributions be taxed or withheld?   Regarding my Traditional 401(k) after leaving my company: I understand I need to roll it over to an IRA. Would it make sense to convert to a Roth IRA while I’m still an RA (paying income tax now) versus leaving it as a Traditional IRA? I understand that as an RA, the tax on conversion would be at my ordinary income rate, which may be lower than the 30% withholding that applies if I withdraw as an NRA later. Could you provide guidance on which approach is generally more tax-efficient, especially if I expect to become an NRA in the future? Thanks so much for your insights!

if RX Express treats you as an employee (you'll get a w-2 rather than a 1099-NEC)  that blocks for federal purposes the deduction of any expenses that would have been deductible if you were self-employed.   

WAYS TO PROVE TO THE IRS THE CHILD LIVED WITH YOU  https://www.irs.gov/pub/irs-pdf/f14815.pdf     Are you the custodial parent?  Do you have an agreement with the other parent to allow the other parent to claim them--due to divorce or that you live apart and share custody?  Did one of you sign a Form 8332?   If there is a signed 8332 then the custodial parent retains the right to file as Head of Household, get earned income credit and the childcare credit.  The non-custodial parent gets the child tax credit for children under the age of 17.  If the child is 17 or older the non-custodial parent gets the $500 credit for other dependents.   If you and the other parent have a signed agreement, you need to indicate in MY INFO that you have such an agreement.   As far as the IRS is concerned, the custodial parent is the one with whom the child spent the most nights during the tax year--at least 183 nights.       IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent  

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

 If it was rejected for AGI—-your 2023 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.    

No one has access to your spouse's tax return.  We cannot tell you--- and the IRS will not tell you -- what she entered on her tax return.  What you can do is prepare your own correct tax return and file it by mail.     You have not mentioned whether your child lived with you or with your spouse.   The IRS cares about physical custody.   If both of you file returns claiming your child as a dependent, the IRS will sort out the duplicate use of the child's Social Security number.   Be prepared to prove that the child lived with you if you have been the custodial parent -- eventually the IRS will send you a letter.   We do not know if she itemized her deductions or whether she tried to use the property tax on a home.   We do not know what you are trying to ask in regard to "retirement taxes."   If you have a retirement plan through your employer---like a 401k -- that information is entered when you enter the data from the boxes on your W-2.  You do not enter it anywhere else.   If you did not take money out of a retirement account, then there is nothing else to enter about retirement.   If you and your spouse are in the process of divorcing, then contact your own attorney for help with knowing what your spouse entered on a tax return.