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Hello, thank you for your response. I have a similar situation and am unsure about the rules for filing a full-year return versus a dual-status return. Since I am unable to file a dual-status return through TurboTax, does this mean I need to report all income on a full-year return, including the period from January to April? If so, would this result in double taxation for that period, given that I also filed a final return in Canada? I understand that foreign tax credits may be available for the non-resident period, but I am unclear how to determine those amounts, particularly since deemed dispositions were reported on departure. Would it be acceptable not to report income earned from January to April if none of it was U.S.-source income? I want to ensure I am complying with the rules, but I would appreciate guidance on the most appropriate approach that would be acceptable to the IRS. Thank you very much in advance for your assistance.

Copy.   I will go back in and change to "This is a Medicaid waiver payment that qualifies as a difficulty of care payment.".   I think I used Hobby.  Seems like in  2024 the instructions for entering this was a little different".   Seems like 2024 entry of this was a little different.   Again, thank you!

The reason TurboTax doesn’t ask for Form 3922 by name is that the form itself is "informational only"—it isn’t filed with your tax return. Instead, it is a worksheet provided by your employer to help you calculate the correct numbers for your 1099-B.   The formula for your Adjusted Cost Basis is:  Adjusted Cost Basis = Purchase Price (Box 5 on 3922) + ordinary income (the discount). Here is how to calculate that "Ordinary Income" portion using the boxes on your Form 3922.   1. Determine Your Disposition Type The calculation changes based on how long you held the shares.   Qualifying Disposition: You held the shares for > 2 years from the Grant Date (Box 1) AND > 1 year from the Exercise/Purchase Date (Box 2).  Disqualifying Disposition: You sold them sooner than the timeframes above.  2. Calculate Ordinary Income For a Disqualifying Disposition (Most Common) Step A: Subtract the Price Paid (Box 5) from the FMV on Exercise Date (Box 4).  Step B: Multiply that by the number of shares sold. Example: If FMV was $100 (Box 4) and you paid $85 (Box 5), your ordinary income is $15 per share. For a Qualifying Disposition The IRS uses the "lesser of" rule here. Your ordinary income is the lesser of: The actual gain (Sale Price minus Box 5). The discount calculated on the Grant Date: FMV on Grant Date (Box 3) minus the Exercise Price (Box 8 or Box 5). 3. How to Enter This in TurboTax  Since the software isn't prompting you for Form 3922 directly, you have to manually record the adjustment: Enter the 1099-B exactly as it appears.  On the screen titled "Do any of these situations apply to this sale?", check the box for "I need to adjust my cost basis." On the next screen, select "I found my adjusted cost basis" (since you just calculated it above). Enter your new Adjusted Cost Basis (Purchase Price + Ordinary Income).

IRS publication "General Instructions for Forms W-2 and W-3” states that Box 13 should be checked "if the employee was an active participant..." If the person's employment was terminated on December 31 of the prior year, then he or she is not an "employee" and Box 13 should not be checked on the W-2 for the following year.

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

Click on My Info on the left side of the online program screen. Click on Address and Phone Click on Revisit On the box labeled Type of mailing address On the dropdown select Military (APO, FPO, or DPO) Enter your address.  If entered correctly with a APO, FPO or DPO state and zip code you can e-file.