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Thank you, @Hal_Al! Yes, all expenses were qualified. Your explanation is helpful, and, as you note, they may owe the additional amount. What remains a mystery is why this happened in the first place, using TT. It doesn't inspire a lot of confidence in how they may handle Michigan's 529 plan.

Thanks for replying!   Does this change if I am a dependent, or will I need to file separately? Also, I am aware that I may need to file taxes quarterly if I am paying self-employment tax, does that still apply to my situation?

Hi,   thanks for the input. I'm not sure, but I think this is something different. Foreign loss is what's going into line 5 of the form 1116. And this value would include losses from sale of stocks, I agree. That part is easy.   Just as an example, assume 5k of foreign qual divididends, and 20k of foreign l.t. losses. The 20k goes in l. 5.    But TurboTax also asks for the part of the foreign income that's qualified dividends or longterm capital gain. That should be -15k in this example. I assume the purpose of that question is to determine the need of foreign income adjustment, which is something different than the value in line 5. I need to enter something there and the problem remains, that TurboTax does not allow a negative value here. I'm not sure I can just decide to not include losses in capital gains there, just because they were already entered into the field you showed in your screenshot.   The income is below the threshold, so only the second condition (qual. div + l.t. cap. gain) is relevant, but I think this is what you were saying.

This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/turbotax-support/en-ca

What state? Every state has different forms and rules. And where exactly is "it" requiring a retirement date? Is "it" an actual tax form, or is it a screen in the TurboTax interview? Where is it in the TurboTax interview? What is the exact question or title on the screen?  

I'm not an expert on this, but I believe that half of the money in your ex's HSA has to be transferred to a new HSA in your name. You first have to open your own HSA. Optum probably has a form for transferring the money, and probably you and your ex both have to sign the form. You don't have to keep your own HSA with Optum, but they might require you to open an HSA with them in order to do the initial transfer. You could then transfer it to any other trustee that you choose. Once you open an HSA with Optum, they will, of course, talk to you. But your ex has to initiate the transfer. If you have trouble getting this done, or your ex is uncooperative, ask your divorce lawyer for help.  

TurboTax only passes your credit card information on to the IRS.  TT never knows if the tax was paid, or if your credit card was declined, etc.  The IRS does not provide any information whatsoever to TurboTax after you file your tax return, so it is puzzling to hear that someone at the IRS is telling you to get help from TurboTax.   TurboTax is merely the company that provided software for you to prepare a "do-it-yourself" tax return.   TT never gets any followup information or updates from the IRS, and the IRS will not allow TurboTax to intercede on your behalf, nor will the IRS tell TurboTax anything about your tax return or your tax due or refund, or about any changes they might have made to your return.   This is a matter for you to sort out with your credit card company and the IRS.

When presented with a divorce settlement stipulating the transfer of half of the account and any required transfer paperwork the financial institution must create an account in your name with the transferred funds. Try talking to a supervisor or manager before asking your attorney for help. 

My credit card statement states the day I paid my taxes, I have the date and the amount I paid digitally. If Trubotax can’t help me then why does the IRS keep telling me to call them then? And if Turbotax can’t help what can I do to show proof that I paid my federal taxes? because the IRS doesn’t know how to help and I keep going back and forth with everyone.