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@Chillv123 wrote: Yes he is waiting till may for his ssn and he worked too but as long as I disclose how much he made everything should be okay for him? Is he able to get a payment plan if he owes them the tax money? If so how do I do that? And how do I find out how much he owes them? Also how do I file an extension  To file an extension, there will be a tab on the Turbotax online screen by the end of February, it won't be there now.  The extension just needs to be filed by April 15.  That gives you until October 15 to file your completed tax return.    You can start preparing a return now to see how the numbers look.  Your lowest tax will almost always be by filing "married filing jointly", meaning you both file one return that lists you as spouses, and includes all your combined income, credits, deductions and dependents.  You can start preparing your return whenever you have your information.  You may need to use a fake SSN for your spouse to start with.  (Be sure to replace it with the real one when it is issued, before you actually file.)   If you owe taxes (remember this is a joint return so whatever you owe you will owe together), you can request a payment plan.  Do this after you e-file the finished return.  You can request a payment plan on the IRS web site (don't request a payment plan inside Turbotax if that is offered, because the application fees are higher).  If you can pay the tax bill within about 4 months, it will probably just be better to pay as much as you can when you file and then make extra payments on your own until the tax is paid--the application fees for a payment plan may be more than the interest you would owe.  If it will take more than 4 months, go ahead and request a payment plan.   When you get ready to file, you might be warned that you will owe a penalty for underpayment (for not having enough taxes withheld during the year, especially if your spouse was a self-employed contractor and did not make payments).  It is better to tell turbotax NOT to calculate a penalty for you, and wait to see if the IRS bills you for a penalty.  When you get the bill, you can request a one-time waiver of the penalty if this is your first time owing a penalty.  (And just for reference, the penalty that might be assessed for not having enough tax withheld during 2025 is separate from the penalty you might be assessed for not paying in full when you file.  You can try requesting a waiver for cause (such as -- he didn't know anything about taxes and we are trying to do the right thing now.)

Do the same thing you did last year. Report the sale on Form 8949. That's the correct place to report it. In TurboTax enter it as investment income. On the screen that says "OK, let's start with one investment type," click Other. On the screen where you enter the details of the sale, for "What type of investment did you sell?" select "Personal items."  

 Being disabled has very little benefit, in tax filing. There is a credit for the elderly or disabled (you don't have to be both). But because it has not been adjusted for inflation since 1983, very very few people qualify. If you qualify, TurboTax (TT) will automatically calculate it. It goes on Schedule 3, line 6d (2024). It is not a refundable credit. That is, you must have a tax liability to offset to get the credit. Very few people, with that little income have an actual tax to offset.   Having any social security income at all works against you. Essentially your potential credit is reduced by any tax you "shoulda paid” on the untaxed Social security income. If you have more than $5000 social security ($7500 Married Filing Jointly and both are elderly or disabled) or VA benefits you will not qualify for the credit.   A child's disability doesn't affect tax filing until he turns 19 (24 if a full time student). Then his disability allows him to continue to be considered a "Qualifying Child" for tax purposes regardless of age. There are no credits or deductions, other than that some items, e.g. special schooling, can be considered medical expenses.

 Yes t hat area should be updated on Jan 21.     See Expert Marilyn's post here for the 1/21 date and that they know about the form 3909 glitch https://ttlc.intuit.com/community/retirement/discussion/when-will-the-ira-401-k-pension-plan-withdrawals-1099-r-form-1099-r-section-be-available-the-program/00/3718837  

Q. One $2K unrestricted scholarship we reclaimed from the 529 – after it was applied to R&B on direct bill. Can we still count this (if paying taxes on it) toward allowed 529 expenses (R&B)? A. Yes.  Look at it this way: for QEE accounting, the taxable scholarship didn't pay for anything. It's just income. You're free to allocate $2000 R&B to the 529 distribution. It's a qualified expense for the 529 distribution.    Q. So does that increase 529 QEE out of $14,693 total distribution? A. Increases it.     Q. Another ~  $2K unrestricted scholarship we took as a refund direct from the college and applied to living expenses. If taxed on it, does this increase or reduce our 529 QEE out of total distribution?  A. Increases it. Because the $2k  is taxed, it's only income. It does not have to be allocated to any expenses at tax filing time.   Q. Also, since our kid has tax-free scholarship more than triple the amount of 529 NQEE, I assume there's no 10% tax penalty on 529 NQEE?   A. Yes.  But, better yet, just allocate the expenses to the 529 distribution, not the scholarship taxable income.          

I was more hoping to see if there is any advantage to using Intuit/ TT for deductions or breaks in the filing with RITA.   I've actually already filled out the return with RITA, I'm just hoping to find a way of paying them less.

How to downgrade to a lower version. https://ttlc.intuit.com/community/downgrading/help/can-i-downgrade-to-a-lower-priced-version-of-turbotax-online/00/25591   If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is very limited now. Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 If the only reason you are getting upgraded to Deluxe is for the Retirement Savers Credit you can remove that. Go back to My Info and say you are a student. Then it won't give you the retirement savings credit.

@jy-estrada   I found 2 other articles on Divorced instead of that one for Alimony Getting Divorced article https://turbotax.intuit.com/tax-tips/marriage/getting-divorced/L20NC66cf Video tips for Divorced couples https://turbotax.intuit.com/tax-tips/marriage/video-tax-tips-for-divorced-couples/L8YqvF7p5    

 There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship. The student reports all his scholarship, up to the amount needed to claim the American Opportunity Credit (AOC), as income on his return. That way, the parents  (or himself, if he is not a dependent) can claim the tuition credit on their return. They can do this because that much tuition was no longer paid by "tax free" scholarship.  You cannot do this  if the conditions of the grant are that it be used to pay for qualified expenses. Using an example: Student has $10,000 in box 5 of the 1098-T and $8000 in box 1. At first glance he/she has $2000 of taxable income and nobody can claim the American opportunity credit. But if she reports $6000 as income on her return, the parents can claim $4000 of qualified expenses on their return. Books and computers are also qualifying expenses for the AOC. So, extending the example, the student had another $1000 in expenses for those course materials, paid out of pocket. She would only need to report $5000 of taxable scholarship income, instead of $6000. The IRS actually encourages use of this technique. From the form 1040 instructions: “You may be able to increase an education credit if the student chooses to include all or part of a Pell grant or certain other scholarships or fellowships in income. For more information, see Pub. 970, the instructions for Form 1040 and IRS.gov/EdCredit".  PUB 970 even has examples of how to do the “loop hole”.

See Expert Marilyn's post here for the 1/21 date https://ttlc.intuit.com/community/retirement/discussion/when-will-the-ira-401-k-pension-plan-withdrawals-1099-r-form-1099-r-section-be-available-the-program/00/3718837