All Posts

If you are a US citizen or a resident alien, you can choose to treat your nonresident spouse as a U.S. resident for tax purposes and file as MFJ.   Please read this IRS document for more information.  

Lets address the EV charger. I suggest that you run the Federal Review Located under Federal on the left sidebar.I suggest you run Federal Review on the Left sidebar. This will review what you've posted so far, and identify problem areas. You can enter corrections directly from fere.

You can either itemize deductions, or take a standard deduction, but not both.   It my look like you should be getting Itemized deductions based on the raw numbers,   but after crunching the numbers it may not be the best choice for you.   There have been many changes to the Itemized deduction limitations.  Here are some of the limitations to Itemized deductions Medical expenses: You can only deduct the amount of your medical and dental expenses that is more than 7.5% of your AGI. Mortgage Interest:  You can deduct the interest you paid during the tax year on the first $750,000 of your mortgage debt for your primary home or a second home. If you are married filing separately, the limit drops to $375,000. Local Taxes: Your deduction of state and local income tax, general sales, and property taxes is limited to a combined total deduction of $10,000 ($5,000 if married filing separately). Business expenses for employees is no longer allowed. There may be other limitations that are not listed. Finally, the total of all deductions must be greater than the Standard deduction. The standard deduction amounts for 2024 are: $29,200 – Married Filing Jointly or Qualifying Surviving Spouse $21,900 – Head of Household $14,600 – Single or Married Filing Separately For 2024, the additional standard deduction amounts for taxpayers who are 65 and older or blind are: $1,950 for Single or Head of Household $1,550 for married taxpayers or Qualifying Surviving Spouse You can also see: The difference between standard and itemized deductions, and what they mean

Please clarify your question.   What do you mean by auto file? Do they show up on Schedule A? Did it override the standard deduction? Please contact us again to provide some additional details.       

Yes, Payments to a MarketPlace pan can be included as Medical Expenses. Medical expenses can be deducted if they are not covered by insurance. To post post Medical Expenses: Log into TurboTax Under Federal Select Deductions & Credits Scroll down the list to Medical. Click the down arrow Choose Medical Expenses TurboTax will tell you the amount of medical expenses you need to be eligible for a deduction. It my look like you should be getting Itemized deductions based on the raw numbers,  but after crunching the numbers it may not be the best choice for you. Here are some of the limitations to Itemized deductions Medical expenses Limit: You can only deduct the amount of your medical and dental expenses that is more than 7.5% of your AGI. Acceptable Medical and dental expenses

That's where I get confused. When I answer all questions on TurboTax, the software ends up telling me it's non-taxable.   My understanding is that it should have been taxable since it is a direct change of my taxable income in 2023. Since the software asked me questions related to last year's 1040, I answered based on my 1040-NR (non-resident status). My guess is that as a non-resident, I couldn't claim the standard deduction, which would have been higher than the itemized deduction (only my state tax). The software doesn't take into account this and concludes that the refund is non-taxable, by taking into account the standard deduction for a single person.   On the last page, before telling me that it is non-taxable, I have the option to "make my full refund taxable". Should I go with TurboTax's conclusion? Or is it taxable, and the consideration about my status "single" shouldn't apply as I was not eligible for the standard deduction as a non-resident alien in 2023?   PS: along the way, I'm asked about schedule 2's AMT and excess advanced tax credit repayments, for which I gave an estimate since I had no schedule 2 applied as NR)

If using Online TurboTax, the option to receive a refund by paper check is in the FILE section.   It's on Step 2 where it should show you the options to receive a Federal refund.   NOTE:   You cannot get a paper check if you chose to pay your TurboTax fees out of your Federal refund.  That option requires direct deposit.   Is your product charging you for "LIVE Basic"?--at least that is what is showing underneath your question.   If that's correct, is that the product you want to be in?   Are you sure you want to be using a paid product instead of using Free Edition (if you qualify)?     Live Basic is an upgrade from Free Edition that has an added fee for access to a tax expert to help you on-demand during return preparation and a final review of your return prior to filing, if desired.   Did you use or want that service?    If you do not want it and haven't used it, it can be removed prior to filing.   See the FAQ below:   FAQ:  How do I remove TurboTax Live? https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312