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 Virgina says about military retirement benefits - are they taxed?: No. In order to claim a Military Benefits Subtraction (also known as the Military Retirement Subtraction), the eligible military benefits subtracted must be included as income on your federal income tax return and you may only subtract up to: $20,000 of eligible military benefits on your tax year 2023 return; $30,000 of eligible military benefits on your tax year 2024 return; and $40,000 of eligible military benefits on your tax year 2025 and later returns.

Refer to the dispute area of the terms for resolution. There is nothing further we can do for you in the community. We have no access to your account or information and no way to resolve this for you.   Please only create one thread per topic.

How long has it been since they filed? Below is from the terms link I have posted previously.   Up to 45 days after an Advocate’s Friend redeems the Offer using the Link from the invitation, the Advocate will be sent an email with Reward information for electronic gift card and charity donation options (if made available). After Reward selection, another email will be sent with gift card e-certificate information or information regarding your selected charitable donation (if made available). The reward amount per qualified purchase by Advocate's Friends may vary, but in all cases the maximum gift card value, charitable donation value (if available), or combination of the two that an Advocate can receive under this Program is capped at $500. Rewards may be redeemed between November 1, 2024 – October 15, 2025.

Thank you.  I forgot about the annualized method - I have used it before.  I actually had a large capital gain at the beginning of the year, interest and dividends throughout the year, and then several large capital gains at the end of the year.  So bottom line the method didn't help me.  I did figure that the penalty came to 4.1% which I'm making in an HYSA.  I do have to pay taxes on the interest I'm earning but I'm probably nickel and diming it here.

CP23 IRS corrected your return because it found a difference between the amount of estimated tax payments on your tax return and the amount it posted to your account. you'll need to respond to the notice by providing proof of each and every estimated tax payment you made. you can use bank or credit card statements. It would also help if you circled or highlighted the payment on the statement.   you can go to the IRS website and look up online what the IRS shows. if you can identify which payments or payments are missing you may need to only send proof for those. It would be the account transcript. if you don' want to register you can request it by mail https://www.irs.gov/individuals/get-transcript       

If he is a Non Resident Alien, then he needs to file a 1040 NR to correct the filing of the 1040.  Our partner Sprintax does and can help with your non resident return.  They will be better able to answer any questions regarding his return.