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I'm sorry, but TurboTax cannot do anything for you. TurboTax does not support Form 1040-NR and does not support tax filing for nonresident aliens. TurboTax does not have any software or other product or service that you can use. You will have to look elsewhere for help with your U.S. taxes. I suggest that you seek help from a local tax professional. I'm sure there are many tax professionals in Canada who have experience filing U.S. tax returns for residents of Canada and can guide you.  

Correct.  There is no penalty for early withdrawal on a conversion from traditional IRA to Roth IRA.     There will be a 10% penalty for early withdrawal if you withdraw the converted funds in less than 5 years, except that if you are over age 59-1/2 when you make the withdrawal, there is no penalty even if it has been less than 5 years. 

If you sell your main home that you owned and lived in as your main residence for at least 2 years, you can exclude up to the first $250,000 of gain if filing single or married filing separately, and up to $500,000 if married filing a joint return.   But, if you used the house in business (home office deduction, partial rental, or similar) you may have to pay recapture tax on any depreciation you took or could have taken while the home was used for business.  Depreciation recapture is calculated and taxed before the $250,000 exclusion is calculated.    For spouses who are divorced or separated, the spouse who moved out of the house can still use this exclusion even if they moved out more than 2 years prior, as long as the other spouse still qualifies.  (Except that, you generally can't use the exclusion more than once every 2 years.  So if you used the exclusion on a different home in the last 2 years, you can't use it now even if you would otherwise qualify.)   If you did not get a 1099-S at closing, you do not need to report the sale on your tax return.  If you did get a 1099-S, then each spouse reports half the home's cost basis and half the proceeds, and as long as each person's half of the gain is less than $250,000, it will be excluded by the tax program.

Normally, my plan cashes out the first account, rolls over the cash, and then I choose what to buy in the new account.  Where you are moving specific assets, I believe that is called an in-kind transfer.  There are no particular tax problems with doing that.  You will be taxed on the market value of the conversion as of the day it happens.  Once the assets are in the new account, anything you do in the new account has no particular tax consequence, other than the normal rules that apply when withdrawing money (5 year clock, etc.)   There IS a potential issue with the wash rule if you sell securities for a loss outside the IRA, but then buy the same security inside the IRA, but that is not what you are talking about.  

@Opus 17 wrote: Nevertheless, because the system is self-adjusting, it is unwise to claim exempt, especially if someone's income is variable.     It is just the opposite.   Common scenario:  A full-time student does minimal-to-no work during the school year.  They work hard during the summer.  Let's say the student has $1,000 of income each week for 12 weeks of summer, and no other income during the rest of the year.  In that common scenario, the student would not owe tax and therefore can be exempt.  But the W-4 assumes he earns $1,000 a week for 52 weeks, so unless he claims exempt, tax is withheld when there is no need to do that.

Thank you for that. I'm having trouble entering the revised information into form CT 1040X. Column B, Net change doesn't allow an entry. Do you know where I enter the revised numbers so they appear in this column without changing the original info? It seems like this should be simple but I don't see it. 

If you sold your primary personal residence and you lived in and owned the home for at least two years in the five year period on the date of sale, you do not have to report the sale if your gains are less then the exclusion amounts of $250,000 if filing Single or $500,000 if filing Married Filing Jointly (and both lived in the home for two years). Gain or Loss = Sales Price minus Sales Expenses minus Adjusted Basis (Purchase Price plus the cost of improvements prior to the sale) Selling cost can include escrow fees, legal fees, real estate agent commissions, advertising costs, and even home staging fees. If you had a gain greater then the exclusion amounts then you would have to report the sale. Also, if you received a Form 1099-S for the sale either with a gain or a loss, the sale has to be reported. You will need the online TurboTax Premium edition to report the sale if you are using the online editions. Make sure that you indicate that you want the sale of the home reported on your tax return.   Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Less Common Income On Sale of Home (gain or loss), click the start or update button  

Hi       Not sure if this was already answered but since I didn't see it I thought I'd ask. Amazon Vine states they will give you the 1099 NEC if your ETV is 600 or more. What do you do if it's under 600 since they don't give you a form? I read in another discussion board on a different site that you still needed to report it. I'm just worried about getting the tax information I need in order to do so.    @GeorgeM777

Contact your state department of revenue. See this TurboTax support FAQ - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=mb9huruk

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on View order details Or - Click on Intuit Account at the bottom left of the Tax Home web page Click on Products & billing

unfortunately that is a generic error code that Illinois uses. the issue may be  1) inaccurate personal information, such as misspelled names or incorrect Social Security numbers 2)Selecting the wrong filing status  3)Errors in reporting add-backs or subtractions  4)Incorrect withholding data 5)Claiming non-eligible credits  6)Noncompliance with e-file requirements   this public forum has no access to your return   you can contact support  https://support.turbotax.intuit.com/contact 800-446-8848   You could also try contacting the Illinois Department of Revenue https://tax.illinois.gov/aboutidor/contactus.html  is there a message the comes with the rejection code?   When you try to print and are prevented is there a message that indicates what the issue might be?