All Posts

I assume you used Online TurboTax for your 2024 return.  At the Tax Home you can scroll down to "Your Tax Returns & Documents", but the PDF you can download there for your 2024 return probably won't yet have the worksheets and summary pages.   So here's how you can get your most up-to-date PDF with the worksheets, summary pages, etc.  You can open your return interview and go to the Print Center, where you can choose from various PDFs.   NOTE:  When you open your return back up, do not make any changes in it if it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.   Log in to the same account used to prepare the return. At the Tax Home or in the section "Your Tax Returns & Documents" for 2024, look for a link "Add a State." Click on "Add a State."  (you don't really add one.  That's just to open your return back up.) After the return interview is open, click in the left menu column on TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." The next screen should offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

If your Public Safety Officer disability retirement is like mine, once you reach age 65, your disability pension will convert to a regular taxable retirement pension.  If that's so,  you can then use the $3K deduction if you, a spouse, or dependent  have health insurance premiums (even for Medicare or Medicaid)  as long as the amount of your deduction does not exceed the pension amount paid to you from your employer at time of disability retirement. As of 2023 you can make the premium payment yourself.  They do not need to be directly submitted by your original employer.  Just make sure you consult with your tax advisor for how to properly report and claim that on your 1099-R or Joint 1099.  Best wishes! -Steve

What is the "it" that says?   Please explain what you are doing when you get that message, what product you are using, and what tax year you are preparing, and hopefully someone might have a suggestion.   As a guess, are you using the Business Edition?   If so, what type of return are you preparing?

Be aware that this is a public user community forum mainly of TurboTax users.   You should not post any personal info in this forum.   You can edit your question above to remove personal info.  To do that, click the tiny blue 3-dot icon just to the right of your question title then choose EDIT.

>I'm not sure this is correct.    What are you referring to? What might not be correct? This thread is discussing several things.   > This IRS page says that the payee does NOT have to file form 8833 >if (2) the payee can claim a treaty exemption that reduces >or modifies the taxation of income from dependent personal services, > pensions, annuities, social security and other public pensions.   Be careful. That page, Form 8833, and Treasury Regulations § 301.6114-1 -- https://www.law.cornell.edu/cfr/text/26/301.6114-1 -- are not about whether or not you need to REPORT the income. You must always report all worldwide income unless there is an exclusion somewhere in the Internal Revenue Code.    Rather, those authorities are about whether or not, in addition to reporting the income, you must file a form 8833 to disclose/report that you are relying on a tax treaty provision that changes an IRC provision that would otherwise apply. Indeed, there is a disclosure exception in Treas. Reg. § 301.6114-1(c)(1)(iv) that applies to some pension and some other income: “[disclosure is waived for a position t]hat a treaty reduces or modifies the taxation of income derived from dependent personal services, pensions, annuities, social security and other public pensions, or income derived by artistes, athletes, students, trainees or teachers.”)   If you are a U.S. citizen or resident, you must report your foreign pension just as you would a U.S. pension. In TurboTax, I would likely do this by entering a 1099-R from the foreign payor, excluding its non-existent US tax IDs.  Then, checking to make sure the income showed up on the correct lines of the 1040.   Then I would probably go through the Foreign Tax Credit/1116 process and report the foreign tax paid. This frequently zeros out the US tax on the foreign income. However, the IRC 904 limitation will apply, so the FTC allowed might not be the full amount of the foreign tax. (It is limited to the ratio of your US tax times your foreign tax divided by your worldwide income). https://www.law.cornell.edu/uscode/text/26/904   The IRC 901 FTC only applies to income sourced "without the US." That is defined in IRC 862 -https://www.law.cornell.edu/uscode/text/26/862 -- compare that with IRC 861 (income from sources within the US).   Frequently, a tax treaty will say that only one country can tax a particular type of income under certain circumstances. If such a provision overrides IRC 861-865 (or any other section) then you must file a form 8833 unless Treas. Reg. § 301.6114-1 (or other authority) provides an exception.   Does that make sense @Jan_RI? If not, please ask away, and if possible, provide authority for any statements, such as the IRS page you cited. Ideally, authority is from the IRC, Treasury Regulations, or court cases. Those are the law. IRS pages, instructions, etc., can be helpful but are not law and can be wrong.  

I RECEIVED A LETTER FROM THE IRS/STATE     TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh