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If you NETFILED your return using TurboTax, then you can use ReFile to adjust the return.   This TurboTax Canada FAQ tells you how to use ReFile: I've filed my tax return. Can I still make changes?  

Mostly I was quoting charges endured going from Windows 7 to Windows 10. Quickbooks 2018 cost me $449. to upgrade and other software was susceptible to various problems until upgraded. Another would be Visual Basic 6 that is still only about 90% useable on Windows 10 because of missing DLL's. It is a matter of principle that I Don't want any of my data or any program use other than what I have stored on my computer. To me, it is that I trust my computer, not the Cloud. And with that in mind, I don't understand why Turbo Tax desktop is not being upgraded for Windows 10 usability. Seems it forces users to either decide on the Cloud Online or they switch to some other tax accounting software, which isn't easy to find.

I’m the original poster. I am not a tax accountant but this is what we ended up doing.  We reported the full income (foreign and US) of the part-time resident spouse in federal tax return. I called the NJ tax hotline and they told me for the NJ tax return, to file jointly but NOT to report the foreign income that part-time resident made before he was a resident.   It’s been a few years now but if I remember correctly, we filed the NJ return ourselves on the NJ tax website. It allowed us to upload any supporting documents. I included a letter explaining the situation and documenting the name of the person we spoke to on the phone who told us to exclude the foreign income.  Note that this is for foreign income. If you were a resident of another US state, then there’s probably a different path to follow. 

@Missygund Line 23200 of your return is where allowable amounts not deducted anywhere else on your return are entered. If you have foreign income on your T5, and have paid foreign taxes on that income, you might have a Section 20(12) deduction on line 23200 of your T1. This deduction would be whatever foreign tax is not refunded by the Foreign Tax Credit.    This Canada Revenue Agency (CRA) has a list of some other things that may be included on line 23200: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-23200-other-deductions.html   If you are still not able to resolve this issue, please contact our phone support team for more assistance.   

If you are installing TurboTax Desktop 2024 again, then just sign in using the same account as you did when you installed it the first time. Your license code should then be there for you to select.  

You can download the current version of TurboTax Desktop edition here: Choose the current TurboTax Desktop edition you need (for Windows). You can download older versions of TurboTax Desktop edition here: Where can I download the Desktop edition of TurboTax?   If you are installing TurboTax Desktop 2024 again, then just sign in using the same account as you did when you installed it the first time. Your license should then be there for you to select.    

Generally, yes, if you file a joint state return, you have to declare all her world-wide income (in fact, it flows from the federal return).   Most of the time, you are required to file your state return using the same status as your federal return. In some states it is permitted to file a joint federal return but MFS in the state, when the two spouses have different domiciles.   However, it seems that New Jersey only allows that when the spouses have different domiciles for the entire year. https://www.nj.gov/treasury/taxation/pdf/pubs/tgi-ee/git4.pdf

If you owe tax but don't want to pay, you would select "I will pay by check" in turbotax instead of using direct bank debit or a credit card.  Then it would be up to you to pay your taxes, either by mailing a check to the IRS or state tax office, or by going to their web site and making an electronic payment.  Note that you will be charged a late payment penalty plus interest of about 1.5% per month, back-dated to April 15.  If it will take longer than 4 months to pay off the debt, it may be worth requesting a payment plan. That reduces (but does not eliminate) the penalty and interest.   There is usually a non-refundable setup fee.  https://www.irs.gov/payments/payment-plans-installment-agreements

Income you earned as a ride share driver for Uber  or a delivery person, etc.  for Uber Eats Uber is self-employment income.     If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp     If you live in a state with a state income tax, you might need to make estimated payments to your state.   https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh     https://turbotax.intuit.com/tax-tools/calculators/self-employed/   https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk   https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad   https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7  

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      

Pay what later?  Your TurboTax fees or your federal or state tax due?   https://ttlc.intuit.com/community/payments/help/what-forms-of-payment-does-turbotax-online-accept/00/26079     If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2025.      If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.    https://www.irs.gov/payments     https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212     https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403      To apply for a payment plan with the IRS   Apply Online for a Payment Plan     You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   WHAT IF I CANNOT PAY MY TAX DUE? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-payments/pay-taxes/L8aQBCpPO_US_en_US?uid=m9iryksw  

When filling out your information in TurboTax, locate the “Interest Income” section to enter the mortgage interest received is not the mortgage deduction section like you might be use to. Form 1098, report as income you received because you are now the lender. For a easy to understand guide to how to handle mortgage interest for tax purposes reverse.mortgage/interest-tax-deduction.   It's also recommended to always enter the amounts as shown on the 1098 the same way with nothing omitted/missing.

" it seems that NUA revolves around a qualifying event AND at a time relative to the qualifying event in order to constitute a qualifying NUA distribution."   This derives from the definition of a lump-sum distribution.