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I am another long term loyal customer on Windows 10 extended support that will NOT be "upgrading" to Windows 11.  If Intuit can't make accounting software that should, without ANY doubt, still be able to run on Windows 7, if not even older OS's, or even glance towards Linux, then no, Intuit has permanently lost my business and my recommendations to others.  If there's such a security risk, are they going to block the online version also?  Goodbye Intuit.

Exactly.  I filled out the survey with “I’m ditching TurboTax. “ I truly am.  Not going to mess around with my perfectly fine computer.  I hate being forced to “upgrade.”   I never upgrade my iPhone iOS because it absolutely does slow your phone and drain your battery.’ No upside at all.  I hate being forced to do it by apps that require it.

@M-MTax wrote: @Opus 17 wrote: Looks like Roth is the way to go.  Or am I missing something? Yes; age, risk tolerance, personal, including financial, situation.   In this case, we can assume the person is comfortable on their own income, and wants the lowest tax strategy that preserves the money for their own retirement.  Risk tolerance can be dealt with once the money is in the correct instrument. 

Did you try to enter something about rent and by mistake go to the section for property owners who OWN rental property?    Did you start a Schedule E by accident?   TO REMOVE A FORM IN ONLINE TURBOTAX   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/view-delete-forms-turbotax-online/L7SZhwCHv_US_en_US?uid=ld24j691     There is not a rent deduction or credit on your federal return.  If your state has anything for renters you will be prompted to enter your rent info when you complete your state return.  As far as I know, the states that have anything for rent are Arizona, California, Connecticut, Hawaii, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, Rhode Island, Vermont, Washington DC, and Wisconsin.  

No. This HTH INS amount is likely pre-tax health insurance premiums that you paid toward your coverage. Additionally, since it's paid with pre-tax money, you can't claim it as an itemized medical expense deduction.  @user17606402576 

If you prepared a tax return and paid your TT fees, then switched to another software, you are unlikely to get a refund from TurboTax.  But you can have that conversation with customer support.     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  

@kiri ,  (a) are you a US person ( Citizen/GreenCard ) ? (b) When did you move to Canada ?  Is this your  first year dealing with FBAR and FATCA regs ? (c) Are you talking about 2024 calendar/tax year or you are preparing for 2025 ? (d) If you are a US citizen, do you still vote in VA or what ?   Note that generally , when a taxpayer's tax home is foreign, only US persons come under FBAR and FATCA regs.   I will circle back once I hear from you --yes ?

Thanks for your answers. I was thinking if I don't touch the money after the CD matures, I wouldn't have any tax liability, but just wanted to get confirmation from Intuit. BTY, the CD matures 10/27/25.

No. Sorry---W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses    

@kiri The other very important piece of information you are leaving out -- are you a U.S. citizen?   Why do you think you are still considered to be a "domiciliary resident" of VA if you left that state over ten years ago?  

Under question 1, residency, you explained how it works if the answer is yes, the person still physically present in the state for 183 days/year.  What if the answer to part 2 is no, they're not present that many days (or any)?  They are still maintaining a home and paying utilities, etc, in the original state and hope to return at some point, but have been in the facility for the full year but haven't intentionally "moved" there.  Where is their residency?

@Illia , thank you for your answers to my questions. (a) Have gone through the US-Ukraine tax treaty again and while there are  significant differences  ( from many others that I am aware of ) in articles treating students, researchers etc., there is nothing  that precludes  a resident/ national from "extending" tax residency .  However, I do note that Ukraine also determines tax residency  based on citizenship ( when there is ambiguity in tax residency). Also that Ukraine taxes its residents based on world income. (b) Noting that for US immigration purposes, a J visa holder  is allowed 30 days of stay-over at the end of  contract with the sponsor  ( J visa sponsoring org.) Therefore my conclusion that  there is nothing preventing your parents filing a MFJ for the whole of 2025 as long as they include /allow /recognize  their world income for the entire  calendar year.  For 2026 they then have only 1040-NR to file covering any US sourced income. Unless they plan to come back to US, they should consult with a tax-professional (familiar with  international taxation) on how to proceed with tax deferred accounts like 401(k) or similar.   Is there more I can do for you ?   pk