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1. I really don't.  The resident/non-resident stuff is difficult and uses two different forms.  Just file the one you should have filed originally. 2. The correct return should never impact anything negatively. 3. If you used Sprintax originally then the change should be able to be handled by that program.  The IRS takes their time with amended returns.  It can take years.  Here is a tool to track your return after you have submitted it. 4. Yes. 5. The forms that you already submitted can't be changed.  The only changes come from new forms that you are submitting.   @user123450 

@Noah18 wrote: If someone is a licensed/ordained clergy and works for a ministry non-profit in a clergy-related role (but they do not work for a church), can they receive a housing allowance as long as their employer gives them a letter that they have designated a portion of their salary as a housing allowance? (like the jail chaplain example being discussed)   Maybe.  Generally, you must be performing ministerial services.  See publication 517.  It's not clear what you mean by a "ministry non-profit".  .   Ministerial Services Ministerial services, in general, are the services you perform in the exercise of your ministry, in the exercise of your duties as required by your religious order, or in the exercise of your profession as a Christian Science practitioner or reader. Income you receive for performing ministerial services is subject to SE tax unless you have an exemption, as explained later. Even if you have an exemption, only the income you receive for performing ministerial services is exempt. The exemption doesn't apply to any other income. The following discussions provide more detailed information on ministerial services of ministers, members of a religious order, and Christian Science practitioners and readers.   Ministers Most services you perform as a minister, priest, rabbi, etc., are ministerial services. These services include: Performing sacerdotal functions; Conducting religious worship; and Controlling, conducting, and maintaining religious organizations (including the religious boards, societies, and other integral agencies of such organizations) that are under the authority of a religious body that is a church or denomination.   You are considered to control, conduct, and maintain a religious organization if you direct, manage, or promote the organization's activities. A religious organization is under the authority of a religious body that is a church or denomination if it’s organized for, and dedicated to, carrying out the principles of a faith according to the requirements governing the creation of institutions of the faith. Services for nonreligious organizations. Your services for a nonreligious organization are ministerial services if the services are assigned or designated by your church. Assigned or designated services qualify even if they don't involve performing sacerdotal functions or conducting religious worship. If your services aren't assigned or designated by your church, they are ministerial services only if they involve performing sacerdotal functions or conducting religious worship.

It depends. Generally, excise taxes can't be deducted on your personal return. This includes things like fuel taxes and excise taxes paid to your city or state when you sell your home.   However, some states and localities erroneously label excise taxes as personal property taxes, which may be deductible. For example, some states refer to certain vehicle registration fees as an excise tax.   Excise taxes imposed on personal property (vehicles, campers, boats, RVs, etc.) are an allowable deduction if two conditions are met: The excise tax is determined by the property's value, usually a set percentage. The excise tax is imposed annually. Your best option is to contact the company that sent you Schedule K-1 to determine why they paid excise taxes. If this tax meets the requirements for personal property taxes, you would enter this under Deductions & Credits >> Property (Real Estate) Taxes.

Paid all owed taxes quarterly except the roth was done (timing) in Dec and paid the taxes owed (shy $150) in December. so just 4Q was short.  Some how the roth amount was spread across each of the earlier quarters which caused the taxes to be under for prior quarters. Why is is prorated backwards when conversion was done in Dec?

Any taxpayer who needs to correct their original tax return can file an amendment. You can amend your tax return to include your Form 1098-T because you may be eligible for education credits.   Don't make any changes until your tax return is fully processed, which means you have received your refund or if you have a balance due, it's deducted from your account. If your tax return is pending, don't make any changes.    Follow the instructions below to prepare your amendment using TurboTax Online:   Open TurboTax. Scroll down to Your tax returns & documents and select 2024 for the year you want to amend. Select Amend (change) return, then Amend using TurboTax Online. On the screen OK, let's get a kickstart on your 2024 amended return, select the reason. On the next screen, select Something Else and Continue. On the screen Tell us which 2024 return(s) you want to amend, select 2024 Federal or State. TurboTax will guide you through the screens to prepare your amendment. For further information review the TurboTax articles: and Video: How to Amend Your Tax Return. For more information and instructions, review the TurboTax articles  How to Correct Federal Tax Returns, How to File an Amended Tax Return with the IRS and  Video: How to Amend Your Tax Return.   For more information, refer to the TurboTax articles What Is the American Opportunity Tax Credit? and How do Education Tax Credits Work?  

If you get a penalty on 1040 line 38, you might be able to eliminate it or at least reduce it. You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you. It's form 2210. How to add form 2210 for Underpayment Penalty https://ttlc.intuit.com/community/tax-payments/help/how-do-i-add-form-2210/00/25703   It's under Federal tab or Personal (for Home & Business Desktop) Other Tax Situations Additional Tax Payments Underpayment Penalties - Click the Start or update button

Generally, college students (dependents on their parent's tax return and non-dependent's) are still residents of their home state until they change their residency. If your student is present in CA for a temporary purpose (college), CA doesn't consider them a resident.   Refer to CA FTB website Residency status for additional information.    

The following TurboTax help article will outline the time frames allowed for amending a tax return.  In general, you have up to three years after you filed the original return to file an amended return.   What is the deadline for filing an amended return?   If you are amending to request an additional refund, be sure to file before the deadline because otherwise any additional refund will be forfeited.