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@jimbob8 , I have just created a scenario on windows desktop Home & Business with a tax payer having a tax-home in Germany and receiving SSA from the USA; wife receiving  US SSA but living in the USA. They also had additional  interest and dividend incomes , thus forcing taxable  SSA.  I can indeed confirm that Turbo asks and when  foreign tax-home confirmed, indeed excludes   husband's SSA distribution from  MFJ  federal tax return.     In forms mode : Look at  "Social Sec " -- Social Security Worksheet -- line 1b ----"Benefits exemption from US Tax due to living abroad in country with tax treaty". Thus IRS / TurboTax is choosing not to assert  " savings clause " and does not ask if the  tax payer is a citizen or GC. I hope this now clarifies  your issue    

There is definitely a TT coding error for elementary students (not sure if this happens for high school too because mine aren't that age yet). After messing with my taxes in TT online for the last 3 days I changed both of my kids to college students and answered all of the questions for a college student (basically no to everything). This then populated the "Part II - College Student Information" of the Student Information Worksheet which is marked "keep for your records". I'm 99% sure that section was causing the error for my elementary kids so there is definitely a coding issue for 2025 that didn't exist in prior TT online years.   Once I saved them as a college student, I went back into the questions and re-marked them as elementary students and all of the questions in the section aforementioned are marked "No" except #7 "Is the student an eligible dependent of the tax payer?" and that one is marked yes. I don't know how to get those questions to be "N/A" which would be more applicable to elementary students, however, it did resolve the error for me and I can now e-file. Flipping my kids to college and then back to elementary didn't change my federal or state refund/amount due. Hopefully since this is a backup worksheet I didn't mess anything else up with my taxes but this error certainly needs to be resolved by TT's coding of these forms.

You will get a T4A(OAS) that will show how much you got for both Old Age Security & Guaranteed Income Supplement. If you have a Canada Revenue Agency’s (CRA) My Account service login, it should be available there.      

This error is because of the IRS rule: at most 85% of Social Security benefits are taxable.    To fix, when the screen asks for “last year’s taxable Social Security,” ensure it’s ≤ 85% of last year’s total benefits.    Don’t type a combined spouse amount.   If you still experience issues, Contact Us

Vous ne pouvez pas entrer un montant négatif dans le logiciel. Un montant négatif de 200,00 $ à la case 21 (Produit de disposition) de votre feuillet T5008 signifie généralement que votre produit a été réduit par des frais ou qu'il concerne des types d'instruments financiers spécifiques (OPC ou FUT).   Voici les raisons les plus courantes d'un montant négatif sur le feuillet T5008 :   Contrats d'options ou à terme : Un montant négatif à la case 21 est souvent indiqué pour les contrats d'options (OPC) ou à terme (FUT), lorsque la transaction a entraîné un paiement net de votre part plutôt qu'une rentrée d'argent. Ceci peut être déduit dans à la ligne 22100 fédérale Frais financiers, frais d'intérêts et autres frais.   Conversion de devises : Si le titre a été négocié en devise étrangère (p. ex., dollar américain), l'institution financière a peut-être commis une erreur de calcul ou la conversion en dollars canadiens (CAD) a donné lieu à un montant négatif sur le feuillet.   Que faire : Vérifiez la case 15 (Type de titre) : Si elle indique « OPC » (Option) ou « FUT » (Contrat à terme), un montant négatif est probablement correct.  Si le montant est en dollars américains, assurez-vous de le convertir correctement en dollars canadiens.   Dans TurboImpôt en ligne, cliquez sur Déclaration de revenus pour 2025 - tapez frais dans la barre de recherche et sélectionnez Frais de placement. Cliquez Continuer sur la première page Frais d'intérêts et entrez votre montant convertit en dollars canadiens (au besoin) dans la case 2 ou 3. Ce montatn sera déduit de vos revenus.       Vos revenus de travail autonome indépendant de votre feuillet T5008.   Merci de choisir TurboImpôt

I am having the same issue (also on Mac and using updated software).  Just needed to amend interest income and have a small tax to pay (already got the refund from original filing).  After all changes were made and I am in the REVIEW section it tells me I need to paper file the 1040-X and can efile the state.    If I hit the FILE tab, it looks like it would do the e-file for Federal...but I'm hesitant to try that.    Looking at IRS documentation, there should be no issue with e-filing a 1040-SR.     I am considering mailing the return but going onto the IRS cite to deposit the tax owed..just so I know they get the payment.  Interested if you hear of any other fixes. 

Form T1255 Designation of a Property as a Principal Residence by the Legal Representative of a Deceased Individual is not available in TurboTax Do It Yourself (Online). It is available in TurboTax Desktop (for Windows), or you can download it from the CRA's website and add it to your wife's return. As she has passed away, you'll need to print & mail her return. You can still NETFILE your own return, though.   You'll also need to prepare your returns separately. If you stick with TurboTax Do It Yourself (Online), when you transfer your return it will ask about any changes during the year, including if one of you passed away. You can then choose to continue by transferring either your return or your wife's. You can start a new return to do the second spouse.          

the stock was purchased when i worked for walmart, a certain amount was taken out of every paycheck.  i worked there through 1997. i never purchased additional stock after leaving the company, the stock did have a couple splits after i left.

As the sole heir without court-appointed proceedings, you generally do not need to file Form 56 to receive a refund. Instead, you should file Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, along with the final tax return, to claim the refund. Representatives who aren't court-appointed must include Form 1310 to claim any refund.    Any appointed representative must sign the return. If there's no appointed representative and no surviving spouse, the person in charge of the deceased person's property must file and sign the return as "personal representative."   You would answer "no" to items 2a and 2b on Form 1310 to indicate that there was no court appointment and there will not be one.   See this IRS tax tip, this one, and this blog from the Taxpayer Advocate Service. Refunds for returns with Form 1310 may be significantly delayed.   Letter 4883C is a routine notification of potential identity theft.   See also IRS Publication 559 and this TurboTax tips article for more information.   My condolences on your loss.  

To find files   For Windows Did you search your whole computer for all files ending in .tax2024 etc?And check the recycle bin and your backups.  Check in One Drive, Drop Box, etc.  It should be in your Documents then in the Turbo Tax folder.  Also if you have multiple Windows user accounts, log into each one and do the search for the *.tax2024 data file from within each one and checking the Recycle Bin in each one.   If you don't have the main .tax file you might have one that starts with a Tilde sign ~ like  "~your name.tax2024".  That file is if your computer crashes or your real file gets lost or deleted or corrupt so you can restore it.   Don't know if this will help any Turbo Tax users but one Quicken user found them...... What I found was that my Quicken Data files ended up in the One-drive Recycle bin. Not sure how, but I found them there.  I placed the files back onto the laptop and brought the files into Quicken and now have all my data back.     How to find tax files on Mac https://ttlc.intuit.com/community/tax-data-file/help/find-your-tax-data-file-in-mac/00/26206