All Posts

For Illinois, if you file a joint Illinois return and one spouse is a full-year resident, both spouses must be treated as full-year residents. This means your wife's worldwide income for the entire year would be subject to Illinois tax.  If you want your wife to be taxed only as a part-year resident, Illinois allows you to file as Married Filing Separately (MFS) for the state return even if you file jointly for Federal.  Filing Status - IL-1040, Individual Income Tax Return   For the steps to file the separate Illinois returns, see How do I prepare a joint federal return and separate state 

It depends. If you added your 1099-DIV to your tax return you will find the information on your Form 1040, Lines 3a & 3b. If any of the dividends were qualified dividends, then you will see the 'Qualified Dividends and Capital Gains Worksheet'  in your tax file, used to calculate your actual tax.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms  You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? Select all worksheets If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.

To enter your overtime in TurboTax Online, follow these steps:   1. Go to the Income section and start or edit your W-2. 2. Enter your W-2 exactly as it appears; if overtime is in Box 14, enter the description and amount, then select Overtime from the category dropdown on the following screen.   If the overtime is not on your W-2, continue through the screens until you reach Let's check for other situations. Check the box for Overtime and select Continue. Enter the total of your qualified overtime. TurboTax will calculate your deduction.   To qualify for the overtime deduction, you must meet these requirements:  You must be a non-exempt employee who is eligible for overtime under federal law (FLSA).  Your filing status cannot be Married Filing Separately.  Your modified adjusted gross income must be below $150,000 or less ($300,000 for joint filers) to be eligible for the maximum deduction, If your income is over $150,000 ($300,000 for joint filers), then the deduction begins to reduce by $100 for each $1,000 of MAGI over the applicable threshold amount. Once your MAGI hits $275,000 ($550,000 for joint filers), the overtime deduction is not available. The pay must be for hours worked over 40 in a single workweek, and only the overtime premium (the extra "half" in time-and-a-half pay) is qualified for the deduction. 

The best advice is to try. If the download is not successful (the company must allow access) then you can create a substitute W-2 if you have the necessary data for your W-2 from your pay stubs. See other steps available below.   You have some options.  I realize you have tried with the employer so the steps below are just to give you the full list.  If you have all the necessary data from your final paystub you can create a substitute W-2.  You will have to mail your tax return.   TurboTax will help you fill out a substitute w-2.  You will need your last paystub and employer information. How to fill out a substitute W-2 (Form 4852) Go through the W-2 entry section and enter the information from your last paystub. On the follow-up pages look for the page titled "Do any of these uncommon situations apply to this W-2?" Select "Substitute form - I didn't get a W-2 from my employer and need to complete a substitute form." This will take you through the steps to complete the Form 4852 so you can file your return. Continue to follow the screens and enter all requested information Other steps you can take if you are unable to obtain a copy of your W-2 from your employer are listed below. Step 1: Contact your employer’s payroll provider, if applicable.   Did they use a service for preparing your wage statements?  Info can often be found on your wage statement (paycheck stub). If the employer is no longer in business or you can not reach someone: ​​​​​​​Step 2: Call the IRS for assistance at 800-829-1040. When calling, be ready to give the following information: Your name, address and Social Security number. Your employer's name, address, city, state, zip code and telephone number, even if your employer has gone out of business. Dates of employment. An estimate of the wages you earned and the federal income tax withheld.  Your estimate should be based on your final pay stub of the year or earnings statement, if available.  The IRS will call the employer or payroll provider and advise them to send you your W-2s. Step 3: Request or download Form 4506-T. You will receive W-2 transcripts which will have information reported by your employer to the IRS free of charge. The last four of the EIN will be present (not the full number)  This transcript is available for up to 10 prior years using Get Transcript Online or Form 4506-T.You may register to use Get Transcript Online to view, print, or download all transcript types listed below.  If you're unable to register or you prefer not to use Get Transcript Online, you may order a tax return transcript and/or a tax account transcript using Get Transcript by Mail or call 800-908-9946. Please allow 5 to 10 calendar days for delivery. 

I would like to report my filing for my own track record. However, I cannot fill out the form for W2 because my employer is my home university and not my US employer so I don't have an EIN or Federal ID.   But to be clear I can claim the exception for 2025 due to tax treaty article 20 US-Denmark and because I fulfil the 4 conditions for exempt indviduals Teachers and Trainee (https://www.irs.gov/individuals/international-taxpayers/exempt-individuals-teachers-and-trainees).    I also need to file for state taxes which I am not sure how I will do if I report my foreign income as wages in form W2 in Turbo tax. 

@sheisqaadia , if your AGI , line 11 is zero then e-file  odes not work.   So often people use an interest enery like US$1, just to make the  AGI non-zero.   Is this what you are talking about ?   What incomes did you have ?  You may not even have to file, unless there are other reasons, like credits etc. that requires you to file.