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If there is no underpayment penalty, why do you need to include Schedule U with your WI return?    Did you enter your estimated payments into TurboTax?   How do I file a nonresident state return?   Where do I enter my estimated tax payments?

Q.   Does this mean they paid Kentucky instead of Ohio, where I live? My Indiana one is the same. A. Yes.    Q. TurboTax is asking for an employer ID number for the Ohio line.  Is it the same for both states? A. No, but try using it anyway (or the federal ID#). It's doubtful that your employer has an OH ID (otherwise he'd done it right).    Ohio has a reciprocal agreement, on wages,  with all neighboring states. No state taxes are withheld or due and you do not normally need to file a return for the other state (MI, PA, KY, WV, IN). But OH will tax you on your other state income. If other state taxes are mistakenly withheld, you then have to file a return, for the other state, to get a refund. OH will not give you a credit. You should ask your employer to stop withholding so you don't have to file a (KY, IN). return every year. On the IN non-resident return, be sure to indicate zero Indiana income. KY has a specific form (740 NP-R ) for a reciprocal state refund. Rather than paying TurboTax for KY software, you should try filing that form by hand. It looks pretty  simple. https://revenue.ky.gov/Forms/740-NP-R.020521.pdf   However the reciprocity agreement does not apply to local city or county taxes.  You can not get those refunded, but if you live in an Ohio city with a tax, they may give you a credit or partial credit. Many do.  You need to check with your city.

Under these circumstances, TurboTax does not support using the Maximize function for an individual 401(k).  Assuming that you are under age 50, your total elective deferrals to both plans is limited to $23,000.   That means that your elective deferral to the individual 401(k) can be no more than $15,500, which you can explicitly enter as your individual 401(k) elective deferral.  You can then use the Maximize function for a SEP-IRA contribution to calculate just the maximum employer contribution which would probably be about $4,089 for a total of $19,589 to the individual 401(k).  (The calculation for a SEP contribution is the same as for an individual 401(k) employer contribution; SEP contributions are employer contributions.)

To request an extension of your J-1 status up to the maximum period allowable under the regulations, you must initiate your request through your department, who will make the formal request to OISS through OISS Connect. The extension process (including obtaining a new DS-2019) must be completed before the end date as noted on your current DS-2019 form.   OISS will need the following information from the supervising faculty member or other authorized department personnel:   Your position title The proposed dates of the extension The amount and source of the funding To initiate this process, you will need to do this through the school's international student office (ISO),

Finally figured out this headache. Leave box 4 "federal income tax withheld" BLANK, dont put in $0.   Any input into this box triggers a requirement for an EIN and won't allow a SSN   Hope this helps y'all!

"A government pension plan is taxable to the federal..." So the 1199 plan is a kind of funds by healthcare-insurance? Is that plan-type similar with the government pension plan?   "form 1040, line 12..." Thank you! Usually does the standard deduction include the EIC term?

No, your entries are incorrect.  You may want to check your entries for where you placed the decimal points or entered extra numbers.  If this does not correct the amount, you may want to delete the entry and start again.  Self- Employment tax.   Self-employment tax is a tax consisting of Social Security and Medicare taxes primarily for individuals who work for themselves. It is similar to the Social Security and Medicare taxes withheld from the pay of most wage earners.  The self-employment tax rate is 15.3%. The rate consists of two parts: 12.4% for social security (old-age, survivors, and disability insurance) and 2.9% for Medicare (hospital insurance).  Self-employment tax (Social Security and Medicare taxes)

Did you pay for TurboTax Online and wish to complete your return in a desktop product? If so, you will need to contact TurboTax Support to assist. We cannot process refunds in this forum.   TurboTax Support   @mihaimariateodora 

Carl, I assumed the online turbotax tool would calculate this for me if I entered the full annual tax and insurance amount.  Does this mean that for the tax and insurance expense, that I should calculate the prorated amount for the schedule E based on the time it was rented?  And is this ratio based on the "in service" date or the "date it was rented"  For example, if it was in-service for 100 of the 365 days per year (or 27.4% of the year), and my insurance expense was $1000, then I would report $274 on the schedule E insurance in TurboTax?   Thank you, Jason

Yes. here is the reporting process.   To report the 1042-S  Open your return in TurboTax  Click on Wages & Income  Scroll down to All Income Scroll down to Less Common Income  Scroll down to Miscellaneous Income, 1099-A, 1099-C  Click start  Scroll down to Other reportable income  Answer yes and record this as 1042S income and then the amount. To report the US tax paid: With your return open Click on Deductions & Credits Scroll down to Estimates and Other Taxes Paid\ Click on Other Income Taxes Scroll down Other Income Taxes Click on Withholding not already entered on a W-2 or 1099

Q. Would you please explain what you mean by "increase her income by $4,000?" -- how you get this number? A.  You, the parent,  need $4000 of tuition (or other qualified expenses) to claim the max. AOC.  Right now all  $19,000 of her tuition is allocated to tax free scholarship. So, if we allocate $4000 of  $19,000 tuition to the AOC.  But that means there's only $15,000  of tuition for  tax free scholarship. So, $4000 more scholarship becomes taxable.    Q. how I do this on TT?  A. Theoretically, TT can do all that.  But it' s too easy to make mistakes. So, you manually calculate your entries.  For you, it's enter a 1098-T with $4000 in box 1 and 0 in box 5. For her, 0 in box 1 and $31K on box 5 (27K that was already taxable + the additional 4000).   Q. So reporting a number different from the original 1098-T is acceptable? A. Yes, what you enter is only used on the worksheets.  The entered "bogus" 1098-T is not sent to the IRS.     Q. I'm quite surprised that this could be done legally? A. Me too, the first time I heard it, 15+ years ago, in this forum.  Now, it's written up in the IRS publications.    Q.  Just to confirm -- $2,200 from 529 was too small to report (easily cover the housing cost), so I don't need to report it on my return, right?  A. Right?  Again, theoretically TT will come to that conclusion (if you do enter it) and enter nothing on the actual tax forms.  But this forum id full of frustrated users who could not get that to happen. Just don't enter it.*   Q.  I may not have all the receipts for her books and lab equipment. Is it ok to estimate? A.  Yes, unless you get audited (unlikely).    *The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms.  References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

You can omit the Ohio entries on the W2 - you will have to file a nonresident tax return for Kentucky and Indiana.     You may want to review What is a state reciprocal agreement? - TurboTax Support - Intuit and discuss with your employer.