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In the eyes of the IRS, certain deductions are considered definitely related to a specific class of income, while others are not definitely related (general deductions).   Under IRS Publication 514, deductions like the standard deduction, home mortgage interest, and certain personal adjustments are pooled and then "ratably" allocated across all your income sources—domestic and foreign. These are definitely not definitely related deductions.   Here are some other examples of not-definitely related deductions.   Deductible Part of Self-Employment Tax (Line 15): Even though this feels 100% tied to your US business, the IRS generally views the deductible portion of SE tax as a statutory adjustment that isn't "definitely related" to a specific income stream for the purposes of the Foreign Tax Credit.  SEP/Qualified Plans (Line 16): These are viewed as personal retirement choices. Since the money is being "saved" by the individual rather than being a direct "cost of goods sold" for the business, they are often lumped into the general pool on Line 3b. Health Insurance (Line 17): Similar to the above, this is considered a personal expense that you are allowed to deduct because you are self-employed, rather than a direct business expense (like advertising or rent).  Pre-taxed retirement or health plans reported on a W2 are not reported as not definitely related because the gross income amount in Box 1 of the W2 already excludes this income that is reported in Box 1.    Even though you know your Sep contribution, deductible part of self-employment tax,and health insiurance came from your US business profits, the IRS treats it as a personal choice related to your overall financial life. Because it isn't a direct cost of generating the income (like a bank fee would be for interest income), it is pooled into Line 3b and spread across all your income, including your foreign interest.   

You created a state-level entity like an LLC, but never got around the applying for an EIN (which can be done online in 15 minutes at this webpage)? If not, then you never "created" the federal entity that is required to manage your business, taxes, etc.   But, of course, you still have whatever requirements there are for the state-level entity that you were starting from...unless there wasn't one.   So if you are not planning on getting an EIN, it sounds like you don't have any tax return to file...because you can't file the return without the EIN.    @speedway121 

Maryland will be able to catch this error and make the correction- they should automatically cancel your payment and send the refund.  Be sure to check your accounts, if the payments were withdrawn you may have to file an amended return to claim the refund (but they should automatically pick up this error).   If you want to contact them, you can call 1-800-MD-TAXES (1-800-638-2937) or 410-260-7980, or by emailing taxpayerhelp@marylandtaxes.gov.

While not entering the 1099-Q in TurboTax resolved my issue, it seems there is an issue with the current version of TurboTax desktop since it used to work in prior versions.   All of the 529 distributions for my son are qualified expenses (tuition, room and board, etc.) but the 1098-T only lists tuition and related expenses. In the past, I entered qualified room and board expenses paid with the remaining 529 distribution (over the tuition and related expenses) and TurboTax correctly made it non-taxable. In the current version, due to income restrictions, it appears not to recognize the tuition and related expenses on the 1098-T (and maybe more?) and treats the 529 distribution as a taxable event. I can understand not qualifying for an education credit, but I'd expect the expense to be included as a qualified 529 expense.   There are quite a few posts about confusion entering the 1099-Q and 1098-T in TurboTax for qualified expenses. Is there a way TurboTax could provide better guidance in the software itself (since this type of guidance is why people usually buy TurboTax) instead of users needing to resort to searching TurboTax support? 

FYI - and you should get the new senior deduction on 1040 line 13b.   It is 6,000 for each person 65 or older unless you have a very high income.    Do you have 6,000 or 12,000 on 13b?   Line 13b comes from the new Schedule 1-A.

  @pk I was in the US on J1 from 01/11/2025 until 07/23/2025. On J1 research scholar (not student) you only get 2 years exempt so I am not exempt for that period (>183 days), I tried this situation on Sprintax and it does say I am a resident in that case. If I add the F1 period that started September 2025 then Sprintax switches to non-resident again. I was in the US for the entirety of 2024 and since August 2023, I was not in the US before that.

These payments are estimated tax payments which will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

If you can't update a document, follow the steps below:   Go to Review Fix Issues Click “Jump to” link to reach the exact entry If it loops or won’t delete, clear your browser cache or switch browsers Then re-open the return and try deleting the form again If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.   If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form.  

No-----did you enter W-2's from some earlier year?   You cannot use online TurboTax for an earlier year.  Online is only for 2025.       You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin. Ils sont mieux en mesure de demander une investigation après avoir parcouru votre déclaration avec vous.   Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.

The tax credit can be used to reduce your state income tax to $0 for the current year, and any unused credit can be carried over to future years. I suspect what is happening is because you are reporting a large gain from the rental property that is causing your state tax to increase sufficiently to allow for the accumulated AB150 credit to be used in the current period.   The credit is used to reduce your tax up to the amount of the credit or to $0. You may still have a refund though since once your tax is reduced to $0, any tax withheld would be refunded to you.     You can use these instructions to see a summary of your state taxes to see if your tax is being reduced to $0 and you are then receiving a refund of your taxes paid in:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary You may need to be working in your state tax return to see the state tax summary.

Yes, you can file by mail using TurboTax Online. In the "File" section of your TurboTax program, change your filing method from e-file to "File by mail" in Step 3. You will have to to download, print, sign, and mail the return yourself.    Steps to Switch to Mail-in Return: Sign in to your TurboTax Online return. Select File in the menu and navigate to Step 3. On the screen "We've determined the easiest way to file your taxes," select Change. Choose File by mail and save your selection. Proceed to download and print your tax return.    See also: How do I switch from e-file to file by mail in TurboTax Online?   How do I file my return by mail?  Please return to Community if you have any additional information or questions and we would be happy to help.