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Level 2
January 15, 2024
Question

Convert Basic software for US to ex-Pat version.

Am on auto renewal. I was sent the Windows11 Basic software US version via online download which I have used successfully for past 7 years since moving to Israel. But you have changed the software so Basic US version no longer works for ex-Pats e.g. has problems accepting non-US phone numbers in W-2 entries. I now need the ex-Pat version. So I need to upgrade to that but cannot find out how to do that.

    7 replies

    Level 15
    January 15, 2024

    There is no version called the "Ex-Pat" version.   All of the CD/download software versions have the same forms and schedules.  The big difference between Basic and Deluxe or higher is that Basic does not include software to prepare a state return---which you do not need since you do not have a state return to prepare.  Basic should meet your needs.

     

     

    https://turbotax.intuit.com/tax-tips/general/filing-taxes-while-overseas/L8bP9GN5p

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    Level 2
    January 17, 2024

    Many tx for the follow-up. My original download did not allow entry of non-US contact info for the W-2 forms. My latest update solved that and I am now able to complete my entries. Problem solved.

     

    But another issue remains:

    When first opening the software, there is a page to update contact info. That Does Not provide for ex-Pat entries.

     

    I tried to add my foreign address when logged on to the website "Profile". But the SAVE button at the end did not respond - and I tried several times. I'll check for an update. Maybe someone has gotten around to fixing that.

    DaveF1006
    Alumni - Intuit
    January 17, 2024

    You might try clearing cache and cookies in the browser you are using.

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