topic Income exempted by US Tax Treaties in Get your taxes done using TurboTax

Income exempted by US Tax Treaties

cmgoodwin2020 — Wed, 11 Feb 2026 04:33:40 GMT

My California state return is automatically populating $2400 in Income Exempted by US Tax Treaties. However, I have no international income. I can't edit or delete this category.

Two questions:

1) Does UNUM count as exempted income by US tax treaties?

2) How can I delete this category when it is auto populating?

Re: Income exempted by US Tax Treaties

BillM223 — Thu, 08 Feb 2024 00:37:55 GMT

By any chance, do you have HSA contributions on your federal return? That would match another situation we are investigating.

Re: Income exempted by US Tax Treaties

cmgoodwin2020 — Thu, 08 Feb 2024 23:32:12 GMT

Yes, I do. And the amount matches what is coming through as Income Exempted by US Tax Treaties.

Re: Income exempted by US Tax Treaties

BillM223 — Fri, 09 Feb 2024 00:21:07 GMT

Please do me a favor and send me a "sanitized" version of your tax return. A sanitized version means that TurboTax has deleted all your personally identifiable information, so we don't have a clue as to who you are ;-). The token points to where this sanitized copy of your tax data exists in our data base.

To get a token, please see the following:

Online

Log into your TurboTax Online tax return
On the left, click on Tax Tools
Under Tax Tools, click on Tools
In Tools Center, click on Share my File with Agent
TurboTax will give you a “token”, a 7-digit number
Post the token number in this thread
Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Desktop

Open your return in the desktop product
Look along the top and click on Online
Click on Send Tax File to Agent
TurboTax will give you a “token”, a 7-digit number
Post the token number in this thread
Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Re: Income exempted by US Tax Treaties

cmgoodwin2020 — Fri, 09 Feb 2024 00:28:43 GMT

When I logged in and refreshed my turbotax today, it removed that category of income exempted by US tax treaties.

Re: Income exempted by US Tax Treaties

BillM223 — Fri, 09 Feb 2024 02:10:12 GMT

There were a large number of updates today, so it looks like this issue was fixed. All's well that ends well, as someone once said.