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Level 2
January 15, 2024
Question

Convert Basic software for US to ex-Pat version.

  • January 15, 2024
  • 1 reply
  • 2 views

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.

    1 reply

    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
    Level 15
    January 17, 2024

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

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