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njohnny25
New Member

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

 
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7 Replies

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

Are you wanting to use Online TurboTax (web version) or desktop software (CD/download)?
Do you need a state return?

No edition of TurboTax prepares Form 3520/3520A.   We can tell you how to download the blank forms and instructions to fill out those 2 forms.

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

I went ahead and left an answer below that covers both situations.
njohnny25
New Member

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

Thank you, no state return needed. You answered most of my questions.

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

OK, you're welcome.  I assume you are referring to a 2018 return.  That's how I tailored the answer.
njohnny25
New Member

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

yes 2018, thanks a lot

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

You're welcome.  If you need Form 3520/3520A and don't want to prepare them manually, then you'd need to hire a tax preparer to prepare those.   I left the links below.

Need help figuring out which level I need. US citizen but living in Canada. The forms I'll need to file are: 1040 (ABDE, 8812), 8949, 1116, 6251, 8582, 8938, 3520, 3520A

I assume you are referring to a 2018 return, so all of this discussion below is about 2018 product.  

If you want an Online product, then you would have to use a minimum of Online Premier to handle all the forms you mention above, except the Forms 3520/3520A, which you can download from the IRS website as well as the instructions and prepare manually.  I'll leave links below.   

Online Deluxe cannot handle some of the forms you listed, such as Sched. D, E, 8949, all of which require Premier or higher if Online is chosen.

Online Premier is currently 79.99 for Federal and 44.99 for state.

If you want desktop software (CD/download), then all of the desktop editions can handle all the forms (except 3520/3520A).    Desktop editions vary mainly in the amount of help and guidance and whether or not a state program is included.    Desktop products and prices if purchased directly from TurboTax are shown here:

https://turbotax.intuit.com/personal-taxes/cd-download/

For the most help with your Schedule D and E, Premier is recommended, although desktop Deluxe has the capability, but less help and guidance.   Desktop Premier comes with a state program.

Be aware that desktop Deluxe comes in 2 versions--one that is Federal-only, and one that is a combo Federal and state.   If you purchase directly from TurboTax, it is the combo Federal and state version.   If purchased elsewhere, you have to be careful as to which version of Deluxe you are buying.

Desktop Basic Edition does not come with a state program and cannot import from ItsDeductible.

In the desktop products there is a 24.99 fee to efile a state return (except no fee for New York state).  There is no fee to print and mail the state returns.

Form 3520  https://www.irs.gov/pub/irs-pdf/f3520.pdf

Form 3520 Instructions: https://www.irs.gov/pub/irs-pdf/i3520.pdf

Form 3520-A:  https://www.irs.gov/pub/irs-pdf/f3520a.pdf

Form 3520-A Instructions:  https://www.irs.gov/pub/irs-pdf/i3520a.pdf


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