Download -customer not located in United States

[guardianglass]

Amazon site indicates that Turbotax Deluxe 2024 currently available only to customers located in the United States. Is this correct? When can it be downloaded outside of the United States? Have been installing the CD for years outside of the US. Thank You

[CatinaT1]

You should be able to do this. Here is where you will go to download TurboTax.

[guardianglass]

Thanks for your reply.

I usually purchase from Amazon. Will the download work abroad when purchased from Amazon?

Your answer directs me to your website. 

It doesn't indicate the price if I purchase directly from Turbotax. Please indicate the price.

Thank You

[CatinaT1]

I don't know what Amazon's terms are, but from what you said it was only available to customers in the US. This is why I directed you to TurboTax. We don't have pricing information in the Community. If you proceed on the website, I'm sure it will tell you.

[guardianglass]

Can you help me complete installation using screen share? It appears I downloaded but I don't see the license code anywhere.

[CatinaT1]

You would need to contact TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

[guardianglass]

Hi. Thank you for your help in installing Turbotax 2024.

There are approximately 10 countries which do not tax Soc Sec benefits, and a US citizen living in one of them is exempt from US tax on his social security benefits. Otherwise taxation of these benefits is determined by your other income. The 2024 and 2023 versions of Turbotax Deluxe ask whether you lived in one of these countries after you enter your social security income and then show 0 taxable social security income on line 6b of the 1040. The 2022 and prior versions of Turbotax did not ask this question and reported taxable soc sec income although I live in one of these countries. How can I indicate for 2022 and prior years that I resided in one of these countries? Thanks

[rjs]

The only way to handle the exemption for Social Security benefits in TurboTax for 2022 and earlier is to not enter the box 5 amount from your SSA-1099.

If you are filing an amended return for 2022 or earlier, in the explanation of changes you should state what country you lived in for the year. It is now too late to get a refund for 2020 or earlier. To get a refund for 2021 the amended return must be filed no later than April 15, 2025.

The 8 countries where the exemption applies are Canada, Egypt, Germany, Ireland, Israel, Romania, United Kingdom, and Italy (only if your are also a citizen of Italy).

[guardianglass]

Hi

Thank you for your help.

Whether 2022 and prior years or 2023 and subsequent years how do you indicate on the tax return the reason you show -0- taxable income from Soc Sec benefits is due to your residence in one of these countries?  The IRS knows you had income from Social Security and their computer will use the formula to calculate taxable Social Security income based on your other income. The Turbotax program does not report the taxable Soc Sec income as -0- even though it sees your foreign address and the IRS computer is no different.

Thanks again for your help

[rjs]

You do not indicate on the tax return the reason that taxable Social Security benefits are zero. The IRS has not provided any means of indicating that, nor have they said that it's necessary to state the reason. I would think that the IRS would see the foreign address and recognize the situation. If not, and you get an IRS notice, you will have to reply to the notice with the explanation.

For 2023 and later, TurboTax puts the full amount of benefits on Form 1040 line 6a with zero on line 6b. That at least shows the IRS that you are not ignoring the Social Security income.

If you are filing an amended return for a past year, you do have the opportunity to include a short statement of the reason in the explanation of changes that you have to enter on Form 1040-X.

[guardianglass]

Hi.   I thank you again for your very useful advice. Every so often I get an update regarding prior year Turbotax editions. I was wondering why they never updated prior years to enable you to indicate that you reside in one of these countries which would have then shown -0- taxable Soc Sec income on the 1040.

[rjs]

TurboTax does not publish the reasons for their design decisions.