Did you figure it out yet?   1) If you are using TurboTax Online Deluxe, you go thru the left side menu, under Tax Tools...there is a Print Center there.  but you will have to pay for your software first with a CreditCd or DebitCard.   2) if you are using the Desktop Software on a Windows computer, you can go to the far upper left corner, click on "File" to expand it and you will see both a "save-to-PDF, and a Print selection in that drop-down menu.  (MAC should be similar, but I'm not sure where their Print selection is). ____________________ For any future questions, please indicate whether you are using Online or Desktop software? and if Desktop, whether Windows or MAC?  The directions given will change depending on what Platform/Version/OS you are using. ... View more

Almost impossible for any of us to tell, since it depends on how much each you are actually being paid, and how often the pay period is.   Since it would only be effective for (perhaps) 3-4 months of 2018 anyhow if you changed right now, I'd suggest just doing it.   This year (2018 taxes) there is no extra dependent yet, so the refund will come down some.  Next year (2019 filed in 2020), with the exact same setup, there will be some child tax credit to offset it all, but then, the child-bearing spouse will be off-work for at least several months of the year.  Then you can re-adjust in W-4's in 2020 if the 2019 tax result is unacceptable (refund or owe at tax time.)   But if you really want to check, you can go to the withholding tables to compare "single and 1" for each of your pay periods, vs "Married and 1":   https://www.irs.gov/pub/irs-pdf/p15.pdf   .....go to page 56 for the table for "Single and 1" for a twice-a-month paycheck. ...and "Married and 1" starts two pages later........... But they also have "Monthly" or "Biweekly" (every two weeks) tables if you scan up, or down.  You would have to check the tables for each of you separately, based on the gross amount of each of your paychecks (meaning before any taxes are taken out). ... View more

IF you buy, download, install the 2017 Desktop software, you can fill that in with all your 2017 tax data, adn check that it matches what you actually filed for 2017 too.      Then go to a What-IF worksheet in Forms Mode and transfer the $$ from the 2017 column to any/all of 3 other columns......check the 2018 box, and you'll see what the same $$ would be taxed with 2018 tax laws...AND you can change the $$ directly in each of the additional 2018 columns at-will.  See attached picture.  I've tested and it includes most of the 2018 changes, but there may be some fine points that it doesn't capture yet...which ones, I wouldn't know.   (You will have to buy new 2018 software when 2018 comes around early in 2019...each year is specific for that year, except for the What-IF sheet) ... View more

Yes, but only the Desktop software that you download and install on your Windows or MAC computer.   Only the 2017 tax software is available, but the What-If worksheet has a checkbox for 2018 calculations on data on that sheet.   You would download and install the 2017 software.  Fill out your information for your 2017 tax return (and... see if it matches whatever you actually filed.)      And when done and saved you can switch to Forms Mode to open the What-IF worksheet.  That allows you to copy all your 2017 data into  3 other columns, select the "2018" box for those columns....and then change any of the data in each of those columns to try different situations. ____________________________________ The 2017 tax software cannot be used for your actual 2018 taxes though.  You'd need to repurchase the software, or use the Online software next year if you plan to use TurboTax to file for 2018.   TurboTax sells their 2017 downloads here  (Amazon may be cheaper, but be careful in that they also sell DELUXE versions that do not contain one free state, but Premier may be more applicable for your purposes anyhow with rental income.....the What-IF worksheet can't do a state prediction...I doubt if anyone has one for that): https://turbotax.intuit.com/personal-taxes/cd-download/ ________________________ Check the minimum Computer requirements first: Windows: https://ttlc.intuit.com/questions/1901571-minimum-system-requirements-for-turbotax-windows-software   MAC: https://ttlc.intuit.com/questions/1899173-minimum-system-requirements-for-turbotax-mac-software     ... View more

No...Head-of-Household is for people who have an actual dependent to take care of...like a minor child, aging parent, or another relative, who has little or no income, and for whom you supply more than half their support.   A "spouse" is never a dependent. So based on what you've posted so far, neither of you can file HOH.   MFS is also not likely helpful, but you can test it if you want, but next January, just buy the Desktop Software that downloads to your home computer.  That way you can test both MFJ and MFS situations...since Desktop software lets you prepare as many tax return files as you want....then file only when you have made your decision.  You could buy the desktop 2017 tax software now to test it using your 2017 data and the "What-IF" worksheet, but  then you'd have to buy the 2018 software to actually prepare the 2018 tax return next January anyhow (every year's software is unique), AND all the 2018 software changes may not be reflected in the 2017 software, as not all of the effects of massive 2018 changes are clear yet.  You don't need to decide until Jan-March of 2019 anyhow.   You cannot do that with the Online software, and switching and Online file back and forth form MFJ to MFS can mess up the files in strange ways and give you confusing/improper results. ... View more

That's up to you...less refund at tax time....true, but that means more in you regular paycheck ...but if you put in too many allowances, you end up owing at tax time, with possible underpayment penalties tacked on.   Things to watch out for: 1)  You cannot claim girlfriend or the 7 year old as dependents unless they lived with you for all of 2018 and you provided over half their support.   2) You can Not claim GF or 7-yo as dependents at all if GF has a job and earns over ~$4,100  (we've been arguing the exact amount...but should know by December).  even if you did provide more than 1/2 of  their support for 2018.   3) you can claim the mutual child as a dependent for 2018, or let GF claim if she has a job and earns over ~$4,100 (again, exact cutoff not yet clear)   4)  If you get married anytime in 2018, then both children can be claimed as dependents, and GF, (now wife) as spouse ....but watch out for any child claim tax agreements between spouse and former husband for the 7yo.  That can get messy...don't file for 2018 until all that is worked out next Feb or March when you actually attempt to file your 2018 taxes   Good Luck ... View more

Yep...it's a known, (possibly recent) bug.....there's a sign-up here:   https://ttlc.intuit.com/questions/4493227-receiving-you-may-have-paid-too-much-social-security-tax-in-2017-screen-in-error _______________________________________ I would expect they will have it fixed in the next week or so (maybe they did last night) so just sit tight and they'll notify you when it's fixed. _____________________________ as a side not, this is a test area, and not many actual support people use the "Community".  You'll get faster responses in the "Support" area. ... View more

That was a software error discovered only recently in the past month or so.  It's fixed now, but that doesn't help those who have already filed.   The good thing for most folks in the USA, that this may have impacted, is that they will now get some more $$ back from the IRS, without a downside.   But you have a downside in your situation, You can apply for relief under the TTX Accuracy Guarantee if you want to try, but that would only affect penalties and interest, and I don't know if they will actually pay those in your exact situation, in that they specify penalties for Fed or State.....   Sometimes, the extra work involved for payback is worse than the penalty involved.....but that's up to you.  You would start here:   https://ttlc.intuit.com/questions/2566201-what-is-the-turbotax-100-accurate-calculation-guarantee ... View more

1) Make sure you have plenty of disk space. 2) Folks with solid-disk-drives and variable system memory have had problems in the past, and have needed to set a locked system memory size...but I don't know whether it is still a problem. 3)  Don't put your file on a removable drive of flash drive...that will crap out on you.  Only work on files on your system disk 4)  Call Customer Support during working hours Mon-Friday only: https://ttlc.intuit.com/questions/1899263   ... View more

Sorry, but you can't expect TTX to store your files for free for years.   If you download your tax returns as a PDF file EVERY YEAR, right after you file has been accepted, then you never have to worry about it.   They are always available in the year you file..up until mid-October.   Then Back-Them-Up off computer too. (Hundreds of people have computers crash with no backup every year...then what?) ... View more