About LP1968

LP1968 · ‎September 3, 2019

I'd like to know if my wife and I (both USA citizens) are allowed to get the 2018 Child tax Credit for our children in our joint 2018 federal tax return, although our children lived most of 2018 abroad with my wife (who is their mother), because my wife was there for her work (in a non-USA institution). Note that: I provided more than 50% of their cost of living. I lived in USA all 2018 (except for vacation time, and business travels). they visited me for about 2 months in 2018. my wife plans to claim the foreign-earned income credit for her European income. Please advise. Thx in advance!

LP1968 · ‎April 8, 2019

Because of my complicated situation, a specific tax rule is up to an ambiguous interpretation. Therefore, instead of making an interpretation myself, i was hoping to ask IRS directly on the most appropriate interpretation. does IRS offer an online (or phone) service that allows me to ask such a question? Thx!

LP1968 · ‎April 8, 2019

I did a post-tax IRA 2018 contribution on Jan. 10 2019, but my bank did not provide a 1099-R yet! Should I self-declare the contribution in my 2018 tax return? (even though it has no tax implication, since it was post-tax). please advise. Thx.

LP1968 · ‎April 8, 2019

Am I allowed to get the 2018 Child tax Credit for my two children although they both lived most of 2018 (and went to school) in Europe with my wife (who is their mother), because my wife was there for her work (in a non-USA institution)? Note that I provided more than 50% of their cost of living and lived in USA all 2018 (except for vacation time, and business travels), and that they visited me for about 2 months in 2018. Note lso that my wife and I file jointly our tax return, and claim the foreign-earned income credit for her European income. Please advise. Thx in advance!

LP1968 · ‎April 4, 2019

I converted (same day) an after-tax contribution to my traditional IRA to a ROTH-IRA. So, I should not be taxed for it. However, when I enter the 1099-R info in Turbo Tax (Premier) it calculates tax on the amount (at my marginal tax bracket), as if my IRA were a pre-tax contribution. :( please advise how best to account in Turbo Tax (Premier) for the fact that my IRA was an after-tax contribution, and therefore I should not be taxed for converting it to a ROTH-IRA (the same day). Thx!

LP1968 · ‎October 9, 2018

Thx a lot, very helpful! Just one last clarification: when I entered the Forms mode, the specific line I want to edit did not allow me to select override, not sure why. I could however manually edit the number to the new correct value. After my manual edit, I confirmed that my correction also adjusted the subsequent numbers in the rest of the form. I then when back to the "interview mode" and was able to complete all checks without errors. Does this mean my manual edit is not fully adopted, and i can efile? Please advise. Thx in advance.

LP1968 · ‎September 21, 2018

Hi. I'd like to know how I can manually edit a form on Turbotax desktop? I know exactly what to enter, I just want to know how to enter it. More specifically, the CA (540NR) form of my 2017 state return has a mistake in Part II. (I believe this is due to Turbo Tax Software bug that did not update an earlier incorrect typing after I corrected in the my Federal form, but this is beyond the point here). So, I'd like to simply delete the left-over, which nicely fix the error. Please advise. Thx in advance!

LP1968 · ‎September 21, 2018

Gabi - would you be able to advise on my last question: "please let me know how I can manually edit these forms on Turbotax desktop? I know exactly what to enter, I just want to know how to enter it." Thx again!

LP1968 · ‎September 19, 2018

Hi. Thx a lot! FYI - I've already spoken to a tax adviser and know that these values need to be updated (because they are leftover from information in my Federal return back in March that I have since then updated, but the update was never reflected to my current CA540NR). My hope has been that this was a software bug that we can fix now. if not possible through the software, then: please let me know how I can manually edit these forms on Turbotax desktop? I know exactly what to enter, I just want to know how to enter it. Please advise asap. Thx!!

LP1968 · ‎September 18, 2018

Thx too! When should I expect an update? or, would it may be better to correct this manually by editing these in forms mode? if so, advise asap on How can I edit these in forms mode? Because i will be traveling again soon. i am hoping to correct this asap, and file my taxes right after it (as this is the only pending item now). Thx again!

clarification for Child tax Credit 2018?

does IRS offer an online (or phone) service that a...

should i self-declare a post-tax IRA contribution ...

Residency clarification for Child tax Credit 2018?

How to account for a conversion to a ROTH-IRA of a...

Re: How to manually edit an error in forms mode?

How to manually edit an error in forms mode?

Re: how to correct Turbo Tax error in updating the...

Re: how to correct Turbo Tax error in updating the...

Re: how to correct Turbo Tax error in updating the...