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No matter what your age is, if you are working you will still have to have tax withheld for Social Security and Medicare --  even if you are receiving Social Security benefits.   People get very confused about this.   If you are not yet at full retirement age, then your SS benefits can be reduced if you continue to work and earn above a certain amount.  For 2025, that amount is $23,400.   If you are at or past full retirement age, your benefits are not reduced by your earnings, but you will still always have to pay in to Social Security and Medicare if you are working.

Hi @pk , The attached screenshot shows that the earnings every year are taxed already. Given that, would I still need to pay taxes to US? what would be the best approach to show that taxes have already been paid?  

@user17554756379 Not sure why you are asking the question of whether you are considered to be disabled by the IRS.   As already explained in replies above, there are no extra federal tax credits or deductions for being disabled.   What are you trying to do?

@ joeyscottnoise wrote:  I can't get past step one to get to my refund info I'm stuck on the steps page   Steps to what???   What are you doing?   Are you trying to use the IRS "Where's My Refund" tool, and it can't find your info?    Or are you referring to "steps" in the FILE section of Online TurboTax?    I'll take a guess at what that means, but if my answer is not what you wanted, you need to explain more so that someone can hopefully help you.   If that's what you mean (i.e., if you've filed, and the IRS refund tool can't find it), then first, you need to be sure the return was successfully filed. It depends on how you chose to file the return.   If you filed a paper return by mail, TurboTax does not mail it for you.  If you chose that method, you would have had to print it, sign it, date it, and mail it yourself.  It takes at least 4 weeks for a mailed return to show up in the IRS WMR tool.     If you efiled, double-check to be sure the return was efiled successfully and accepted.  If you used Online TurboTax, you can sign into your Online Account and check the efile status at the Tax Home.   What word is used there for the status:  accepted, rejected, printed, started, ready to mail, or something else? If that showed it was accepted, (or if you mailed a paper return), you can use the "Where's My Refund" tool at the IRS website below to monitor the status of your Federal refund.   Is there any message there? https://www.irs.gov/wheres-my-refund   If that IRS tool says it's not finding your information, here are some tips:   Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen.   Look at your actual Federal return to get the Federal refund amount to use in the tool, i.e., your Form 1040, Line 35a.

Hey Level 15 Champ,   You didn’t answer the question…let me rephrase it for you…does a 100% permanent and total disability determination from the VA meet the definition of “disability” re: IRC Section 72(m)(7)?    

Hi @pk , Thank you for this information. I have asked my spouse to check on whether NZ govt will be taxing  on the lumpsum payout. I do know that she has been paying some taxes every year on this account. I will revert with more information  within a couple of weeks.

@DavidRaz  thank you for the details with the dummy figures.   While I am not familiar with the Apple/ MAC  product, but looking at the numbers something is not right. To be exact,   1.   Income from ALL sources should be the same as  form 1040 line 9  i.e. before adjustments -- that is the gross income from all sources for the tax year.   So I don't understand the figure of $70,000 , unless it is ignoring the deferred Comp ( NQDC) amount of $103,000 from your world income for the tax year.  Since I don't know the product , I cannot show a way around.  I know for the windows version ( of Home &  Business that I use ), I can go to the forms mode and modify the form 1116 worksheet -- this is editable.   I will let some body familiar with MAC product answer    

@ tmallory3737 wrote:  Paying quarterly tax payment. can I talk to someone?   Sure, you can phone as below, but you are likely to get faster help in this forum if you ask a detailed question, and if someone is familiar with your issue.   Support hours are 5AM-5PM Pacific, Monday-Friday FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS. And too late to efile 2023. To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need a full Windows or Mac to install it on.   If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms..... Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf 2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf Don’t forget your state. And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing. Then when you file for 2024 you need to enter 0 for the 2023 AGI since you are filing 2023 late.