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Spouse SSN Filing Issue

bdr123 — Fri, 08 May 2026 14:40:06 GMT

Hello,

My spouse is a Canadian citizen and does not have a SSN or an ITIN. I hired someone to prepare my U.S. tax return, and they are using TurboTax. They have advised me that because she does not have an SSN or ITIN, my only option is to file my return by mail. Could you please confirm whether this is correct?

Additionally, if we are filing separately, do I need to report my spouse’s income on my U.S. tax return?

Finally, the person preparing my return entered my spouse’s Canadian Social Insurance Number (SIN) in all fields requesting her SSN. Is this appropriate, or should those fields be left blank instead?

Thank you.

Re: est ce que je peux annuler une declaration envoyer 2024 mes qui es de 2025

TurboTaxBrenda — Fri, 08 May 2026 14:34:03 GMT

Avez-vous déjà rempli votre déclaration ? Si ce n'est pas le cas, vous pouvez simplement la laisser telle quelle : vous ne pourrez pas la supprimer, mais cela n'aura aucune conséquence. Il vous suffit de vous connecter au logiciel fiscal 2025 et de remplir votre déclaration.

Merci d'avoir choisi TurboImpot.

Re: why i didn't receive CRA confirmation email>

TurboTaxBrenda — Fri, 08 May 2026 14:26:37 GMT

Here is a great TurboTax FAQ that gives you instructions on how to find out if your income tax return was accepted by the CRA.

I filed my tax return using NETFILE but didn't receive my refund or Notice of Assessment. What do I do?

Thank you for choosing TurboTax.

Re: I split income with my spouse in 2024. I cannot see the details in the pdf I have available. ...

TurboTaxBrenda — Fri, 08 May 2026 14:21:08 GMT

That is found on the federal worksheet, which you will not find on TurboTax Online. You can log into your CRA My Account to see your 2025 tax return.

Thank you for choosing TurboTax.

Re: J'ai payé deux fois par erreur vos services Conseils d'expert. Puis avoir un remboursement po...

TurboImpotBrenda — Fri, 08 May 2026 13:53:55 GMT

Nous avons vérifié votre compte et avons constaté que votre remboursement a été traité ; vous devriez le voir apparaître sur votre carte de crédit d'ici deux semaines.

Merci d'avoir choisi TurboImpot.

Re: Child tax benefit

TurboTaxBrenda — Fri, 08 May 2026 13:48:36 GMT

Can you please clarify what about your child tax benefit that you need assistance with?

Thank you for choosing TurboTax.

Re: How do I file for a previous year , not 2025?

TurboTaxBrenda — Fri, 08 May 2026 13:45:59 GMT

Which year are you needing to file for? Here is a TurboTax link to previous tax returns.

Thank you for choosing TurboTax.

Re: Am I able to import my files to file for my tax return from 2021-2024, due to myself not fili...

TurboTaxBrenda — Fri, 08 May 2026 13:43:16 GMT

To make sure I am understanding, did you already complete and file your taxes for tax years 2021-2024?

Re: How many years back do I have to consider to calculate my net regular contributions to my ROT...

Opus 17 — Fri, 08 May 2026 13:09:37 GMT

401k's and other workplace plans are irrelevant to this issue. IRAs are not the same as workplace plans. IRAs are covered by different laws and are accounted for separately. If you have an excess contribution to a workplace plan, that needs to be handled in the year it occurs, and any issues resulting from not correcting the problem would be handled separately from any issues relating to IRAs.

If a taxpayer makes non-deductible contributions to a traditional IRA, they must include form 8606 with their return when they file for the year. The taxpayer must keep that form 8606 for their entire life, not just the 3-6 years usually advised for tax papers. Any year that you make additional new non-deductible contributions to a traditional IRA, you will take information from the old form 8606 (no matter how old), add the new information, and generate an updated 8606 (which you then must keep forever, or until you generate another new form 8606). When you withdraw, that also requires the old form 8606 and generates a new form 8606. If you don't document your non-deductible contributions on form 8606, you don't get the tax-free withdrawal treatment when you withdraw.

So if you are over age 59-1/2, Turbotax basically needs to know, for Roth IRAs, has the IRA been open at least 5 years. For traditional IRAs, Turbotax needs to know if you ever made non-deductible contributions and if you have a form 8606 to prove it. If you are over age 73, Turbotax will also need to know if your withdrawals over the year were equal or more than your RMD.

Re: Delete senior credit?

user17745382418 — Fri, 08 May 2026 12:28:53 GMT

Hello @rjs , yes, I became a resident in 2025 and my understanding is that as I was not a resident for the whole year, I am not eligible? How do I delete the credit, please?

Re: Does the IRS reroute refund through Turbo Tax before I receive them?

mesquitebean — Fri, 08 May 2026 12:35:10 GMT

How you receive your Federal refund depends on what you initially chose. If you chose to pay any TurboTax products fees out of your refund, or if you chose the "up to 5 days early" offer, your refund will go first to an intermediary bank once the IRS releases the funds. If you did not use any option that requires a third-party bank, then the IRS would send it directly to your bank (or card.)

If you have successfully completed identity verification, the IRS says to wait 2-3 weeks to check the IRS "Where's My Refund" tool at

https://www.irs.gov/refunds

but it can take the IRS up to 4-9 weeks for the IRS to finish processing the return after the identity verification process.

Re: if i earned $6232.88 of double time, shouldn't my premium be 3,116.44

NCperson — Fri, 08 May 2026 12:15:32 GMT

@adonishp89 no.

the only part of the overtime that is considered "Qualified" overtime is the part that is 50% of the base (and that assumes you worked 40 hours per week in all the weeks you were paid double time). So in your example above, you'd divide by 4 - not 2.

for example, your base pay is $30 per hour and your employer pays you double time or $60 per hour. Under the tax rules, only $15 per hour is eligible for the "no tax on overtime" benefit, but that assumes you worked 40 hours that week. $60 per hour / 4 = $15 per hour

if you are paid double time but didn't work 40 hours that week, NONE of the overtime is eligible for "no tax on overtime". Also, if you work for a railroad or an airline, including FEXEX, then NONE of your overtime is eligible for "no tax on overtime".

Does the IRS reroute refund through Turbo Tax before I receive them?

halaulaboy — Fri, 08 May 2026 11:56:52 GMT

I received a letter from the IRS that they needed verification of my identity, there's two steps for that which I've completed,

Re: Will like 2Know Why Its been 30 days almost &I've yet to receive my fund, dear. What's going on with this ? I've already verified all information is correct a dozenTimes

xmasbaby0 — Fri, 08 May 2026 11:50:00 GMT

Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.

First, check your e-file status to see if your return was accepted:

https://turbotax.intuit.com/tax-tools/efile-status-lookup/

Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.

You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:

https://www.irs.gov/refunds

To track your state refund:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr

If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US

Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.

FROM THE IRS WHERE’S MY REFUND SITE:

https://www.irs.gov/wheres-my-refund

How it works

Where's My Refund shows your refund status:

Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.

Re: Facing wage garnishment for Wisconsin state taxes for 2023. I am wondering why this happened. Turbotax should've caught any mistakes, that's kind of your job Turbotax

DoninGA — Fri, 08 May 2026 11:38:57 GMT

If you have unpaid debts owed to the state, TurboTax has no way to know about your debts.

Re: Why am I being charged to do my taxes? Isn't it free?

DoninGA — Fri, 08 May 2026 11:30:38 GMT

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040. If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp

Please Note -

TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits

A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible.

If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price.

Situations covered (assuming no added tax complexity):

W-2 income
Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Situations not covered:
- Itemized deductions claimed on Schedule A
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income
- Stock sales (including crypto investments)
- Rental property income
- Credits, deductions and income reported on other forms or schedules

Will like 2Know Why Its been 30 days almost &I've yet to receive my fund, dear. What's going on with this ? I've already verified all information is correct a dozenTimes

iHollieJo89 — Fri, 08 May 2026 11:28:42 GMT

I got a notice for an offset from the irs which lowered my tax refund,my refund has been just pending in turbo tax’s account for over two weeks,should I do something?

punkenmade00 — Fri, 08 May 2026 11:24:41 GMT

What should I do?

Facing wage garnishment for Wisconsin state taxes for 2023. I am wondering why this happened. Turbotax should've caught any mistakes, that's kind of your job Turbotax

alej4love88 — Fri, 08 May 2026 11:20:20 GMT

Why am I being charged to do my taxes? Isn't it free?

sburatto — Fri, 08 May 2026 11:09:27 GMT