Tax Return Filing question

[devusr 41]

I'm filing Married Filing Separately (I do not want to file MFJ and I know it may reduce my refund) and I have the following questions.

 

1) I used TurboTax to prepare and print my taxes. Can I strikethrough the "placeholder ssn" and write "NRA" or does it have to be whiteout first?

2) Do I need to attach my 1099 forms to the Federal and State returns?

3) My state return asks for my Spouse's name. Strangely, Turbo Tax did not automatically fill that part in (it's filled for the Federal return). Should I manually write it in for the State return?

 

This is the first time I'm mailing it in. I'm hoping I can just get a Fedex envelop and Fedex overnight certify delivery it to them.

[Chancy 6,243]

*** Moved from IR1/CR1 Process & Procedures to Tax & Finances During US Immigration ***

 

[JeanneAdil 6,583]

yes ,  u attach 1099

IRS compares all statements with what is sent to them

u do know IRS gets a copy of all 1099,  W2's,  1099 Misc and 1099 R

[Crazy Cat 41,985]

1 hour ago, devusr said:

I'm filing Married Filing Separately (I do not want to file MFJ and I know it may reduce my refund) and I have the following questions.

 

1) I used TurboTax to prepare and print my taxes. Can I strikethrough the "placeholder ssn" and write "NRA" or does it have to be whiteout first?

2) Do I need to attach my 1099 forms to the Federal and State returns?

3) My state return asks for my Spouse's name. Strangely, Turbo Tax did not automatically fill that part in (it's filled for the Federal return). Should I manually write it in for the State return?

 

This is the first time I'm mailing it in. I'm hoping I can just get a Fedex envelop and Fedex overnight certify delivery it to them.

1.  I would use white-out to remove the place holder SSN, then hand write "NRA".  Never give info which could be misinterpreted. 

2.  If mailing them, I would.  Although it is not stated on the tax form itself (it used to be), the 1040 instructions say to attach copies of the 1099s and W-2 to the return.

3.  Check with a tax pro in your state. 

 

Edited March 18, 2022 by Crazy Cat

[devusr 41]

I checked and it says you don't need to attach any 1099 which does not have Federal Tax Withholding and does not have State Tax Withholding respectively. The W-2's however definitely need to be attached.

[JeanneAdil 6,583]

29 minutes ago, devusr said:

I checked and it says you don't need to attach any 1099 which does not have Federal Tax Withholding and does not have State Tax Withholding respectively. The W-2's however definitely need to be attached.

IRS actual instructions

On page 2

 

Online fillable forms Copies 1, B, 2, C, and D. Copies 1, B, 2, C, and D, as applicable, to be furnished to recipients and kept in filers’ records, have been made fillable online at IRS.gov for many forms referenced in these instructions. See the separate instructions for Forms 1098, 1098-E&T, 1098-F, 1098-Q, 1099-A&C, 1099-B, 1099-DIV, 1099-G, 1099-INT&OID, 1099-K, 1099-LS, 1099-MISC, 1099-NEC, 1099-PATR, 1099-R&5498, 1099-S, 1099-SB, and 3921. Payee. Throughout these instructions, the term “payee” means the person with respect to whom Forms 1097, 1098, 1099, 3921, 3922, 5498, or W-2G are required to be filed, including beneficiaries, borrowers, debtors, donors, employees, insureds, participants, payment recipients, policyholders, sellers, shareholders, students, transferors, and winners. 

Edited March 18, 2022 by JeanneAdil

[Wuozopo 4,293]

2 hours ago, devusr said:

1) I used TurboTax to prepare and print my taxes. Can I strikethrough the "placeholder ssn" and write "NRA" or does it have to be whiteout first?

Why not just delete the placeholder? Leave the spouse SSN field blank. TurboTax will nag you to fix it, but you can ignore and still go to the print option and “print for filing”.

 

EDIT: I want to add that is how an installed on your home computer works. Not sure if online is aggressive about not letting you print until you fix everything they say. Do try it.

Edited March 18, 2022 by Wuozopo

[devusr 41]

7 minutes ago, Wuozopo said:

Why not just delete the placeholder? Leave the spouse SSN field blank. TurboTax will nag you to fix it, but you can ignore and still go to the print option and “print for filing”.

I wish I had done that...I thought it wouldn't allow me to print it, I guess now I know.

[Wuozopo 4,293]

Just now, devusr said:

I wish I had done that...I thought it wouldn't allow me to print it, I guess now I know.

So what’s keeping you from going back and reprinting the 1040 only?

[devusr 41]

3 minutes ago, Wuozopo said:

So what’s keeping you from going back and reprinting the 1040 only?

Didn't know Turbo Tax allowed that.....I just tried and it does allow me to change. Great, now I can simply write it. Thanks!

[Wuozopo 4,293]

4 hours ago, devusr said:

3) My state return asks for my Spouse's name. Strangely, Turbo Tax did not automatically fill that part in (it's filled for the Federal return). Should I manually write it in for the State return?

Did you try just typing it in?  Go the the forms view, find that page and fill in.

(I am speaking from my knowledge of how Federal TurboTax works and assuming the forms view would be available in a state return as well. We don’t have a state income tax)
 

4 hours ago, devusr said:

This is the first time I'm mailing it in. I'm hoping I can just get a Fedex envelop and Fedex overnight certify delivery it to them.

How much does that cost?  You can get the post office to add tracking to a first class envelope for about $.90 so you know it got delivered.

[devusr 41]

6 minutes ago, Wuozopo said:

Did you try just typing it in?  Go the the forms view, find that page and fill in.

(I am speaking from my knowledge of how Federal TurboTax works and assuming the forms view would be available in a state return as well. We don’t have a state income tax)
 

How much does that cost?  You can get the post office to add tracking to a first class envelope for about $.90 so you know it got delivered.

Sorry, Do you mean type "NRA" in the TurboTax and try again?

[Wuozopo 4,293]

3 hours ago, devusr said:

Sorry, Do you mean type "NRA" in the TurboTax and try again?

No I quoted your original that never got a response.. “3) My state return asks for my Spouse's name. Strangely, Turbo Tax did not automatically fill that part in (it's filled for the Federal return). Should I manually write it in for the State return?”

I wondered if you had tried the forms view to type in the name on the TurboTax State software. I see now maybe you mean manually type in and my head was going to thinking you wanted to  hand write in. My misunderstanding.

[PGA 251]

9 hours ago, devusr said:

I'm filing Married Filing Separately (I do not want to file MFJ and I know it may reduce my refund) and I have the following questions.

 

1) I used TurboTax to prepare and print my taxes. Can I strikethrough the "placeholder ssn" and write "NRA" or does it have to be whiteout first?

2) Do I need to attach my 1099 forms to the Federal and State returns?

3) My state return asks for my Spouse's name. Strangely, Turbo Tax did not automatically fill that part in (it's filled for the Federal return). Should I manually write it in for the State return?

 

This is the first time I'm mailing it in. I'm hoping I can just get a Fedex envelop and Fedex overnight certify delivery it to them.

I used TaxAct ...and everything was done automatically. 

[Chancy 6,243]

18 hours ago, PGA said:

I used TaxAct ...and everything was done automatically. 

 

Were you able to e-file with TaxAct?  We used it for our 2020 taxes, but it didn't let us e-file.  Felt like we paid $$ just to be able to type in "NRA", instead of hand-writing it 😒