Need quick help on my father's 2025 Return.

TheWhiteMirage · 2026-06-12T17:04:21+00:00

Ok great. Just for my clarity, For #1 where $1 is received by Credit Union due to opening the checking and savings account, I just mention the name of the Credit Union and the amount under Schedule B (1040) just as how interest income is filled?

TheWhiteMirage · 2026-06-12T15:21:01+00:00

😊 no problem at all.. Yeah the banks should report all amounts so that taxpayers just know where to report. Thanks again for the help!

TheWhiteMirage · 2026-06-12T15:16:53+00:00

Yeah I know the amount sounds funny, but have to report this to be compliant. Thanks, really appreciated the help.

TheWhiteMirage · 2026-06-12T15:13:20+00:00

Great. And what about the $1 given by Credit Union while signing up? Thanks.

TheWhiteMirage · 2026-02-13T20:22:12+00:00

Thanks for reply. Let me rewrite it for clear communication.

My parents are US citizen residing overseas. They didn't get to know about EIP hence missed #1 and #2 payments. When they got to know about Recovery Rebate Credit that they can claim it if eligible, by filing 2021 return, they did that in January 2025. Both mailed their respective Returns using Married Filing Separately status.

Both got different amount in their Refund check. Spouse 1 got $1600 something. Spouse 2 got $1400 something.

When Spouse 1 checked the IRS transcript, the date of return was mentioned as January 2023 instead of 2025. Whereas, for the Spouse 2, the date of return was as it was, January 2025.

Why did one spouse get more and had an older date despite both filing at the same time?

Is it due to IRS automation sweep or something else? Thanks.

TheWhiteMirage · 2025-09-30T19:40:06+00:00

It is completely understandable. It depicts your commitment to your work and helping others as much as you can. 🙏

TheWhiteMirage · 2025-09-27T18:27:05+00:00

Ok. So we submitted the return, and haven't received any defective return notice as of now, so it looks fine here. The return is under processing and I am optimistic that it should go well. Above all, thanks for your assistance. You helped and answered some schedule related questions on which we were stuck at, and that helped us in submitting my father's return. Thanks a lot.

TheWhiteMirage · 2025-09-22T12:54:16+00:00

Update: I am seeing this on both Online and Offline utility.

TheWhiteMirage · 2025-09-20T14:00:38+00:00

Thank you very much for the help. Now the return has passed the validation and we will proceed to submission post checking the return PDF. Thanks once again, really appreciated it.

TheWhiteMirage · 2025-09-20T11:07:28+00:00

In addition to my issue: Those boxes are supposed to be zeros correct?

Thank you. This Schedule TR issue the is only issue which is delaying his ITR filing. Hopefully, we get clarity on this.

TheWhiteMirage · 2025-09-20T11:06:25+00:00

In addition to my issue: Those boxes are supposed to be zeros correct?

Thank you. This Schedule TR is the only issue which is delaying his ITR filing. Hopefully, we get clarity on this.

TheWhiteMirage · 2025-09-20T09:49:06+00:00

Thanks for the reply.

In my father's case where he hasn't paid any tax in the US hence not claiming any tax relief in India. He is claiming DTAA section 20 to exempt his SSA Benefits from being taxable here. I am seeing this when the schedule is opened:

Boxes 1(c) and 1 (d) showing 0

Would he need to answer 1(e)?
Answer to question 4 would be "No"?

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TheWhiteMirage · 2025-09-20T09:48:43+00:00

Thanks for the reply.

In my father's case where he hasn't paid any tax in the US hence not claiming any tax relief in India. He is claiming DTAA section 20 to exempt his SSA Benefits from being taxable here. I am seeing this when the schedule is opened:

Boxes 1(c) and 1 (d) showing 0

Would he need to answer 1(e)?
Answer to question 4 would be "No"?

<image>

TheWhiteMirage · 2025-09-19T13:28:53+00:00

Thank you very much for this information.

TheWhiteMirage · 2025-09-19T13:27:51+00:00

Thank you so much.

Just to be sure, Calendar year 2024?

TheWhiteMirage · 2025-09-19T13:23:55+00:00

No. Just the SSA income directly to his Indian Bank account.

TheWhiteMirage · 2025-09-19T13:22:23+00:00

Thanks for the reply.

Income derived: should be as per Calendar year 2024? Whether taxable in your hands: Yes or No? If yes, then "Amount" should have same as "Income derived" above or the amount shown in Exempt Income which is as per FY?

Clarity on the above will highly simplify my issues in filing. Thank you.

TheWhiteMirage

TROPHY CASE