How can I find my 2018 form 2018 in my turbotax

[macuser_22]

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@gbuchai wrote:

The 1099R was finally overridden to input the amounts in line 4b.  This is a programming flaw that TurboTax must fix.

The other critical issue is that it was impossible to get a live person by phone at TurboTax after 15 tries. This was totally frustrating. The auto system was not able to input my email for verification. I am totally disappointed.

Is there a way to send TurboTax an email to answer questions?.

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There is no known programing flaw in that area - any flaw would have been discovered months ago.  Overrides void the TurboTax accuracy guarantee.    The taxable amount on line 4b depends on on the 1099-R box 7 code and the box 2a amount AND how you answer the 1099-R interview questions.

The fact that you said "override" suggests that you are using the desktop version so I hope you entered the 1099-R in the interview and not directly in the forms mode which also voids the accuracy guarantee because only the interview will link all necessary forms and worksheets.

What exactally is wrong with line 4b?  And why do you think that it is wrong?

What is the box 7 code?  What is in box 2a, Is box 2b checked? Is the IRA/SEP/SIMPLE box checked?  Is anything in box 5?

[gbuchai]

Q What exactly is wrong with line 4b?

Ans. The 1099 R  for the IRA RMD distribution was transferred to 4b since it had a checkmark IRA/SEP in box 7.

But the pension funds and 401k were not transferred-there was no checkmark IRA/SEP in box 7

Q. And why do you think that it is wrong?

Ans. Only one of The three pension and 401k amounts were transferred directly. I Had to override 4b to include all the RMD distributions

What is the box 7 code? 

1st code is 7 on the 401k 1099 R only

What is in box 2a,

The $ amount of the distribution.

Is box 2b checked?

No

Is the IRA/SEP/SIMPLE box checked?

 No

Is anything in box 5?

No

[macuser_22]

There are no know issues in that area.  I suggest deleting the 401(k) 1099-R and reenter.  Be sure that you do not indicate in the follow up questions that you did something else with the money - you should choose that you took the cash.   TurboTax will ask if the box 2a is the correct taxable amount and give you a chance to enter another amount if you have after-tax basis in the 401(k) - if you do not then box 2a is the taxable amount.

The box 2a amount will get added to line 4b.  It works fine for me and I cannot get it to do otherwise.

In the forms mode, you can scroll down on the 1099-R form - nothing on page 2 (lines A1 to end) and beyond should have any entries for a standard 401(k) distribution that is all taxable.  If there are entries then something was entered incorrectly.

[gbuchai · Accepted solution]

The 1099R's did transfer properly to line 4b after deleting the prior 1099R's and deleting the overrides and then reinputting the 1099r's information again.  Thank you,

[rlhargrove97]

Adjusted gross income from 2018 taxes

[VolvoGirl]

You need your 2018 AGI to efile 2019. The AGI is on 2018 1040 line 7.
If you filed a Joint return you use the same AGI for each spouse.
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947

Or see the screen shot by critter on this one,
https://ttlc.intuit.com/community/taxes/discussion/re-i-m-order-to-complete-my-taxes-it-is-asking-me...

[Anonymous]

See this FAQ below on how you can obtain your Last year's AGI from your taxes filed with Turbo Tax.

[kquictaxk]

I need to print my 2018 tax returns.

[DoninGA]

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@kquictaxk wrote:

I need to print my 2018 tax returns.

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To access your current or prior year tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

See this TurboTax support FAQ for accessing prior year online tax returns - https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript

For a fee of $50 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

[hudsonisaiah]

I need copy of 2018 tax return.

[DoninGA]

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@hudsonisaiah wrote:

I need copy of 2018 tax return.

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READ the answer directly above your post.

[Anonymous]

No I’m trying to amend my 2018 taxs

[macuser_22]

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@Anonymous wrote:

No I’m trying to amend my 2018 taxs

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Amended returns can only be mailed. It is suggested that it be mailed certified with return receipt (or other tracking service) to verify that the IRS receives it.

See this TurboTax FAQ for detailed amend instructions:
https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed


You can check the status of the amended return here, but allow 3 weeks after mailing.

https://www.irs.gov/filing/wheres-my-amended-return

[jeanette59]

I need a copy of my 2018 tax return

[wevans7261]

I need to print my 2018 return