@moorecache wrote:
What exactly do I need to file My taxes this year?
@moorecache
The first thing you have to do is get your records organized. You can forget about filing today. You will just have to file late, which means you will not be able to use TurboTax Online. Once you have the information complete and organized, TurboTax will guide you through entering it. Just read the screens carefully and follow the instructions on the screen.
It sounds like you got a W-2 from the state fair. You can enter it manually instead of importing it. Entering a W-2 manually is not difficult. Again, TurboTax will guide you.
You should have gotten a Form 1099-R for cashing out your pension. If you don't have it, ask the plan administrator for another copy. You enter the 1099-R in TurboTax and answer the questions that it asks you.
It's not clear what you mean by "pulled in stock." If you mean that you sold stock, each broker should have sent you a Form 1099-B showing the sales. All you have to do is enter the information from the 1099-B into TurboTax. If you don't have the 1099-B forms you can ask the brokers for another copy, or you might be able to get them yourself if you have online access to the brokerage accounts. The 1099-B for 2023 will show only what you sold in 2023. So you shouldn't have to "sift through" other records to find information about stock sales. All the information for the year will be in one place on the 1099-B. Of course, on your 2023 tax return you only report sales that you made in 2023, so you have to use just the 2023 1099-B forms. If you did not actually sell any stock in 2023 there is nothing that you have to report, and there will not be a 1099-B.
I'm not sure what you should do about the online sales using someone else's accounts. I guess you have to report your sales based on your own records. You don't need a 1099 from the online platform to report the sales. If the family member got any kind of 1099 form that includes your sales, the family member will have to deal with that on his or her tax return. They may already have taken care of it.
