Retirement tax questions

mesquitebean

@andyeg3 wrote:
I filed my 2024 taxes using TurboTax Online. I am trying to find my charitable contribution carryover going forward from 2024 to 2025. I am told there is a charitable contribution worksheet but I have not been able to access it. No worksheets download with my tax return pdf. Can you instruct me how to find this document/information?

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To get the PDF with all the worksheets and summary pages, you have to open the return interview back up and go to the Print Center, where you have a choice of PDFs to download. See steps below on how to get there.

NOTE: When you open the return interview back up, do not make any changes in it, since it has already been filed. If you ever need to amend the return, it must start off exactly as originally filed.

Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2024, look for a link "Add a State."
Click on "Add a State." (you don't really add one. That's just to open your return back up.)
After the return interview is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
Then choose "Print, save, view this year's return."
The next screen should offer some options: "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
The latter has the most pages.
When you get the PDF with all the worksheets, there should be a summary worksheet called Charitable Contributions Summary. And Part III of that worksheet shows contribution carryovers to 2025.

NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.