Retirement tax questions

@ internetone2thre  wrote:  "How can i add a 2018 1099 to my 2019 taxes?"

 

Oh, that's a no-no!  You cannot provide info from 2 tax years on one year's return.  A 2019 return is only for 2019 income.   2018 income requires a 2018 return.

 

Online TurboTax can only prepare a 2019 return at this point in time.   For a 2018 return, if you use TurboTax, you'll need to use 2018 desktop software (CD/download).  (I'll tell you another option at the bottom of this posting.)

 

You can purchase 2018 desktop software as a download at this page and install it on your computer:
https://turbotax.intuit.com/personal-taxes/past-years-products/

 

Minimum system requirements for Windows version:
https://ttlc.intuit.com/questions/1901571-minimum-system-requirements-for-turbotax-windows-software

 

Minimum system requirements for Mac version:
https://ttlc.intuit.com/questions/1899173-minimum-system-requirements-for-turbotax-mac-software

 

The 2018 return cannot be efiled.  It will need to be printed, signed, dated, and mailed.  It's a good idea to mail by a method that has tracking, such as certified mail, priority mail, etc.

 

If you have both Federal and state returns, you need to mail each one separately to its respective tax agency. 

 

If you are due a Federal refund, it takes about 6 weeks for the IRS to process a mailed return and deliver the refund.

 

OR another option if you have a simple return is to download the 2018 forms and instructions for free from the IRS website and fill them out manually.

https://www.irs.gov/forms-pubs/prior-year