All Posts

You need to wait for the original return to be fully processed.    The IRS might catch your mistake and make corrections for you.   If they do not catch it, then you will need to amend your tax return to add that W-2.  Going forward, be aware that all of your W-2's must be entered on the same tax return; you cannot file them one by one on separate returns.     Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk     Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

TurboTax no longer has software for 2019; it is not supported or provided with updates even if you can find it on eBay, etc.   You can still get the desktop download software for 2021 to use on a full PC or Mac.   A 2021 return can only be filed by mail; it cannot be e-filed.   If you did not request an extension for 2021 by the filing deadline in 2022, you have forfeited your 2021 refund; if you owe tax due for 2021, it is owed with late filing penalties and interest.   You can use online TurboTax for a 2024 return until October 15, 2025, and then online will become unavailable for 2024, and you will need desktop software for 2024.   You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.     You could seek other tax software for 2019 by googling to see which software companies might still offer 2019, or you could seek local paid tax help,   or you can use paper forms to prepare 2019 by hand.   2019   2019 Instructions  https://www.irs.gov/pub/irs-prior/i1040gi--2019.pdf     1040  https://www.irs.gov/pub/irs-prior/f1040--2019.pdf   1040SR  https://www.irs.gov/pub/irs-prior/f1040s--2019.pdf   2019 Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2019.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2019.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2019.pdf      

I've seen similar thread voicing technical concern about rosetta, but how big of a concern is this in reality for the average Mac user, for s/w that is only used for a limited time of the year.  Someone said Rosetta uses a lot of disk I/O which can impact lifespan of SSA drives.  If this was safari or excel I'd be concerned.  You're voicing concern as tho even installing rosetta is a big no-no.  I am running a new Mac Mini M4, TT 2024 worked fine didn't need to install anything so either TTX is installing rosetta or it just comes with the O/S, haven't noticed any performance issues.   Guess we'll see in a few months what the 2025 version brings maybe you can ask some early adopter here what binaries are delivered so you can decide what to do, but I'd be surprised if they change tack until forced to do so by Apple stopping OS support for Intel H/W.   Intuit's online business is about $4bn revenue and growing vs. $200mil for desktop, I don't think they mind losing some long-time desktop users to issues like this or Win 10 end of life, if they're picking up enough people to keep growing and upselling their online services...

There is no tax benefit to using a second Roth IRA to receive another Roth conversion.  The result will be the same if you do an additional Roth conversion to the same Roth IRA or to a different Roth IRA.  I other words, there is no benefit to keeping the first Roth IRA "clean."   There used to be a small potential benefit to using a different Roth IRA back when recharacterization of Roth conversions were permitted.  Using a separate Roth IRA could make the calculation of net attributable income easier.  However, the tax code was changed for 2018 and beyond such that recharacterizations of Roth conversions are no longer permitted.

PS just make sure you are eligible for the IRA contribution - the MAGI/contribution limits are well known but also you can only contribute if you have earned income for the amount of the contribution, some folks don't realize til filing and Turbotax delivers the bad news it wasn't a valid contribution, then it gets messy.   https://www.fidelity.com/learning-center/smart-money/ira-contribution-limits   You also cannot contribute more to your IRAs than the income you earn each year. If your income is lower than the contribution limit, your annual IRA contribution may be limited to your earned income. For example, if your earned income is $5,000, your max contribution limit is $5,000.

Check form 8606 and try filling it out for your situation from 2025 filing perspective to get comfortable with the process - the calculation for the tax on the Roth conversion is based on the ending balance of the IRA as of 12/31/2025 (line 6) - as long as that is zero at year-end and you do not have any remaining basis in the IRA at the end of the year, then you should be able to do a backdoor Roth also.   Line 9 in the tax calc will be your total conversion from Line 8, since Line 6 is zero; lines 10/11 divide and multiply your nondeductible by the total conversion, so Line 11 ends with your nondeductible as the nontaxable amount on the conversion.   You never pay tax on any after tax / nodeductible money (= basis) that you contributed to the IRA when converting to a Roth, only the earnings and pre-tax contributions are taxable, it's just a question of timing when that money is considered part of conversion which is a pro rata mix of taxable and nontaxable contributions at the time; so if you empty out the IRA then you are fully converting the nondeductible contribution and won't pay tax on that portion.

TurboTax is complicated by necessity. I understand the architecture being unable to import additional information after starting a return. (Although as a former programmer, additional data structures could allow information to come in/out of play. But it's virtually impossible to write new things into code once the architecture is set.) Thanks for a well reasoned answer! -sk (Impulse)

We have a lot of mesquite not far from here. Thank you so much for taking the time and energy to look into my situation. I have written back via email but discovered today that Intuit does not accept email replies. My original posts were done via the "contact us" button with a 100 character limit, or i would have posted more information. - I had not downloaded tax2024 yet. VolvoGirl posted a good sounding answer and i moved on. - Tax2023 (desktop) did not "see" nor find my prior returns and did not offer to import them. - Yes, i came very close to accidentally using TT online. In the end, i started over completely, typed everything in all over again AFTER importing tax2022. It was important because of the capital loss carryforward. Thank you again so much for all your help and sorry it took so long to figure out the whole forum/community thing. -sk aka Impulse

I already sent many thanks and a couple of replies via email, not knowing that such things are blocked. So i've joined what i believe to be the forum and/or community. In any case, thank you for being so helpful and proactive with my issues. It would have helped if TurboTax made it clear that an entirely different domain name (installturbotax.com)  is used for installing turbotax. Again, many many thanks.