All Posts

This answer assumes your previous return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Regarding the tax professional, I was merely referring to one who could agree with us (or not), but it is not clear any of them are looking into this thread which may have gotten too back-and-forth for anyone to dare bothering with.  I wonder if it makes sense to start a new cleaner thread that starts with the conclusions we agree upon with my example?  I am reasonably comfortable in filing the returns next April myself which gives me access to 2025 TurboTax after it is fully operational and I have all the broker tax forms for 2025 and then finding someone at TurboTax to confirm how to enter the data from the tax forms I'll have if I do sell a lot of the stock this year.    I also have an EXCEL workbook that is producing very similar numbers, something I use for comfort each year.    My experience is that, if you call often enough and ask for escalation, you can eventually find someone at TurboTax who knows how to do something complex like this although I suspect you already have me on the right track.  In fact, the last question I was asking you was more along the lines of what you had already advised quite some time ago (albeit with a sale of all NUA stock) about which numbers to enter where in turbo tax.  Most important was my making sure I had a decent idea of how much NUA stock I could sell before year end and stay in the LTCG bracket I'm already in and I think I am there.  Time to pull the trigger but I just have to figure out how NOT to sell the stock shares that are from recent reinvested dividends (although I do have a small amount of short-term capital losses I could use from some TLH I did earlier, so I may not bother).  Thanks again, Romper.

@jcpeckham wrote:  My understanding is that there is no express IRS guidance on the issue of timing on scholarship-related 529 withdrawals.   As you said, there is no specific guidance.  However, if I remember correctly and based on other indirect things, it is the opinion of many/most tax professionals that the withdrawal needs to correspond with the year of the expense.   I guess it may come down to how much you want to risk the "gray area".   As a side note, don't forget that (1) it may be an option to transfer the 529 plan to a new beneficiary and (2) if the account has been open for at least 15 years (and funded at least 5 years ago), it may be an option to convert some of the 529 funds to a Roth IRA.

However, if you are actually trying to prepare 2022 taxes, because you haven't done them yet... Then you have to either: 1)   get the 2022 PDF downloads from the IRS website and prepare them manually to mail in yourself OR 2) buy the TTZ 2022 desktop software (for full Windows or MAC computers only), prepare, print and mail in yourself: File Your 2022 Prior Year Taxes with TurboTax Desktop

As my original comment indicated, reimburse 1/12 of the annual depreciation per month under the Accountable Plan.   Form 4562 does not apply because the corporation is reimbursing, not directly claiming depreciation.

December 26, 2025 As I am far from a tax professional, I would not be a reliable source for that level of detail. In response to your question as to where to find a tax professional? This time of the year the tax accountants and CPA’s come out of the woodwork. The challenge will be – Is the person familiar with Net Unrealized Appreciation? I suspect it could be a challenge as I don’t believe many have encountered it in detail. My recommendation if you don’t find an experienced source: I had a need to file an Estate Tax form 706 two years ago. I found that H. & R. Block was the most logical source since they have a national back-office staff of professionals. I prefer an organization of professionals rather than a small shop for complex subjects. They also have customized software for various subjects. Ask for a Master Tax Advisor or a Registered IRS Agent at your local office. They will want to do your tax returns at a price of course. The key points to keep in mind when interviewing a source: NUA’s are not subject to NIIT To avoid the NIIT, the NUA must be deducted on Form 8960, Line 5b (Entered from Form 8960 Worksheet if using TurboTax) All distributions from an NUA are LTCG. The cost basis on the Form 1099-B could be missing or incorrect and would need to be adjusted in TurboTax or whatever software is used. Selling half of the shares adds complexity.

Glad to hear but where will we find that tax professional to confirm?  In the meanwhile, Romper, for my example, can you clarify which numbers you would enter where in TurboTax, please including whether you would need to check any boxes that indicate you are not using the information on forms from the broker which some might consider an audit risk?  Thanks much!

i believe the offer from fidelity is only for federal file, where as the desktop software comes with federal + state. this could be a reason why the checkout fails, but with a bad error message.   this is the only potential reason i could find. turbotax support could atleast show a usable error message. :(

@SPLITRIMZ wrote: Intuit is not listening,   I''m hoping for an alternate solution to Turbo Tax "Hoping for an alternate solution"? There are only two DIY, consumer-level, desktop income tax prep software developers; H&R Block and TaxAct. Take your pick. I'm sure each has its pros and cons.   BTW, don't think for one minute that either of those companies are going to be "listening" to you (i.e., don't be delusional; they don't care about you any more than does Intuit).

Have the same problem. Tried different devices, different browsers, went as far as creating a new Intuit Account thinking it might have been an issue with my existing account but met the same error code. Please update if you receive a fix. 

Accountable plans usually need to be submitted within 60 days of the expense, so whatever office expenses qualify during that time period can go under an Accountable Plan.   Depreciation can be part of an Accountable Plan.   As a side note, it is my strong opinion the people should do corporate returns by themselves.  There are too many things to mess up, and DIY programs like TurboTax only cover the basics.  It can be expensive, but in my opinion the corporate tax return should be prepared by a tax professional.