All Posts

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

The tax return will be Pending until the IRS either accepts or rejects the federal tax return.  Due to the huge number of tax returns filed just on or before 04/15 it may take a little longer than normal for the tax return to be accepted or rejected.

If you read the instructions for 8938, it says: ---------- Duplicative Reporting   You do not have to report any asset on Form 8938 if you report it on one or more of the following forms that you timely file with the IRS for the same tax year. Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts (in the case of a specified person who is a beneficiary of a foreign trust, see Part III of Form 3520 and its instructions). Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships.   Instead, you must identify on Form 8938 the form(s) on which you report the specified foreign financial asset and how many of these forms you file. See Part IV. Excepted Specified Foreign Financial Assets, later. ---------- Their use of the word "must" suggests that it is NOT an option to just duplicate the information from the 3520 on the 8938 and not report that you've also filed a 3520.

E-file the return, then, within 3 business days of receiving IRS acknowledgement that your return was accepted, mail form 8332 (completed by your ex) along with form 8453 (search forms in Turbo Tax or online).     https://turbotax.intuit.com/tax-tips/family/what-is-form-8332-release-revocation-of-release-of-claim-to-exemption-for-child-by-custodial-parent/L25kdeRnR   If you have custody of your child but want to release the right to claim your child as a dependent to the noncustodial parent, you’ll need to fill out Form 8332. All that’s needed is your child's name, the tax year, your Social Security number, then your signature and date. If you prefer to release your claim for more than one tax year, enter the same information in part two rather than part one. You also use the form to revoke a previous release of a claim. Once complete, give the form to your child's noncustodial parent, not the IRS. They will file it with their tax return. If you release your claim for multiple tax years, you only need to fill out the form once: the other parent will attach copies of the original to their return each year.

You may need to review Part IV of Form 8582 to determine what individual amounts were used to calculate the total you see. Confirm the entries you made for each property are reported correctly on this form.   For help viewing/printing this form, see: How do I get a PDF of my return?

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

You actually have 2 options.  You will find this by going to Other Tax Situations>>Underpayment Penalties   First option is as you walk through the steps select yes to do any of these apply to you?   Your underpayment was due to a casualty, disaster or other unusual circumstance One of you became disabled Then walk through the steps to request and explain why you are requesting the waiver.   This would actually be the better way to do it.     If you select no to that question you will be asked if you want to let the IRS figure your penalty.  

Please see why can't I connect to with my tax expert for contact information you can use to request assistance.   Here are some other TurboTax Help Articles: How do I send/view messages from my expert? To view a message from your tax expert, select the tab with your expert's name (next to Checklist). ... If you have any trouble accessing your messages, please let your tax expert know during your next ap...   How do I connect with a tax expert in TurboTax Live?  

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd