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Thank you for the fast reply!  I had bought 2021 tax year at Costco, therefore it is not in my products list to download.  However, when I brought that up to the representative, she said it does not matter.  To click on any "license and download" link and type in the key and it would give me a download option.  Instead I get an error.  

Are you using the Desktop program?  On Windows or Mac?  For Mac look under Help.   For Windows,  1. Open your return. 2. Click Online and select "Send Tax File to Agent". 3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us. 4. Please provide the Token Number that was generated onto a response

It is not a black bar.  These are the instructions @VanessaA gave to you above-   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. There is no black bar involved.   Your other option is to have a TurboTax professional review your return.  You can request that through TurboTax live in your TurboTax account.   @laura90025 

I am referring to this: TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.

I am still trying get a copy to you but I am not able to find the black bar and online copy to send you.  I really would appreciate someone looking into this as I feel that I have overpaid on my taxes.  Thank you.

You can't e-file it today.   It has to be mailed and postmarked by today in order to get an extension to 10/15.   Print it from the link below and get it postmarked and in the mail today!    See Further Tax Filing Extensions Available   You can e-file your tax return (Form 1040) until 10/15/25.   If you are trying to file an extension through 10/15, you have to file the form by mail; it can't be e-filed now and it has to be postmarked by tomorrow (5/1).       If you file your return by 05/01, the IRS will not impose a penalty.  It is automatic; no Form 4868 needed.     Form 4868 and instructions included

Yes, I'm doing all this through Turbotax.  Sorry if I'm not clear.... What I meant is that I only have 2 1099's... one for a distribution (conversion ?) and one for the recharacterization.  Shouldn't I have been issued a third for the conversion of the recharacterization?  I made $8,000 in contributions and only have $6,000 in distributions... it seems like there is $2,000 missing.

Good afternoon, I’m replying to this because I’m searching online to see if anyone else has had this same problem with their data files disappearing, And it seems at least someone else has.   It happened to me last year and it happened again this year. Without going into the hours I spent trying to figure this out, I’ll just explain it briefly. After completing all my taxes, I went back into the program when CRA asked for more info on something. I could see the tt24 files as recent, but they did not exist, 0bytes in the file and 0 bytes in the PDF. In the end, I had to run the computer as an admin and launch the program from there to see the files, they were not available as just a regular user on the computer, even though that’s where the returns were done. Hopefully this helps someone who might have a similar situation in future!   (Thanks Dan!)

You can file a corrected W2 online with the Social Security administration directly.   Here is where to do that.   The reason it doesn't really matter to the Social Security administration is because you paid the correct amount of Medicare withholding with your 941 payments.  So they got the correct amount.  The incorrect number is on the employee's W2 and it may cause them some trouble when they file their taxes.  So you can correct the employee's W2 and hand them the correction and keep the corrected W2 in your file in case the SSA ever asks about it.  But if they told you you didn't need to file I wouldn't worry about it.   @NolaGirl15     

1. A state tax rebate is not taxable income on your federal return.   2. A large state tax refund may be taxable later, if you itemized your deductions. For example, suppose you have $5000 of state tax withholding in 2025 that you enter on your schedule A as an itemized deduction. Then, because of the $2000 state tax credit, you get a $2000 state tax refund that is paid in 2026.  That tax refund may be taxable income in 2026 as a reimbursement of a previous deduction, depending on your other income and deductions.    3. If you claim a federal tax credit on the device, you must reduce the price of the equipment that you claim on your federal return if the rebate was from the utility, or was a subsidy such as for low income taxpayers.  However, if this is an expected income tax credit, you do not need to reduce the price when you claim the federal credit.  

Are you trying to import these 1099-Rs from your broker?  You talk about TurboTax entering numbers for you.  These need to be manually entered by you.  If you decide you want to do it as 3 1099-Rs or 2 that is fine.     But you can't do a backdoor Roth for more than $7000 and you are ignoring good advice from @dmertz above.     @TomDx