All Posts

TurboTax has a special phone number for help with tax letters. Click on the blue button that says "Get help from TurboTax support" after you click here.   Just in case, How to submit documentation for accuracy guarantee claims.

There are over a dozen kinds of 1099's; you have not mentioned what kind you are trying to get.    A 1099NEC is typically issued by an individual or business for whom you performed work as an independent contractor, so seek a copy from them if you did not save yours.  Many of the other types of 1099's are issued by banks, brokerages and other financial institutions from which you can seek copies.   If you mean a SSA1099 from Social Security: GET SSA1099 https://www.ssa.gov/faqs/en/questions/KA-01723.html  

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/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   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

@boulanger49   That's been happening.   There is a new question this year asking if you lived in a foreign place. People have been answering it wrong or skipping it. Go back through the Social Security entries and check for each spouse if married.    

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

TurboTax has a special phone number for help with tax letters. Click on the blue button that says "Get help from TurboTax support" after you click here.   Just in case, How to submit documentation for accuracy guarantee claims.

This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.

Please remove your SS number, this is a public website.   You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

we don't know what type of options you trade. certain options can be section 1256 contracts see PUB 550 https://www.irs.gov/forms-pubs/about-publication-550  but then Schwab so have identified them as such and reported accordingly.  there would be a section on your composite 1099 labeled "1256 option activity" open 1256 contracts, at year-end, are marked-to-market. 1256 contracts are first reported on form 6781 not schedule D. from there the gain loss is split and carried to schedule D  *************************** if you are a trader who has properly elected IRC 475(f) then mark-to-market reporting is required. the gain/loss for the year is ordinary income or loss reported on form 4797 line 10 (including 1256 contracts rather than reporting on form 6781) . if you are a trader who has not elected 475(f) or an investor, each leg that has been closed/expired by year-end is reported separately on form 8949 or schedule D. you would be subject to the wash sale rules