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April 15, 2025
6:33 AM
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
...
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You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
Start a 2024 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0
You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
SAVE YOUR TAX RETURNS !
EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records. That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc
In order to transfer a past year return to the new return you need the tax file
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl
NOTE: TurboTax and the IRS save returns for seven years. Returns older than seven years are purged.
April 15, 2025
6:33 AM
Yes. Since the income is reported on your SSA-1099 for 2024, it must be included in your tax return. You can always try later to contact SSA for a correction, however it may not be accomplished. If ...
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Yes. Since the income is reported on your SSA-1099 for 2024, it must be included in your tax return. You can always try later to contact SSA for a correction, however it may not be accomplished. If successful you can always amend your return later.
@kenhuk123
April 15, 2025
6:33 AM
How did you just purchase it if it was installed in 2018?
In general, the product has to be NEW never used, and you must be the original owner to claim the solar credit. The credit is availabl...
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How did you just purchase it if it was installed in 2018?
In general, the product has to be NEW never used, and you must be the original owner to claim the solar credit. The credit is available for the year that the item is installed and put into service.
April 15, 2025
6:33 AM
Thank you for pressing for a more detailed and accurate response. Sadly, EVERY YEAR, I am billed an additional NY State assessment, plus interest, because of this one section. Turbo Tax does NOT cal...
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Thank you for pressing for a more detailed and accurate response. Sadly, EVERY YEAR, I am billed an additional NY State assessment, plus interest, because of this one section. Turbo Tax does NOT calculate this correctly, and this will be the last year I use them.
April 15, 2025
6:33 AM
If the amount was reported on your W-2 in box 12 with code W, then it is labeled as employer contributions because it came through the employer's payroll system even if the only contributions came fr...
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If the amount was reported on your W-2 in box 12 with code W, then it is labeled as employer contributions because it came through the employer's payroll system even if the only contributions came from your income. This is also pre-tax money, so there is no tax deduction for contributions made through payroll deductions because you have already received the tax benefit.
If you made a separate contribution to the HSA outside of payroll deductions, then that amount is entered when you go through the Deductions and Credits > Medical > 1099-SA, HSA, MSA section of your return.
April 15, 2025
6:32 AM
For disabled adults:
There is an extra amount added to your standard deduction if you are legally blind. Your federal return does not provide any other credits or deductions for saying you ar...
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For disabled adults:
There is an extra amount added to your standard deduction if you are legally blind. Your federal return does not provide any other credits or deductions for saying you are disabled, with one possible exception.
There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.
ELDERLY OR DISABLED CREDIT https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled
There are some states that provide various credits to elderly/disabled folks, so watch for that when you prepare your state return. The states that I know of that have anything for elderly/disabled are AZ, CT, DE, IA, MO, ND, NJ, NY, VE. There may be others.
April 15, 2025
6:32 AM
You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do:
With your tax return open, select File.
Proceed through the screens until you reach the Jus...
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You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do:
With your tax return open, select File.
Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order.
On the order summary screen, select Downgrade.
If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs.
Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.
If not using Live you can follow these steps:
Follow these steps to downgrade to a different TurboTax Online product:
Open your return if you haven't already.
In the left menu, select Switch Products.
Select Downgrade.
April 15, 2025
6:32 AM
Because you are covered by a retirement plan at work, the result in TurboTax implies that your MAGI for this purpose is above the $230,000 threshold where your spouse's traditional IRA contribution b...
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Because you are covered by a retirement plan at work, the result in TurboTax implies that your MAGI for this purpose is above the $230,000 threshold where your spouse's traditional IRA contribution begins to become nondeductible, becoming fully nondeductible at $240,000 of MAGI.
April 15, 2025
6:31 AM
Si esta totalmente desabilitada podria calificar para el credito por otros dependientes, el cual el monto es de $500.
Tambien podria calificar para el credito tributario por ingreso, si su ingreso ...
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Si esta totalmente desabilitada podria calificar para el credito por otros dependientes, el cual el monto es de $500.
Tambien podria calificar para el credito tributario por ingreso, si su ingreso califica para este credito.
Vea los enlaces que la comparto en la parte inferior
Aprenda acerca del Crédito por otros dependientes
Crédito tributario por ingreso del trabajo (EITC)
April 15, 2025
6:31 AM
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retireme...
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Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
April 15, 2025
6:31 AM
April 15, 2025
6:31 AM
Yes, you have to enter a 1099R for money you took from a retirement account in 2024. Go to the plan's website to see if you can import it or download it to enter by hand. Or call them and ask how ...
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Yes, you have to enter a 1099R for money you took from a retirement account in 2024. Go to the plan's website to see if you can import it or download it to enter by hand. Or call them and ask how to get your 1099R.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
April 15, 2025
6:31 AM
If your refund was lower than the amount shown in TurboTax, click here for more information.
April 15, 2025
6:30 AM
My NM tax still says pending
Topics:
April 15, 2025
6:29 AM
Go back into his tax return. Under My Info (Top of left sidebar) Click the down arrow next to his name [Revisit] Continue to Let's check for some other situations [X] Another taxpayer can claim...
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Go back into his tax return. Under My Info (Top of left sidebar) Click the down arrow next to his name [Revisit] Continue to Let's check for some other situations [X] Another taxpayer can claim me as a dependent on their tax return. Close the return and re-tile it
April 15, 2025
6:29 AM
If you are trying to take a deduction for damage by Hurricane Beryl, then you will select the following:
Federal
Deductions and Credits
Casualties and Thefts under Other Deductions and Cre...
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If you are trying to take a deduction for damage by Hurricane Beryl, then you will select the following:
Federal
Deductions and Credits
Casualties and Thefts under Other Deductions and Credits.
April 15, 2025
6:29 AM
You can choose either. You will just always use that account going forward.
April 15, 2025
6:29 AM
Do not enter the SSA1099 for your child on your own tax return. Someday if the child has other income (after school job, etc.) and is filing a tax return, for that tax year he will need to include...
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Do not enter the SSA1099 for your child on your own tax return. Someday if the child has other income (after school job, etc.) and is filing a tax return, for that tax year he will need to include the SSA1099 on his own return. Until then, it does not get entered anywhere.
April 15, 2025
6:29 AM
Dana, Can you clarify - I know we talked about this. The 2024 1099R I got re: the 2023 Trad Ira contribution made in 2024 is not submitted with this return, correct? It is submitted when I amend t...
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Dana, Can you clarify - I know we talked about this. The 2024 1099R I got re: the 2023 Trad Ira contribution made in 2024 is not submitted with this return, correct? It is submitted when I amend the 2023 return ( 7500 was contributed then taken back out but they didnt take out the earnings, wrote zero and coded it P). Is that correct? I already contributed the 79.50 earnings to 2025 IRA ( ineligible for 2024) and do that on that return? I put it on this one but think that's an error. For this one I have the 2024 contribution of 8000 which was returned and that distribution coded X though they put the taxable as 0 and didnt take out those earnings. I've also contributed those to 2025 IRA.I am unsuccessful at changing the code on the form and gave up on that right now. I;m being prompted to fill out Form 8xxx the one you said was for excess contributions. I just fill out the one for 2024 and do the other on the 2023 amended return, is that correct. I can't recall the form number at this second. will that resolve the excess contribution issue so I dont get an excess 1099 next yr?