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what version(s) of the redistribution package did you need.  I cannot even run turbo tax for windows, it closes just as fast as it opens.  probably something incompatible with the software or visa versa.

@bwoirhaye wrote: I'll have to weigh that vs going with a different vendor for desktop tax prep. You might want to weigh whether or not the different vendor will make Windows 11 a requirement for the 2026 tax year. There are only two, H&R Block and TaxAct, so it shouldn't be too difficult to make that determination assuming, of course, that they have already made a decision.

You cannot get a refund advance today.    TurboTax has a refund advance loan program that will become available in January, but you cannot "sign up" for it.   It has to be offered to you, and you do not get any money until after the IRS accepts your 2025 e-file.  The IRS will not begin to accept 2025 returns until late January.

I want to recommend DeductibleDuck.com as a replacement software option. It is wonderful. It is a small company, but Dave (the owner) was super helpful when I had a question about uploading my donations from the CSV file from Itsdeductible.com. In fact, he got back to me within hours of asking my question. He completely took care of the issue, and everything was uploaded perfectly. I am recommending them to everyone who used to use Itsdeductible.com. And after using DeductibleDuck.com, I have found that it is actually better organized and easier to get to the donation categories. And when I need to edit a category and change the number of units being donated, the changes are saved perfectly.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.

I just stumbled upon this article and am thoroughly confused now.  I hadn’t heard anything about this.  I believe I have Windows 10 on my desktop computer.  Honestly I rarely use my desktop except to file my taxes:). I use their on-line version so this won’t affect me, right?

@Opus 17 wrote: However, the personal solar credit only says "completed".  I have always before taken the position that the solar credit could not be claimed until the system was placed in service, but a couple of months ago, another customer asked about the difference between placed in service and completed, and I have to admit that I don't know the difference other than the AI summary above, and I can't find any IRS guidance.   Interestingly, a well-known and highly respected tax professional posted his opinion and logic about this today:   https://www.tomtalkstaxes.com/p/solar-installation        

This is what Gemini says:   No, My Safe Florida Home (MSFH) grant funds are generally not considered taxable income for federal or SSI purposes, thanks to an IRS ruling and Social Security clarification, meaning you won't owe federal income tax on the money received for home improvements, but you should always consult a tax professional for personalized advice.    Key Points on Taxability:   Federal Taxes: The IRS ruled these grants are excluded from gross income for federal tax purposes. SSI Benefits: Grants are also not counted as income for Supplemental Security Income (SSI). Your Responsibility: While the grant isn't income, you manage the funds (often as reimbursement) and are responsible for selecting a licensed contractor and paying for the work, but the grant money itself isn't taxed as income.  Important Considerations:   Consult a Pro: The MSFH program itself isn't responsible for your taxes; it's always best to check with a financial advisor or tax professional. Program Updates: The program evolves, so check the official My Safe Florida Home support site for the latest FAQs on tax-related questions.