All Posts

  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.      

E-filing has been permanently closed for 2023 returns since the end of October 2024.  The only way to file 2023 now is by mail.  Print, sign and date the return in ink, and mail it.   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.  

Yes, your daughter will likely need to pay taxes on the income reported on the 1099-NEC. The IRS considers income reported on a 1099-NEC as taxable self-employment income   To enter the Form 1099-NEC in TurboTax: Open or continue your return. Navigate to 1099-NEC: TurboTax Online/Mobile: Go to 1099-NEC. TurboTax Desktop: Search for 1099-NEC and select the Jump to link. Follow the onscreen instructions. When you’re done, we’ll ask you a few questions and help you through entering any expenses you may have so that you can reduce your taxable income. Here are two helpful links: IRS Instructions for Form 1099-NEC TurboTax Guide on Filing Taxes with 1099-NE

This happens because on one pass, you entered a number of excess contributions to withdraw, and on the next pass you didn't, and the first number is "stuck".   The first thing you should do is file an extension. I am going to give you a lot of typing in order to fix this, so if you are on the East Coast or in the Central Time Zone, it may be pushing it to file before midnight.   Then after you file the extension, you will do an "HSA RESET". This is a process through which you delete all your HSA data so you can do the HSA interview from scratch without this pesky number that is "stuck".   ***HSA Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop*** 3. go to View (at the top), choose Forms, and select the desired form(s) - 1099-SA (if one), 8889-T, and 8889-S (if one). Note the Delete Form button at the bottom of the screen.   *** Online ***  3. go to Tax Tools (on the left), and navigate to Tools->Delete a form 4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....     I would rather you file the extension now, so you can do the HSA RESET at a leisurely pace tomorrow. 

You can try the following to change your filing status:   Click on your search icon in your upper right corner of your TurboTax screen Type "filing status" in your search box Click on the link "Jump to filing status" And you should see a screen "Review Your Filing Status" Click "Change my filing status" And a drop down appears.   To qualify for head of household, you have to meet the following: You must pay for more than half of the expenses for a qualifying household You must be considered unmarried on the last day of the tax year You must have a qualifying child or dependent Head of Household status includes single parents. It also includes divorced or legally separated parents with custody of a child.  You can also be an adult who provides support for a parent or other relative under qualifying circumstances.     Your screens will look something like this:     '       Click here for Guide to Filing Taxes as Head of Household

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button