All Posts

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

I don't remember those questions. Since the IRS is the US taxes, why would you even ask it that way unless it refers to additional income? Until changed, Social Security in the United States is taxable income.

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, check for each spouse if married.  If the IRS adjusted  your return you do not need to amend.    

Based on my conversations with a Turbotax technician today and information on the IRS website https://www.irs.gov/newsroom/irs-reminds-taxpayers-their-social-security-benefits-may-be-taxable you guys should double check the software. I have gone from an expected refund to owing over $2000. Not officially a penalty but it certainly feels like it and you guys need to accept accountability.

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, check for each spouse if married. Some Posts 4/26/25 This user missed the question for the spouse https://ttlc.intuit.com/community/retirement/discussion/re-why-would-tt-miscalculate-and-underreport-my-filed-1040-sr-social-security-benefits-by-64-costing/01/3676051#M250633 4/23/25 https://ttlc.intuit.com/community/after-you-file/discussion/re-irs-changed-refund/01/3674438#M798051

Correction: Thanks. 1. "Schedule B in the interest section, below the subtotal for line 1" reads "Excludable interest on series EE and I U.S. savings bonds issued after 1989". Attach Form 8815" My question pertains to the accrued interest paid on brokered CDs (NOT series EE and I US Savings Bonds). There is no form 8815. Brokerage Tax Reporting Statement statement  reports a line item "Accrued Interest Paid on Purchases". 2. I was referring to the statement " So I'm assuming I choose the "accrued interest" reason and leave it at that?  The end result to my refund is the same either way - it subtracts that amount of interest. " in the original (first) message above. So, where do I enter it on Schedule B? Thanks for your help.

I am dealing with this! I received an IRS notice CP11 stating that the taxable Social Security benefits were changed because they were calculated incorrectly. I went from a rare refund in a year when the standard deduction went UP, to more than $2500 owed. This has caused concern for future returns and questioning the liability of Turbotax in this instance. I spoke with a Turbotax technician who states that they calculate this similarly every year but it seems as though the software dropped the ball! This just sucks! Are we supposed to review how the software is done now?????

Thanks. 1. "Schedule B in the interest section, below the subtotal for line 1" reads "Excludable interest on series EE and I U.S. savings bonds issued after 1989". Attach Form 8815" My question pertains to the accrued interest paid on brokered CDs (NOT series EE and I US Savings Bonds). There is no form 8815. Brokerage Tax Reporting Statement statement  reports a line item "Accrued Interest Paid on Purchases". 2. I was referring to the statement " So I'm assuming I choose the "accrued interest" reason and leave it at that?  The end result to my refund is the same either way - it subtracts that amount of interest. I suppose a third way would be to change my cost basis that I paid for the CD on the 1099B, since it looks like that is listed as "basis not provided to the IRS" on my 1099B anyways." in the original (first) message above.  Thanks for your help.

You can view all your worksheets, forms and schedules.   In the desktop program, click on Forms in the upper right corner, and when using TurboTax Online, you can view forms from the Print Center.    @KimT-IL