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I am referring to this: TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.

I am still trying get a copy to you but I am not able to find the black bar and online copy to send you.  I really would appreciate someone looking into this as I feel that I have overpaid on my taxes.  Thank you.

You can't e-file it today.   It has to be mailed and postmarked by today in order to get an extension to 10/15.   Print it from the link below and get it postmarked and in the mail today!    See Further Tax Filing Extensions Available   You can e-file your tax return (Form 1040) until 10/15/25.   If you are trying to file an extension through 10/15, you have to file the form by mail; it can't be e-filed now and it has to be postmarked by tomorrow (5/1).       If you file your return by 05/01, the IRS will not impose a penalty.  It is automatic; no Form 4868 needed.     Form 4868 and instructions included

Yes, I'm doing all this through Turbotax.  Sorry if I'm not clear.... What I meant is that I only have 2 1099's... one for a distribution (conversion ?) and one for the recharacterization.  Shouldn't I have been issued a third for the conversion of the recharacterization?  I made $8,000 in contributions and only have $6,000 in distributions... it seems like there is $2,000 missing.

Good afternoon, I’m replying to this because I’m searching online to see if anyone else has had this same problem with their data files disappearing, And it seems at least someone else has.   It happened to me last year and it happened again this year. Without going into the hours I spent trying to figure this out, I’ll just explain it briefly. After completing all my taxes, I went back into the program when CRA asked for more info on something. I could see the tt24 files as recent, but they did not exist, 0bytes in the file and 0 bytes in the PDF. In the end, I had to run the computer as an admin and launch the program from there to see the files, they were not available as just a regular user on the computer, even though that’s where the returns were done. Hopefully this helps someone who might have a similar situation in future!   (Thanks Dan!)

You can file a corrected W2 online with the Social Security administration directly.   Here is where to do that.   The reason it doesn't really matter to the Social Security administration is because you paid the correct amount of Medicare withholding with your 941 payments.  So they got the correct amount.  The incorrect number is on the employee's W2 and it may cause them some trouble when they file their taxes.  So you can correct the employee's W2 and hand them the correction and keep the corrected W2 in your file in case the SSA ever asks about it.  But if they told you you didn't need to file I wouldn't worry about it.   @NolaGirl15     

1. A state tax rebate is not taxable income on your federal return.   2. A large state tax refund may be taxable later, if you itemized your deductions. For example, suppose you have $5000 of state tax withholding in 2025 that you enter on your schedule A as an itemized deduction. Then, because of the $2000 state tax credit, you get a $2000 state tax refund that is paid in 2026.  That tax refund may be taxable income in 2026 as a reimbursement of a previous deduction, depending on your other income and deductions.    3. If you claim a federal tax credit on the device, you must reduce the price of the equipment that you claim on your federal return if the rebate was from the utility, or was a subsidy such as for low income taxpayers.  However, if this is an expected income tax credit, you do not need to reduce the price when you claim the federal credit.  

Are you trying to import these 1099-Rs from your broker?  You talk about TurboTax entering numbers for you.  These need to be manually entered by you.  If you decide you want to do it as 3 1099-Rs or 2 that is fine.     But you can't do a backdoor Roth for more than $7000 and you are ignoring good advice from @dmertz above.     @TomDx 

Taxpayers in qualified disaster areas can file an extension for tax year 2024 until today, May 1, 2025, by mail only. These requests can't be e-filed after April 15, 2025. See the IRS reminder here for more info.    Download and print Form 4868, fill it out, and get it postmarked for May 1, 2025 to be considered timely. Payment and mailing instructions are on pages 3 and 4 of your printout.

There is a federal tax credit available for heat pumps.   You can find out more about it, here.   If you pay for energy upgrades in 2025, you will be able to take the credit on your federal return when you file your 2025 tax return (in 2026).     And there are other incentives (rebates) through the state of Massachusetts.   You can find out more about those here.  

Shouldn't I have 3 1099-R's?  One for the conversion of the correct backdoor Roth, One for the recharacterization of Roth contribution made in error, and One for the conversion of the recharacterization amount? My Vanguard account says I contributed $8,000 in 2024.

Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.   Here are a couple FAQs to track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

I will also point out that stopping the free employer money is between you and the employer.  If you continue to take the free employer money, you will have money in the HSA to pay for medical expenses or withdraw as excess.  It will be added to your taxable income (as if your employer had given you a raise instead of putting money in your HSA) but you won't pay a penalty if you spend it for qualified medical expenses or withdraw it as excess contributions.  The IRS does not require you to send the money back to your employer.  Any obligation to your employer is between you and them only.  (For example, if you have to certify you are eligible to get the free money, you might get in trouble if you don't tell them otherwise.  But that's between you and them, the IRS doesn't care.)