All Posts

This is confusing (specifically the second sentence regarding tax withheld:  "Losses are an itemized deduction that go on Schedule A. They are only deductible up to the amount of tax withheld from all of your other income combined."   Per my experiences in TurboTax, losses are only deductible up to the amount of the gambling winnings.  Also, per the IRS Interactive Tax Assistant:  "The amount you deduct for gambling losses cannot exceed the amount of gambling winnings you report."  

Please see how do I get a PDF of my return for steps to obtain your tax return as filed.   If that doesn't  help, you can also refer to the following links for assistance. If you prepared your return using TurboTax Online, please see how can I access my return after I've e-filed or printed it for steps. If you prepared your return using TurboTax Desktop, please follow these steps to manually update your software.  This should update your program and allow you to log back into the software to see your return.

Thank you for the explanation. I was able to duplicate your situation, but was not able to get the supporting schedules to populate in a print file. In order to get this reported quickly, I suggest calling customer service at 1-800-446-8848. TurboTax is currently open from Monday-Friday, 5AM to 5PM PST.    @BME

If you spoke with someone at the IRS and told them you didn't file when you actually did, you will need to contact the IRS directly to rectify the miscommunication.   If you filed your return and are due a refund, you can check your refund status using these instructions.  

I just had a look at the Travis County Probate Court web site.  Unfortunately, you can't be pro se, you must be represented by an attorney in this case.  (You can be pro se if you are only representing your own interests.  Since you would be seeking to represent the interests of someone else, you are not allowed to be pro se.)   So I would ask an attorney what they would charge to represent you for the initial filing and then the ongoing costs (for annual financial filings, etc.) until the child turns 18, and balance those costs against the costs of waiting (which not only includes potential taxes and penalties, but the opportunity cost of not being able to withdraw the money even if the child had a good reason).   Good luck.    https://www.traviscountytx.gov/probate/probate-forms   Court Policy Regarding Pro Se Applicants

@TS61 wrote: hmmm.   good point about the stacked RMD's being a concern.   I agree the county clerk should be the route.  I've talked to them several times and so far they've not been able to assist.  In fact they've bounced me around departments until I ended up back where I started.  It's a big county (over 4 million people).  Perhaps it would be simpler in a smaller place.  I also hit an attorney and his comment was likely the only route is to go the full financial guardian route through the court system.  So far there's no "file this form and you're good". I agree that you need to be appointed financial guardian.  But my thought is that the paperwork might be possible as a pro se.   (Tangentially related, my ex-wife and I legally separated in NY using attorneys.  Once we decided to go all the way with the divorce, NY has a process to convert a legal separation to an uncontested divorce.  It wasn't just one form, but I was able to do it without an attorney, by following the instructions on the court web site.)   When it comes down to brass tacks, every legal action starts with at least one form, in this case asking the court for the appointment.   My main point is, there will be some cost of doing nothing and waiting.  Whether that cost is higher or lower than the cost of getting the appointment, is something you should consider as part of this process.   Good luck. 

Yes, please see what's the TurboTax phone number for more information.   If you have purchased a version with Live assistance, please refer to the following links based upon the product you are using: How do I schedule my review using TurboTax Live? What is TurboTax Desktop Live Tax Advice? What is an Expert Review and how can I schedule one?

the problem, as it was explained to me, with just getting the paper without going through the full process is a bit like proving that ghosts do not exist.  While Texas law states that by default the parent is the financial guardian, you don't know if there is other paperwork overriding the default.  I could be some dead-beat dad behind on child support trying to make off with the child's inheritance.  Without doing the full court search you don't know what other rulings might be out there countermanding the default.....