All Posts

"soon" is going to be January so let them cook - according to this Form 8949 will be ready Jan 14th which may not be entirely what this section is waiting on but a good indication.   https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg   they are having to make a lot of updates for the big bill and dependent on IRS for any forms changes and guidance.  can't speak for Intuit but their focus is on a solid product for filing next year not doing estimations this year.   if you just need to do some estimations for year end try other online calculators like this https://www.dinkytown.net/java/1040-tax-calculator.html

    @blagmonaltonk      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 2025 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.     hhttps://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.

I have attempted using prior year software, but it's nowhere near as productive as current, even if you have to tweak it after.  I think the real issue is that the subscription service with automatic direct purchase is marketed as a great value due to you having a jump on getting the software before its available elsewhere; what good is a jump and early release if it's unusable.  I could have waited, paid less in January at Costco.  I have searched TT's portal for a way to request a refund and it seems to be very well hidden to my eyes.  Any hint as to where to find it now?

I think most people buy TT for their needs thru entire filing season which TT does very well, rather than for year-end estimation, it's well known to have a lot of updates thru January.  I don't disagree with earlier comment about lack of disclaimer for those expecting fully working s/w at this point.  Personally I've never bought it til January, and the prior year s/w was usually good enough with some allowance for the changes to deductions and tax rates, though the extent of the big bill changes makes all this more difficult this year.   Anyway if this enough for you to look elsewhere and other tools meet your needs anyway then have at it, you can request a refund from Intuit up to 60 days from purchase.   But if you really just need a tax calculator to do some year-end planning estimates there are simpler tools to do this, and come back to Turbo next year once we are in filing season and they are ready; try - https://www.dinkytown.net/java/1040-tax-calculator.html

@daniellesypin      Do you want live help from a tax expert while preparing your return?   Use one of the online Live versions: https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm  

@zpinedaf      No one in the user forum can check.  We have no access to user accounts.  Check for yourself.     DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2024.  

  @tdkddc1961     if you chose to have your TurboTax fees deducted from your federal refund then the banking information on the tax form is the information to send your refund to the third party bank.  That bank gets your refund first from the IRS.  They take out your TurboTax fees and send the rest to you---and that bank has YOUR direct deposit information.     When you choose "refund processing"   TurboTax gets its fees when the IRS releases your refund.  Your refund goes to the third party bank.  The bank takes out your fees and then that bank sends the rest of the refund to you.     How can I see my TurboTax  fees?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   What is Refund Processing Service?         Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com   

   If the return was not filed and accepted, it is now too late to get the refund shown on the tax form.  A 2020 refund was forfeited a couple of years ago.   You can check to see what it says in your account and mail the return in if it was not filed, but you will not receive a 2020 refund.         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 2025 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.     hhttps://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.   @delwinfiddler32

to add to your sad news, since their license activation service changed in 2019, Intuit only supports the s/w for current tax year and 3 prior years i.e. currently 2022-2025.  At this point you won't be able to activate a new install of the s/w from 2019-2021 (I think 2018 and before may still work), and so on as each tax year rolls on.   fwiw, I suppose you can save a copy of the installation zip (however that comes on Win, I don't know) or dmg (Mac) files but it will be useless once Intuit stops supporting that year.   at this point we're placing bets when Intuit will stop producing desktop s/w altogether, hopefully we'll ride this train a few more years.   I am sure you are exporting full PDF with all forms and worksheets for each year, that is your official record rather than needing to run old s/w.

If you paid for the online edition with a credit card you will need to contact TurboTax support for a refund. You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm   Go to this TurboTax website to select, purchase, download and install one of the desktop editions on a personal computer, Windows or Mac - https://turbotax.intuit.com/personal-taxes/cd-download/

There are 2 5-year rules.   The general 5 year rule says that earnings you withdraw are subject to regular income tax unless the account has been open 5 years.  That means a Roth IRA.  A Roth 401K doesn't count.  The clock doesn't start when you opened this IRA account (maybe), the clock starts when you opened your first Roth IRA account, even if it was a different account years ago.  If you never had any Roth IRA anywhere, then you are correct that your withdrawals are not qualified until 2030 and if you withdraw earnings before then, you will be subject to regular income tax.  (There is no 10% penalty for early withdrawal since you are over age 59-1/2.)   There is another 5 year clock that applies specifically to Roth conversions -- converting pre-tax funds in a traditional IRA or pre-tax 401k to a Roth IRA.  Since you did not do that, I won't discuss that rule further for now.   I don't know what pro-rata rule you mean.  That would apply if you had pre-tax and after-tax contributions mixed in a traditional IRA.  If you had a Roth 401k, that money should all be after-tax, and a Roth IRA is all after-tax.  Roth withdrawals are always counted as contributions first, rollovers second, and earnings last.  Withdrawal of contributions and rollovers is tax free.  Withdrawal of earnings is tax free if your Roth was open more than 5 year and taxable if less than 5 years.  Suppose your rollover amount was $100,000.  That means the first $100,000 you withdraw would be tax free.  If you withdrew more than that (earnings), and it was less than 5 years, the withdrawal would be taxable.