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TurboTax does not have a copy of the W-2 or Form 1099. It would have a Form W-2 Wage and Tax Statement that included the tax data from the forms that were entered. The forms would be included in the PDF of the tax return in the tax year the return was completed. Copies of a Form 1099 would have to obtained from the issuer of the form.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)   If you cannot obtain the W-2 from your employer, then for a fee you can get a complete copy of a W-2 from the Social Security Administration - https://faq.ssa.gov/en-us/Topic/article/KA-02501   You can get a free Wage and Income transcript from the IRS - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return to include copies of W-2's, if you mailed the tax return and included a paper W-2, from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf   See this IRS Tax Topic - http://www.irs.gov/taxtopics/tc159.html

The tax year 2025 TurboTax desktop editions for Windows requires that the software has to be installed on a Windows 11 based personal computer. TurboTax website for the minimum system requirements for the 2025 desktop editions, Windows and Mac - https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/

Taxed in 2026.  Whatever year you take it out.  If you had taken it in 2025 it would go on your 2025 return.   You could have taken it anytime in 2025 before you turned 73.   If you take it in 2026 don’t forget you still will have to take the 2026 RMD.   So you will have 2 distributions to take in 2026.  

@user17591775237 wrote: "At this time, I advised that there is no alternative deductible tracking solution currently available." Yes, NOT FROM INTUIT. Of course, there are other tracking solutions available from other developers.   For whatever reason, someone in authority here chose to delete the links to those solutions. Not sure why they would delete links to mostly free products that they no longer offer.

Yes, assuming you are a US Citizen or Resident Alien you would be taxed on your worldwide income regardless of India taxation.  Publication 575 indicates annuity payments received less premiums paid are US taxable income.  Had India taxed the income you could claim a credit for foreign taxes paid.  You will enter the income as if you received a 1099R for the annuity payment in the "Wages and Income" "IRA, 401k, Pension (1099R)" topic (Steps below).    It appears you would use the "General Rule" to determine the taxable portion of your annuity.  Publication 939 has the steps to make the calculations for your specific situation.  You will need to figure the Expected Return and then the taxable part of your annuity payments.     Select "Wages and Income" from the menu Start "IRA, 401K, pension (1099R)" topic Enter address of payer (use foreign address button if needed)  Enter a generic FED ID such as 22-2222222 (to allow e-filing) Enter the gross distribution amount in box 1 Enter the taxable portion of box 1 into box 2 per your calculations from Publication 939 Enter the non-taxable contributions (difference between boxes 1 and 2) into box 5 from your Publication 939 calculations Enter Code 7 and Code D into the box 7's Continue  This will make entries on lines 5a and 5b on form 1040 for pensions and annuities.

Deluxe has them.   All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. BUT all the programs have not been updated yet for them to allow entering using the step by step method.    You can use the Forms Mode to enter sales.   You don’t directly enter the Schedule D.   You need to enter the 1099 forms you get for investments.   

Schedule D and Form 8949 will not be available until 01/06/2026. Go to this TurboTax website for forms and schedule availability - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button   Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

This is the reply I got from turbotax:   ello Dan, I am reaching out from TurboTax Customer Care on behalf of Intuit’s Office of the President. I am one of the specialized agents assigned to assist you. Thank you for taking the time to speak with me today. I am glad we were able to discuss your concerns in detail. As a recap of our conversation, we reviewed the discontinuation of the Its Deductible product and the frustration this has caused, particularly given your need to track multiple charitable contribution transactions and prepare for upcoming tax law changes. I acknowledged your feedback and confirmed that your concerns will be escalated to Intuit leadership for visibility and review. At this time, I advised that there is no alternative deductible tracking solution currently available. You also shared that, due to this change, you are considering using a different tax preparer that continues to offer a similar feature. If you need assistance in the future, please contact TurboTax Customer Support at 1-800-446-8848. Since your concerns have been addressed and documented, we will proceed with closing your case. Thank you for being a valued TurboTax customer. Respectfully, Shonda J TurboTax Customer Care

Besides the What-If worksheet you can just start a new return to test in.  The Desktop program can do unlimited returns.  Go up to File-New and it will first save your current return.  I have many test returns to help answering questions on mine.     Here’s an earlier post about the 2025 What-If worksheet not calculating the new Senior Deduction right TT2025 What-If not applying the new Senior Deduction

The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbol Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf

there are two basic accounting methods. the IRS requires that the accounting method used clearly reflect income. Cash method - income is recognized when received and expenses are deducted when paid. Accrual method income is recognized when the buyer gets title and expenses are deducted when incurred.    the cash method is available to taxpayers (other than tax shelters) that have gross receipts of less than $31million for 2025, regardless of whether the purchase, production or sale of merchandise is an income-producing factor IRC 448(c). In addition, such taxpayers are not required to account for inventories under IRC 471. instead you treat inventories as an expense not reported in the cost of good sold section.      some taxpayers, even if not required, use the accrual method to balance revenue with the related expenses.  thus in your situation, you would record as revenue 100% of the sales price of items delivered on or before 12/31/2025. you would complete the cost of goods sold section and report 100% of the cost of those items .     you can not change method from year to year without filing Form 3115 - change in accounting method.