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If you prepared a city return using TurboTax, you did that as an extra step after your state return, so look at the pages in the PDF that come after the state pages.     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.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   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.      

Use your school's COA for off-campus housing as a guide for qualified 529 disbursements.  For example, if that amount is $1,500/month and your student attends for nine months, you can withdraw $13,500 for Room and Board expenses.  Add that to tuition and other qualified education expenses for a total withdrawal amount from your 529 for the school year.    You won't need to track details of utilities, groceries, etc. if you use this method (unless for your own records) and may not even need to enter the 1099-Q in your tax return.   Here's more info on Form 1099-Q.   @anonymouse1 

If your income was higher in 2025, your sales tax deduction on your tax return may also be higher, as it is based on income. However, TurboTax gives you either the Sales Tax Deduction or the State Income Tax Deduction on your return, whichever is higher (but not both).   Here's more detailed info on Sales Tax vs. State Income Tax as well as a Sales Tax Deduction Calculator.    Your sales tax deduction may be reduced if you are subject to SALT tax limitations.  Here's detailed info on SALT Deduction for 2025 if you think that applies in your situation.    @zambonizima         

If it's asking why you got the 1099G for a state refund then you are in the wrong place. Go back and enter it here……. To enter a state refund just type 1099-G or 1099-g (with the dash) in the search box at the top of your return and click on Jump To it. Enter the 1099G under Federal on the left side Wages & Income at the top Scroll down to Other Common Income You might need click on Show More to expand the section Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start or Revisit You do not want the next line that says Other 1099G Income On the first screen check YES - Received a State Refund. Enter the amount and continue on and after a couple screens, it will ask you a couple questions to determine if it's taxable. It may or may not be taxable. It is taxable if you itemized deductions the year it is from. If you took the standard deduction it is not taxable and you don't even need to enter it.

@Mr_G    I don't see that I said anything about Fidelity in this thread.  Did you mean to post on another one?  I think Fidelity only has a discount for the Online version this year.       Do you want to buy the Desktop program?    There are cheaper ones than $159.   You can buy the Desktop Download program here or in stores or online like Amazon, Costco, etc. https://turbotax.intuit.com/personal-taxes/cd-download You need a full Windows 11 or Mac OS Sonoma 14 computer to install it.

First, determine if the student your dependent.  Please be aware that the student is your dependent (and you could claim them as your Qualifying Child) if the student is:   Your child and  Under 24 at the end of the tax year and  Lives with you for more than half the year (being away at school is counted as living at home if they intend to return) and The student did not supply more than half their own support   The student's income is not a factor in claiming them as your "Qualifying Child" dependent as long as they meet the above requirements and did not supply more than half their own support. Working a summer job usually does not supply more than half a student's support. Scholarships are not considered as support supplied by the student, but loans are. Income earned and saved does not apply to support, only income used to pay for living expenses are considered as part of the student's support.    If you need clarity on who is considered a dependent student, I suggest you use this link or post as a new question since that is a different topic.    To address your question, when funds are withdrawn from a 529 education savings plan for education expenses, it is always best to have the funds withdrawn or transferred to the school in the name of the student (beneficiary).   If you, as the owner of the account, make the withdrawal, only you can enter the 1099-Q into your TurboTax program since that form with then be issued to your Social Security Number. If the student is also claimed on your return, the program can assign the withdrawal to the student's education expenses. If you do not claim the student, you will need to indicate in the TurboTax program that the funds were used for education expenses for a student not listed on your return. This gets complicated as the student will then need to claim the assistance on their return without a 1099-Q, or adjust the amount of expenses they paid. TurboTax can do the calculations for this situation, but the input of the data is difficult for both taxpayers.   I suggest you first gain clarity as to if the student is your dependent. If they are, you can still "Not claim" them, however they still cannot claim themselves. They can file a tax return as a dependent whether they are claimed by someone or not.    If the student is your dependent, but your income will not allow you an education credit, you do have the option of "not claiming" the student in which case the student can file (as a dependent) and be eligible for the "NON-REFUNDABLE" portion of an education credit. The dependent student would select "Another taxpayer can claim me" and then "Another taxpayer will not claim me" (in other words, they are your dependent, but you are not claiming them on your tax return). The student would then be eligible to apply for the non-refundable portion of the education credit. This non-refundable portion of the credit is only advantageous if the student has taxable income to which the non-refundable portion of the credit would apply.   You may find more useful information in IRS Pub 970, please see the chart on page 20 for when a dependent student may claim the non-refundable portion of an education credit.         

You will just need to report the donation of stock in TurboTax - there won't be anything that you will need to attach to your return.   To report the donation in TurboTax, please follow these steps:   Click on Search in the upper right. Enter Donations as the item to be searched Click the link that says Add/Edit Charitable Donations in the search box ( or Jump to donations if using TurboTax Do It Yourself version online) Click Yes for Did you make any donations to charity in 2025? Click Yes, let's enter my donations then click Continue On the next screen you will enter the Charity name, then click on Items and stock, then Continue The remaining screens will require information about the donation of stock such as it's cost basis, number of shares, value at the time of donation, and holding period.

No you won't lose your data.    Your return is kept in a separate file ending in .tax2025.  Are you on Windows or Mac?  In Windows it should be in your Documents then in a Turbo Tax folder.  OR search your computer for all files ending in .tax or .tax2025.  You should save a backup of it by copying it to a flash drive or something external.      Yes try reinstalling the program.  

Thank you Volvo Girl for letting us know that Fidelity gives a 25% discount. That's where I'm heading to now since my Intuit account does not give the option to download a 2025 TurboTax version and the only option they show on my account is a price for $159! I've been going in circles trying to find the download for TurboTax 2025. Let me know if your download ever worked, please and thank you.

The common reason why this occurs is that the added income from the home sale may be above the thresholds for the AMT exemption amount. ($137,000 in 2025)  Here is a breakdown according to to Revenue Procedure 24-40 in section 2.11 of the publication. Keep in mind, these breakdowns are applicable to the 2025 tax year   For married filing jointly, the phase out amount begins at $1,252,700 and is completely phased out at $1,800,700. For Single Filers, $626,350 and completely phased out at $900,378. In the Turbo Tax software, you will have a alternative minimum tax worksheet that explains the calculation of your AMT, which specifically calculates your AMT. Go to the forms mode and then either look for the 6251  worksheet or the Tax Smart Worksheet. If you use the online version of Turbo Tax, you will need to pay for the program to access the worksheets.    If you are filing a return prior to 2025, the exemption amount was $185,000. If you are filing this return that is prior to 2025, this may account for the $200,000 difference you mention.   If you are preparing the 2025 return, Form 6251 nor the worksheets are not available until Jan 21 according to Turbo Tax. Click here for more information.      @Freddieboy     

You may have been misclassified as a non-employee.     Contact your former employer and ask them to either send you a W-2 form as an employee or a 1099-NEC as an independent contactor.   Your employer may not want to (or be able to send a W-2).  If they did not pay you as an employee throughout the year, there will be no withholding for FICA or income tax (which will cause problems).   You can either file a Schedule C form - Profit or Loss from Business (with the 1099 income) or use Form 8919 (Uncollected Social Security and Medicare Tax on Wages) and dispute the independent contractor designation.      Generally, 1099-MISC form is used to pay for nonemployee income of $600 or mores such as rent, royalties and other income (e.g., monetary prizes, medical research studies, participants, etc.).   A 1099-NEC  form (Nonemployee Compensation) is used if the worker is not an employee and is paid $600 or more for services in the course of a trade or business.     The IRS uses a common-law test to decide whether a worker is an employee or independent contractor for federal tax purposes. 1. Is there behavioral control. If a business directs or controls the worker’s tasks, schedule, training, evaluations, or performance methods, then the worker is generally an employee. 2. Is there financial control? If a business controls how the worker is paid (hourly/week vs. contract or their are multiple clients), then the worker is generally an employee.. 3. Type of relationship. If benefits such as insurance are provided to a worker, then the worker is generally an employee.     To enter your Form 1099-NEC in TurboTax: Sign in and open or continue your return. Search for 1099-NEC and select the Jump to link.   Answer the questions and continue through to enter the information from your form. If you have multiple 1099-NECs to enter, you can select +Add Another 1099-NEC on the 1099-NEC Summary screen. When you’re done, we’ll ask you a few questions and help you through entering any expenses you may have so that you can reduce your taxable income.   When you’re paid this way, there’s no withholding taken out of your income, which means you’ll pay both self-employment tax and income tax. A benefit of being self-employed is that it enables you to have lots of write-offs, so make sure to enter all your expenses. This helps you reduce the taxes you might owe or increase your refund.      For more information, please see the IRS website: Independent contractor (self-employed) or employee?  

   Many federal and state forms are not yet available.  Check here for form availability. The dates are subject to change.   Tax form availability tool Dates are subject to change     Be patient.    IF you e-file now, your return will go into “pending” until the IRS starts to accept/reject returns in late January. You cannot make any changes while the return is on the server. The IRS will start to accept/reject 2025 e-files on January 26.   And….a state return cannot be accepted until after the IRS accepts your federal return. @user17682509404

Probably.   Potential fees and/or penalties for withdrawing funds from your IRA after only 3 months depends on the type of IRA fund you have.   For a Traditional or Roth IRA: If you are under the ag of 59 1/2, you are generally charged a 10% early withdrawal penalty in addition on the taxable amount of early distributions unless you qualify for an exception (see below).     There may also be a "withdrawal penalty" from the financial institution depending on your account agreement.   There is a 5-tax-year requirement for Roth IRAs which means any earnings withdrawn will be a non-qualified distribution.     For a Roth IRA, you can withdraw your initial contributions without any tax nor penalties.  However, if you are under 59 1/2,  then you will pay tax and a 10% penalty on any earnings (gains) distributed.   If you are under 59 1/2, the 10% tax penalty may be waived if the withdrawal qualifies under an exception, such as: Qualified first-time homebuyer distributions (up to $10,000) Qualified higher-education expenses Unreimbursed medical expenses that are more than 7.5% of your adjusted gross income Death or total and permanent disability Enter the information from your 1099-B form (Proceeds From Broker and Barter Exchange Transactions), and the software will compute any tax and penalties that you may owe.

@tcbarnabas This is not live chat.  If you have a question, please post a  clearly worded specific question and wait for someone to help you by replying to you.   We cannot see your screen or your tax return.