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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 bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Here is how you can enter your Illinois 529 contributions.   Navigate to the Illinois section of TurboTax (State Taxes > Illinois) Continue through the interview until you arrive at the screen Here's the income that Illinois handles differently Expand Education Start or Revisit College savings and prepaid tuition plan contributions Enter the information from the 529 contribution Here is some more information on deducting 529 contributions: 529 Plans and Taxes: Deductions, Tax-Free Withdrawals & More

If your spouse passed away in 2025 you can file your tax return as Married Filing Jointly.  If you and your spouse are age 65 or older, then you both are eligible for the additional senior deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

The 5498 tells you the amount you need to take out for the RMD.   Don’t know if it has the 12/31 balance on it.   You need to look at your December 31 account statements which you should have received by now or you can look at your account online.     

misleading prompt by Turbotax - presumably this is for 1099-R / Form 8606 - use your year-end statements per IRS Form 8606 line 6 instructions:   https://www.irs.gov/pub/irs-pdf/i8606.pdf   Enter the total value of all your traditional IRAs as of December 31, 2025, plus any outstanding rollovers. A statement should be sent to you by January 31, 2026, showing the value of each IRA on December 31, 2025.

If you have filed the 2025 tax return the bank information cannot be changed.  If the the account number is incorrect the bank will refuse the deposit and return the tax refund to the IRS.  The IRS will then mail a refund check to the address on the tax return.   If you have not filed the 2025 tax return, then go the File section of the program.  Click on Start or Revisit for Step 2.  You can change the bank information in that section.