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February 22, 2026
1:23 PM
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February 22, 2026
1:23 PM
Multiple user id's, see this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
To access your curren...
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Multiple user id's, see this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
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)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2025 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
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
February 22, 2026
1:23 PM
Did you have HSA contributions reported on your Form W-2, Box 12 - Code W? If so, check to make sure you entered that correctly, as that will trigger the program to ask you about HSA distributions, ...
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Did you have HSA contributions reported on your Form W-2, Box 12 - Code W? If so, check to make sure you entered that correctly, as that will trigger the program to ask you about HSA distributions, which are reported on Form 1099-SA. If the contributions are on the W-2, correctly entered, and the program does not ask you about your HSA distributions, then type "Form 1099-SA" into Search and click on "Juump to form 1099-sa".
February 22, 2026
1:22 PM
The reason those sections are locked is that, when using the step-by-step interview, your answers will determine how the sections are handled.
Because Boxes C and F mean that a transaction was ...
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The reason those sections are locked is that, when using the step-by-step interview, your answers will determine how the sections are handled.
Because Boxes C and F mean that a transaction was not reported to the IRS on a Form 1099-B, the section assumes there are no items to report.
To get Box C or Box F to trigger, you have to tell TurboTax that you did not receive a Form 1099-B for these specific items by creating a new entry for them:
Navigate to Wages & Income, Stocks, Cryptocurrency, Mutual Funds, Bonds, Other
Rather than editing your imported Schwab 1099-B, click Add investments.
When asked how you want to add your info, do not select Schwab or upload a file, select "Type it in myself"
When TurboTax asks, "Did you get a 1099-B for this sale?", select No
Select "Stocks" (or whatever Schwab indicated)
Enter the sale info and ensure the holding period is one year or less Short-Term (Box C)
Enter the sale info and ensure the holding period is more than one year Long-Term (Box F)
February 22, 2026
1:22 PM
I am assuming your are talking about Form 1095-A for Marketplace health insurance coverage.
This form is required to be entered on your tax return if you had Marketplace health insurance cover...
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I am assuming your are talking about Form 1095-A for Marketplace health insurance coverage.
This form is required to be entered on your tax return if you had Marketplace health insurance coverage at any time during the tax year.
Here is a TurboTax article that discusses Form 1095-A and the premium tax credit.
February 22, 2026
1:21 PM
Howdy, TurboTax Desktop 2024 had an "analysis & advice" tab, next to the File tab, that had some nice information. I can't find it in TT Desktop 2025. Can anyone point me in the right direction? ...
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Howdy, TurboTax Desktop 2024 had an "analysis & advice" tab, next to the File tab, that had some nice information. I can't find it in TT Desktop 2025. Can anyone point me in the right direction? Thanks for your help!
February 22, 2026
1:21 PM
Can I use a Wage and Income Transcript from the IRS in lieu of a W-2?
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February 22, 2026
1:21 PM
Topics:
February 22, 2026
1:20 PM
The update didn't likely delete your data, here is how to search for it:
Open File Explorer (folder icon) on your computer.
In the search bar at the top right, type: *.tax2024 (or *.cor2024 i...
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The update didn't likely delete your data, here is how to search for it:
Open File Explorer (folder icon) on your computer.
In the search bar at the top right, type: *.tax2024 (or *.cor2024 if you file as a C-Corp).
February 22, 2026
1:20 PM
I completed multiple rollovers of after-tax 401k contributions to a Roth IRA last year. The 1099-R shows the appropriate value in box 2a (Taxable amount) for the increase in value before I completed ...
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I completed multiple rollovers of after-tax 401k contributions to a Roth IRA last year. The 1099-R shows the appropriate value in box 2a (Taxable amount) for the increase in value before I completed the rollovers (around $200). I expected the Form 1040 line 5b to show the value from my 1099-R box 2a. However, it is showing a larger number, which looks like box 2a plus the difference between box 1 (Gross distribution) and box 5 (Employee contributions). The overall impact to my taxes is small, but I wanted to understand if this is correct (or is a bug in the TurboTax logic).
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February 22, 2026
1:19 PM
Depreciation and Amortization is showing that it's available under my rental property but all my previous depreciable assets that I started putting in 7 years ago do not show up. TT online is asking ...
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Depreciation and Amortization is showing that it's available under my rental property but all my previous depreciable assets that I started putting in 7 years ago do not show up. TT online is asking if I want to add assets (as new items) but does not seem to have the history of them from previous years. Anyone else seeing this?
February 22, 2026
1:17 PM
I am also having this problem. Just installed the software.
February 22, 2026
1:15 PM
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...
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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 (1099-B, 1099-DA), click the start or update button
Using the online editions -
On the screen Did you have investment income in 2025? click on Yes
On the screen Save time and connect your financial accounts click on Enter a different way
On the screen How do you want to add your docs?, select Type it in myself
On the screen OK, let's start with one investment type, select Other and continue
February 22, 2026
1:14 PM
If your son who is incarcerated needs an Identity Protection PIN (IP PIN) for TurboTax and he never received one, it must be retrieved through the IRS IP PIN portal. Because he is incarcerated, he ma...
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If your son who is incarcerated needs an Identity Protection PIN (IP PIN) for TurboTax and he never received one, it must be retrieved through the IRS IP PIN portal. Because he is incarcerated, he may need to request the IP PIN by mail or he can authorize you via Form 2848 (Power of Attorney) to act on his behalf.
In general, the IRS sends a CP01A letter with a new IP PIN every January. You may be able to find it in his mail or files.
If his IP PIN cannot be reissued and you cannot create or access an online account, you can mail a paper tax return without his IP PIN. His refund will likely be delayed.
If he never received his tax refund from last year, you can verify that his return was accepted in TurboTax and check the status using the IRS "Where's My Refund" tool.
If this shows that his refund was issued but not received, you can start a trace with the IRS by filing Form 3911. Refunds can be claimed for up to three years after the tax deadline.
Click here for Missing your Tax Refund Payment? File Form 3911
Click here for Form 3911.
Click here for How do I get my 6-digit IP PIN?
Click here for Retrieve your identity protection PIN (IP PIN)
Click here for Form 2848.
Please return to Community if you have any additional information or questions and we would be happy to help.
February 22, 2026
1:14 PM
Do not enter the 1099-MISC separately. Instead, report the income under each rental property in the Schedule E.
Allocate the total 1099 amount between the two properties based on your records. ...
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Do not enter the 1099-MISC separately. Instead, report the income under each rental property in the Schedule E.
Allocate the total 1099 amount between the two properties based on your records. The combined income should equal the full rents received.
February 22, 2026
1:14 PM
Use these steps to downgrade your TurboTax Online product to a less costly or free edition:
Open your return if you haven't already.
In the left menu, select Switch Products.
Select...
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Use these steps to downgrade your TurboTax Online product to a less costly or free edition:
Open your return if you haven't already.
In the left menu, select Switch Products.
Select Downgrade.
Note: TurboTax Free Edition is for customers who are filing Simple Form 1040 Returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest). Roughly 37% of taxpayers qualify. If you have additional forms or attachments, you’ll need to use a different TurboTax product.
You can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen.
^ TurboTax FAQ - How do I downgrade to a different TurboTax Online product?
Learn more: What qualifies as a simple tax return for TurboTax Free Edition?
February 22, 2026
1:13 PM
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
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To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button
On Federal estimated taxes for 2025 (Form 1040-ES), click the start button
Federal estimated taxes paid are entered on Form 1040 Line 26
February 22, 2026
1:12 PM
I am also having problems importing Wells Fargo data. I changed default browser to Google per another user's recommendation and that worked for Merrill Lynch & Fidelity. Unfortunately it didn't wor...
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I am also having problems importing Wells Fargo data. I changed default browser to Google per another user's recommendation and that worked for Merrill Lynch & Fidelity. Unfortunately it didn't work for Wells because Wells has another popup message that other firms don't have. "Let's get your forms. You can ask Wells Fargo if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902) Auto import my Wells Fargo forms for me when they're ready." [Toggle Button] [OK Button]
February 22, 2026
1:12 PM
Your best option is to manually enter the information from Schedule K-1. This ensures the entries are accurate and generally saves time.
As you work through the interview, look for the page "De...
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Your best option is to manually enter the information from Schedule K-1. This ensures the entries are accurate and generally saves time.
As you work through the interview, look for the page "Describe the Partnership" and a box for "I have passive activity losses carried over from last year." Checking this box will allow you to enter the loss carried over from prior years, according to the type of loss.