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No.   You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation an... See more...
No.   You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    
How to fix the captcha issue?
You may be referring to the six-digit IRS IP PIN which is used for identity protection, which is different than the five-digit pin you create when you sign your tax return.   You may have been as... See more...
You may be referring to the six-digit IRS IP PIN which is used for identity protection, which is different than the five-digit pin you create when you sign your tax return.   You may have been asked for an Identity Protection (IP) PIN because you, or a dependent of yours has been identified as a victim of identity theft, or you previously opted into the IRS IP PIN program for enhanced security.  If you have been assigned an IP PIN, you must use it, or your return will be rejected.  if the IRS has determined that you are a victim of tax-related identity theft, they will automatically enroll you in the Identity Protection PIN (IP PIN) program. They will mail you a CP01A notice containing a new 6-digit IP PIN. This notice is typically sent every year in December or early January to the address on your last filed tax return.   If you are trying to locate your IP PIN you can sign in to your IRS Online Account using ID.me on the IRS.gov website to retrieve your current IP PIN. Your IP PIN is available through your “Profile” page.  Retrieve your identity protection PIN (IP PIN)   Steps to Find Your IP PIN Online Go to the IRS Get an IP PIN page. Click Get an IP PIN. Sign in to your ID.me account (or create a new one, which requires a photo of your government ID and a selfie). Once verified, navigate to your Profile to view your 6-digit PIN.    Please return to Community if you have any additional information or questions and we would be happy to help.
Try clicking on the icon in front of the URL address, and go to 'Settings' and choose 'Allow' for Local Network.  It sounds like you're not making a good connection with the server.   @cwendrick ... See more...
Try clicking on the icon in front of the URL address, and go to 'Settings' and choose 'Allow' for Local Network.  It sounds like you're not making a good connection with the server.   @cwendrick     
I am trying to access Form 1099-DIV to make corrections prompted by Turbo Tax Online.
@ user17737964174 wrote: Same problem.  select correct file but a tone happens and it wont import it. Did you read the solutions in this long jumbled thread?  The simplest has been to close T... See more...
@ user17737964174 wrote: Same problem.  select correct file but a tone happens and it wont import it. Did you read the solutions in this long jumbled thread?  The simplest has been to close TurboTax, restart the computer, relaunch TurboTax and try the transfer again, which worked for several Mac users, but it doesn't work for everyone.   So several users have reported anecdotes of other methods they got it to work.  I suggest reading the thread in reverse order (newest to oldest).
Thank you.  That was spot on.  I don't know why I didn't think of that to begin with.
Follow these steps:   Go to Deductions & Credits Go to Education expenses and Scholarships Answer the "Did you have educations expenses?" question. Select the student to whom the educ... See more...
Follow these steps:   Go to Deductions & Credits Go to Education expenses and Scholarships Answer the "Did you have educations expenses?" question. Select the student to whom the education expenses apply to. Answer whether or not you are working toward a degree. Note: if you are not working toward a degree, you won't qualify for the AOTC. Next screen, Select any of the boxes that apply to you. The next screen is likely what you are referring to.  Here you will indicate that you have claimed the AOTC before. Next screen indicate if you are a full-time, at least half-time, or less than half time student. Note:  If you're less than half-time student, you won't qualify for the AOTC. Next screen you'll be asked if 2025 is your first year of college, answer accordingly. Next screen you will enter the number of years you have claimed the Hope Credit and/or the AOTC, answer accordingly.  Next, you will be asked if you received a 1098-T, answer accordingly, and continue to enter the 1098-T information. Go through the rest of the prompts.   If you answered the questions in the above steps correctly, TurboTax should calculate your AOTC, if you qualify for it and will also let you know if you don't qualify for it.   Here's some helpful links regarding Form 1098-T:   Where do I enter Form 1098-T (Tuition Statement)? How do I get my 1098-T form?   @user17737503813 
You can access your filed return in TurboTax, to do this:   Open or continue your return Select Continue or Start on Tax Home to enter your return Select Tax Tools from the menu Selec... See more...
You can access your filed return in TurboTax, to do this:   Open or continue your return Select Continue or Start on Tax Home to enter your return Select Tax Tools from the menu Select Print Center, choose Print, save, or preview this year's return, and follow the instructions You can also request a transcript from the IRS.  To get it go to the IRS Get Transcript page.  You can get it online the same day or order one by mail and it takes 5–10 days.    To check the status of your refund:   Check your e-file status. If it's been accepted, track your refund at the IRS Where's My Refund? site. You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status, which you'll find on the first screen after signing in to TurboTax. If you mailed your return, wait 4 weeks after mailing your return before using the tool. If it's rejected, fix your return and file it again. If it's pending, wait until your return is accepted.   If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status.   Go here to track your state refund.  
To report a 1099-S land-only sale in TurboTax—specifically for land that is not your home and not improved—you must enter it in the Investment Income section as "Other" investment property, not as a ... See more...
To report a 1099-S land-only sale in TurboTax—specifically for land that is not your home and not improved—you must enter it in the Investment Income section as "Other" investment property, not as a home sale. Because the land was owned for 49 years, this will be treated as a long-term capital gain.   To enter as investment sales in TurboTax Premier desktop:   Under FEDERAL TAXES tab,  Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings. Did you have investment income in 2025? YES On the Let's finish pulling in your investment income- click on the Add Investment button On the Let Us Enter Your Bank and Brokerage Tax Documents, click on Skip Import OK, let's start with one investment type- choose Other then Continue Tell us more about this sale LAND SALE Continue Now, enter one sale for LAND SALE  To enter as an investment sales in TurboTax Premium online:   From the Federal section, under Wages & Income, Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA) under Investments and Savings On the Let’s finish pulling in your investment income page, click on Add investments. On the Save time and connect your financial accounts click on Enter a different way On the How do you want to add your docs? click on Type it in myself On the OK, let's start with one investment type, click on Other and Continue On the Tell us more about this sale, type LAND SALE On the Now enter one sale for LAND SALE, complete the information    Entering Data from 1099-S Proceeds: Enter the amount from Box 2 of your 1099-S. Date Sold: Enter the date from Box 1 of your 1099-S. Cost Basis: Enter the original purchase price plus any purchase costs (like recording fees or legal fees). Date Acquired: Enter the date you purchased the land 49 years ago.  
You can view/print/download a choice of PDFs.  To get the larger PDF with the worksheets you have to open your return back up and go to the Print Center as I'll explain in detail below.   NOTE:  Wh... See more...
You can view/print/download a choice of PDFs.  To get the larger PDF with the worksheets you have to open your return back up and go to the Print Center as I'll explain in detail below.   NOTE:  When you open your return back up, do not make any changes in it since it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.   Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2025, look for a link "Add a State." Click on "Add a State."  (you don't really add one.  That's just to open your return back up.) After the return interview is open, click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." The next screen should ask what you want in your PDF:  Federal. state, or both (I always save both--just in case) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.
It keeps taking me to amend page but I forgot to do it, I have uploaded my w2
  If you already e-filed you are stuck with "5 days early" if the return is accepted.  If it rejects you can try to remove that option in the FILE section before you re-file.       "5 days earl... See more...
  If you already e-filed you are stuck with "5 days early" if the return is accepted.  If it rejects you can try to remove that option in the FILE section before you re-file.       "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds
Was able to e-file the state return as well.  But there was no software update before I submitted so obviously making the users try all these other scenarios and wait for a software update to downloa... See more...
Was able to e-file the state return as well.  But there was no software update before I submitted so obviously making the users try all these other scenarios and wait for a software update to download was a waste of time.  At least, it was finally fixed by TurboTax staff.
Hi @dmertz !  Thanks for your reply.   sorry that my question was confusing.  Thought I’d share a screenshot of my Tax Year 2021 Form 5498 below.     The 5498 form shows I made a contribut... See more...
Hi @dmertz !  Thanks for your reply.   sorry that my question was confusing.  Thought I’d share a screenshot of my Tax Year 2021 Form 5498 below.     The 5498 form shows I made a contribution of $7000 (cash from my bank account) to my Rollover IRA in 2021, Line 7 shows  it is a traditional IRA contribution.    I initially thought I might have missed reporting that  2021 IRA contribution in my  1040 tax form for 2021 because Fidelity only issued Form 5498 but not 1099-R form.  Now I realize that 1099-R forms are for Distributions, not contributions.       And speaking of contributions, I also realize that forgot to claim a deduction of $7000 for my IRA contribution in 2021 (checking my 2021 Form 1040 generated by Turbo Tax and I do not see it).     I am afraid it might be too late for me to  amend the 2021 tax return to deduct my 2021 $7K deduction.  Google suggested that I do an 8606 for that  $7k contribution instead.  
To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in fi... See more...
To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
How do I print my submitted Federal and State Tax return to include Forms filed and worksheets used to complete forms?
If I leave boxes 5-6 blank, TurboTax doesn't let me continue.