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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.    

DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”

You only need to enter health insurance information if you had coverage through the Health Insurance Marketplace. If you did, you should receive Form 1095-A and must enter it on your tax return. See the articles below for more information: Do I need to enter my 1095-B and 1095-C? What health insurance info do I need to put on my tax return?  

• My husband and I file married filing jointly. He has W-2 income. In this tax year I have part-time W-2 income plus one 1099 freelance income. Next tax year I expect to rely more on freelance work and may receive 3–4 different 1099s. Is there anything I should start doing now to better prepare for next year’s taxes?  You should definitely start planning estimated payments for next year.  If you wait until April and pay all of your taxes at once you will pay penalties and interest as well as taxes.  When you finish preparing your return you will click on 'Other Tax Situations' at the top of the screen and the 'Estimated Tax Payments'.  The system will ask a series of questions to figure out how much you should send in to cover next year's tax bill.   • For this tax year, are there any common deductions freelancers often miss that I should double-check before filing?  In your first year there may be some expenses that you need like computer equipment and software subscriptions that you may not have in future years.  As far as business expenses go the rule of thumb is that if you have to but it in order to do the job then it is a viable deduction.   • Some small business purchases (like office supplies) do not have receipts. For example, my bank statement may only show Target or Amazon without listing the items. Is it acceptable if I keep bank/credit card records plus my own notes about what the purchase was for?  No.  The IRS requires a receipt with a business purpose on it.  In the case of your notes and a bank statement you are asking the IRS to take your word for what you spent and they do not do that.   • For the home office deduction, do I only need approximate home size and office size?  If you are going to take the simplified (safe harbor) method that is all that you need.  If you want to use actual expenses then you will also need all of the household expenses for the entire year.  Actual expenses are deducted for the percentage of the house that is the home office.   • My freelance income next year may only be around $20k–$30k. At that level, is there any reason to consider LLC, S-Corp, or a Solo 401(k)?  There is always a reason to consider it.  But there are also reasons to say no.  Turning your self-employment into an S-Corp can be a huge savings in taxes but it will add a ton of hassles in paperwork to your life.      • If I move to my husband’s employer health insurance instead of COBRA, would that make any difference for my freelancer taxes?  You would not be deducting the health insurance costs, your husband would.  So you would be paying less for insurance and you would be deducting less on your taxes.  Sounds like a win to me.

Maybe there's a simpler way, but I found a work around: I deleted the 1099-B form and re-imported it. When I went through the review for the newly imported form I was able to find and check the necessary box.   As a bonus TurboTax deleted the associated 1099-Div and 1099-Int forms during the re-importation, so I got to re-add supplemental information for them as well. Fortunately I had made notes about the supplemental information when I entered it the first time, so it was straightforward to do.

Thank you for you reply.  Without a worksheet showing exactly how the projected amount of itemized deductions was calculated the user must make the calculation manually and based on experience, it does not match the first (or second) time. For example, there will be a different medical deduction based on the projected agi. As a second example, the state income tax deduction will also change based on the state estimated tax amounts for 2026.   If the Turbotax program is already making those computations, it would be very helpfule to include the details of the computation for the user's review. Thanks again.