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If you're retired, you will not get a W-2.  You will probably get a 1099-R. If your address is on record, it should be mailed to you. This is available through the My Pay website You can create your own profile My pay Profile         

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. The TurboTax tax data files are stored, by default, in the TurboTax folder within the Documents directory.   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

These CCBG funds are taxable income.   You can report this income as Other Reportable Income.   In TurboTax Online, open your return and follow these steps:   Click on Federal in the left-hand column, then on Wages and Income Navigate to the list of Income categories Locate the Less Common Income section and click on the arrow on the right Click Start next to Miscellaneous Income, 1099-A, 1099-C at the bottom On the next page, click Start next to Other Reportable Income.

@mgweb wrote: Ok. Thank you.  Buying a second tax software would still be way cheaper than the $345/hr or somehow over $1000 an accountant wants..... Exactly, and H&R Block Premium and Business is pretty inexpensive considering it can do estate/trust income tax returns AND your personal income tax return (1040).   Just make sure they actually support MN fiduciary (M2 or whatever it is). 

@wtilley1 wrote: I am severely disappointed in TT2025. Here it is 01/20/26 and is still not fully functional. This may the last time I use it. Cold comfort but the other developers are no different.

Okay. I know it's still processing so I will have to wait and see if it is approved. I'm just worried that it won't be because of the deadline. I read on Google that if it's filed before that 3 year mark then I will be approved and will receive a refund.