All Posts

Doesn’t this work to download the .tax2025 data file?   You can download it for free to continue in the Desktop program.   Save the tax file https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740   To continue in the desktop version see this……. https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129   Download the .tax  file for free How do I save my TurboTax Online return as a tax data file?   After you get the program installed the first thing to do before you open your tax return .tax file is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW).  Just enter some basic personal info like your name and address then click on the State tab at the top and it should ask if you want to download the state program.

I edited my previous reply.  What you already have is pretty close to right: $17,000 or19,000 of taxable scholarship and only $12,000 or $14,000 of expenses for the 1099-Q, making most (but not all) of the earnings taxable. 

TurboTax Online does not have the 'Forms' option where you can look at your actual forms.  If you have not used TurboTax Online in the past, you will need to set up a new account and start a new return.   Here's more info on How do I switch from TurboTax CD/Download to TurboTax Online?   @hharigan8944 

As baldietax said, as it stands, your traditional IRAs will always have some basis in nondeductible traditional IRA contributions until the balance in all of your traditional IRAs is zero.   People in this situation often consider obtaining a return of the nondeductible contribution so that they don't have to track basis forever, or they roll the pre-tax portion of their IRAs into an employer plan like a 401(k), leaving just the basis in the traditional IRAs.

I'm assuming you mean 'import' not 'download'.  How far do you get with the import process?  If you can share more details, we'll try to help.   Many users have reported success by Allowing LAN in their browser by clicking the icon in front of the URL address.   @lros2e 

I'm assuming you mean 'import' not 'download'.  How far do you get with the import process?  If you can share more details, we'll try to help.   Many users have reported success by Allowing LAN in their browser by clicking the icon in front of the URL address.   @lros2e 

"there is no pay the taxes and move on?"   An alternative would be to pay the penalties for 2025 and each year beyond until she is eligible treat the excess part of her HSA contribution for some future year, absorbing the excess.  Although that would avoid the double taxation of the excess and early-distribution penalty that would result from taking a taxable distribution to correct the excess after the due date of the 2025 tax return, paying the excess-contribution penalties would still be be a waste of money and not a good financial lesson.  So, no, there is no "pay the taxes and move on."