All Posts

TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or national website that provides W-2’s.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   Every 2024 W-2 that you received must be reported on your 2024 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.   ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36     You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript  

You mentioned receiving a Form 1099-R.  That means that there was a distribution from a retirement account that is taxable to the beneficiary that received the distribution.  The code in box 7 of the Form 1099-R indicates the type of account from which the distribution was made.  Code 4 with the IRA/SEP/SIMPLE box marked indicates a distribution from a inherited traditional IRA.  Code T or Q would indicate a distribution from an inherited Roth IRA.   If mutual fund shares are distributed in-kind for an inherited IRA, the taxable amount (value) is still taxable to the beneficiary.  The mutual fund shares then acquire a cost basis equal to their value on the date of distribution and their holding period begins on the date of distribution, equivalent to selling the shares inside the IRA, distributing the cash, then repurchasing the shares outside the IRA except that the shares are treated as non-covered shares.  A subsequent sale of the shares outside the IRA would be reported on Form 1099-B.   "Were my mom still alive, I don't expect she would have to pay taxes on the full value of the asset  if she cashed out  - she would have only paid taxes on the net gain in value."   Shares held in a retirement account are not subject to capital-gains treatment.  When distributed from the retirement account, the value distributed is taxable according to the tax treatment on distributions from that type of retirement account, the same treatment regardless of the type of asset.  The taxable amount is taxable as ordinary income.   "This is not a typical "distribution" from a retirement plan  in the traditional sense."   If it was reported on a Form 1099-R, it is a distribution from a retirement account and is taxable as such.   The annual gift-tax exclusion has nothing to do with this.  This was not a gift.   If you (not the trust) were the recipient of the Form 1099-R, what apparently happened is that the trust transferred your share of the IRA inherited by the trust to an inherited IRA for your benefit and you then took a distribution from the inherited IRA maintained for your benefit.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      

Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

ReneeM7122, I like your answer and I'm sure it works for TurboTax / Intuit users.  but I have a more basic question for you.  The problem I run into with the GWG Wind Down Trust is that there is no EIN or SS#.  Because it is a Grantor Trust, it is a pass-through entity that does not necessarily need an EIN.  In order for me to create a new K-1 into my software, I need EIN or SS#. Any chance you figured out how to get this information from the GWG Wind Down?

FYI - Some differences  If you used the Desktop program before you may notice several differences and not like the online version.  It has less features and no Forms Mode.  You can only do 1 return per account.    Federal and state are separate fees.  You can have 5 accounts with the same email address.     Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

Thank you. However, it would be great if someone in the community who is similarly waiting for their amended return (1040X) that was electronically filed in March 2025 to be processed, I would like to know, to make sure that my case is not an exception. As I mentioned, I see the following on IRS's processing status dashboard (see the text in bold below).  Individual returns Electronically filed Form 1040 returns are generally processed within 21 days. We’re currently processing paper returns received during the months below. Form 1040 series Original: July 2025 Amended: May 2025 This does not include those that require error correction or other special handling. We generally process paper returns where a refund is expected before all other returns.   https://www.irs.gov/help/processing-status-for-tax-forms

@ bmcullen13 wrote:  If the page starts with We're glad you're here! when i login where do I find the previous year tax return I am logged in but i cant see any options to find old documents it just wants me to start a new tax return   If you are in the right account (i.e., if you don't unknowingly have multiple accounts), and it's acting like it wants you to start a new return, then you DO have to start a new return for a few screens (but don't have to prepare it) to get the full tab menu and ability to get to past returns.   Or if you already prepared or are working on a 2024 return, you could have multiple accounts and signed into the wrong one.  Read all of the info below to see which one is your situation:   This answer assumes your 2023 return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started or finished a 2024 online return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.