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There are two ways to find your return. After you open the software, it shows to continue your 2025 return. Below that are the options to start new or continue from online. Between them is Find a Tax File. You can also find a file by using the top left File button and you can select Open Return.     You can make multiple returns on the desktop version. You can create different scenarios and save them under different names.

Here's how to get all the forms and schedules for a prior year.   TurboTax Online: Sign in to your TurboTax Account. Go to the section "Your Tax Returns and Documents" and select the prior year Click "Amend (change) YYYY return" Click 'Start an Amendment Online" On the left NAV "Tax Tools" should now appear.  Click that and then select "Print Center" Choose the forms you would like to view/print/download to P  

Yes, it is correct to include the premiums for you and your children in the "Spouse" column (on the Qualified Health Insurance Premium Deduction (Form MO-A)).   Missouri requires you to split income and deductions between spouses on a "Combined" return to ensure each person’s tax is calculated correctly (since Missouri has a graduated tax rate).   Enter your husband's Medicare premiums in the Taxpayer Column.   Enter the total premium you pay for the policy that covers both you and the children in the Spouse Column (you are the primary subscriber for that specific plan).   And Yes, you can still deduct children's premiums next year... as long as your children qualify as your dependents (or would be your dependents except they have gross income or file a joint return).   If you are both on Medicare and the children are on their own separate plan:  If you pay the bill from a joint account: You can split the kids' premiums 50/50 between the Taxpayer and Spouse columns, or put them all in one. If you pay from a separate account: Put them in the column of the parent who owns that account (it may be easier to keep the "family" insurance in the same column as the parent who previously managed it). Note: Make sure that If any of these premiums were paid with pre-tax dollars (e.g., through an employer) that you don't deduct them (they are not "Qualified" because you already received a tax break on them).  Only include premiums paid with after-tax dollars (paid directly by you).

Yes, it is correct reporting, and the reason TurboTax doesn't "just know" is due to a technical gap in how AMT data is stored.   1. Is this "Correct" Reporting? Yes. According to the IRS Instructions for Form 6251 (Alternative Minimum Tax), you are required to "refigure" your capital gains and losses specifically for the AMT calculation.  The IRS acknowledges that your AMT Basis (the "cost" of your investments for tax purposes) can be different from your Regular Tax Basis. If you have a loss carryover from a previous year, you are entitled to use that loss to offset your income for AMT purposes, just as you do for regular tax. If the software isn't showing that loss in the AMT "shadow return," you are being taxed on "gains" that don't actually exist in the eyes of the law. By manually entering those losses as negative numbers, you are providing the software with the AMT Capital Loss Carryover it was missing.   2. Why isn't TurboTax automatically figuring this out?   It comes down to historical data tracking. TurboTax is usually great at carrying over your regular tax info, but it often fails on the AMT side for two specific reasons:   Reason A: The "First Time" AMT Trigger If you have never been subject to AMT in the past, TurboTax may have only tracked your Regular Tax Carryover. It didn't "bother" to create a separate parallel record for an AMT Carryover because it didn't think you needed one. When you finally hit the AMT threshold in 2024, the software looks at its AMT records, sees a "zero" or "blank" for prior-year AMT losses, and assumes you have none. Reason B: The ISO "Basis" Difference This is the most common culprit. If your losses came from selling stock you acquired via Incentive Stock Options (ISOs):   Regular Tax: Your "cost" was the low price you paid for the options. AMT Tax: Your "cost" was the much higher Market Value on the day you exercised them. Because your AMT cost is higher, your AMT loss is often much larger than your regular loss. TurboTax struggles to automatically track this specific "AMT-only" loss unless you’ve been meticulously using the same software file for years and entered the ISO exercise correctly in the past. @sujuparek     

I don't think we have sufficient information to determine that "nothing" should go on form 8949 and Sch D. If your liquidating distribution exceeds the tax basis, then there will be a gain. If you liquidating distribution is less than the tax basis, then there will be a loss If there were property distributions, this could impact the overall gain or loss AND any property distributions will take a substituted basis.  

Using the TurboTax online editions, only one tax return can be completed/filed per account and User ID. To start another tax return using the online editions you will need to create a new account with a new User ID and a new email address. Go to this website and click on Sign up to start another account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

You would only get a maximum refund of taxes withheld as listed in box 17 on your W-2 form for wages paid in New Jersey ( per the state listed in box 15) . I believe you had no taxes withheld there per a previous post you made that I answered but later corrected. I misunderstood you to have had taxes withheld in New Jersey, but if that is not the case you are not due a refund of $25.

The program should be optimizing your historic credit with other credits and your tax liability. Check a few things: The historic credit is nonrefundable - the most it can do is wipe out your tax liability, it will not give you a refund.  Federal income tax is also deducted from your income to lower your tax liability. Look to see if your liability was eliminated. Mo-1040 tax liability line 30 The credit can carryforward 10 years.

Paying the TurboTax account fees does not file a tax return.   Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product.

It sounds like you are stuck in the "gap" between the IRS's automated correction and the manual requirements of an amended return. To clarify the process and help you find that missing "error" in your net profit, here is the breakdown:   1. The AGI and the "Error" in Net Profit (Schedule C) To answer your second point: No, TurboTax will not automatically update your AGI based on the IRS transcript. TurboTax is a static calculator; it only knows what you type into it.   The IRS stated your "computation of net profit or loss was in error." This refers to Schedule C. Since your AGI changed, it means the IRS changed your Taxable Income, likely by adjusting one of these three things: Math Error: You may have simply added or subtracted your expenses incorrectly on Schedule C. Self-Employment Tax: If your Net Profit changed, your Self-Employment tax (and the subsequent 50% deduction of that tax on your 1040) also changed. Transcription Error: You might have carried a number from Schedule C to Schedule 1 incorrectly. How to find it: Compare your original Schedule C, Line 31 (Net Profit) to the IRS transcript line that says "Business Income" or "Statutory Profit/Loss." If those numbers are different, that is your "Error." You must manually go into the "Business Income" section of TurboTax and adjust your income or expenses until the Net Profit matches the IRS’s number. Once that matches, your AGI will automatically fix itself. 2. Where to report the Roth/IRA changes (Form 1040-X) Regarding your question about where this goes on the paper form (Form 1040-X:( The AGI Change: This goes in Part I, Line 1.   Column A: Original AGI you filed. Column B: The amount of the increase or decrease. Column C: The new AGI (matching the IRS transcript). The Roth Contribution/Recharacterization: * Roth contributions themselves are not reported on Form 1040-X because they aren't tax-deductible. However, if you exceeded the income limit and had to move the money to a Traditional IRA (recharacterization) or withdraw it, you must explain this in Part III (Explanation of Changes) on page 2. You would write: "AGI was adjusted by the IRS from [Old AGI] to [New AGI]. Due to this increase, my MAGI exceeded the threshold for Roth IRA contributions. I have [recharacterized/withdrawn] the excess contribution of $[Amount] plus earnings."   3. MAGI vs. AGI for Roth Purposes You mentioned you "guessed" that MAGI and AGI were the same. For most people, they are very close, but for a self-employed person, they can differ. MAGI for Roth purposes is your AGI before you take the deduction for the "student loan interest" or "tuition and fees," but after you take the deduction for one-half of your self-employment tax.  If you are using TurboTax, the software will calculate your MAGI for you once you fix the Schedule C error. Look for the "IRA Contribution Merit" or "Roth Contribution" worksheet in your "Forms Mode" to see the exact MAGI number the software is generating. Summary of your next steps: Fix Schedule C: In TurboTax, edit your business expenses/income until your Net Profit matches the IRS transcript. Verify AGI: Check that your New AGI in TurboTax matches the "Adjusted Gross Income" line on the IRS transcript. Adjust IRA: Go to the "Deductions & Credits" section, select "IRA Contributions," and enter the information about your Roth contribution. The software will tell you if you are over the limit based on the new AGI. Explain in Part III: In the 1040-X "Explanation of Changes" section, clearly state that you are amending to reconcile your records with the IRS CP2000 (or other notice) adjustment and to address the resulting excess Roth contribution.

Did you ever find an answer for this? Same situation for us. Just trying to figure out if all of our combined state refund is taxable or just a portion. TurboTax calculates the taxable portion based off the primary taxpayer listed as their information is used in the worksheet. 

When did you file the 2021 tax return?  If it was filed after April 15, 2025 then any refund has been forfeited since it is beyond the 3 year limit from the due date of the tax return.   Otherwise -   You may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate - https://www.taxpayeradvocate.irs.gov/ or call 1-877-777-4778

@Ribo I tried using FreeTaxUSA that and spent hours putting info in, and was impressed with the interface and that it had an interview process for the solar ITC. But it ended up that it couldn’t handle a couple one of my K-1 items and some of my CA state tax adjustments. :( I’ll have to start using a professional tax preparer going forward, I’ve lost so many hours (at least 4 with TT support getting nowhere) and had so much frustration.

@RbrtLoi , you have access to both  versions ( on-line and desktop )?  Neat. This may be superfluous --- IMHO, whenever I have had reason to change from "prepared for me " to "prepared by me "  ( like when returning from years of foreign assignment  to home base ), I have always  bought the  prior year  desktop software and prepared a "base" return to match  that prepared/filed for me.  This allowed me a base to start for the following/current year and also fully understand the work of the tax professional.  Hence, and if you have the time/desire , consider buying the  desktop TurboTax for 2024, duplicate the return ( in every detail ) prepared by the  CPA/Tax Professional  and use this as entry point for the 2025 return.   In your particular case this would allow for the accumulated depreciation to be correct for 2025.    Obviously this is more expensive path but gives one a solid basis for the future path forward.   Is there more one of us can do for you ?