All Posts

  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 2025 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   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.  

To amend your Federal tax return, you would need to complete Form 1040-X.    According to the TurboTax Forms Availability Tool, Form 1040-X to amend Federal returns is expected to become available February 25, 2026.   Confirm that your return has been processed (refund issued or payment processed) before amending.   See this help article for more information.  

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

You didn't say whether you are using TurboTax Online or the TurboTax Desktop software. I'm going to assume that you are using the TurboTax Desktop software in Windows. If that's not correct, post the correct information. Make sure your desktop software is updated. On the Online menu click "Check for Updates."   Make sure you do not have an override on NJ-1040 line 31. When you look at Form NJ-1040 in forms mode, the space for the amount on line 31 should be white. If it's yellow, right-click the space for the amount. If Cancel Override is one of the choices on the pop-up menu, click on that and see if the amount appears. Where do you see the amount on Worksheet F? NJ-1040 line 31 comes from line 6 of Worksheet F.  

I have been using the Desktop version for Mac and have not encountered this issue. Which Desktop version are you using (e.g., Deluxe, Premier, Home  Business)?    In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop for Mac users:   From the black bar at the top of your screen, select Help Click Send Tax File to TurboTax Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the token number here in this thread. If it appears with a dash or other character, include the character as well. We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution.  

It seems that when TurboTax opens a new browser window in Edge, I had to click on the lock icon in the URL tab and allow Local Network Access.  Once I did that, the import from Charles Schwab worked fine...

If all of the funds from the refinanced loan were used to acquire or improve the residence, then the interest is tax-deductible, subject to dollar limits on total indebtedness and the threshold for itemizing deductions.   See this TurboTax tips article for more information on mortgage refinancing and tax deductions.    

I am getting the same error message as other replies, using two different browsers (Google and Google Chrome). Then it just keeps going in circles, having me log in to Wells Fargo again and again and then giving the same error message. There's something wrong with the software. I do a lot of stock trading, and I really need the import feature. Without it, I will be typing the transactions in one-by-one for countless hours. 

  The issue is that my stock sales from my federal return are being carried over to Oklahoma Form 561. However, these stock sales are not related to Oklahoma-based property or assets. The stocks I sold are not shares of an Oklahoma corporation, so they should qualify for exclusion. TurboTax instructs me to check the box in the “*” column if the gain or loss qualifies for exclusion. After I check the box during the review process, TurboTax generates an error stating: “Type of property must be selected.” The only available options are: Stock in an Oklahoma corporation Interest in an Oklahoma LLC or Partnership Real property located in Oklahoma Tangible personal property located in Oklahoma Intangible personal property as part of an Oklahoma sale None of these categories apply to my stock sales, since they are not connected to Oklahoma property or entities.

Thanks, you are correct.  I missed it, at least in part, because the screen reads "this is uncommon", which I think is misleading, and because I thought the prompt had previously been in the NM state software.  I hope this information proves to be useful to others. Do these uncommon situations apply?   A portion of these dividends is U.S. Government interest. Learn more   I need to adjust these dividends or this is an ESOP distribution.   Some qualified dividends or section 199A dividends are from securities that didn't meet the required holding period. Learn more   I got a statement with Section 1202 info. Learn more   None of these apply.

Yes, you can both enter a 1099-MISC as a recipient  or create and file Form(s) 1099-MISC as a payer in Home & Business edition. From TurboTax - How do I create W-2 and 1099 forms for my employees or contractors?: TurboTax Desktop Open TurboTax. Select File. Select Create 1099s/W-2s. Follow the instructions to create forms online for your employees or contractors. To access existing Quick Employer Forms: Go to the Quick Employer Forms site and sign in. On the My Businesses page, select the name of the business you're working on. On the Forms page you'll see a list of all the forms created for this business. Note: To access Quick Employer Forms (QEF) Online in tax year 2025, you must log in with a User ID that is linked to a paid TurboTax Online Expert Assist account, TurboTax Online Premium account, a paid TurboTax Desktop Home & Business or TurboTax Business account. You can also elect to purchase QEF separately.   To review what products are linked to your User ID, sign directly into your Intuit account then look under the Products & billing section.

Detailed calculation information in TurboTax Online can be found by navigating to Tax Tools > Tools > View Tax Summary > Preview My 1040 to access the Form 1040 Worksheet. This worksheet, specifically the Tax Smart Worksheet located between lines 15 and 16, provides the in-depth, step-by-step calculations for your tax liability.    If you are using the Online version, you will need to have paid for your product in order to see all of the worksheets.   If you are using a Desktop version, you can switch to Forms Mode by clicking on Forms at the top of the screen. There, you can scroll through the complete list of forms and worksheets TurboTax has prepared and click on the one you want to review, or click "Open Form" above the list of forms on the left and enter the one you are looking for.