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Sorry you just missed downloading the state program.   They recently deleted the 2021 program and state downloads when they move 2024 to the prior years.   They only support the last 3 years.   You... See more...
Sorry you just missed downloading the state program.   They recently deleted the 2021 program and state downloads when they move 2024 to the prior years.   They only support the last 3 years.   You could try the TaxPrinter service (not connected with Turbo Tax) to convert a .tax file to pdf at http://www.taxprinter.com   They might be expensive and it is probably not safe to email tax returns back and forth.  Known exceptions are TurboTax 1997, 1999 and TaxCut 2005 files which we can't read for technical reasons. TurboTax 1998 and 2002 files may show only the tax summary and the Form 1040.
There was no RMD in 2020 for anyone due to Covid.  The SECURE 2.0 Act of 2022raised the age for starting required minimum distributions (RMDs) from 72 to 73, effective January 1, 2023.  This ... See more...
There was no RMD in 2020 for anyone due to Covid.  The SECURE 2.0 Act of 2022raised the age for starting required minimum distributions (RMDs) from 72 to 73, effective January 1, 2023.  This meant that individuals who turned age 72 in 2023 (born in 1951) did not have an RMD due for the 2023 tax year. Their first RMD was delayed until the year they turn 73 (tax year 2024), with a deadline of April 1, 2025. 
I need to access my 2021 tax records and have redownloaded the 2021 software. I have the .2021tax file. When I attempt to open the file, I get an error this error:  The Tax return you are attempting... See more...
I need to access my 2021 tax records and have redownloaded the 2021 software. I have the .2021tax file. When I attempt to open the file, I get an error this error:  The Tax return you are attempting to load contains one or more state tax forms which are not installed on this machine. Please install Illinois to continue.   I attempt to download the state as directed, and get this error. I don't need to purchase State again because it came with the original software.  Is there any other way I can access this file?  Hmm... it looks like we’ve hit a slight snag Please try again or check back in a bit.   Try Again For answers to your questions, visit us at  TurboTax.com/support.   If you can’t reach us online, give us a call at 1-800-4-INTUIT, and select the option for TurboTax.
@liux2355 ,  I have read through your post multiple time and  (a) which country are your parents from ?   I am assuming that they are here with GreenCard -- yes ?  When did they enter with GC ? ... See more...
@liux2355 ,  I have read through your post multiple time and  (a) which country are your parents from ?   I am assuming that they are here with GreenCard -- yes ?  When did they enter with GC ? (b) Are you a US person ( citizen/GreenCard )?  I am assuming that you are not here on a work visa -- yes ? (c) What are you trying to achieve ?   My general opinion is , since there is no tax implication with a gift, why not file the form when one is close enough to the trigger ?  Why not , if that is what you dec ide to do ?   You are welcome to PM  me , to keep this discussion private  ( just NO PII --  Personally Identifiable Information ).   pk
Hi @carraed  Use this link and try downloading it from the "Access it here" hyperlink in the intro for 2024:  https://turbotax.intuit.com/personal-taxes/past-years-products/  Let us know if that w... See more...
Hi @carraed  Use this link and try downloading it from the "Access it here" hyperlink in the intro for 2024:  https://turbotax.intuit.com/personal-taxes/past-years-products/  Let us know if that works for you on your new computer. If not, please let us know what kind of behavior or error message you're receiving. 
@lenobregalara  (a) this is for 2025 or are you dealing with 2024 ? (b) Are you a US person ( citizen/GreenCard/ Resident for tax purposes -- work visa )? (c) since Brazil has no tax treaty in ... See more...
@lenobregalara  (a) this is for 2025 or are you dealing with 2024 ? (b) Are you a US person ( citizen/GreenCard/ Resident for tax purposes -- work visa )? (c) since Brazil has no tax treaty in effect with US, you pretty much have to report all your world earnings for US taxation --- any comments ? (d) generally pensions are reported as if you had received  a 1099-R i.e. the same information is required but not actually using a form 1099-R -- does this make sense ?   I will come back once I hear from you -- yes ? Obrigado Senor   pk
@airdisc , whereas I agree with my colleague @AmeliesUncle , that absent any documentation etc. the basis of prop. is assumed to be zero. However, I am comfortable  in my opinion ( and knowing how th... See more...
@airdisc , whereas I agree with my colleague @AmeliesUncle , that absent any documentation etc. the basis of prop. is assumed to be zero. However, I am comfortable  in my opinion ( and knowing how things work in India and dearth of info often ) that the use of  basis as established by GoI, is  valid for purposes of US taxes on alienation of asset.  Just have all the documents available in case IRS challenges the basis determination.   That is where I stand. Is there more I can do for you ?
Looking around for the Online prices.  Don't know if these are still from 2024 or for 2025.  No discounts showing yet.   Online Deluxe shows $79 Online Premium shows $139 State is an extra $64 in... See more...
Looking around for the Online prices.  Don't know if these are still from 2024 or for 2025.  No discounts showing yet.   Online Deluxe shows $79 Online Premium shows $139 State is an extra $64 in Online   Desktop prices  https://turbotax.intuit.com/personal-taxes/cd-download/  And you need higher System Requirements for Desktop this year.   For 2025 you will need Windows 11 or later or Mac OS Sonoma 14 or later (newer). Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements  
I did the payment plan.      
For Online prices........I saw the Online versions will be available on Dec 17 on a screenshot about switching from the Desktop program if you couldn't install the Desktop program.   For 2025 you wil... See more...
For Online prices........I saw the Online versions will be available on Dec 17 on a screenshot about switching from the Desktop program if you couldn't install the Desktop program.   For 2025 you will need Windows 11 or later or Mac OS Sonoma 14 or later (newer). Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements   Are you thinking of using the Online version?  Have you been using the Desktop program?  There are 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. And you will have to pay first to see all the forms. All the Online versions do not have the same forms so you may need to upgrade to a higher version. Online Premium is the highest vesion and has all the same forms as the Desktop programs. You can only do 1 return per account. And pay for each account. You can use the same email for 5 accounts. Federal and state are separate fees. 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.     
Did the IRS notify you of an error on your tax return that resulted in a balance due?   I suggest obtaining an copy of your 2024 Account Transcript and Tax return Transcript (or the Record of Accou... See more...
Did the IRS notify you of an error on your tax return that resulted in a balance due?   I suggest obtaining an copy of your 2024 Account Transcript and Tax return Transcript (or the Record of Account which combines these two) which will show your tax payments and any balance due for 2024:  https://www.irs.gov/individuals/get-transcript
I've been wasting most of today trying to get the RMD dates figured out.  (I love making spreadsheets)  It's blowing my mind.  Between the "tax years" and when born and RMD age, not to mention the 70... See more...
I've been wasting most of today trying to get the RMD dates figured out.  (I love making spreadsheets)  It's blowing my mind.  Between the "tax years" and when born and RMD age, not to mention the 70 1/2 age etc.   And I think the IRS must have changed the RMD section in pub 590B a couple  years ago because the 2024 590 doesn't  match my notes copied from a prior year 590.   I made a chart so I can tell when someone needs to start taking RMD.     And nobody actually had to start a RMD in 2020 and 2023?   Or take the first one by April 1, 2021 and 2024?   Does this look right?  Hope it makes sense.    @dmertz  anyone? Time for Wine!          
Can anyone from TurboTax update the community on the status of being able to e-file Form 7206 for the upcoming tax season. So far, TT DT software says that Form 7206 will be ready on 1/29 to be paper... See more...
Can anyone from TurboTax update the community on the status of being able to e-file Form 7206 for the upcoming tax season. So far, TT DT software says that Form 7206 will be ready on 1/29 to be paper filed, but will not be able to be e-filed. However, many have successfully e-filed 2024 returns containing Form 7206. It would really be nice if TurboTax corporate could clarify the issue.    This seems ridiculous, but many others have already made this point so I won't belabor it. I'm just curious what the companies plans are for this form for the 2025 tax season so we can plan accordingly.   Jeff
"I do not believe that correcting entries on the Federal Carryover *Worksheet* is actually an override."   You are correct, this is not an override.  You can simply leave the corrected value in pla... See more...
"I do not believe that correcting entries on the Federal Carryover *Worksheet* is actually an override."   You are correct, this is not an override.  You can simply leave the corrected value in place.  Still, I normally do not begin my actual tax return until it's closer to the time I'm going to file.  I consider any file I create now as being a first pass, something to compare to when I do my actual tax return.  This allows me to catch errors where the two disagree.  The first pass gets prepared by entering estimates, then replacing estimates as I receive the actual informational forms.  The final pass for filing is one that I do from scratch after I have received all of the information needed for filing.  That doesn't happen until March because I need to wait for the arrival of a Schedule K-1 from a partnership.
I understand, but the system requirements are actually listed.   Regardless, I think you should be able to get a refund.
Except I already bought a copy of TT 2025 from Amazon.  I'm quite disappointed in TT, which I have been using since the late 1980s.
@skramblr wrote: Wouldn't most people just buy TaxAct or H&R Block? Yeah, that would probably be the better option for those who don't want to upgrade to Windows 11.
Yes, I would like to be able to install to a W10 computer because last year I installed to a W11 machine and it lost the passkey every time that W11 upgraded and I had to buy an additional copy, whic... See more...
Yes, I would like to be able to install to a W10 computer because last year I installed to a W11 machine and it lost the passkey every time that W11 upgraded and I had to buy an additional copy, which really pissed me off.  It was not made clear that W11 was necessary prior to the purchase that I made on Amazon today and now I am unsure what to do.  Last year your support people were useless when I used up all 5 codes following W11 updates.  Can you do better this year?  I still have all my banking and other secured sites requiring enhanced sign in procedures after W11 updates, which is not true with W10.  Thoughts?
  @NCperson wrote: https://turbotax.intuit.com/desktop-pricing/   That link is for desktop add-on pricing. TurboTax Desktop | Download Tax Software
Seems kinda crazy that people would spend money to buy hardware, dual boot or other options just to get TurboTax to run. Wouldn't most people just buy TaxAct or H&R Block? No way are most of my relat... See more...
Seems kinda crazy that people would spend money to buy hardware, dual boot or other options just to get TurboTax to run. Wouldn't most people just buy TaxAct or H&R Block? No way are most of my relatives ever going to crack open their PC or complicated software installs.