All Posts

@user17761242238    There is no longer any way to actually install or run TurboTax for 2020, unless you happen to have an old computer that already has it installed and working. Your other options are: Prepare the amended return by hand. Use other tax software that is still available for 2020. You would first have to recreate the original tax return in the other software, making sure that it exactly matches your original return. Then you could amend it. Go to a local tax professional. You didn't say why you are amending such an old tax return. It's too late to get a refund for 2020. If your amended 2020 tax return shows an additional refund, you will not get the refund. If it shows a payment due, you still have to pay it.  

@AmyC wrote: Unfortunately, it was skipped more than 2 years which the IRS sees as adopting a new accounting method.   That is incorrect.   While the two years of an impermissible method can ESTABLISH an original Accounting Method, it does NOT CHANGE an existing Accounting Method.   That can only be corrected by amending.

@ Fcurleysr wrote: Need my SSA EARNINGS for 2025 If you did not receive a paper SSA-1099 in the mail, you should be able to get it from your Social Security online account, if you have one.    Also see the additional info that Expert @ SharonD007  left you above.  We were typing at the same time.  😁   Or are you asking how/where to enter it in the Retirement Income section of TurboTax, which is the title of this thread?

Im pretty sure it said between 2-3 weeks delayed and I know what the form says.  I came here to ask if this has happened to anyone else and was it just a random identity check or something else causing it to be flagged.  I wanted to hear other experiences, not someone repeating what the form does or doesn’t say.  I know that may sound crass but I am asking a legitimate question and repeating something like that is not helpful

You can get a duplicate SSA-1099 by downloading it on  my Social Security account online. You can also call the Social Security Administration at 1-800-772-1213 to request a duplicate SSA-1099.   Refer to the Social Security website Get tax form (1099/1042S).

Manually deleting the form is the most reliable way to clear a stuck radio button.  Select Tax Tools in the left-hand menu, then select Tools. In the pop-up window, choose Delete a form. Find Form 8615 (Tax for Certain Children who have Unearned Income) in the list and select Delete next to it. Confirm the deletion and select Continue with My Return at the bottom of the list.

Technically, yes. Even if you did not receive a 1099-NEC or 1099-MISC, you would still need to report your income earned during the year, regardless if the IRS knows about it or not.  The good thing is that you will not be charged Self-employment (SE) taxes on any net income under $400.

TurboTax automatically recognizes when a taxpayer is 65 or older based on the date of birth you entered in the "My Info" (or Personal Info) section.    To see these amounts before you file: Go to Tax Tools in the left-hand menu and select Tools. Choose View Tax Summary. Select Preview my 1040 on the left. Check Line 12 for your base + additional standard deduction and Line 13b for the new $6,000 senior bonus.

TurboTax summarizes itemized deductions by aggregating the eligible expenses—such as mortgage interest, state/local taxes (SALT), and charitable donations onto Schedule A. TurboTax will  compare this against the standard deduction, and automatically select the higher amount to maximize your refund.   Click here for information on changing your deduction.    Click here for Standard Deduction vs. Itemized Deductions: Which Is Better?    Click here for "What is the Standard Deduction?"    Please return to Community if you have any additional information or questions and we would be happy to help.

@Dat_Hades  Also be aware that if you choose to pay your product fees out of your Federal refund, there is an additional $40 fee for that service ($45 for California filers.)   That can be avoided by paying upfront with credit/debit card.