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Thursday
@denver45380 Sorry I don’t understand you question. Yes you can transfer 2024 into 2025. From either Desktop 2024 or Online into Desktop 2025 or Online 2025. You only need 2024 to transfer, no...
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@denver45380 Sorry I don’t understand you question. Yes you can transfer 2024 into 2025. From either Desktop 2024 or Online into Desktop 2025 or Online 2025. You only need 2024 to transfer, not the prior years. If you used the Desktop program for 2024 your tax return is in a separate data file ending in .tax2024 and not kept in the program. You only need the .tax2024 file to transfer into2025 (either to the Desktop program or the Online version). If you used the Online version last year you just log into the same account and it will automatically transfer 2024. You can transfer the Online version into the Desktop program or. So how did you do 2024 and what will you be using for 2025? Desktop or Online?
Thursday
Can you then upload all info from previous version?
Thursday
@wael-hamdan , On going through your post and the helpful response from my colleague @DoninGA , I am just not sure as to what you are trying to do. Please could you help me with answers to the follow...
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@wael-hamdan , On going through your post and the helpful response from my colleague @DoninGA , I am just not sure as to what you are trying to do. Please could you help me with answers to the following questions:
(a) Are you a US person now ( citizen/GreenCard)?
(b) Where is your tax home currently?
(c) If you are not a US person, what are you trying to do i.e. why do you need an IRS account?
(d) Did you file a US federal return for the intervening years or when did you last file a US tax return ?
I will circle back once I hear from you --yes ?
Thursday
Sorry--TurboTax no longer provides the downloads, support or updates for 2020 or 2021 even if you have the license codes. You can still get 2022.
Go to Access my downloads and sign in w...
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Sorry--TurboTax no longer provides the downloads, support or updates for 2020 or 2021 even if you have the license codes. You can still get 2022.
Go to Access my downloads and sign in with the same user ID you used to purchase your software
On Your TurboTax account, select the Downloads tab
Select the version you want to download and save it somewhere on your computer where you can find it
If you need help finding your download, we have instructions for Windows and Mac
Install your software by double-clicking the downloaded file
If you need help installing, we have instructions for Windows and Mac
HOW DO I GET STARTED WITH TT DESKTOP
https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US?uid=m5zp8c5h
Thursday
did you take any action in 2025 requiring 8606? in that case you can correct the Line 2. Do not attach explanatory letters to 1040 unless instructed by IRS. Why is the basis wrong.? did you pay the...
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did you take any action in 2025 requiring 8606? in that case you can correct the Line 2. Do not attach explanatory letters to 1040 unless instructed by IRS. Why is the basis wrong.? did you pay the correct tax in 2014.? in 2009? How big is the basis error compared to the total value of IRA? It may be miniscule tax effect. @paulalbertson
Thursday
@user17604794158 while not an expert on MI taxes and being generally familiar with Michigan Taxation for individuals, I really need more information as to the details of the situation for the ques...
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@user17604794158 while not an expert on MI taxes and being generally familiar with Michigan Taxation for individuals, I really need more information as to the details of the situation for the question. I say this because MI uses "nexus" in quite a few statutes covering different areas of taxation.
(a) Are you a owner of a business or an individual ?
(b) What type of financial connection / income to MI ( e.g. rental, pension, interest/dividend from MI entity , capital gain , sales commission, sales tax, insurance commission etc. etc.) ?
(c) Are you a resident of a reciprocal state?
(d) Are you a partner / investor of a MI entity ?
As you can see from my questions, there is lot of info needed to narrow down the field and then guide you to the actual and applicable statute.
Please provide as much detail as you can . Will circle back once I hear from you.
Thursday
When I look at my Intuit account "products & billing" information, the list is missing TurboTax downloads for 2020, 2021, and 2022. I did purchase these through Amazon (2022) and Target (2020, 2021)...
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When I look at my Intuit account "products & billing" information, the list is missing TurboTax downloads for 2020, 2021, and 2022. I did purchase these through Amazon (2022) and Target (2020, 2021) and I do still have license key information. How can I get these downloads added to the list of my products so that I can re-download the software to a new computer? Thanks.
Thursday
For delivery drivers, couriers, postal workers, during the summers, people might leave out cold drinks or hand them bottles of water when they deliver something. In the winter, during the hardest sea...
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For delivery drivers, couriers, postal workers, during the summers, people might leave out cold drinks or hand them bottles of water when they deliver something. In the winter, during the hardest season for delivery people, they'll leave out snacks for them to pick up, or give them snack bags, chocolates, or even non-cash items in gift bags around Christmas along with food or goodies of one kind or another. How are these to be handled on IRS taxes at the end of the year? Are these treated as gifts, or are they treated as non-cash tips that fair market value has to be established for each item, and then listed somewhere in the tax return? Or is there some other category they belong in? Please advise, and thank you!
Thursday
@pete5900 wrote: I contribute up to 95K this year and claim the 5 year gift tax exclusion, can I make contributions in 2026 -2030? and if I dont max up to 95K and claim the exemption, what a...
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@pete5900 wrote: I contribute up to 95K this year and claim the 5 year gift tax exclusion, can I make contributions in 2026 -2030? and if I dont max up to 95K and claim the exemption, what are the downsides? Note I am married and file taxes jointly - I am the only one making contributions as my spouse does not work. I would first back up and ask yourself if it even matters. Is there ANY chance your total gifts and the value of your Estate after you die will be over the $14 million-ish amount (that number is increased for inflation)? If not, it doesn't really matter because no tax would ever be owed from the Gifts or Estate (but you would still need to file the Gift Tax returns). You could gift a million dollars in one year and be fine, as long as your lifetime gifts and value of your Estate aren't over the $14 million-ish limit. If you make a 529 plan Gift over the annual amount ($19,000 for 2025) and file a Gift Tax return to spread that out over 5 years, than any EXCESS gifts each year would reduce the $14 million-ish Lifetime Exclusion. For example, let's say you contributed $50,000 and make that election, so it would be treated as if you gave $10,000 for five years. If future gifts are under $9,000 (so the $10,000 plus the then-current year $9,000 is under the inflation-indexed annual limit of $19,000) , no future gift tax returns would be required. If you contributed more than $9,000, then a Gift Tax return would be required and the amount over the $9,000 ($10,000 plus the then-current over-$9,000 gift) would reduce the $14 million-ish Lifetime Exclusion. Your wife can make gifts as well, even though she doesn't work. Assuming your wife is a US Citizen or Resident, you can gift an unlimited amount to her, and she can make a gift as well. Don't forget to include ALL gifts for the year, not only the 529 plan. Although some/many of those other gifts for your own minor dependent child are likely "support", rather than a "gift".
Thursday
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Be sure you can install Turbo Tax on your computer this year. They have increased the system requirements. For 2025 you will need Windows 11 or later or Mac OS Sonoma 14 or later (newer). Click o...
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Be sure you can install Turbo Tax on your computer this year. They have increased the system requirements. 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
Thursday
1 Cheer
@thompsonmonique Are you trying to file a 2024 or 2025 tax return? When did you enter the information? If you entered 2024 info after Dec 2, 2025 you were filling out your 2025 return, not 2024....
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@thompsonmonique Are you trying to file a 2024 or 2025 tax return? When did you enter the information? If you entered 2024 info after Dec 2, 2025 you were filling out your 2025 return, not 2024. So your online account is messed up. If you meant you entered your 2025 info it is too early to efile 2025. As the other post said, come back in January to finish 2025 and efile. But you can pay for 2025 now early to be able to print your return and to lock in the current price. How to pay early..... https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/01/26244 You can only print and mail 2024 and prior returns. You would have to use the Desktop download program to prepare 2024 or prior. If you started 2024 before Oct 2025........How to finish a prior year return you started online https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322 How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Ventura 13 to install it on.
Thursday
Agreed!
Thursday
not knowing your SSN means you can not file by mail to get it. you'll need to call them to find out the process.
https://www.ssa.gov/agency/contact/
Thursday
Another possibility is that your OS is Windows 11 in S Mode. That allows only programs bought from the Microsoft Store to be installed. You have to switch out of S mode. A permanent change that can't...
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Another possibility is that your OS is Windows 11 in S Mode. That allows only programs bought from the Microsoft Store to be installed. You have to switch out of S mode. A permanent change that can't be undone
**************************************************
to check if you are in S Mode
To check if your Windows 11 is in S mode, follow these steps:
Open Settings: Press Windows + I to open the Settings app. Go to System: Click on the System option in the left sidebar. Select About: Scroll down and select About at the bottom of the list. Check Windows Specifications: Look for the Windows specifications section. If it states "Windows 11 in S mode," then your device is operating in S mode. Alternatively, you can also check by:
Using the Command Prompt (as administrator) : Type winver in the search bar and press Enter. This will show your Windows version and whether it is in S mode.
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to switch out of S mode
Open Settings: Click on the Start menu and select Settings. Go to System: In the Settings window, click on System. Select Activation: Scroll down and select Activation from the left sidebar. Switch out of S mode: Under the Switch to Windows 11 Home section, click on Go to the Store. Confirm the switch: In the Microsoft Store, click on the Get button to confirm that you want to switch out of S mode.
Thursday
If you want to erase everything you have entered you can clear your tax return and start over from the beginning.
Thursday
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/
...
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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.
hhttps://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.
Thursday
You have not mentioned your age or whether you are a full-time student. We only know that you have been claimed as someone else's dependent in the past and that you got a job in the middle of 2025. ...
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You have not mentioned your age or whether you are a full-time student. We only know that you have been claimed as someone else's dependent in the past and that you got a job in the middle of 2025. It is possible that someone can still claim you as a dependent even if you have a job and had some income---so first that needs to be sorted out. Provide some details.
Thursday
We cannot see your tax return so we do not know what forms or schedules should be included with your return. However, if you are using online TurboTax, you do not have access to all of the forms and...
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We cannot see your tax return so we do not know what forms or schedules should be included with your return. However, if you are using online TurboTax, you do not have access to all of the forms and schedules until you pay your fees before you file. Many forms and schedules are not even ready yet. Meanwhile, you can preview your Form 1040 and Schedules 1,2, or 3---if your return includes those.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
Thursday
You have to do the transfer of 2024 in to the new 2025 return at the very beginning, before you enter any 2025 information. You cannot do it later. So you might need to clear and start over if y...
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You have to do the transfer of 2024 in to the new 2025 return at the very beginning, before you enter any 2025 information. You cannot do it later. So you might need to clear and start over if you neglected to transfer the 2024 tax file.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost
How to transfer last year’s return?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s
Thursday
1 Cheer
2025 TURBOTAX
DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)
https://turbotax.intuit.com/personal-taxes/cd-download/
You can also purchase the desktop ...
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2025 TURBOTAX
DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)
https://turbotax.intuit.com/personal-taxes/cd-download/
You can also purchase the desktop download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.
This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.
When you use desktop software, there is an additional fee to e-file a state return. You can avoid that fee if you print, sign and mail the state return.
https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/00/25609