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Tutrbotax does not have your W-2 or know of the date of your last paycheck.   The only source for this info is a checkstub you retained or contact that employer.. If it will help you may be able to save a PDF of the return and key worksheets which would contain the data entered for the w-2. how to access 2024 return https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/get-copy-2020-return-filed-turbotax-online/L0uh9Z123_US_en_US 

Thank you. I've checked all the forms I saved but did not see 8606. I used TurboTax desktop software and entered information based on1099-R. On the tax form (Married filing jointly) entered '0' for Traditional and Roth IRA contribution for both. Could that be the reason?  Can I file amendment (corrected1040 with 8606) while filing 2025 taxes /Turbotax or from 2024 taxes? 

look at the schedule for form 8582 where the carryover is calculated part VII. The carryover amount for the k-1 should appear in section A which is towards the bottom. However, I noticed that this year Turbotax seems to have a problem in transferring some of last year's data. I had a 1099R which was not indicated as do not transfer to next year dis nit transfer to 2025 while another did.  

Yes, the royalties that you are getting are still income from your photography business, even though you are not creating any new photos and no longer have any business expenses. You have to continue to report the royalties as business income on Schedule C.  

Is the IRS saying you didn’t report some 1099R income?   Look at the 1040 lines 4 & 5.  Only IRA withdrawals go on line 4.   401K and pensions go on line 5.   If a 1099R got on the wrong line the IRS might miss it and say you didn’t report it.   

How exactly is TurboTax telling you that you have to amend your 2024 tax return? How can it know that if you didn't file the return with TurboTax? What exactly is TurboTax saying is the reason you have to amend? If you got an email from TurboTax saying that there is a problem with your 2024 tax return because of an error in TurboTax, you can ignore the email. It is looking at an incomplete tax return that you started in TurboTax Online but did not file. TurboTax has no information about the tax return that you filed with other software.  

@whtadaki  ADDENDUM It's not clear what your concern is about  your 2024 Form 1099-R entry and what you are wanting to see on the worksheet, but if you explain in enough detail (NOTE:  don't post any personal info in this public forum), someone may be able to comment on it or offer a suggestion.

@ whtadaki wrote:  Can I access my TurboTax worksheets for filing 1099-R for 2024 Want to make sure I entered all 1099-R for previous tax year You can download your 2024 return PDF and see if it has all the worksheets.  If it doesn't, and if you still want them, then you would need to download and open the *.tax2024 data file in 2024 desktop software.   If you paid for Online TurboTax for 2024, you might be able to talk TurboTax Support into providing the software.   Otherwise, here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

@user17652141557 wrote: Turbotax has a 60 day money back guarantee if purchased directly from them.  The TurboTax 60-day moneyback satisfaction guarantee also applies to TurboTax software purchased at "authorized retailers" such as Amazon, Costco, BestBuy, Staples, and others. https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/obtain-authentic-turbotax-programs/L1yYfitCw_US_en_US   NOTE:  As mentioned in that FAQ, if bought at Amazon, it must be purchased directly from Amazon itself, not a third-party seller on Amazon.

You can download you're already-started 2024 return info, but you can't finish it online at this point.  You would have to use 2024 desktop software.   If you already paid, then TurboTax Support should furnish you the 2024 software.   A 2024 return can no longer be efiled with TurboTax.  It will have to be printed, signed, dated, and mailed.    Here's how to find your 2024 info:   This answer assumes your past return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

I made a lump sum withdrawal in July on an IRA as down payment towards an investment property and I chose not to have any taxes withheld. Because I do not want any underpayment on my 2025 taxes, I would like to send to the IRS the taxes I would have withheld on the lump sum withdrawal (22%) and I believe I can send my payment with the 1040-ES which I plan to send by 1/2/2026.