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To properly enter distributions and withholding from a Form 1099-R from a profit sharing plan in TurboTax Online, follow these steps: 1. Navigate to the Wages & Income section. 2. Scroll to find Retirement Plans and Social Security, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). 3. Enter the information exactly as it appears on your 1099-R, including the distribution amount and federal income tax withheld. 4. Answer additional questions TurboTax asks about your distribution to determine the taxable amount and any penalties. This process applies to profit sharing plan distributions reported on 1099-R. TurboTax will calculate your taxable income and any withholding credits based on the data you enter.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     https://www.irs.gov/refunds   Refunds for tax years 2021 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.  TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).       When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.        

No, TurboTax can not import a 1095-A, it must be mahually entered.That depends.    TurboTax does not provide the 1095-A.  It is issued by the marketplace to show you had insurance and to evaluate the discount you may have received.   Did you have a marketplace health insurance plan? "If you have not received your Form 1095-A or you received an incorrect 1095-A, you should contact the Marketplace from which you received coverage." "If you receive a corrected or voided Form 1095-A, you may need to amend your return. For more information on what you need to do with a corrected or voided Form 1095-A, see Corrected, Incorrect or Voided Forms 1095-A. This information can help you assess whether you should file an amended tax return." Please see Health Insurance Marketplace Statements  To enter a 1095-A in TurboTax, you can follow these steps               Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type the 1095-A Continue through the questions and it will be posted to your return. On the 1095-A, you should not enter "0" zeros.  This will cause a Review Error.  Simply leave the area blank.    

  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   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   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.      

Sorry---the "Live" expert assist experts do not check or review past year returns.  They only help with current year --- 2025-- returns.   If you need help with a past year return you will need to seek local paid help.

Capital losses from your brokerage account and Employee Stock Purchase Plan (ESPP) shares are combined for tax calculations. Your total recognized capital loss may be less than your combined losses due to offsetting capital gains and the $3,000 annual limit on deducting excess capital losses against ordinary income. Here's how it works: 1. Your capital losses first offset any capital gains. 2. If losses exceed gains, up to $3,000 of the remaining loss can reduce other income per year. 3. Any unused loss beyond the $3,000 limit is carried over to future tax years. So, a total loss less than your combined losses likely reflects this calculation, not a software error. TurboTax applies these rules when calculating and reporting capital losses.

No one from the user forum can arrange or schedule a call to you from your "Live" expert.   You have to contact your expert yourself.     You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

You can use the steps below to enter your self employment expenses.   Click Search in the upper right and type Schedule Click, Jump to On the Self employment Income and Expenses', click the arrow. Select Edit or Start beside your business and then scroll to Business Income and select 'Other Income' (cash, etc.). Right after you finish entering in your income it will ask questions about expenses You can enter the expenses manually or import transactions from your financial institution For more information, see,   Self-employment expenses What self-employed expenses can I deduct?    

I totally agree with you. This year the unexpected fees and the freezing of the page until you agree to the terms and then when you try to change and not upgrade to some expert service that you do not receive and did not use is an unfair business practice and TurboTax is going to lose a lot of long-time customers because of the greed that they are expressing in their unwanted products

To file a previous year's tax return using TurboTax Online, you need to purchase and download that specific year's TurboTax Desktop software, as online filing for prior years is not supported. Steps: 1. Visit TurboTax's website and choose to file taxes for a prior year. 2. Select the tax year you need (e.g., 2023, 2024, or 2022). 3. Purchase and download TurboTax Desktop software for that year. 4. Install and complete your tax return within that desktop software. 5. Print and mail your completed return to the IRS and your state tax agency. Note that tax year 2021 and earlier cannot be filed through TurboTax.   @pineappleparadise