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@ 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. 

I agree on all points.    But if Intuit decided to extend the service 9as it did in 2023), then that extension should be in increments that align with the tax calendar.  Canceling mid-year with little advance warning leaves the user base (small, but still 100K users by Intuit's own accounting) literally stranded.  My main disappointment is not with the decision to cancel the service (although I found it extremely useful) but with the lack of customer consideration with the communication and timing of the cancellation.

For the January deadline, figure out your "safe harbor" calculation for 2025 i.e. during the year you need to have paid thru withholding or timely (usually quarterly) estimated taxes (ES), the smaller of: 100% of your 2024 tax (110% if AGI > 150k or 75k if filing MFS), or 90% of your 2025 tax.   The deadline for Q4 ES payment to meet the safe harbor is due 1/15/26, and then you owe the balance of your tax by 4/15/26.   However even if you pay by January to cover your safe harbor, you may still have a penalty by default if you didn't pay ES throughout the year; by default IRS assumes all your income is earned evenly by quarter and the ES payments need to line up with those.  You can file Form 2210 Annualized Income method to show how the timing of the income and ES by quarter line up, and hopefully if the withdrawal and ES payments were both in Q4 you may be able to reduce or eliminate the penalty.   When you prepare your filing, keep eye on line 38 on Form 1040 for the penalty calculated by default, and under Other Tax Situations / Underpayment Penalty you can work thru the AI method to try and reduce it.   See Form 2210 for more info, and Lines 1-9 for the safe harbor calculation.

I doubt it, but they should.  I’ve been using TT for over 30 years, since about the time Intuit bought it.  The last few years have gotten progressively worse with late forms, inability to correctly calculate key (and somewhat common) items, and late forms.  This year is the worst so far.   I don’t want to use a cloud-based tax system, and TT has one of the few desktop/local systems left. But I may switch after this year if they don’t come through with some explanations, improvements and “accommodations”.

Where did you see the word "approved" for your 2021 refund?   TurboTax never tells you that your refund was approved.  TT only tells you that your e-file was accepted.   "approved" must come from the IRS.   Did the IRS refund site say that your 2021 refund was approved?   If so, you need to have the refund traced.     LOST REFUND CHECK   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=m7e64td0