All Posts
Tuesday
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
See more...
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
Tuesday
Topics:
Tuesday
Sounds like you messed up if you do not have a 1040X. If you amended correctly you would have a Form 1040X to submit to the IRS. Did you just go into the software and start changing things on yo...
See more...
Sounds like you messed up if you do not have a 1040X. If you amended correctly you would have a Form 1040X to submit to the IRS. Did you just go into the software and start changing things on your original tax return? If you did that, put them back to the way they were originally. In order to amend a 2022 return, you need to use the desktop download software on a full PC or Mac. To amend a return that you already filed, you have to go to Other Tax Situations>Other Tax Forms>Amend a Return
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
Tuesday
@PJH41 wrote:
As I just stated, Social Security is not available on the income list anymore so I can't select it!
Click on Federal on the left side of the online program screen
Click...
See more...
@PJH41 wrote:
As I just stated, Social Security is not available on the income list anymore so I can't select it!
Click on Federal on the left side of the online program screen
Click on Wages & Income
Scroll down to Retirement Plans & Social Security
On Social Security (SSA-1099, RRB-1099), click the Start or Revisit button
Tuesday
1 Cheer
I need that form also. In the past it was not available until January 6 or shortly thereafter.
Tuesday
@Bsch4477 Already year-end 12/30/25, I just checked QEF and this seems not to be ready yet! Can you pls advise?
Tuesday
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...
See more...
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
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 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.
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.
Tuesday
It is not clear what you are trying to do. The state software for 2025 is not ready for use yet, so no one can check to see if you owe the state for 2025 yet. You do not say what you have uploaded...
See more...
It is not clear what you are trying to do. The state software for 2025 is not ready for use yet, so no one can check to see if you owe the state for 2025 yet. You do not say what you have uploaded into the software, nor do you say what exactly you paid for. You do not appear to be posting your question from online "Live" software that provides help from a tax expert for a 2025 return.
If in fact, you have paid for/chosen to use online Live for 2025, contact your expert.
You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 5 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
Tuesday
You have not explained where you are getting this information.
https://ttlc.intuit.com/questions/1900655-what-to-do-if-you-suspect-tax-related-identity-theft
Most important) Follo...
See more...
You have not explained where you are getting this information.
https://ttlc.intuit.com/questions/1900655-what-to-do-if-you-suspect-tax-related-identity-theft
Most important) Follow the IRS procedures for reporting a fraudulent return, documented here: www.irs.gov/uac/Taxpayer-Guide-to-Identity-Theft
IRS INFORMATION REFERRAL TO REPORT VIOLATION OF TAX LAW
https://www.irs.gov/pub/irs-pdf/f3949a.pdf
If your Social Security number is compromised and you know or suspect you are a victim of tax-related identity theft, take these additional steps:
Respond immediately to any IRS notice; call the number provided.
Complete IRS Form 14039, Identity Theft Affidavit. Then print and mail or fax according to the instructions.
Continue to pay your taxes and file your tax return, even if you must do so by paper.
6-digit IP NUMBER FROM IRS
https://content.govdelivery.com/accounts/USIRS/bulletins/2af48f0?reqfrom=share
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
to get you new PIN from the IRS
- https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
Tuesday
1 Cheer
Is NC saying that you owe tax due for 2019? Your only proof that you paid would be your own bank or credit card records. What does it say in your online TurboTax account for 2019? Does it show th...
See more...
Is NC saying that you owe tax due for 2019? Your only proof that you paid would be your own bank or credit card records. What does it say in your online TurboTax account for 2019? Does it show that a 2019 return was e-filed and accepted? Or was the state return rejected? If you find that the return was not ever filed, the only way to file it now is by mail. You will need to print it, sign and date it in ink, and mail it to the state.
Tuesday
As I just stated, Social Security is not available on the income list anymore so I can't select it!
Tuesday
The current 2025 program does not include social security as one of the income options to select. At the top of the list of incomes it says that social security is not transferable from the previous ...
See more...
The current 2025 program does not include social security as one of the income options to select. At the top of the list of incomes it says that social security is not transferable from the previous year so it is not included in the list. Interestingly, my 2024 social security data was transferred properly? I think there is a glitch in the program. Please advise.
Tuesday
When Will this be available. Not very satisfied not being able to compute my tax liability before year end.
Doug [removed]
[email address removed]
Topics:
Tuesday
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
Tuesday
You don't have to be concerned with the federal side of this because interest from obligations of the federal government is fully taxable by the federal government. Re the State of Georgia, inter...
See more...
You don't have to be concerned with the federal side of this because interest from obligations of the federal government is fully taxable by the federal government. Re the State of Georgia, interest from federal government securities are exempt from state taxation but you may have to enter that in the State section of the program. You should also note that some states make a distinction (or have made one in the past) between dividends paid out of a mutual fund and interest paid directly from the federal government (e.g., where you would directly own U.S. Treasuries).
Tuesday
I made an error on my 1040 Schedule A concerning Mortgage Interest. I had form 1098 from my mortgage companies and this amount should be on Line 8a. of schedule Also, I had a small amount of $285....
See more...
I made an error on my 1040 Schedule A concerning Mortgage Interest. I had form 1098 from my mortgage companies and this amount should be on Line 8a. of schedule Also, I had a small amount of $285.21 that should have been on line 8b of the schedule A since I did not receive a 1098 form from that bank. If it is less than $600, no form 1098 is issued. The issue: I need to file an amended tac retturn that decrsae the amount on Line 8a and has an amount on line 8b...but I do not dsee how to separate the two sums in the desktop application. Thanks for any help.
Tuesday
Since it was paid in 2025 then it is a valid medical expense to be entered as an itemized deduction on the 2025 Schedule A. There is no need to designate this payment as for 2026 Medicare premium.
...
See more...
Since it was paid in 2025 then it is a valid medical expense to be entered as an itemized deduction on the 2025 Schedule A. There is no need to designate this payment as for 2026 Medicare premium.
Health care insurance premiums, including dental and vision insurance premiums, and other medical expenses that you paid with out of pocket funds and were not reimbursed are an eligible medical expense that you can deduct using Schedule A for itemized deductions. However, only your total medical expenses that are greater than 7.5% of your Adjusted Gross Income (AGI) can be deducted. Your total itemized deductions reported on Form 1040 Schedule A must be greater than the standard deduction for your filing status to have any tax benefit.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
To enter your medical expenses -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Medical Expenses, click the start or update button
Tuesday
If you used some other software for 2024----not TurboTax---- we cannot help you figure that out.
Tuesday
How do I enter taxes for dividends received from Vanguard's Federal Money Market Fund in TurboTax? Taking 2024 as an example, my 1099-DIV lists U.S. obligations as 59.87% for the fund. Do I simpl...
See more...
How do I enter taxes for dividends received from Vanguard's Federal Money Market Fund in TurboTax? Taking 2024 as an example, my 1099-DIV lists U.S. obligations as 59.87% for the fund. Do I simply multiply total ordinary dividends (line 1a on 1099-DIV) by this percentage before entering into TurboTax? How does this carry over to state tax forms (I live in the state of Georgia)?
Topics: