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@jandchuber wrote: I was seeking last year's AGI and lost my nearly complete return. How do I recover it?   In Online TurboTax your return is saved after each screen.  If you are logging back into the same account, you should be able to continue your return.    What so you see when you log in and go to the Tax Home? 

Did you see AmyC's response above? @TestAdmin    "IRS Guidelines: An employee who receives state paid medical leave payments must include the amount attributable to the employer portion of contributions in the employee’s gross income."   So I personally calculated how much was the employer's contribution, and I reported it and paid taxes on that.

Look for a back-up copy of your 2024 tax file in Documents > TurboTax where TurboTax saves files automatically, even if you directed a 'save as' copy elsewhere.  It may have a 'tilde' sign in front of the file name.   If you can open that file, transfer it to 2025.  Go to File > Password > Remove Password.    @KAGrinde 

Thank you, @RogerD1 . I believe I have done what is required to report proceeds from 1099-B. Here is what I did. Can you please review to see if my inputs are sound? I included information regarding date of stock acquisition, as well as date of stock liquidation.   Transaction History (Date Certificate Issued - ALL 134 shares in ONE certificate):   Sale History (Walgreens and Sycamore Merger resulting in liquidation of Walgreens stock):         On Sept. 25, 2002, Walgreens Lowest price was $32.77 ($32.77 x 134 shares = $4391.18).     Regards, Tulane

You do not have to pay what is suggested on the TurboTax vouchers.  They are optional, suggested payments based on your previous year's income to help you avoid underpayment penalties.   You can use Form 1040-ES 2026.  You can also use the IRS DirectPay to pay directly from your bank account.     In addition, you can pay online, by phone or from your mobile device using the IRS2Go app. You can also make your estimated tax payments through your online account, where you can see your payment history and other tax records. Go to IRS.gov/account. See Also:   Estimated taxes How do I make estimated tax payments? Please return to Community if you have any additional information or questions and we would be happy to help.

That sounded great, @DawnC ! So, I changed it to zero. As soon as I exit to something else, though, and return to the MO-PTC, line 3 is back to what it was. I specifically made sure to save the document after the change, but it doesn't matter.

Hi! You mention that I need to "find the HSA balance on the date of a deposit on or about December 15th, and the HSA balance today."  The thing that I am wondering about is what about all the regular HSA contributions that are occurring as part of 2026?  Do I include the bi-weekly 2026 HSA contributions (from Jan to end of March) into the formula for computing my NIA? And a small correction - my excess contribution is $306.35 as reported by TurboTax and not $6, but I think I understand the gist of what you're saying. Thanks!

I had the same issue.  I finally gave up on it.  That's a terrible corner of the software to get bogged down in.  It just doesn't work and how to make it work is a black box that's not explained sufficiently anywhere.  I ended up choosing to take a tax deduction instead of the credit which cost me $$.  Good luck.  

Thanks.  Taxes paid on foreign stock investments.  Doesn't matter now, the data entry for this in TurboTax online doesn't work when you choose to take a credit.   After entering just a few country's tax amounts, it judges me done and moves on.  I had 16 countries to enter, couldn't get it done.  I ended up taking a tax deduction instead of a credit. I may be done with TurboTax after many years.  It's just very frustrating when the application itself doesn't work, the help files are antiquated and the menu options they suggest don't exist.  And you cannot get a person on the telephone unless you pay for a Tax Expert when all I need was an Application Expert since it wouldn't work as it should.   Anyway, rant over, taxes filed.  I've got a year to find a good tax preparer.  Thanks again.

In general, a TurboTax expert review does not review tax returns that have already been filed. The expert final review is designed to happen before you pay and submit your return to the IRS.   You can contact TurboTax Customer Support for further information using this link: Turbo Tax Customer Support  You can also use this link to submit a refund request: TurboTax Refund Request form.   See Also: How do I request a refund for my TurboTax product?    If you have additional information or questions regarding this, please return to Community and we would be glad to help.