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Hello community.  I am thinking of opening an individual 401K (95% of my income is 1099, self-employment and 5% is from an LLC as passthrough).  My tax extension deadline is 10/15/25.  I know that I ... See more...
Hello community.  I am thinking of opening an individual 401K (95% of my income is 1099, self-employment and 5% is from an LLC as passthrough).  My tax extension deadline is 10/15/25.  I know that I cannot make elective deferrals and catch up contributions retroactively for 2024.  However, I understand that I can still make the profit sharing contributions (approx 25% of net self-employment inc.).  TT has the Maximize button for the individual contributions BUT I don't see how I can calculate the Employer (Profit Sharing) contributions to see how much it might impact my State Tax liability for California.  From other TT posts, I learned there is no impact on Federal taxes in terms of a deduction.  I would need to know how to make this calculation anyway for the 2025 tax year so looking for some guidance.  Thanks.
I sent the following detailed email after missing a callback from the Office of the President.   Sadly, they replied that they are still standing behind "security" as the reason from dropping Win 10 ... See more...
I sent the following detailed email after missing a callback from the Office of the President.   Sadly, they replied that they are still standing behind "security" as the reason from dropping Win 10 support.  I stand behind my statement that this is just "laughable"".   Scott    ------ I am writing to strongly urge you to reconsider the recently announced decision to not support TurboTax 2025 on Windows 10. I am a retired IT professional with over 50 years of industry experience.   My last role before I retired was as Chief Information Security Officer for Purdue University.  In short, I am very familiar with IT issues from coding to system design to information security. The stated reason for dropping Windows 10 support out of concern for customer security is simple laughable!  Windows 11 is not an inherently more secure platform than Windows 10.  Frankly, neither is great but they what we have available from Microsoft.  Microsoft has announced the end of support for Windows 10, but they have already announced options to continue Windows 10 support.  This support will not include new features but WILL INCLUDE security updates through the end of 2026.  As of July 2025, only about half of Windows users have migrated the Windows 11.   Are you ready to walk away from those users?  Microsoft saw the flaw in their strategy and is offering an option.  Intuit needs to do the same. I believe I understand IT support issues and I can imagine some of your management is concerned about the increased cost of support for both Windows 10 and Windows 11.   That is likely true.  The other side of that question, however, is the possible loss of revenue when Windows 10 users who can’t migrate because of their own costs for new hardware decide to seek out another vendor.  That discussion is already very active in various forums. I also suspect there are also some managers who want to push desktop users to your online product.  Again, this could be an advantage to Intuit, but it is impossible to argue that an online TurboTax is more secure for a customer than a desktop version.  As an IT security professional, I would argue that an online product is a greater security risk for that customer.  For starters, the fact that an online application produces a single attach point for the criminal is a huge factor. I could go on, but I hope I have made my basic points.  I have used TurboTax for as long as I can remember.  In short, I am a loyal customer, and I need you to be a loyal vendor. Dropping Windows 10 support now is a flawed strategy and I hope you will reconsider and change this direction.
Did you un-install the program?   If not, you should be able to just open it up from your own hard drive the same way you open up any other program installed on your computer.  When it opens up, go t... See more...
Did you un-install the program?   If not, you should be able to just open it up from your own hard drive the same way you open up any other program installed on your computer.  When it opens up, go to "File" on your top tool bar and then click Open Tax Return
To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in fi... See more...
To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.      
How to I speak to a real person
" Shouldn't it? "   Maybe, but Iyou are observing it wont make that adjustment.   @Kiwi 
I purchased TurboTax 2024, Loaded it only Windows 10 PC, did my Federal and PA State Taxes and submitted them.  In trying to review my returns, TurboTax will not open and I cannot see my returns.  Ho... See more...
I purchased TurboTax 2024, Loaded it only Windows 10 PC, did my Federal and PA State Taxes and submitted them.  In trying to review my returns, TurboTax will not open and I cannot see my returns.  How do I get it to run again.
How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access... See more...
How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf   OR to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991
Lost my actual 2023 accepted federal and state. How can I access?
Did the IRS seize your 2022 joint refund for back tax owed by your spouse?     No, you cannot amend a 2022 tax return to remove your spouse's name.   If you filed a joint return with your spous... See more...
Did the IRS seize your 2022 joint refund for back tax owed by your spouse?     No, you cannot amend a 2022 tax return to remove your spouse's name.   If you filed a joint return with your spouse for 2022, you are not permitted to change to filing married filing separately after the mid-April filing deadline.   I am not even sure if this would work for you now, but the thing you could have done for 2022 if your spouse owed back taxes, is to file as an injured spouse so that the part of the refund that could be attributed to your earnings would be protected.  It is extra tricky to file injured spouse if you are in a community property state.  You could try amending to file 2022 as an injured spouse.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/spouse-partner/file-form-8379-injured-spouse-allocation/L3KVDvR02_US_en_US?uid=ltmrgzbp       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: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  
the IRS probably would not be able to send you a copy/transcript of your w-2 or 1040 since it only retains them for 7 years. However, the Social Security Adm keeps copies of the w-2s for much longer ... See more...
the IRS probably would not be able to send you a copy/transcript of your w-2 or 1040 since it only retains them for 7 years. However, the Social Security Adm keeps copies of the w-2s for much longer so 2011 should be available for a fee.  
Thank you, I appreciate the help.
People have been objecting to Intuit's decision to not support TurboTax 2025 on Windows 10 machines. Someone posted this link to comment to the office of the president. Actually results in a return p... See more...
People have been objecting to Intuit's decision to not support TurboTax 2025 on Windows 10 machines. Someone posted this link to comment to the office of the president. Actually results in a return phone call! Maybe if enough people complain they will reverse their decision.   https://www.intuit.com/company/contact/office-of-the-president/  
  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/   ... See more...
  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 2024 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.     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?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.      
how can i find my 2023 tax return
Generally, yes.  The details are below.   Your eligibility to contribute to an HSA is determined based on your medical coverage as of the first day of each month.  You must be enrolled in an HSA-... See more...
Generally, yes.  The details are below.   Your eligibility to contribute to an HSA is determined based on your medical coverage as of the first day of each month.  You must be enrolled in an HSA-eligible plan, and not have any "other coverage."  Other coverage would include both the prior health plan (if it was not HSA-eligible) and the FSA.  (You also have "other coverage" if you are married and your spouse has an FSA, because that covers you.  And it counts as other coverage merely by existing, even if she has spent all the funds.)    For example, suppose you quit company A on June 15, but your health coverage goes to the end of the month, and you have a 60 day grace period to use up your FSA funds.  Your eligibility to contribute to an HSA would start on July 1 if there were no funds in the FSA, or would start on the first day of the month after you use up the FSA funds, or would start on Sept 1 after the expiration of the grace period, if you did not use all the funds.   Also, if you plan to remain eligible for HSA contributions through all of 2026, you can contribute the maximum for 2025 under the "last month rule" even though you were not eligible for some months, as long as you are eligible as of December 1, 2025. 
No.   TurboTax does not have a copy of your W-2; and, TT saves returns for only seven years.  Your 2011 return is gone.     I NEED A COPY OF MY W-2  (or 1099)      W-2's come from employe... See more...
No.   TurboTax does not have a copy of your W-2; and, TT saves returns for only seven years.  Your 2011 return is gone.     I NEED A COPY OF MY W-2  (or 1099)      W-2's come from employers.  There is not a federal or national website that provides W-2’s.     TurboTax does not have a copy of your W-2—the Wage & Tax Statement—issued to you by your employer, (nor does TurboTax have copies of your 1099’s).   Whether you entered your W-2 by keying it in yourself, importing from a payroll site or by snapping a photo using the mobile app—-TT does not have a copy of your W-2.  If you saved a pdf of your completed tax return, the worksheets will show the W-2 information you entered, but not the actual W-2.      You should always save those documents for your own records. You could ask the employer(s) for copies or you can get a copy from Social Security (for a fee of $62).   To get a copy of a W-2 from Social Security https://faq.ssa.gov/en-us/Topic/article/KA-02501   https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers/irs-procedures/transcript-or-copy-of-form-w-2/transcript-or-copy-of-form-w-2     You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript   Or you can pay the IRS $30 for an actual copy of your tax return which will include copies of your W-2’s      https://www.irs.gov/pub/irs-pdf/f4506.pdf      https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os  
@amy_meckley We cannot see your tax return so we do not know why you are not getting the child tax credit.  We do not know if you entered information that makes you eligible for the credit.      ... See more...
@amy_meckley We cannot see your tax return so we do not know why you are not getting the child tax credit.  We do not know if you entered information that makes you eligible for the credit.       Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2024 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.   Have you entered income from working in 2024?  If not,  you will not receive an income tax refund based on having dependent children.     The maximum amount of the child tax credit is now $2000 per child; the refundable “additional child tax credit” amount is $1700.   In order to get that credit, you have to have income from working.   Take the amount you earned from working.   Subtract $2500.   Multiply the rest by 15%.  That is the additional child tax credit per child that you can get—- up to the maximum of $1700 per child.   If the amount you earned from working was low, you will not get the full $1700 per child.    If your child is older than 16 at the end of 2024, you do not get the CTC.  But you may still get the non-refundable $500 credit for other dependents instead.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/additional-child-tax-credit/L6xFeMFEf_US_en_US?uid=lqnuygah https://www.irs.gov/help/ita/does-my-childdependent-qualify-for-the-child-tax-credit-or-the-credit-for-other-dependents