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Yes, you can file a 2023 tax return.   The IRS allows filing of the current tax year and the two previous years. As of early 2026, 2023, returns can be submitted. The 2023 return must be filed by April 15th, 2026.  You can file a 2023 tax return using TurboTax, but it cannot be e-filed. You must purchase and download the 2023 TurboTax Desktop software    

Hello DonninGA,   Thank you for checking and for the insight. I was following the questionnaire and filling out the tax return, and so I got two accounts. This is clearly a mistake, for one person with an LLC would file the same tax return twice. Could you please help me fix that and perhaps offer a refund, since my company's bookkeeping is wrong now? Please help...

When a product goes fully digital, there is no tangible item to produce, package or distribute; that should add up to huge cost savings. Instead, Intuit chose to price gouge AND added a ton of advertising for their other product offerings peppered throughout. In this economy when the whole country is suffering, the greed is unreal! You don't find out how much it's going to cost until you are done, (sticker shock!) and then you can't even prepare another return for your offspring! I've been a TT user for roughly 35 years, but NO MORE. 

To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

Hi @GabiU I'm running Lenovo Desktop: ThinkCentre M90s Gen 6 Windows Windows 11 Pro Ver 25H2 OS Build 26200.8037 Turbotax Deluxe 2025 - WinPerRelease v025.000.0290   Open return Not sure what “Print Center” is. I'm in the step by step view and click  File -> Save to PDF I select Tax Return Only (tried a Specific Form too - same problem) Click Save as PDF   The Save As window opens A default filename and Save as Type are populated I change the Save as directory to Downloads folder Whether I prepend filename with 1. (followed by blank) or enter new name 1. xxxx.pdf, In both cases the file is saved with name 1.pdf (the blank is omitted from the filename too) I just tried entering 2.xxxx.pdf as filename, was saved as 2.pdf (so the blank seems irrelevant)   p.s. Just noticed my OS Build shows [removed]. TT version removed too. Just curious: why?   /** EDIT **/ fyi  This problem has been reported before  Bug: Save as PDF changes file name    

You would use a Schedule C Business Income and Expenses to report your vintage reselling business.   Enter all of your income, prior to the antique store taking their commission.  Then deduct the antique store's commission as an expense for your business.  You would also deduct the rent that you pay for your space.   Unless you keep an inventory of the items that you sell, you would deduct the cost that you pay for the items as a business expense as well (either as Supplies or in the Miscellaneous Expense category).     Keep track of any other expenses that you have for your business and also include those on your Schedule C.   Take a look at the following TurboTax help articles to learn more:   Where do I enter Schedule C?   Do I need to report inventory?  

There may be several reasons that have increased the TurboTax fees.  Adding a state return can add costs.  You may have included additional services  "Max Benefits" (audit protection/identity theft restoration),  PLUS Help & Support, or  Opted to pay your fees out of your refund (which adds a processing fee). You may have signed up for a version that includes live, on-screen advice from a CPA or Enrolled Agent. Your return may need additional complex forms.  To view the fees you were charged: Log in to Turbotax Select File from the left sidebar Continue through the interview to  Review Your Order.

 The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated (and currently broken) and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form."  ______________________________________________________________________________________________ Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and usually should claim the tuition credit before claiming the 529 plan earnings exclusion (unless your income is too high).  The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the distribution is qualified, so 40% of the earnings are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $15,750 of taxable scholarship (in 2025) and still pay no income tax. 

We can't make phone calls from this forum. However, you can establish a video conference with a representative. There's an additional charge.  You can establish a video call by subscribing to TurboTax Live or Full Service.  In these sessions, you can see  the TurboTax representative, but they can't see you.  In addition, the representative can see your tax return. You will do the navigation, and You will make any changes to the return. How to Connect Sign in to TurboTax  Select ‌ Live Help or Help Choose  Contact Us or  Connect with live help. Follow the prompts to select your preferred method, which may include One-way video,  Phone call Or live chat. Or reach out at What's the TurboTax phone number?  

To file taxes, your enter both forms on your tax return.   For the W-2:   In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter form W-2 and click on the magnifying glass icon In the search result box, click on Jump to form W-2 TurboTax will take you directly to the section where you can start entering your form W-2.   For form SSA-1099:   In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter form SSA-1099 and click Enter In the search result box, click on Jump to form SSA-1099 TurboTax will take you directly to the section where you can start entering your form SSA-1099.

Usually, the amount of overtime paid to you in the full year is shown on your last payslip of 2025.   If your overtime is time and a half, then you divide the total overtime pay by 3 to obtain the overtime premium.