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If you are trying to import your Form W-2 into TurboTax you can follow the instructions below.  If you are asking about downloading your Form W-2 from you employer, you will have to ask your employer for those instructions.   As Xmasbaby0 mentions above, you will need your W-2 to do this.   If you are using TurboTax Online  you can: Sign into your return Click on" Pick up where you left off" Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"               (See screenshots below for additional guidance) Click on "Add a W-2"  On the next screen if you do not want to upload your W-2 click on "Import W-2"   Follow the TurboTax screens and answer all follow-up questions If you are using TurboTax Desktop, you can: Open or continue your return Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"               (See screenshots below for additional guidance) Your screen will say "We'll start with your W-2", click the box "Work on my W-2" want to file Your screen will say "Let's Start With a Bit of Info From Your W-2" , enter your Employer ID from Box b of your W-2" Click on "Continue" You can select to upload your W-2. Follow the TurboTax screens and answer all follow-up questions.   Click here for additional information regarding editing your Form W-2.   Click here for additional information on importing your W-2.    Click here for additional information on manually entering your W-2.

Code 1 D in box 7 of your 1009-R means an early distribution for Annuity payments from nonqualified annuities and distributions from life insurance contracts that may be subject to section 1411 taxes.     Refer to TurboTax Help article What do all the codes in Box 7 of the 1099-R mean?   You will need to contact the payer to request a corrected Form 1099-R.   Refer to the IRS article What to do when a W-2 or Form 1099 is missing or incorrect for more information.          

The update now includes the expanded information for better clarification. Thank you for the clarification dmertz.   As an additional side note, the reduction of the self employment net profit before applying the self employment tax is because Congress was trying to give self employed taxpayers a small break by reducing the self employment income by 7.65% (the total social security and medicare tax combined paid by employees) before calculating their self employment tax. 1 minus .0765 = .9235 All net self employment income is now reduced by taking the total net profit x .9235 which produces the actual income used by the SSA. Please update if you have more questions or need further assistance and we will help.   @Casey007 

If you submitted your ITIN application along with your tax return by mail, and was postmarked before the April 15th deadline, you do not need to file for an extension. The postmark date on your envelope will be marked on the IRS system as a timely return, and no further action need to be taken. 

It is possible your state tax refund is not taxable, if so it wouldn't show on Schedule 1. It would not be taxable if you did not itemize your deductions on your federal tax return in the year the refund pertains to. It also may not be taxable even if you did itemize your deductions, depending on multiple factors. TurboTax will ask you questions to determine the taxability of the refund when you enter it in the program.

Did you use the Desktop program you bought or accidentally get into the Online web version?  Are you on Windows or Mac?  If you used the Desktop program your tax return file ends in .tax 2024 and should be in your Documents. or search your computer for all files ending in .tax or .tax2024.   I would open your return and save it again with a name and locations you can find again.  Go up to File-Save As.  And save the PDF file too.    You should also make a backup and copy it to a flash drive or a backup drive.    Do you use One Drive?  That can save your return in a different spot.     You need to have the data file ending in .tax2024 on your computer to transfer into 2025 next year, either to Online or the Desktop program.  

Please clarify your question. Do you have a 2023 tax return that you filed last year? Do you have s copy of that file? Are you trying to file the 2023 tax return now? What income do you need help with? Please contact us again to provide some additional details.       

Hi there Maya, thanks for your response. I did not enter it again but when I originally entered HSA contributions, the amount owed went up and did not go back down when I entered that the HSA funds were used for medical expenses only. From everything I'm reading, the system should correct at this point, but it is not in our case. Do you know why we would owe more with a contribution to an HSA account?

Can you delete the form and any worksheet related to the credit?   If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button.

If it's from a big load of individual stock transactions, it could be the result of Rounding being done in a different way.   i.e. If you didn't use rounding until the very end, but TTX used it for each transaction, that $4 difference could be the difference.  (no, I'm not sure where & when TTX rounds) ____________________