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Nobody is talking about having forms ready for filing. Did you not read my post? Of course, the software isn't ready to be used for filing, and some sections of the interview aren't quite done at this point, but TurboTax has ALWAYS been useful for doing December estimates. I've been doing that for 30 years. This year is different.   The product they sell in November is claimed to be already up-to-date with the latest tax changes. And it isn't. 

@Wauzer62 wrote: Well, no one from my company told me that or explained it during the retirement process. So here I sit with twice the amount of money in the 401k above the amount of the remaining 401k loans.  When I look at the site for the company, the only option available is a hardship withdrawal.  If you are no longer employed by the plan sponsor, you can withdraw any amount you want any time for any reason, and just pay income tax.  (If you are under age 55, you will also pay a 10% penalty for early withdrawal.)  The limitation of withdrawals to hardships, only applies when you are still employed by the plan sponsor.  You can also do a tax-free rollover of the funds to an IRA that you can open at any bank or broker or financial advisor you trust.  That may give you more investment options.     Regarding the loan, if it is more than 60 days, it should automatically be converted to an offset deemed distribution.   Call the plan trustee (fidelity, or whoever) rather than the employer.  

  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.

See these IRS articles for more information:  -https://www.irs.gov/individuals/get-transcript -https://www.irs.gov/wheres-my-refund  Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @sandradnoel21! 

@FortFun wrote: ....Just received an email from TT with the subject "The future of tax filing is Online." The email includes discount links for using online vs. desktop. I would hope they're going to give discounts and I mean HEFTY ones. There are folks using desktop versions of TurboTax instead of online for the sole reason that they can e-file up to 5 returns AND prepare unlimited returns for paper filing. Intuit needs to accommodate those customers.

@FortFun wrote: ......I've tried H&R in the past and always had issues importing from my broker so stayed with TT. May have to reevaluate that decision. Well, yeah, but how long do you suppose it will take H&R Block to follow suit? They may even transition to 100% online before Intuit.

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.  

Well, no one from my company told me that or explained it during the retirement process. So here I sit with twice the amount of money in the 401k above the amount of the remaining 401k loans.  When I look at the site for the company, the only option available is a hardship withdrawal. 

Well, I think it's official. Just received an email from TT with the subject "The future of tax filing is Online." The email includes discount links for using online vs. desktop. How sad. I've tried H&R in the past and always had issues importing from my broker so stayed with TT. May have to reevaluate that decision.

See this TurboTax support FAQ for updating your account information - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-status/update-turbotax-account-information/L0YoC0H31_US_en_US?uid=miz2fy2m

Yes, those would be valid medical expenses you can claim as itemized deductions. Go to IRS publication 502, Medical and Dental Expenses, page 6, Capital Expenses - https://www.irs.gov/pub/irs-pdf/p502.pdf    

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)   A 2022 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.   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 the address to mail a federal tax return, by state - https://www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment