All Posts

Once again, those dates are when the forms will be ready to print for filing, or ready to e-file, just like it says at the top of that page. Those are NOT the date when the forms will be in the program itself good enough for estimations. For example, Form 1040 shows available to print December 17, but that form is in the product as released early November.   I've been doing December estimates for more than 30 years and I've never seen TurboTax not have almost all forms in the product at release time. Not for filing, not final, not bugfree, but there good enough to do estimations.   This lack of being ready for doing end-of-year tax estimates is new.  Indeed, Intuit promotes TurboTax as being "Up-to-date on the latest tax laws so you have the latest information" when they are selling you the product in November, and it clearly is not.  

Does your Mac meet the system requirements?  For 2025 You will need Mac OS Sonoma 14 or later https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-mojave-10-14-affect-turbotax/L1XeIVbOY_US_en_US

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.

Nothing would surprise me. I take precautions where it's practical, but I'm very much aware of what the IT landscape looks like. It's literally impossible to prevent some entities from accessing your data, but it's not difficult to deny access to most of them.

Those direct import features have been available for over 10 years, but I have never used them. Giving a third party access to my brokerage accounts just to import the 1098 forms does not seem worth the security risk.

@Bobbo00 wrote: TT did a great job of importing my forms, and filling in the appropriate schedules, from Fidelity and my banks. Does H&R Block software do this? Which version would I need - Deluxe or Premium? I believe that any version of H&R Block will import 1099 data including from a brokerage firm.   Gotta appreciate the irony of asking this question on the TurboTax board, though. Does H&RB Block have one?    

Finally someone else understands my concerns especially about OneDrive automatically syncing your documents without my OK and leading us down the path of filling in our personal taxes online. I like the choice and so far they seem to be listening.  I like OneDrive´s convenience  to backup and restore the system files however  I want control of my critical data files. 

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)   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.

Turbotax has stopped supporting online returns and e-file for 2024, but IRS e-file is still open til Dec 26th.  If you don't want to download software or mail your return, see if other alternatives such as FreeTaxUSA will work for your situation (not tried it).   https://www.freetaxusa.com/2024