All Posts

@ ji_zh99    If you are logging into your Online TurboTax account and don't see evidence of the prior tax returns, there are a couple of hoops you have to jump through to track them down.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary as @ Mike9241  mentioned above.    The pathway to download the prior PDFs or tax data files depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started or finished a 2024 online return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

access your account but years prior 2018 have been deleted and are not recoverable. Turbotax keeps returns for 7 years same as the IRS. if you don't see the latter years, then it's likely you had multiple accounts. see this link to access them  https://ttlc.intuit.com/turbotax-support/en-us/help-article/security-risk/account-recovery-request-turbotax-account/L3GhqZLVE_US_en_US 

if you get a w-2 and your employer sponsors an FSA you can contribute the difference to it subject to any limitations imposed by your employer's plan. since your wages are less than your spouse the max excludable is the $7500 or your earned income whichever is less. 

sorry for your loss. for non-community property state the easiest way is to create a new asset for the step up using the date of her death as the acquisition date. for example if 100% of FMV value is $700 while cost is $500. the new asset would be $100. this needs to be split between land and building because land is not depreciable. 

HELOC is debt (main or second home - third home never qualifies under the exception that follows) that exceeds acquisition debt.  Generally, HELOC interest is not deductible but there is an exception if the proceeds were used to build an addition (but not repair) to the existing home. It must be secured by the home, not exceed the cost of the home, and not exceed when added to other acquisition debt the max amount for AD. 

"Heloc" means "home equity line of credit"   Have you opened a line of credit against your home?   Or are you simply paying for a mortgage loan that you took out when you purchased the home originally?  If you are still not sure---ask your lender.

Hi Katie P. -   Thank you for the response! Sorry this is late....  I'm a bit confused and just need some clarification on your response. I turned 73 in 2024 so would have had until April 1st 2025 to take my first RMD. Therefore, the money I received on January 3rd 2025 should qualify for that RMD - correct? If so, do I still complete Part IX lines 52 and 53 on form 5329? I believe I do but wondered because I technically did not miss my first RMD on that IRA. I don't know if it makes a difference but this was a small IRA from a previous employers payroll company and I took a full distribution to close it out   Also, I have another IRA that I took the first RMD, was paid on 12/29/24 and received my 1099R by mid January. That 1099R has been entered into TurboTax. Do I need to also show that RMD information on lines 52 & 53 of Form 5329?   Thank you so much for your help!

I seem to be experiencing the same issue with my CA Non-Resident in TurboTax.  I ran my CA return first, then I added Virginia.  Is there a way to switch states, or do I have to delete all the work I've done for the CA return?

Are you on Windows or Mac?  For Windows see if you need any Windows updates.  Try a couple times, a Windows update might be stuck.  Did you try doing the manual update?   Troubleshooting update issues on Windows https://ttlc.intuit.com/community/troubleshooting/help/troubleshoot-turbotax-for-windows-updating-issues/00/25885   If your program says it's up to date or you can't update it then do the Manual Update for Windows https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/00/26041

Your response is not correct, as far as California taxes go.   The California Franchise Tax Board specifically says that you should write, "Los Angeles County Fire," on the top of your return to notify them of why you are filing late (by the extended October 15 deadline).   https://www.ftb.ca.gov/file/when-to-file/los-angeles-county-fires.html   I am also wondering how to do this with TurboTax.