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  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/   ... See more...
  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/       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.     https://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.  
@leafnose   Oh,  yes.  You can install the separate Turbo Tax Business program on Windows 10.  This says Business will run on Windows 10 for 1 more year. Turbo Tax Windows 10 Desktop Software End of... See more...
@leafnose   Oh,  yes.  You can install the separate Turbo Tax Business program on Windows 10.  This says Business will run on Windows 10 for 1 more year. Turbo Tax Windows 10 Desktop Software End of Life. Posted Oct 20, 2025 (updated Oct 27, 2025). https://ttlc.intuit.com/community/articles/community-news-announcements/turbotax-windows-10-desktop-software-end-of-life/05/3708302 
That seems to be a common misconception. Again, the IRS views all your Roth IRA accounts as if it were one account. It doesn't care about account boundaries. Same is true for IRA accounts .. they are... See more...
That seems to be a common misconception. Again, the IRS views all your Roth IRA accounts as if it were one account. It doesn't care about account boundaries. Same is true for IRA accounts .. they are all one. (however, not true for 401(k) accounts).   The OTHER 5-year rule on conversions and penalty for withdrawing principal does start a new clock for each conversion. However, the 5-year-rule on conversions does not apply to those over 59 1/2.   https://www.schwab.com/learn/story/what-to-know-about-five-year-rule-roths  
@VolvoGirl    You're right  The thread is extensive   There's some sort supported platform for TT Bus DIY customers. Just wondered if this a interface you've seen or used for some reason. The p... See more...
@VolvoGirl    You're right  The thread is extensive   There's some sort supported platform for TT Bus DIY customers. Just wondered if this a interface you've seen or used for some reason. The poster mentioned that the DIY version will still support Win 10
See https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6I...   You'll probably have to call the number listed on that site. I don't think anyone here ... See more...
See https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6I...   You'll probably have to call the number listed on that site. I don't think anyone here can assist you with this issue.
You are the one who has to justify your choice if audited.  I think the fact that you did it regularly for free, would argue against a self-employment profit motive this one time, the free part being... See more...
You are the one who has to justify your choice if audited.  I think the fact that you did it regularly for free, would argue against a self-employment profit motive this one time, the free part being more important than the regularity part.  But it's ultimately on you.  
Bug a) has been noticed by several users: https://ttlc.intuit.com/community/taxes/discussion/tt-2025-desktop-carryover-worksheet-bug/00/3710903   Regarding bug b), for now an override might be nee... See more...
Bug a) has been noticed by several users: https://ttlc.intuit.com/community/taxes/discussion/tt-2025-desktop-carryover-worksheet-bug/00/3710903   Regarding bug b), for now an override might be needed.   Early releases of TurboTax are notoriously buggy.  I would not recommend beginning your actual tax return for any tax year until the following January when TurboTax is somewhat more stable.  I would treat any tax return begun prior to that as a test tax return.
It’s very important to keep your own copies of tax returns, receipts, and other financial records. The general rule is (3) years from your tax filing date, but the time varies for different types o... See more...
It’s very important to keep your own copies of tax returns, receipts, and other financial records. The general rule is (3) years from your tax filing date, but the time varies for different types of documents. For example, if you have a business or investments, you should keep all of those records for at least three (3) years past the date of sale or transfer - and related tax returns have been filed. The good news is that it’s a digital world - which means we no longer need to have piles (or boxes) of papers in a storage closet somewhere. Keeping important tax and financial documents you might need to access later is easier than ever. The best part is nearly everything is already online or in your email - you only need to click the download button. For those lingering analog (paper) documents, your phone will do nicely - simply snap a pic and upload to the secure file management location of your choice.    Use the resources below to help guide you on your recordkeeping journey!    Tax Records – The What, How, and How Long Should You Keep Them? The basic info you need to know. How Long To Keep Tax Returns and Records - Great advice on how long to keep your various tax documents and receipts. Keeping Good Tax Records - Tips from experts in the know! There are even tips if you’re a paper-only kind of person. The Art of Keeping Receipts for Your Taxes - More tips? Yes, please! Taxes Done? Find Out Which Tax Records You Should Keep - Wait - here’s a little bit more!   BONUS: 2025-2026 Tax Preparation Checklist - Be prepared and thorough (or just make sure you didn’t miss anything important). And it includes more tax info you need to keep! If you need tax advice or have questions that aren't answered in the links above, please ask in our Taxes forum that best fits your needs!
Your argument for including the income on Schedule 1 makes sense to me. 
Making an official disgruntled post about this topic   Intuit has unwisely decided to migrate to the Win11 OS prior to many folks embracing the new platform   I might be among the oldest users of... See more...
Making an official disgruntled post about this topic   Intuit has unwisely decided to migrate to the Win11 OS prior to many folks embracing the new platform   I might be among the oldest users of TT  Some versions of Windows were absolute disasters, or short lived, or both.   There's still time for this Giant corporation to relent and build a Win10 version. Clearly, the 2026 build will have to be for Win11 but I've been using the new OS (only on a notebook) and it's far from perfected.  In this thread, there's a noted ability for the DIY version to run 10.   It's a short stretch for Intuit to provide Win 10 support before the sunsetting by MS.
Thank you for your answer.  The only problem with it is that on Page 8 of the Instructions for Form 8938 it specifically says that the pension has to be put in Part VI rather than Part V. So I can no... See more...
Thank you for your answer.  The only problem with it is that on Page 8 of the Instructions for Form 8938 it specifically says that the pension has to be put in Part VI rather than Part V. So I can not report it as a custodial account.
@leafnose   I'm sorry I don't understand your question.  This is a long thread with different questions and answers.  Please refresh me.  Are you asking about Deluxe vs Home&Business or the separate ... See more...
@leafnose   I'm sorry I don't understand your question.  This is a long thread with different questions and answers.  Please refresh me.  Are you asking about Deluxe vs Home&Business or the separate Business program?   
@VolvoGirl    Interesting. And just how different is the environment in this TT Business set up compared to Deluxe? Do you know?    
i am considering a new job that will include equity compensation in the form of restricted stock awards with a monthly vesting schedule. this is early in the company and the total value of all 'my' s... See more...
i am considering a new job that will include equity compensation in the form of restricted stock awards with a monthly vesting schedule. this is early in the company and the total value of all 'my' shares is 'negligible' based on the 409a valuation. i intend to make an 83b election and expect to pay regular income tax on the 'negligible' value of all not-yet-vested shares.   my understanding is that future tax implications consist only of my selling of the shares and the according capital gains taxes owed after the sale. i have not researched the details but i am aware that capital gains taxes vary depending on whether i hold the shares for less than a year or more than a year. are there other tax implications i should be aware of?   i know that with other situations, such as not electing 83b, stock options, etc, that there can be other issues like the AMT trap, owing tax at vesting without the ability to sell the shares yet, etc. i am just looking to confirm that my rsa compensation with immediate 83b filing should not have such surprises later.   thanks for your time and thoughts.   cheers, -kyle
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Hi, everyone.   I have a question about how to report a subtenant's utility payments on Schedule E. I had a lease for a room in a shared house. I moved out before the lease ended, so I found someon... See more...
Hi, everyone.   I have a question about how to report a subtenant's utility payments on Schedule E. I had a lease for a room in a shared house. I moved out before the lease ended, so I found someone to sublet my room. I continued to pay rent to the landlord, and I also paid for some of the utilities. The subtenant reimbursed me for both the rent and the utilities I paid, so I had neither a gain nor a loss. On Line 3 ("Rents received") of the Schedule E, should I report the total amount I received from the subtenant for rent and utilities, or only the amount that was for rent? I thought I should report the utilities I paid on Line 17 and the rent I paid to the landlord on Line 19, but if I do that and don't include the subtenant's utility payments on Line 3, it will show that I had a net loss, which is incorrect.   Your help would be greatly appreciated. Thank you!
Hi, everyone.   I have a question about what qualifies as business income. During the tax year in question, I translated written materials for a nonprofit organization approximately a dozen times. ... See more...
Hi, everyone.   I have a question about what qualifies as business income. During the tax year in question, I translated written materials for a nonprofit organization approximately a dozen times. For one of my assignments, I was offered and I accepted financial compensation. How should this income be reflected on my tax return? For context, I provided translation support to the nonprofit over a period of several years, both before and after the tax year in question, and the assignment mentioned above is the only one for which I was paid. I'm wondering whether the income should be reported on Schedule 1 or Schedule C.   The instructions for Schedule C explain that "[a]n activity qualifies as a business if your primary purpose for engaging in the activity is for income or profit and you are involved in the activity with continuity and regularity." The instructions also say that "a sporadic activity, a not-for-profit activity, or a hobby does not qualify as a business."   Given that I provided translation support over a period of several years, it seems clear that I was involved in the activity with continuity and regularity. As to whether my primary purpose was for income or profit, I translated for the organization on a volunteer basis before and after completing the paid assignment, which I think supports the conclusion that my primary purpose was not for income or profit.   Am I correct that the income from the paid assignment should be reported on Schedule 1 instead of Schedule C?   Thank you in advance for your help!
Apply for a Flex Loan https://turbotax.intuit.com/personal-loan What is the Turbo Tax Flex Advance? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/... See more...
Apply for a Flex Loan https://turbotax.intuit.com/personal-loan What is the Turbo Tax Flex Advance? https://ttlc.intuit.com/turbotax-support/en-us/help-article/loans/whats-turbotax-flex-advance/L2Xg6In6b_US_en_US?uid=mhz8qpz8