All Posts

Very sorry for your loss.   You cannot get into your father's account without the log in information.   You need the account and user ID to get in to the account and get a copy from TurboTax.   You could get a free transcript from the IRS or for a fee of $30, an actual copy of the return.   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  

Software Stuff to consider:   If it was for a Muni bond you bought ($$ in box 8), the software just reduced the $$ reported for tax-exempt $$ on the form 1040, line 2a.   If it was for a US Treas (box 3 $$) or Corporate bond  (Box 1 $$), the subtraction amount actually shows on the Schedule B, before transferring to line 2b of the 1040.   ___________________________ A caution though.   If the 1099-INT has $$ in more than one box, of boxes 1, 3 and/or 8 you need to remove the $$ for the bond type involved, into it's own 1099-INT before making the adjustment for that bond type.  If you don't, then the software will apportion (improperly) the accrued interest among the box 1, 3 and 8 values.   Thus, if you have a 1099-INT with $$ in (say) boxes 1 and box 8, and you paid accrued interest on a Muni you bought in 2025....then you must take out the $$ in box 8 (&box 13 too), and put those $$ on their own 1099-INT before reporting the accrued interest for the Muni on that new 1099-INT. ____________________ Subject ...of course, to the limitation, noted by @CatinaT1  above, that you can only report that adjustment in the year you actually receive interest from that bond,   Thus if you bought a bond in Nov of 2025, and paid accrued interest on that bond....but it doesn't pay out interest to you until (say) Feb of 2026....then you can't declare that accrued interest deduction until you prepare your 2026 taxes.

@krissy19747    Because the "Online" web version of TTX can only be used to prepare and file 2025  taxes now.   The only way to do 2024 taxes, at this point in time, is to either get the paper/PDF forms from the IRS and prepare them manually....or, buy and install the "Desktop" software for 2024, and install it on a full Windows or MAC computer......and MAIL them in at the Post Office yourself.   File Your 2024 Prior Year Taxes with TurboTax Desktop

No, that is not what I mean. It's both, so far, on Donations as  well as the Sales Tax deduction. The donations, for example, DID impact my outcome of my tax return - and yet - still shows "Now Available" versus showing an amount in the "2025" column. I've attached screenshots. I have seen other messages in this forum indicating the same issue.