All Posts

I'm seriously thinking about doing the same thing. One question, though, that I have searched all over the web for and can't find an answer. 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?

Due to TurboTax issues. to avoid wrongful penalty, for each 1099-R, tell TurboTax that the distributed amount is the calculated required amount. OR Due to TurboTax issues. to avoid wrongful penalty, for each 1099-R, tell TurboTax that the calculated required amount is -0-.. ====== Delete all entered Forms 1099-R and try again as described above.   @jrb9701 

it is now past extension date for 2024 return. after tax due date including extensions: you distribute the excess amount being carried forward on 5329, (or offset it with currently allowed contribution) . Amended return(s) will be needed supplying that Form 5329 since there is a 6% penalty per year on accreting excess contributions . Earnings stay in the Roth account. Consult your custodian to obtain the correct removal form for this case before 12/31/2025. If you made a contribution for 2025, you need a "return excess plus earnings" form to resolve your issue before 4/15/2026.   @jbteagarden-gmai 

Wasn't the pdf file listed?  If it only let you download the .tax2021 or 2020 file  you need to have the Desktop program installed to open it.  But  you can no longer download the 2021 Desktop program or prior.  They only have the last 3 years.   If you can't download the pdf file that probably means you didn't pay the Turbo Tax fees.  Did you file that year?   You can use www.taxprinter.com to convert a .tax file to pdf.   No connection to Intuit or Turbo Tax. They might be expensive.   You can request a free transcript of your federal return from the IRS. http://www.irs.gov/Individuals/Get-Transcript   Or order an exact copy of your tax return (including all attachments) from the IRS. There is a fee per tax return. See http://www.irs.gov/taxtopics/tc156.html for complete instructions  

You are responsible to make sure your W-4 submitted to your employer is correct . Your employer will not pay your fines. See intructions for W-4 to enter the correct amount based on your situation. If you  meet the "Required Annual Payment" entirely through paycheck withholding, the timing does not matter. ES payments are not needed. There will be no penalty.   @elizabethelmoreesq   

Hope you are feeling better.   The "Live" experts only help with current year, 2025 returns.   They do not help with past year returns.  Sorry. Each tax year has to be filed separately using the forms for the specific tax year.  They cannot be combined in any way--do not even put them in the same envelope when you mail them.  Software for past years is available back to 2022.  Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now.   The current online program can only be used for a 2025 return--no other year.  And if you did not file a timely 2024 return you will have trouble e-filing 2025.  When it asks for your 2024 AGI try using zero.  If zero does not work then you have to print, sign and mail 2025.     It might be better for you to seek local paid tax help in a situation when you are several years behind in filing your tax returns.  Do you  have all of the documents you will need to enter and show your income—like your W-2’s and any 1099’s?     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.  

I guess, to truly take a stand against invasion of privacy, you could work all your taxes in the stand-alone software, and then copy all the data to paper forms and file by mail.  Of course, you'd have to skip any of the "review" wizards that look for errors, since that is a round trip to the server.    Truthfully, my taxes have become far less complicated in the last 30 years, and I could just do them manually. The convenience of importing all the boiler plate from the prior year is a big time-saver, though.   For now I'm switching back to H&R Block. I had been using H&R for several years, ever since the year TT dropped a massive price increase on us without warning or apology. I only came back to Turbo a couple years ago. I'm quite sure H&R '25 can ingest my TT data file from last year.     This might be the year I just dump Windows and run a Linux variant, like Mint.  The open versions of Excel, Word, etc. aren't nearly as polished and pretty. But I rarely share data with anyone, anymore, anyway.    It's just so tiresome to *change* again. Ha!

@user17644055483 wrote: Perhaps it's correct that Intuit is just looking for an excuse to force migration to their "cloud" based tax preparation, but I'll be avoiding that too. I understand and empathize. However, that is simply something that cannot be avoided forever; it will happen eventually in a world where there are few, if any, alternatives.