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If your employer will not provide you a W2, you can prepare your return with your paycheck stubs if you have them.  There are steps you should take- here is the information from the IRS: If you don't get a W-2 by end of February If you contacted your employer and still don't have your W-2, call us at 800-829-1040. Have your information ready so we can help you: Name, address and phone number Social Security or individual tax ID number Dates when you worked for the employer Employer's name, address and phone number We'll contact your employer and request the missing W-2. We'll also send you a copy of Form 4852, Substitute for Form W-2, Wage and Tax Statement. You can use this to file your tax return without your W-2. See If you don't get a W-2 or your W-2 is wrong.

You are allowed to withdraw  money from your Traditional IRA (not Roth) with out the 10% penalty. Tax (but not the penalty) is still due.   The penalty waiver does not apply to 401k accounts.  So, under age 59.5, you pay both tax and penalty. 

Provided you use the same ID and password, the information from your 2024 Mobile device will carry over to your 2025 PC based online account.   If your transferring from the mobile device to the Desktop based version of TurboTax Open TurboTax 2025 Desktop, select "Begin," and choose the option to import from the online version, signing in with the same credentials used in 2024.

As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. You don't need to take any additional steps. Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  You can see the information for the Senior Deduction is reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.

The total of all your itemized deductions on Schedule A must be greater than the standard deduction for your filing status to have any tax benefit.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older

In TurboTax Online, the disability income may be reported on line 1h of the IRS form 1040 by following these steps:   Select Federal from the left side menu. Click on Wages & Income. Scroll down to Less Common Income.  Click the down arrow to the right. Click Start / Revisit to the right of Miscellaneous income…. Click Start / Revisit to the right of Other income not already reported on a Form W-2 or Form 1099. At the screen Types of wages you received, select Sick or disability pay not reported on a W-2 or 1099-R.  Click Continue. At the screen Sick or disability pay, enter the dollar amount. View the entries at Tax Tools / Tools / View Tax Summary / Preview my 1040.     

I have the same 2025.r21.033. I also click the “check for updates” but it has come back with “Up to Date” and "No tax form updates at this time”.  One correction, i ordered TT Premier On line for my desktop, not a disk. 

  I'm back......I just received this letter from my custodian.   I'd prefer to share the gist of this with you if I may.    I've dumbed this down quite a bit.      I'm also much clearer on things.   I understand dMertz you wanted more context.   As this is a public forum however, I obviously cannot share everything.   However, to reiterate, my question now only involves the capital gains.  Pls see below.   Will I be liable for paying the tax on these gains?    The custodian is moving the funds back to a Roth fund for me, is my understanding.      BTW, my self certification letter has also been accepted by the custodian.   Here is the gains from my mistake, from their letter.....with the context I've now provided you dMertz do you have any thoughts on how I can avoid paying taxes on the below?   If I owe taxes fair enough.   But I've already paid on the Roth.   Thank you, dMertz. - Short-term capital gains: $11k - Long-term capital gains: $13k Their letter is below     Regarding the distribution from your  Roth IRA  in NOV 2025, please see the details below: - A total of xxxxx was distributed from your   Roth IRA - 90% was purchased into your NON IRA individual (taxable) account - 10% was withheld for federal taxes and sent to the IRS If we process the self-certified rollover and distribute the full amount from your  Fund individual (taxable) account, an additional 10% will be distributed from the account than what was purchased into the account since that is the amount that was sent to the IRS for federal tax withholding. With the self-certified rollover being accounted for with your taxes, the IRS should see an overpayment due to the 10% being sent to them. The IRS will determine any overage based off the 10% and how your actual taxes fall. The IRS should return any overpayment to you. At that time, you can use those funds as you wish. You have the option to deposit the funds into your Equity Index Fund individual (taxable) account if you want to try and balance out the additional funds that would be distributed for a full self-certified rollover. We have provided you with an estimate of the capital gains based off the net asset value (NAV) on February 17, 2026, if you were to complete the self-certified rollover for the full 100%  from your Equity Index Fund individual (taxable) account: -