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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Look at the title of the screen to be sure which IRA is being discussed, the taxpayer's or the spouse's.  In general, the question wants to know if there were any non-deductible IRA contributions made to the IRA, regardless of who actually made the contribution.     The wording is confusing the way it is written.  However, there is only one question about the non-deductible contributions to each person's IRA, so be sure to enter any contributions made by either of you.

Unfortunately I have mentioned 8949 as a day trader this means hours of work. If only I can download a expanded TT 8949 to compare with the IB download.   Also it takes different tries to get to the actual program due to turbo tax not working and stuck on Updater.   I have worked for many years with TT and this is the buggiest yet.

If you don't receive the K-3 by April 15, the best practice is to file an extension by April 15 and then file your return once the K-3 arrives.   You should pay any tax that you owe as soon as possible, but at least by April 15th. If you file before you get the K-3 you run the risk of errors and penalties. In addition, you may have to file an amended return if you file earlier. The K-1 often contains crucial information on foreign tax credits or income. If you get the K-3 before April 15th you can file earlier at no penalty.

After you have entered the Form 1099-NEC and indicated that it was a lawsuit settlement, use the following steps to enter a negative income amount that will essentially take the lawsuit amount off of your return.     Go to the Income section of your return Scroll to the Less Common Income category Click Start or Update beside Miscellaneous Income, 1099-A, 1099-C Scroll to the bottom of that section and click Start or Update beside Other reportable income Answer Yes Enter your description (include Form 1099-NEC as part of the description, and non-taxable lawsuit settlement) and a negative amount for the income you received   The end result is that no additional income is reported on your return, but there are two income entries shown on Form 1040 Schedule 1 line 8z, one positive and one negative that cancel each other.  

If you've filed your tax return and the IRS is requesting that you prove your identity, you will receive a Form 5071C or a 4883C.   To verify your Identity: To complete an Online Verification Go to the IRS idverify.irs.gov website. Enter the code from your 5071C letter. This is typically the fastest way. You can call the Toll-free number. This will be listed in the letter. You can make an appointment at a local IRS office. Visit a Taxpayer Assistance Center Local IRS Office  You will need:  Your current tax return,  The prior-year return, and  Supporting documents (W-2s, 1099s).    

what's the situation or type of bonds causing you to have OID not reported to the IRS?   some brokers like Schwab may provide supplemental details "not reported to the IRS" including breakdown on OID for AMT purposes but it's usually included in the 1099s other than accrued interest.   if it's really some OID not included in Box 11 for some reason you could just enter the 1099 as-is and enter a separate 1099-OID for it

Yes, as long as the Form 1099-R does not include any tax withholdings in box 4 or box 14, you can leave it off of your 2025 tax return.  If there are tax withholdings, then it should be entered so that those can be taken into account on your return.

I read HB1199 and don't see the SALT exclusion listed in section 1. I already filed an amended return, unfortunately. Also not a tax law expert. Can you explain why 1199 does not correct the SALT differences between federal and GA?