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February 25, 2026
2:17 PM
What you mentioned is all tax documents . The desktop version always gave forms needed to mail in with directions. Looks like the online version doesn’t offer that option.
February 25, 2026
2:17 PM
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 ...
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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
February 25, 2026
2:16 PM
1 Cheer
You do not adjust your 2025 income and tax liability for the retroactive payment(s) you have or will receive in 2026. You do not adjust your Form 1099-R. The retroactive income will be included on ...
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You do not adjust your 2025 income and tax liability for the retroactive payment(s) you have or will receive in 2026. You do not adjust your Form 1099-R. The retroactive income will be included on your 2026 1099-R and taxable on your 2026 tax return.
February 25, 2026
2:16 PM
@wjbuceyYou can actually edit the Est Tax Options form. Just right click on the field you want to change and select the Override option. Once you do this the value you changed will appear in red with...
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@wjbuceyYou can actually edit the Est Tax Options form. Just right click on the field you want to change and select the Override option. Once you do this the value you changed will appear in red with its box filled with a yellow background. If you want to change it back just right click on it again and select Cancel Override.
February 25, 2026
2:16 PM
Yes, you can recharacterize the Roth contribution to a Traditional IRA by asking the custodian to do a trustee-to-trustee transfer, moving the Roth contribution plus any earnings to a Traditional IRA...
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Yes, you can recharacterize the Roth contribution to a Traditional IRA by asking the custodian to do a trustee-to-trustee transfer, moving the Roth contribution plus any earnings to a Traditional IRA before April 15, 2026. Then also before that date, you can do a back-door Roth conversion.
Please read this TurboTax Help article on the recharacterization
Please also read this TurboTax Help article on the back-door Roth conversion.
February 25, 2026
2:15 PM
2PM update 2/25/26 I did not close the TurboTax file before lunch. Came back after a short nap and the transmit button screen was still up. Rather than close I tried again ( I just love rejection ...
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2PM update 2/25/26 I did not close the TurboTax file before lunch. Came back after a short nap and the transmit button screen was still up. Rather than close I tried again ( I just love rejection and error messages). This time it transmitted. I don't know if it was lunch, the nap, all the posts about the problem, or they finally fixed the problem, but it worked. 😁
February 25, 2026
2:15 PM
Use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
February 25, 2026
2:15 PM
My LLC is at a loss for 2025 (I brought in under 5K and expenses were over 5K) , I cashed out my 401K ( total under 100K), had unemployment benefits for 6 months, and received severance pay for 6 mon...
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My LLC is at a loss for 2025 (I brought in under 5K and expenses were over 5K) , I cashed out my 401K ( total under 100K), had unemployment benefits for 6 months, and received severance pay for 6 months, we rent an apartment. Should I file this all together in my normal/personal taxes? I am married, filing jointly, spouce works part time and receives monthly Social Security wages. Also, do I need a form from dissolving my 401k or do I just put the total amount and then take the 20% that was held back for taxes?
February 25, 2026
2:14 PM
2PM update 2/25/26 I did not close the TurboTax file before lunch. Came back after a short nap and the transmit button screen was still up. Rather than close I tried again ( I just love rejection ...
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2PM update 2/25/26 I did not close the TurboTax file before lunch. Came back after a short nap and the transmit button screen was still up. Rather than close I tried again ( I just love rejection and error messages). This time it transmitted. I don't know if it was lunch, the nap, all the posts about the problem, or they finally fixed the problem, but it worked. 😀
February 25, 2026
2:14 PM
1 Cheer
Yes, significant cash donations and items which along with the new SALT increase allowed me to give more to charity. With and without charitable deductions was over 8K fed and state differwnce.
February 25, 2026
2:14 PM
Answered here - https://ttlc.intuit.com/community/business-taxes/discussion/re-i-can-not-get-rid-of-error-190/01/3801643#M127900
February 25, 2026
2:14 PM
You have to wait until the forms are finalized which should be on the next update. Make sure your software is updated if you are using the desktop product.
You can check this link to access...
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You have to wait until the forms are finalized which should be on the next update. Make sure your software is updated if you are using the desktop product.
You can check this link to access the Forms Availability Tool to see if and when forms are available. The estimated tax vouchers say they will be finalized today, but the updates are usually done in the evenings, so the forms may not show finalized yet.
February 25, 2026
2:14 PM
I see, yes I treated her as a resident. So my options are 1) amend my 2024 return to HOH and ignore all her income 2) amend my 2024 return to include her foreign income/credits ? Is that correct?...
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I see, yes I treated her as a resident. So my options are 1) amend my 2024 return to HOH and ignore all her income 2) amend my 2024 return to include her foreign income/credits ? Is that correct? My 2024 return was done with a CPA. Can I use TurboTax to do the amendment or I have to go back to the same CPA?
February 25, 2026
2:14 PM
There is an issue in TurboTax causing Foreign taxes paid on passive income to not total properly. The taxes come thru on a download from the brokerage house on a 1099-DIV along with the Foreign inco...
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There is an issue in TurboTax causing Foreign taxes paid on passive income to not total properly. The taxes come thru on a download from the brokerage house on a 1099-DIV along with the Foreign income which is only about $600. How do I contact someone to get this fixed. I do not need a tax expert, I need Intuit to fix the issue in the program so I can get the greatest refund I am entitled to.
February 25, 2026
2:13 PM
I cannot get rid of error 190.
February 25, 2026
2:13 PM
@cherylehelp See this for the error 190 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/system-responses/error-190-opening-file-turbotax-cd-download/L1Q0ybjLC_US_en_US
February 25, 2026
2:12 PM
Although there is no requirement for the payers to do so, just be aware that some payers limit the percentage of the distribution that they will permit to be allocated to tax withholding. Check with...
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Although there is no requirement for the payers to do so, just be aware that some payers limit the percentage of the distribution that they will permit to be allocated to tax withholding. Check with the particular financial institution that holds the retirement account.
February 25, 2026
2:12 PM
I just e-filed my taxes a few days ago. It was accepted by both Federal and State. I was a partial CA resident, moving out of CA to TX mid 2025. I just realized I made an error calculating my W2 inco...
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I just e-filed my taxes a few days ago. It was accepted by both Federal and State. I was a partial CA resident, moving out of CA to TX mid 2025. I just realized I made an error calculating my W2 income as a CA resident (January to mid July). I summed up my gross income when I should've subtracted X dollar from gross income for 401k contribution (because 401k contribution isn't taxed until later). As a result I over reported my income by about $12K. In addition to that, I completely forgot to include wife's W2. She had a part time job in CA but quit her job before we moved out of CA. I'm supposed to report her W2 but didn't do it at all. I just realized that today. I have scheduled payment (I owe state tax) on March 3, 2026 (thru bank account direct withdrawal). Can I stop that payment until I correct my state tax and resubmit it? I'm trying to avoid paying CA FTB twice if both payments go through. How do I amend my CA state return? I'm using Turbotax Deluxe on Windows 11.
February 25, 2026
2:11 PM
If you are using the TurboTax desktop editions, any edition can be used to report the sale.
If you are using the TurboTax online web-based editions, the Premium edition must be used.
To enter...
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If you are using the TurboTax desktop editions, any edition can be used to report the sale.
If you are using the TurboTax online web-based editions, the Premium edition must be used.
To enter an investment sale other than from a brokerage account (1099-B), follow the steps below.
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button
Using the desktop editions -
On the next screen click on Yes On the next screen click on Add investments On the next screen Skip Import On the next screen click on Other and continue
Using the online editions -
On the next screen click on Yes On the next screen, click on Enter a different way On the next screen, click on Other and continue
February 25, 2026
2:11 PM
1 Cheer
No, since you are using TurboTax Desktop Premier, there isn't option to downgrade. Try this method instead to see if this works.
Go to Forms Mode (icon in the top right).
In the list on ...
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No, since you are using TurboTax Desktop Premier, there isn't option to downgrade. Try this method instead to see if this works.
Go to Forms Mode (icon in the top right).
In the list on the left, find Form 1116 and any Foreign Tax Credit Worksheets.
Select each one and click Delete Form at the bottom when it appears in the right-hand portion of your screen.
Close the orgram and then open it to save the changes.
Now, switch back to Step-by-Step mode.
Go to the 1099-DIV entries. Check the amounts in Box 7 to make sure the combined total is $228.
Don't do anything in the Foreign Tax Section.
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