All Posts

This answer assumes your previous returns were prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Sorry, I’m not sure you fully understand my question here. my 2024 return shows ZERO lump sum since that did not come in to until 2025. That was the first year and most everyone is concentrating on the BBB with enhanced senior deductions and no tax tips and OT. No one is really focusing on lump sum payments for some 3 million people who were the only ones affected by this WEP/GPO change in the law for 2025.   allow me to explain in more detail because many so-called tax experts and CPAs seem unaware of the changes here.   in Jan 2025, Biden signed in to law a bipartisan bill from the previous year doing away with both WEP and GPO legislation affecting ALL government workers , whether federal, state or local. They set a date for retroactive payments starting January 2025 (even though some folks should have gone back further but that’s a different discussion) for the previous tax year, 2024.   Both my wife and I qualified and received lump-sum SSA payments in 2025 for the previous, earlier year - 2024. It’s all on the 1099-SSA in black and white. I was somewhat surprised I had to brief my TurboTax “expert” about this because he was, apparently unaware of the new rule and couldn’t find it on my docs submitted! Hardly a good look, I’m sure you’ll agree.   so, given all that, I instructed him to look at our numbers and see if it was more advantageous to opt for the lump sum method to lower our tax liability since we seemed to be eligible for the first time this past year. As I understand it, the whole purpose in doing this is to see if the lump sum method would LOWER your tax liability and if so, opt for that calculation instead if the standard 85% which we had the previous year and most people also have.   Having closely looked at our return and the 6a, 6b & 6c lines on the 1040-SR, we have our total, gross SSA benefits for 2025 listed on 6a (and which also indicated the lump sum payments for 2024), 85% of 6a printed on 6b which is, of course, the taxable portion of 6a AND box 6c checked with an X. That means the lump sum method was used in this calculation and would normally be LESS than the straight 85% calculation, correct? I’ve read IRS Publication 915, Chap 11, an AARP article on this very subject and even spoken with a TurboTax CPA. All I require is a straight answer on why my taxable SSA is shown as 85% while at the SAME TIME the lump sum box is checked. Surely, it’s an either OR situation? Either it’s 85% taxed OR if the lump sum method shows a LOWER tax liability and you opt for that, then that LOWER amount is taxable and put on Line 6b. How can it be both 85% AND lump sum method? That makes no sense to me. It also made no sense to a CPA I spoke with today either!   And the other issues on TurboTax is once you sigh up for Full Service with a tax expert, once they file and the IRS accepts the return, the chat feature is immediately disabled! Why? I’ve had nothing but comms issues with the guy who did my return. I only spoke to him twice and now he’s leaving many VMs at random because none of the calls are scheduled and he’s 3 hours ahead of me, it’s a big mess. I see my rights as a Full Service customer is that I should still be able to ask tax questions until Aprl 20. It’s very frustrating and I’ve spoken to 3 additional TT CPAs who are unable to fully answer hardly any of my questions. I truly regret being a first-time customer if this is the standard MO. At least Liberty Tax gave personal face-to-face advice, instructions and answering any and all questions as in previous years.   Aplogies for the long rant, but I’m having a real hard time jumping through the TT hoops that seem to be counterproductive. And having to explain my situation multiple times to different people…..

@brikoskie16  asked:  why am i getting a letter from the department of revenue?   If that's referring to a state return, what state is it?   Or did you mean you are getting a letter from the IRS?   "why am I getting a letter..." Have you already received a letter, or does that mean you are expecting to receive one?   The letter should say why it was sent.  If you provide some information, someone may be able to comment on it.  NOTE:  Be aware that this is a public Internet forum, so don't post any personal information.  

Your kidding right?  How can you say this is a feature?  The financial data is downloaded directly from the financial institutions with the correct data right to the penny.  Now you are saying I am expected to go back to the data and round all the data that was downloaded?   The error occurs when the full amount withdrawn from the IRA is distributed in combined State and Federal taxes.  TurboTax 2024 correctly allowed this to be down to the penny without rounding.  Something has changed in TurboTax 2025.  The financial institution reported down to the penny on the 1099-R to the IRS.  This is not a "feature" it a calculation error in the program!  It needs to fixed.

Doesn't seem like the workaround from tblong works anymore. I had hope that it did when I got to step 7 as the questions were properly marked Yes instead of No. But when I got to the point to check over the forms, the questions had been incorrectly switched back to No.

Thank you for your help but I am looking for a refund for the $25 I had to pay to submit my state tax only to find out Turbotax said that I could not electronically file them.  I will have to mail them.  I would like to know how I can get that $25 refunded.  Thank you again.