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  @abdullahct  asked:  "Can I get a copy of 2024 Form 1040 tax return, while filing 2025 at the same time?"   If you are mainly needing the 2024 AGI, also see this:   FAQ:  How do I find last year's AGI?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/find-last-year-agi/L0SiDtTNI_US_en_US   Are you wanting a copy of a 2024 online tax return you filed last year?   If you used Online TurboTax for 2024 and again now for 2025, it will be the easiest to get if you are in the same online account.  If it's not in the account you are using for 2025, then you likely have multiple accounts, and we can help you troubleshoot.  But first look for it in the same account you are using for 2025.     Here's how to get the 2024 online return if you are in the SAME online account as last year.    Log in, and at the Tax Home scroll way down to "Your Tax Returns & Documents." Expand that section and choose tax year 2024. If you are in the same account, you should be able to download the 2024 PDF. If you find no evidence of the 2024 return in that account, here's how to look for multiple accounts:   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.

Thank you, AmyC.   Your answer #1 - to include the vacation payout amount on 1040 line 1a - is how I currently have my 1040 form filled out. (It also aligns with the IRS form 1040 instructions, which say to use schedule 1 to report income that can't be entered directly on Form 1040.)  Could you please clarify answer #2? It seems to conflict with answer #1. (Taking money "out" is tied to a "yes" answer in TurboTax, which generates a schedule 1 form and shows the amount as additional income on line 8t. In which case, the amount would need to be subtracted from 1040 line 1a to avoid double taxation, because the amount is already included in box 1 and isn't additional income. Putting money "in" is tied to a "no" answer in TurboTax, which keeps the amount on 1040 line 1a and doesn't generate a schedule 1 form.)

The IRS says most people who efile and choose direct deposit will get their refunds within 21 days, but a significant number take longer.    If it's been significantly more than 21 days, you could phone the IRS to see if you can learn anything about the delay.    Here are some things you should check:   First, if you efiled, be sure your efiled return was accepted.   If using Online TurboTax, you can check at the Tax Home page.   If that showed your return was accepted, you can track your Federal refund at the IRS "Where's My Refund" tool.   Is there any message about a delay there? https://www.irs.gov/refunds If you filed a paper return by mail, it can take up to 4 weeks just to show up in that tool.   The FAQ below tells how to check on a state refund.   When you scroll down further there, you will see a link for your state.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

@marissa-otto0303  wrote:  "Why am I paying $129 to fill out my own taxes?"   FAQ:  How do I review my fees in TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US   Did you end up in a paid edition?  The charges (or free) depends on what edition one ended up using.   It's possible you either started off in the wrong edition, or perhaps you started in Free Edition but had to upgrade due to something in your return that Free Edition cannot handle.  The Free Edition is only for very simple returns--a Form 1040 with no additional forms/schedules other than Earned Income Credit, Child Tax Credit, and Student Loan Interest.   If you don't think you need Deluxe or higher, and if you haven't already paid, you can downgrade to Free Edition (second FAQ below).  But if there's something that Free Edition cannot handle (first FAQ below), it will ask you to upgrade again.   FAQ:  Why do I have to upgrade from Free Edition? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-editio...   FAQ:  How to I downgrade to a lower priced version of TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...

What amount is shown on your Federal Form 1040, Line 35a? And what amount does the IRS show that they sent when you look at the IRS refund tracker tool?  Is there any message there showing an adjustment? https://www.irs.gov/refunds   Did you also have a state refund that might explain part of the difference?   If so, the state refund comes separately, so do not include it with the Federal refund in an expected refund amount.   The difference of $900 seems unusually high for TurboTax fees, so that amount of difference is not likely to be completely explained by fees, so there must be more to the situation.   Here's how to view your fees:       Log into Online TurboTax and at the Tax Home scroll way down to a section My Account and expand.  There should be a link "View order summary" or "View order details."  (or similar wording)   Who was your refund from?   If you paid fees out of your Federal refund, the refund first goes to a third party bank.  So your refund may have come from a company SBTPG (Santa Barbara Tax Products Group.)    If it was from that company, you can look up your refund info at the SBTPG website.   Choose the "For Taxpayers" portal at: https://www.sbtpg.com/   If the IRS lowered your Federal refund, such as for an error, an offset, etc., you should get a postal letter from the IRS in about 3 weeks explaining why.   Also see this FAQ:   FAQ:Why's my refund lower than the amount shown in TurboTax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-direct-deposit-check-lower-amount-turbotax/L4D3L1d96_US_en_US

The respondent said "The tips MUST be reported.  If they are not reported on a form to the IRS you cannot claim them for the no tax on tips deduction."     Hmm????  That's seems incorrect.  If you worked in a qualifying tipped occupation, and your tips otherwise qualify for deduction, you are entitled to a deduction.      If the tips are not properly disclosed on the W-2, box 7, then your employer completed the form incorrectly.  Your best option is to ask the employer to issue an Amended W-2... or maybe its called a Corrected W-2.  I am not sure.    Anyway, your employer may need to (and should probably) issue amended W-2s for all tipped employees.  (He's not going like you for raising the issue... but that's not your problem.)     If the employer will not issue an amended W-2, legally your are still entitled to the tip deduction.  It part of the law.  A work around would be to  merely deduct your allowable tips from social secuity wages (box 3) input form on turbo tax and input them in as social security tips (box 7).  This should should "trick" the system for purposes of claiming the tip deduction and filing your retrun.  A word of caution, though... the IRS may send you a love letter, asking you to explain why the tips deduction on Schedule 1-A does not agree with the Form  W-2, box 7.  This is not an audit!  Its just a query,  You should be able to simply reply to the letter, explaning how the tips were not properly reported by your employer, and provide the IRS a copy of you final paystub showing the total annual tips.     Of course my suggested work around will result in addition correspondence, all of which is a pain and, besides, most people are afraid of IRS love notes.    Best to get your employer to issue an Amended W-2..  Think of this as your chance to educate him of the finer points of tax law.     Anyway, that's me two cents worth,      

It's 2026 and this issue is still occurring. Years of complaints and still no update to this issue.   Although the page is buggy, I found out that if I enter a value for Schedule B Line 20 and scroll down, no new forms would have been created. Once I clicked Continue and then went Back, the Line 20 remained in some cases and a new form was created. All the other lines in the Schedule B's beside Line 20 get cleared. At this point I do not know what to do.