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If you used desktop software downloaded/installed from a CD to your own computer, then the tax files are stored locally on your own hard drive or any backup device you used like a flash drive.  They are not stored online.  If you cannot recover them due to a hard drive failure, etc. you can get a free transcript from the IRS or for a fee of $30 an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf

It's not common. First, you must know the holding period, which will allow you to enter a date that will provide the correct results.    If you aren't sure of the date of purchase you can can select 'Something other than a date' to select Various. This will require you to also select a holding period so that the tax is calculated correctly. You can enter two summary sales if you choose, one for short term and one for long term; or if all are one or the other you can enter one transaction for the correct holding period.    Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate) Next, if you do not know the cost basis or the cost basis factor isn't clear you can enter zero as the cost basis.

I did a mock return for a single individual filing a 2025 Minnesota return and the correct standard deduction amount of $14,950 showed up on line 4 of Form M1.   For reference, this Minnesota Department of Revenue website has the 2025 standard deduction amounts.  If your standard deduction amount is not matching up with the one that is this website, I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

@gmmlot1    All I can think of at this late date....is to delete the entire NC set and restart it from scratch.   How you do that depends on whether you are using the "Desktop" software...or the "Online" software. _________________________ Delete State for Online folks:   How do I delete my state return in TurboTax Online?   ___________________________________ Delete State for Desktop folks:   How do I delete my state return in TurboTax Desktop for Windows?  

It is not required to break out the type of medical expenses when entering them on your tax return. Total out-of-pocket medical expenses are on Line 1 of Schedule A (Itemized Deductions).    The allowed deduction for medical expenses is the amount over 7.5% of your adjusted gross income if you are itemizing deductions versus taking the standard deduction.   Here is the IRS guidance on the deduction of medical and dental expenses for more information.   @toddwalkermariposa   

They are preparing both, but it’s for the state tax return.  It’s for the Sales Tax Relief Credit that is available for low-income residents, which may apply if your household income is below a certain threshold. They are not working due to mental health issues. Would the mental health issues qualify as a physical disability? I’m thinking no, but I’d like to confirm 

This is a good summary of the situation but are you saying that the effect of all this is that the Georgia taxable income is adjusted higher twice (not once) by the amount of the QEE credit?   The first instance is stated in your #1. For federal sch A the amount of the QEE   credit is treated as a state tax payment (vs a charitable contribution). Therefore this amount is essentially being disallowed for GA taxable income by way of the adjustment in line 12b (GA limits SALT deduction to $10,000). Note: In my case the amount of state tax payments for Federal Sch A before treating QEE as additional state payment exceeds $10,000 (but is below $40,000).   The second instance is that TurboTax is adding an adjustment to increase GA taxable income by the amount of QEE credit as stated in your #2 as a schedule 1 line 5 addition.  The effect of the above is that amount of the QEE is being added back twice when comparing Fed taxable income to GA taxable income.  This does not seem right. The point of GA adjustment was to avoid double dipping on amount of QEE credit. The above has the effect of adjusting GA taxable income twice for this, not once.  Is this what was intended in TurboTax? If not, what is workaround? 

It depends on what you are asking. If you are asking if you can claim her as a dependent, it depends on what date in July she was placed in your care.   You probably meet all the qualifications to claim her as a dependent, except for one.  To claim a child, they must live with you for more than half the year. The critical cut-off date is July 2. If she lived with you on or before july 2, then she lived with you more than 183 days and you can claim her as a dependent. Any date beyond July 2 will not qualify because it is less than 1/2 year.   Also, you need to provide more than 1/2 her support for 2025. 

See this for requesting a refund for a TurboTax product - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-request-a-refund-for-my-turbotax-product/01/964034?search-action-id=620740881226&search-result-uid=964034

Yes, the question is asking for the amount of refund paid in 2025 for your 2024 return.  The payments and withholdings question is asking about 2024 data.  The information is needed to determine whether the tax refund is taxable as income on your 2025 return.     If you used the standard deduction for 2024, then it will not be taxable (and you technically do not need to enter the Form 1099-G).  If you itemized in 2024, then the information is needed to calculate whether it is taxable in 2025.   @TAST 

See this for how to update your TurboTax online account - https://ttlc.intuit.com/community/account-updates/help/how-do-i-update-my-turbotax-account-information/01/25927?search-action-id=620740346390&search-result-uid=25927

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Yes, you should enter the actual cost basis even though your 1099-B says unknown.  The screens must be generalized and it can be confusing sometimes. We are here to help whenever there is a question about your tax situation.   The IRS does know that you have a cost basis and the financial agent doesn't know the cost in your situation (and many other situations).  The IRS has specific tax language for what is called covered and noncovered cost basis posted below for your review.    In 2008, Congress passed legislation which required brokers to report the cost basis for securities and mutual funds to both the investors and the Internal Revenue Service (IRS), effective tax year 2011, the difference between covered and noncovered shares is who keeps track of the cost basis. For covered shares, the financial organizations are required to report cost basis to both you and the IRS.  For noncovered shares, the cost basis reporting is sent only to you. In your situation the stock shares are 'noncovered', which means only you have the cost basis and it must be entered because you are not required to pay tax on that cost, only the net result, gain (or loss).   @gborn 

In TurboTax Online, go to Wages & Income → Retirement Plans and Social Security → IRA, 401(k), Pension Withdrawals (1099-R) and continue until you see the “Missed Required Minimum Distribution (RMD)” screen. Form 5329 will be automatically generated.    For more information, see  Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs)