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@imiers wrote:  Why isn't Meritrust Credit Union accepted as one of my investment accounts? I have CDs through Meritrust Credit Union. Turbo Tax tells me no such organization exists.   Are you trying to enter a 1099-DIV/INT/B?   There are thousands of banks, credit unions, and other financial companies that are not partnered with TurboTax for importing purposes.   If yours is not in the list, you can scroll down and choose "Enter this another way."

@ sulljs2020 wrote:  I put in routing and account numbers but get nothing turbo tax accountant got nothing either I have done the numbers at 8or10 times Please explain what "but get nothing" means.  Is there a message saying that the routing number is not valid?    Otherwise, please provide more detail as to what your issue is.    If it's saying your routing number is not valid, do you by any chance use Bank of America?   Or does "but get nothing" mean when you try to make an entry, the box won't allow any typing so you can't enter the digits?   Remember this is a public Internet forum.  So do NOT post any personal info in this forum.

When I login to the TurboTax online/website, I only have Documents. From there, I can print forms from the PDF. I don't see the 1040-ES section at all. Can I use the app after I've already filed? Is that where I'd be able to see the section?   Thanks.

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.

Regardless of how many times they run the annoying commercial, if you want tax free filing, don't pay any amount. Instead, visit the FREE FILE page on the IRS website www.irs.gov   OR  google it for other options.   @roelcasey 

First you purchase a license code.   Then you can choose the Mac version when you download the product using the FAQ instructions below.   If you want to purchase directly from TurboTax, you can do that here: https://turbotax.intuit.com/personal-taxes/cd-download/   After purchasing the license code, here's how to get the installation file.  You should be able to choose Mac when prompted.  The license code is entered once you have begun installing and are asked for it.   FAQ:  Get started with Desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

@roelcasey   I added this FAQ to my answer above.   FAQ:  Why can't I use Free Edition? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-edition/L5lhndo7b_US_en_US

Non deductible contributions  are shown on Form 8606. If you never attached that form to any tax return, the answer is NO. IRS requires you to keep copies of any Forms 8606 you submit.   @kennbrightwater 

You must be using the Deluxe Edition.   Either something in your return made you upgrade, or it was done by mistake.  As long as you haven't yet paid, you might be able to downgrade, depending on what all is in your return.   TurboTax Free Edition can be used for a simple Form 1040 when there are no additional forms and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest.   FAQ:  Why can't I use Free Edition?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-edition/L5lhndo7b_US_en_US   You can try to downgrade to Free Edition, but if there is something in your return that requires a higher edition, it will ask you to upgrade again.   The following FAQ tells how to use the "Switch" method.   Another option is the "Clear and start over" method, about which there is a link in the bottom of the FAQ below.   FAQ:  How do I downgrade to a different Online TurboTax product? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri..