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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) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   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.

you will have to create a dummy 1099-SA indicate the gross distribution (box 1) as $3183 you can enter loss in box 2 but it will not carry into your return. distribution code is 2. this should carry box 1 into line 14 of thr 8889 you may have to create a dummy ssn for payer's TIN on th 1099-SA I also do not see how can I add “Filed pursuant to Section 301.9100-2”  to the top of 1040-X form to request 6 months extension. TurboTax is lame in this regard becuae it doesn't provide for this. so you will have to print out your amended return and write it at the top of the 1040-X. Mail your return using a tracking service.    . 

I'm as frustrated as anyone.  I'm posting this msg in a few places to widen the discussion a bit. I've definitely given up on ItsDeductible.  I know the group that created GiveTrackSave, and it's way better.  Yeah, I'm biased for sure. I won't compare it with ItsDeductible since there is no comparison.  Gosh, I love the "Recurring Donations" feature in GiveTrackSave.   There you have it.   https://givetracksave.com

I'm as frustrated as anyone.  I'm posting this msg in a few places to widen the discussion a bit. I've definitely given up on ItsDeductible.  I know the group that created GiveTrackSave, and it's way better.  Yeah, I'm biased for sure. I won't compare it with ItsDeductible since there is no comparison.  Gosh, I love the "Recurring Donations" feature in GiveTrackSave.  There you have it. https://givetracksave.com

Before entering your 1098-T for your child, please follow the steps below: If you are using TurboTax Online, follow these steps to get your list of forms. If you are using TurboTax Desktop, switch to Forms mode (click Forms in the upper right area of your screen). Look for the Student Info Worksheets (you may see multiple copies from previous years). Delete the worksheets for children that no longer have education expenses this year. Try adding the 1098-T for your child again.  If you continue to encounter problems, I would like to take a deeper look at your return. 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”)  

I'm as frustrated as anyone.  I'm posting this msg in a few places to widen the discussion a bit. I've definitely given up on ItsDeductible.  I know the group that created GiveTrackSave, and it's way better.  Yeah, I'm biased for sure. I won't compare it with ItsDeductible since there is no comparison.  Gosh, I love the "Recurring Donations" feature in GiveTrackSave.  There you have it.  https://givetracksave.com

My 2024 FED and State were received March 2025. Got my Virginia refund but not Federal. I have often over the 12 months checked the IRS refund tracker site but nothing. I have already received my 2025 refunds. Can INTUIT check the IRS for me?

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”)  

I did a mock return and TurboTax correctly deducted the $24,000 Wisconsin in retirement income. Please ensure that your software is updated if using TurboTax Desktop.    When using TurboTax, you should see the screen Wisconsin Retirement Income Subtraction in the first few screens of your state return. Answer yes to the question Do you want to use the Wisconsin Retirement Income Subtraction and forfeit all other Wisconsin individual credits?    To qualify, you must meet the following requirements: You must be 67 or older as of 12/31/25 to qualify. Your retirement income must be from a qualified plan. If you are still having difficulty getting the subtraction off of your return, please tag me in a response so I can assist you further.   

My early distribution comes from an IRA.    I was able to add the exception by going to additional tax options, which saved me $1,000.  The system has not flagged the exception as not applicable.   In addition, there is zero information on form 5329 despite it showing as a prefilled option in the search field which is odd. 

It is Roth-like, but with higher limits.   The AFTAX is after-tax.   The Mega part happens when you take those after-tax dollars and move them into the after-tax side of your 401k (an in-plan conversion) or into a Roth IRA.    You will get a 1099-R that reports non-taxable income for the mega-rollover (conversion).     For the $7,000 Standard Backdoor to be tax-free, you must have $0 in total Traditional IRA balances across all accounts as of December 31, 2025. Show the basis; the 7k should be marked as non-deductible on Part 1 of Form 8606 and Part 2 will show the conversion.   How do I enter a standard backdoor Roth IRA conversion?

There is a question within the Arkansas State section.   At the start of the Arkansas interview, ensure you have entered your physical street address in Texarkana, AR. Do not use a P.O. Box here, as the exemption is strictly limited to the city limits. Continue through the Arkansas interview until you see a screen titled Border City Exemption. You should see a question that says, Did you live in Texarkana, Arkansas at any time during 2025? Select Yes and then you will enter your income earned while you lived in Texarkana.  Continue on answering the questions. 

What is YNP? Yellowstone National Park? Yosemite National Park? Something else? What are the two states on your W-2s? Parts of Yellowstone National Park are in three different states. When you are in Yellowstone National Park you are in one of those three states, depending on exactly what part of the park you are in. There is no place in the park that is not part of any state. If you worked in a part of the park that is in Wyoming, then you worked in Wyoming. The same is true if you worked in a part of the park that is in one of the other two states, Montana or Idaho.   Wyoming has no state income tax, but Montana and Idaho do. You have to pay state income tax to the state that you worked in, even if you live in a different state.  

NYS uses the New York Income Factor when determining your tax amount. At first, it may appear as if New York taxes all your income, but you can rest assured that they don’t. Their state return starts with all your taxable income and taxes it at the applicable New York State rate based on your total income.   Then, the state uses your New York sourced income (the amount you allocated) to determine your New York Income Factor, which is what percentage of your income was earned in NYS. Lastly, they multiply your total tax by the New York Income Factor to determine your NYS tax.    You will see New York prorating your taxes on the Let's Review Your New York Numbers screen at the end of your New York return. You will see this toward the bottom of the screen, under the header Taxes.