We get questions from people in all sorts of situations. So I wasn't trying to be rude by not addressing the question flat out - I just want to make sure I understand the specific situation so I can give the best possible advice.    Here's what the IRS says about not having a W2 (you can see the whole page here  https://www.irs.gov/newsroom/missing-your-w2-here-is-what-to-do 😞 File Form 4852, Substitute for Form W-2, Wage and Tax Statement, in place of the W-2. Use the form to estimate your income and withholding taxes as accurately as possible. The IRS may delay processing your return while it verifies your information. If you need more time to file you can get a six-month extension of time. File Form 4868, Application for Automatic Extension of Time to File US Individual Income Tax Return.  If you are requesting an extension, you must file this form on or before April 15, 2013. If you receive the missing W-2 after filing your tax return and the information on the W-2 is different from what you reported using Form 4852, then you must correct your tax return. File Form 1040X, Amended U.S. Individual Income Tax Return to amend your tax return. Forms and instructions are available at IRS.gov or by calling 800-TAX-FORM (800-829-3676).   Here's some other advice on other situations where people didn't have a W2: https://ttlc.intuit.com/questions/3098449-how-to-file-tax-without-w2 https://ttlc.intuit.com/questions/3238133-how-to-file-taxes-with-no-w2 https://ttlc.intuit.com/questions/3635462-can-i-file-my-taxes-without-a-w2   ... View more

Did you earn any income in 2017?  If you didn't receive a W2, you can always contact your employer and ask them to issue you one.  ... View more

This is pretty solid advice, but doesn't clicking 'Amend' create a 1040X for the customer? Wouldn't clicking "Add a State" be a better option? ... View more

When you printed your return, did you print it from the Tax Home page?  I'm guessing so, as that's what any logical person would do.    ...but here's the rub: The TurboTax website is set up in two parts - the front end which is home to Tax Home, Intuit Account, the landing pages, and all that,  and the tax software itself.  You'll notice whenever you click "Take me to my return" or "Pick up where I left off" or even just begin your account you go past a blue/green page. That page signifies you're leaving the front end and getting into the software itself.  The front end stores info that was submitted the first time, which is why if you print from there, you're seeing the bad SSN.  If you go past the blue screen (you can do this by starting on Tax Home, finding My Returns & Documents, clicking Show to expand the section, and then clicking "Add a State" on the Tax Home page down beneath the images of the US and your state) you can print from the Print Center in the sidebar under the Tax Tools tab, and you'll get the updated/ current version of the forms.    All that being said, when you get rejected, you should be getting an explanation why and a link to fix it. Are you sure it was your child's SSN? Is it possible someone else claimed the child? I see those happen quite often.    For more help, you can always post to the AnswerXchange here: https://ttlc.intuit.com/questions  This community is still quite new.    Hope this helps! ... View more

Hey ClassicRags,   On that email, it should have provided you a case number. Could you please share that here?   I'd like to look into your case and figure out where it went sideways and get you back any fees that you're due.    Cheers, Eric G. ... View more

I don't think that link you posted is referring to payments plans. Check this one out. It's got answers to questions on payment plans and mentions monthly payments down in the What can I change with my payment plan online (not paid through a direct debit)? section.  ... View more

Are you in the Self-Employed version of TurboTax? You can check by looking at the top of the left sidebar of the online version.    If so, you might be in the Income Summary for your business and not you, personally.    Please double check and let me know.  Cheers! ... View more

While it might not feel great, it is legal, if the following are true:   The children lived with your mother The children are related to your mother as her grandchildren They do not file a joint tax return They do not provide more than half of their own support Your mother and the children lived in the U.S. You do not make more money than your mother ... View more

Hi,    I believe you're working on TurboTax Desktop - where you actually install the software into your computer and get an icon on your background. Is that right?   If so, when you get the state download, it comes as an ".exe" file that you'll need to double click on, if it doesn't open automatically.    Since you said nothing happened it sounds like that wasn't the case. 😞 Sorry about that.    To be extra sure, when you have the the TurboTax software open, you should see a "Refund Meter" at the top of the window. It will read, "Federal Tax Due" or "Federal Tax Refund." Next to it, you might see the "State Refund Meter" - if you see it, you did actually install the software and didn't realize it. If you didn't, well then we're back where we started.    But don't worry. We'll see you through this.    You can double check that no downloads came through by checking your Downloads file, most likely in your C: drive. If you do see a recent .exe file with your state name, double click it and it should install itself after you approve a couple things.    If still nothing is there, or if you're not on the desktop version at all and instead are on the online version - where you sign in and answer questions online, then try contacting us through the Help button. On either the desktop or online version, it's in the upper right corner. Then type "Contact Us."    You can also use this link.     An agent will be able to find your order and make sure you get what you need. 🙂     Please feel free to post with any updates!     ... View more

A "7" on line 7 means that it's a normal distribution, which just means he was over 59 1/2 at the time of distribution.    According to the TSP board (link here), "In general,  TSP withdrawal payments are subject to Federal income tax." But there are different tax rules for different withdrawal methods.  Here's the list of withdrawal methods.  It talks about Life Expectancy withdrawals like you thought. Perhaps you can show him the list and have him point at which one he did?    Just speculating, but it looks like he might have done a full withdrawal in a single payment.    Hope this helps, and please feel free to post again with any updates.      ... View more