r/TurboTax

just wondering

I m looking to download the 2018 tax return I filed with TurboTax online. On the website, it says that I can only go back upto 7 years to download the filed return. Please let me know if these is an alternative to get the 2018 return I filed. Thanks!

I did an EquityZen Express Sale and received a “K-1 Equivalent” (no IRS K-1, no 1099, no reporting guide). It shows a ~$19k long-term loss from a partnership interest sale. EquityZen says no K-1 will be issued this year.

Should this be reported on Schedule D/Form 8949 as a partnership interest sale, or entered as a K-1 anyway? How are others handling this?

First time I had issues using TurboTax this filing season. TurboTax pulled my 1099 using the eTrade login and filled in my information, BUT now it wants me to individually enter purchase dates for each share of ET. It only pulled in the sale/disposition. I went back to eTrade to figure out why it didn't pull purchase dates, and found out it also doesn't have my purchase dates underneath the column. I checked the CSV file, but there was nothing inside it, and my 1099 is not used. Where can I find the required information for a disposed stock in eTrade or transaction history? I am lost. I only sold ET because it was tedious work every year, typing in the useless and inconsequential K1 forms.

Why would they only provide the sales date but not when I purchased? Robinhood did the same thing with my ET stock as well. No purchase dates, but only the sale dates for each transaction.

https://preview.redd.it/0kwg2d3j3o9h1.png?width=1185&format=png&auto=webp&s=606910978d445ff971c9b3eecf6492582f760f43

My husband and I paid for TurboTax Expert Full Service because our 2025 tax situation was complicated and we wanted it handled by an actual tax expert, not by trial and error.

Our situation:

• I am a full-year California resident and work in CA.
• My husband is a full-year New York resident and works in NY.
• We are married but lived in different states for the entire year.
• We bought a duplex in NY and rented out one unit.
• We have one joint brokerage account and several individual brokerage accounts.

This is exactly the kind of situation where we thought “Expert Full Service” would be useful. Unfortunately, this has turned into one of the worst customer-service experiences I have ever had.

The first TurboTax expert prepared and filed our returns quickly. She told us she would allocate the NY rental property to NY and the joint brokerage account to either NY or CA. We trusted the expert and approved the filing.

After filing, I discovered that there was no capital gain reported on the California state return, which looked obviously wrong. When I tried to contact the original expert, she was gone. TurboTax does not give customers direct contact information for the expert, so once the expert disappears from the TurboTax messaging system, the customer is essentially stuck.

I called TurboTax support and was assigned a second expert. He was unavailable for the first two weeks. When he finally came back, he confirmed that my husband and I were full-year residents of NY and CA respectively, and then told us that the state returns had been filed incorrectly. According to him, instead of CA 540NR and NY IT-203, we should have filed CA 540 and NY IT-201.

So TurboTax’s own second expert confirmed that the first expert-prepared state returns were wrong.

Then, instead of TurboTax fixing the problem through the Full Service product we already paid for, we were told to buy TurboTax Desktop and purchase a state return so we could try to amend the returns ourselves. We paid for Expert Full Service because we needed expert help. We should not have been charged again and pushed into a DIY amendment process caused by TurboTax’s own mistake.

The second expert scheduled a call to walk me through the process. After more than 90 minutes, all we managed to do was download and import the filed online return into TurboTax Desktop. I purchased the state return as instructed. Then the expert could not figure out how to properly split the NY rental property in TurboTax or how to change the state returns to the correct resident forms.

After that failed session, he scheduled a second call for the following week. He never showed up. I waited almost two hours. No message. No explanation. No follow-up. Nothing. He simply disappeared. Even before this, TurboTax said experts should respond within 48 hours, but he rarely responded on time.

We started trying to fix this in late April. It has now been about two months with almost no meaningful progress. We paid for Expert Full Service, then paid again for TurboTax Desktop and a state return, and we still do not have corrected state returns. Meanwhile, we are the ones trying to research CA/NY filing rules, amended returns, and possible penalties or interest.

This is not “full service.” This is TurboTax taking payment, filing what appears to be an incorrect return, confirming it was wrong, charging us again for software, failing to fix the issue, missing scheduled appointments, and leaving us to clean up the mess ourselves.

Has anyone successfully resolved a TurboTax Expert Full Service case beyond the regular support loop? Is there a direct executive customer service contact that actually works?

Also, for anyone familiar with CA/NY taxes: does this sound like the right general direction — married filing jointly federally, but filing separate full-year resident state returns for CA and NY, with the NY rental property and joint brokerage income allocated correctly?

I would strongly warn anyone with a multi-state or rental-property situation to think twice before relying on TurboTax Expert Full Service.

Hi everyone. I’m hoping that I can get a few CPA’s or people that know about doing taxes to chime in.

I’m a caregiver, caring for my mother and live in the same home. I received a 1099-NEC from the company facilitating the Medicaid waiver. I have been so confused on the self employment taxes. Am I responsible for these even though I qualify to be exempt under IRS Notice 2014-7? If so (as I’m hoping not), how do I reflect this on my tax forms? I still haven’t filed as this is the 1st year that I’ve done this. Can someone please shed some light on this? I’ve tried looking all over the internet for an answer or guide but haven’t gotten anything 100% helpful.

does anyone out there have this on their pc still?

i had no idea turbotax no longer supported these older softwares. i have only the .tax2021 file and not the filed pdf.

is there any other solution to open this file?