Turbo Tax Previous Years - Where do I enter my estimated tax payments?.

It shows the data reported to us on information returns such as Forms W-2, Form 1099 series, Form 1098 series, and Form 5498 series; however, state or local information isn't included with the Form W-2 information. Accessing previous tax returns is a common necessity for many individuals, whether it’s for loan applications, financial assessments, or simply to keep personal records up to date. Your state tax agency (for state refunds) or municipality (for. Deduct the remaining $1,000 in tax year 2025. Expand the section, click Start/ Revisit to the right of Income Taxes Paid. he IRS needs my years prior tax returns, however, I cannot access them on TurboTax until I upgrade to plus AND pay to file my most recent taxes, however, I filed them elsewhere because TurboTax was inaccurate regarding my returns. There is also a Carryover Worksheet showing the carryover from the prior year and the current amounts. tax file, the previous tax year information is uploaded and transferred into the new year. The main amendment was to add in missing 1099-B and 1099-DIV forms (long story on how those were missed). Prepare old tax returns online. In past years, I was able to see a side-by-side comparison of two consecutive returns. You should always save those documents for your own records. Are you planning to appear for the UGC NET Paper 1 exam? If yes, then you must be aware of the importance of thorough preparation. " The next screen should offer 3 options: "Just my tax returns", or "include government worksheets (optional)", or. If you paid taxes due in 2015 to your state or local government, you can enter that by going to Deductions and Credits, “I’ll choose what I work on,” then. It saves you time and reduces errors. wsbt news app They are typically taxed at ordinary income tax rates, as high as 37% in 2023 and 2024. ; Right-click on a blank area of your desktop and Paste. If you do, start a new return at turbotax. Find answers to your questions about adjusted gross income with official help articles from TurboTax. Start by selecting “take me to my return. com with last year's login and we'll transfer your data over. Solved: This is my first time using TurboTax after 20+ years of using CPA. Order a full copy of your return from the IRS for $43, which will also include your W-2. dovedot glock (NYSE: ARE) today announced the tax treatment of its year 20 PASADENA, Calif. Visit our Get Transcript frequently asked …. Help and community answers Track your refund File an extension Check your e-file status File a prior year's taxes Amend your return Find prior year return FAQ. In this video I'll walk you through the steps on how you can prepare a prior year return in TurboTax Online. On the screen OK, let's get a kickstart on your 2023 amended …. If you're having trouble signing in to your Intuit Account to access TurboTax, we're here to help you get in. For example, you'll need to open your 2018 tax return in TurboTax 2018. Health insurance is one of the most essential forms of insurance any of us can buy. United States (English) United States (Spanish) Canada (English) Canada (French) TURBOTAX; Expert does your taxes. Check the e-file status of your federal tax refund and get the latest information on your federal tax return. Claiming “exempt” on a W-4 form prevents any federal income tax from being withheld from an employee’s pay. Once you click on download/print return (PDF), you can save it and/or print it. Unlike TurboTax Online, we don't maintain returns prepared in TurboTax Desktop on our secure servers. On the next screen select the options under 2022 Refund Applied to 2023. Form 1040 (2022) US Individual Income Tax Return for tax year 2022. Turbotax does not have a copy online. 4- You'll come up with a screen NOL Carryover; don't enter anything in there. 5% of single tax filers in the lowest income category received a refund in tax year 2022, down from 59. If you used the CD/Download TurboTax software for the year that you want to view, and you have the. Frustrating - transfering previous year's tax returns. You are able to access this inform. Enter your amount here and click Continue. File back taxes for 2022, 2021, 2020, and other years. To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https: TurboTax does not store online any returns completed using the desktop editions. The tax data files and all saved PDF's are stored, by default, in the TurboTax folder in the Documents directory on the old computer. Select Administrator, if it isn't already selected. I am doing my 2018 federal tax and had turbo tax transfer relevant information from my 2017 taxes. Both teams are known for their competit. IRS accepts the 1040X (amended return) on paper only, so after preparing it you'll print, sign, and mail it. To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -. You can come to TurboTax and get your taxes done from start to finish in one meeting by an experienced TurboTax Live Full Service tax expert, who also specializes in self-employed, investment, and incorporated small …. com/ Need to find your adjusted gross income (AGI) from last year? Learn how to find last year's AGI using TurboTax Online by watching th. com/ How do I prepare a prior year return in TurboTax Online? If you …. Annual income tax return filed by citizens or residents of the United States. If you used another version of TurboTax or a different brand of tax software (like H&R Block) last year, it’s simple to download or transfer a previous year’s tax return. Deductions tab - Payment Profile - Donations Profile - Check. But, keep in mind, you can't use both the CD and the download. You can also contact your employer or payer of income. I'm trying to figure out how to add this to TurboTax, but my previous return has two forms 1116, one for 'Passive category income' and one for 'General category …. You can only amend your return once it moves into accepted status. Read further to learn other sign-in tips and troubleshooting. Once you finish preparing your return, follow these instructions ( Windows or Mac) to print and mail your return. If there's more than one, select the most recent folder. Step 4—Mail Form 4506 and payment. TurboTax just announced the launch of its TurboTax Live and TurboTax Online products and services for tax year 2022. Jul 13, 2012 · https://turbotax. 1-First things first, delete all you qbi carryover loss input that you have entered up until now. Compare features, prices and guarantees for different products and get audit support if needed. If this happens, you'll need to print and mail your tax return. com) TurboTax® 2019 Tax Software for Filing Past Years’ Taxes, Prior Year Tax Preparation (intuit. Photoshop has been the go-to software for photo editing and graphic design for years. The overpayment from your 2020 tax return that you applied to 2021 will serve as a credit against your 2021 tax liability and has to be entered in TurboTax. A tax professional prepared my taxes last year, but every year prior I have used TurboTax for filing (if there is something to be learned from 2019 or prior years' taxes). We'll make sure you qualify, calculate your Minnesota property tax refund, and fill out an M1PR form. It's free if you need it for Social Security-related reasons, otherwise, it's $126 per request. Or, Restart the amend process by selecting Tax Home and following the screens to enter your information. You can buy TurboTax software for tax years 2020, 2021, …. That's the one you'll need to file your 2023 return. W-4 tax withholding calculator. Abilities: Mirroring the “regular” TurboTax program, you’re able to do all the same things. United States (English) United States (Spanish) Canada (English) Canada (French) TURBOTAX; Expert does your taxes How do I print a previous year's TurboTax Electronic Filing Instructions page for Federal taxes and State taxes? I understand they …. In other words, it appears that …. Use our comprehensive Tax Calculator to find out if you have a current/prior year tax refund in store. And Online Free does not allow you access to your prior-year tax files unless you pay ($30 this year). TurboTax Download products are stored locally on your computer. You can transfer your tax data file (with a filename extension. The depreciation from previous year didn't carry forward on input. Your AGI often impacts the tax breaks you're eligible for. Just double click the return, it bypasses the screen where it asks you to enter the key again, it also doe no update. You’ll then see all the years of tax returns available in your account. This is a TurboTax worksheet, not an IRS form. Enter that total in the program in the "Prior years deprecation already taken" box. Your employer's payroll, human resources, or accounting department. Later in July 2020: Filing for 2019, trying to figure out what to put under "Excess Roth IRA Contributions For Prior Years". To manually update your prior-year TurboTax for Windows software, follow the same instructions as above, except substitute the tax year you need for step 2: 2022 manual update (R52. As long as you have your CD it can be reinstalled. Yes, that is what TurboTax is doing. More importantly, Turbo Tax took the amount out of my 2021 carry over worksheet! So your answer is the solution! Many thanks. alms cheat code 2023 On Estimates, click on the start or update button. Is there any way to switch to TurboTax mobile and move my 2018 tax data file over with all of its …. Complete the return and submit it to the appropriate IRS unit. If you filed jointly last year but separately this year, enter the AGI from last year’s. If you made a non-deductible contribution ( and in fact did not take any deduction on prior year tax returns ) and failed to file a Form 8606, you will need to go back and file a Form 8606 for each year this happened. Online preparation and e-filing for 2017, 2018 and 2019 is permanently closed. The M1PR can be mailed or e-filed (if qualified). That's just to open your return back up. 26, 2023 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. July 2020: Realized, and recharacterized the excess contributions. You accumulated a tax liability of at least $100,000 on any given day in the current or past calendar year. Go here to find a prior year's return, and go here to find last year's AGI. then to Deductions and Credits tab. * ‎May Turbo tax is sending incorrect AGI to the IRS whem efiling. A prior year tax return can only be printed and mailed, it cannot be e-filed using TurboTax. TT specifically states that when importing a previous year's return, "We support files from Turbotax (. The Child Tax Credit (CTC) can reduce the amount of tax you owe by up to $2,000 per qualifying child. With its extensive syllabus and high level of competition, it is crucial to have a well-plann. Qualified buyers can get a credit equal to the lesser of $4,000 or 30% of the sales price. Small business owners can claim a number of tax deductions when filing their taxes. 9) when their manufacturers no longer support them. If you can log into Turbo Tax then you can check your account with Turbo Tax by using the first link below. If you have an unreported Form W-2 from a prior year, you would need to file (if you did not file for 2013 and 2015 tax year) that year's tax return to report it. Select Tax Tools from the left menu, and then Tools. tax file, these items transfer over: Name, address, and filing status. Year-end business tax planning is one way to reduce tax liability. When you transfer from last year's. wonderland murders crime scene photos These added enough previously unreported income that a small 2021 federal refund became an underpayment, and the size of my state refund was smaller. Choose the option Include government and TurboTax worksheets. These will be needed in order to access your. It won't work from a mobile device, mobile web, or in the mobile app. If you bought the CD but your computer doesn't have a CD drive, you can use the downloadable software instead. Realizing you owe back taxes can be worrisome; whether you accidentally paid incorrectly or knowingly didn’t pay at all, owing money can be an intimidating prospect. If there are prior years listed on your 2020 statement, then there is an opportunity to list those after you complete recording your 2019 lump sum payment information. On the Wages and income screen, select the Edit button next to the item you would like to update or delete. Your prior year tax liability is the tax on the return before credit for tax withheld and/or paid in. A large penalty was added to my bottom line taxes. Hold Windows and R simultaneously. Visit our Get Transcript frequently asked questions. Choose to enter sales One by one when asked. Select 2019 and choose Download/print return (PDF) to get a copy or Download. Nov 11, 2023 · Each tax year is a separate program so to open the tax data file for a prior year you would need the TurboTax program for that year. This means the total of all your regular contributions prior to 2020. If you failed to claim the credit in a previous year, Strikethrough prices reflect anticipated final prices for tax year 2023. H&R Block is a well-known tax prepara. Because many special rules apply to farmers, refer to. Product names: TurboTax Online Certified for the 2021 to 2023 tax years. We Have a New AbbVie (ABBV) Price Target After Our Previous One Was ReachedABBV AbbVie (ABBV) is a research-based biopharmaceutical company that was spun off from Abbott Laborat. Deduct $3,000 of the loss in tax year 2023. I currently have Turbotax 2021 on my computer how do I get 2020 and 2019 back on as I need to go back to these to finish previous years filings/ Larry t**** 4****5. As tax season approaches, it’s crucial to stay organized and keep track of all your important documents. local wholesale liquidators If it was me, I would keep all the prior tax year CD's just in case there was ever a need to open the tax returns for those years. Transfering Data from previous years. You can't clear and start over if you've done any of these things, so you'll need to manually edit your return. Call the IRS at 800-908-9946 and request a hard copy transcript be mailed to you. On the home screen, scroll down to Your tax returns & documents and select the year you want to amend. We’ll make sure it's the best one. Or, if you purchased it from TurboTax and downloaded it to your computer, it can be downloaded again. Transcripts arrive in 5 to 10 calendar days at the address we have on file for you. I am using a downloaded version for windows of TurboTax 2021 premier. How do I access a prior year return? Before starting, make sure you're using the same TurboTax account (with the same username) as previous years. A cop once told me that, "Possession is 9/10ths of the law. It is located on different lines on forms from earlier years. You might need a copy of a previous year's tax return for any number of reasons, from applying for a loan to qualifying for certain benefits during national times of trouble. 0 3 1,557 As you stated that one option for removing the excess HSA contribution from prior years is to take a non-qualified withdrawal. The information for each years 8606 is based upon. Which version of Turbo Tax can i use? The rest of the tax return is very simple and there is no tax due. If you travel for work, you may be able to deduct some travel expenses. Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits. Or go to this IRS website for free federal tax return transcripts - https:. Sign in to your TurboTax account to get a copy of a past tax return, or check the e-file and tax refund status. 00 from the stock loss in 2019, Capital Carry Over Loss, be automatically be calculated and entered by. To file a new prior-year return, you'll need to purchase and download that year's TurboTax software for PC or Mac, as TurboTax Online and the mobile app are …. How do you calculate sales tax charges? The sales tax is determined by the zip code of the shipping (not billing) address and includes all applicable state, county, and local taxes as required by law. You can buy the last 3 years of Turbo Tax here, …. Turbo Tax is complaining that my Signature Date is invalid. Marginal tax rates for married couples filing jointly were: 35% for …. TurboTax suggested I could find the cumulative prior depreciation on my tax return. We can't grab info from earlier years or from other tax return types. Dec 27, 2023 · I'm trying to import previous year's tax in order to complete them. If you filed your 2022 return after the filing deadline and it wasn't received and processed by. I did my taxes from online turbotax last year and filled all info on my family there on their online portal. The IRS keeps tax records between three and seven years, depending on the type of tax record. In the left menu, select Tax Tools and then Tools. Simply enter your information and the TurboTax . Step 1: Enable Windows administrator permissions. If the program doesn't find your file, select Browse toward the bottom left. I have been a Turbo Tax user for decades 2020 and 2021 is my …. You can access returns for the past seven years. Some of the proposed changes are favorable; many are not. TurboTax online or software; TaxAct Online; Any other tax prep company where you have a PDF copy of your prior-year return; A scanned PDF copy of your paper return; If you have both a tax data file and a PDF of your return, the tax data file will let us import more tax return data than a PDF of your return. tax file on my hard drive for previous years, only pdf. Choose New Tax Return from the File menu. how to enter a prior year carry over loss (could not be deducted in 2020 due to 0 basis) with turbotax business form 1120S You do not deal with the 2020 unallowed loss on your S-Corp's return, but on your personal return. I have used Turbo Tax for years and have never had a problem accessing a prior year return until this year. About half way down the list find 2020 refund applied to 2021 federal taxes, click Start to the right. Had somebody lie apparently about being a supervisor. Check in One Drive, Drop Box etc. Online—if your company is publicly-traded (has a stock symbol). TurboTax Free Edition: TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing Form 1040 and. So I need to collect all December statements from the year I opened the Roth IRA to 2020 and add up all. 2021 and earlier versions of TurboTax may say Amend a return (make changes) after it was filed and accepted by the IRS instead. Although it’s not common, you might be eligible for the AMT credit on this year’s taxes if you got hit with the AMT in a prior tax year because you exercised ISOs or claimed accelerated depreciation. You can buy TurboTax software for tax years 2020, 2021, and 2022. Inserted thumb drive into new computer and transferred the program folder and application. east tx trailers With its rigorous syllabus and tough competition, it is essential to adopt effective study strategies. Your 2022 return must have been Accepted by the IRS for your prior year AGI to be on record. When you prepare next year's return with TurboTax and show passive income, TurboTax will apply any suspended losses available from this year's tax return. The tax data files are interchangeable between TurboTax Online, TurboTax Desktop for Windows, and TurboTax Desktop for Mac. I have left that all year planning to claim it as a "overpayment" in 2021 when filing my 2022 tax return. You can print a copy of your return & all the forms to see the Wage & Income Statement. Select Settings (or press Windows + I on your keyboard). Dec 18, 2021 · Sign in to your TurboTax account. Adjusted Gross Income (AGI) Self-select PIN, if you successfully e-filed your 2022 return. Turbo Tax desktop (Canada) tax history. If all three of the following are true, your refund counts as taxable income: You itemized deductions last year, instead of taking the standard deduction. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Switch to Forms Mode by selecting the Forms icon. I cannot access them even though I have been a customer for 7 years. Taxpayers can elect to claim “exempt” from taxes if they had a right to. From the File menu, select New Tax Return. In TurboTax Online Self-Employed, follow these steps. Open the My Account page and click on the Prior Years tab. ReFILE – 2021 to 2023 tax years. Your federal tax liability amount is found on Form 1040 (line 63), Form 1040A (line 39), and Form 1040EZ (line 12). I assume this is because, in previous years, I used to use TurboTax Desktop instead of TurboTax Online. First time signing in this yearSign in to y. Across the top of the screen, click on Income & expenses. You can only include your 2016 W-2 on your 2016 tax return. If you used the Online version of Turbotax, See the following TurboTax support FAQ on accessing a PDF of a return completed using the online editions. tax2019 from Turbo Tax Home & Business 2019) into this year Turbo Tax Premier 2020? US En. Since I used Turbo Tax to complete my 2021 return, I …. Choose from different file formats such …. Take advantage of any and all tax deductions you’re eligible for, because taxes are most people’s biggest expense. This is only required in certain situations. tryhards names Is there a way for me to go back and complete it now? dfidd. If you don’t already have an account, you’ll need to create one before proceeding. You can downgrade using the Clear and Start Over feature but bear in mind that the different TurboTax "flavors" handle different tax situations and their associated forms. Go to Tax Home if you're not already there. Note: If you didn't file last year and you’re in TurboTax, just make sure to indicate that when asked. You enter this in the Federal section. TurboTax Premier can guide you when reporting your capital gains and losses, especially from an investment or business. Here’s what you’ll do: Log in to your account or create a new account. terramite parts So she can use $400 from the previous year’s loss and claim it against her capital gain, so she has no taxable gain left. TurboTax, a widely used tax preparation software, allows users to view and download tax returns from prior years. TurboTax will calculate your MAGI 1 2. It also shows interest for the prior year (2020) and this amount is incorrect. You can click on Documents in the left menu and then a dropdown list of years should appear. I see that a different thread addressed some of my questions, save for one: especially in this economy [been out of work for about 8 weeks now] I can’t afford to pay the $79 fee to download TurboTax’s software for 2018. • If you qualified for federal tax credits or refunds in the past but didn't file tax returns, you may be able to collect the money by filing back taxes. Feb 8, 2024 · Step 4—Mail Form 4506 and payment. Then click on “File taxes” for an embedded version of TurboTax. SOLVED•by TurboTax•1333•Updated November 22, 2023. powerxl parts 3, the average early tax refund was $1,963 — down from $2,201 the year before. You can switch to forms mode to see it. For a rental property, non-deductible amounts that you can carry forward to the next tax year are indicated on IRS Form 8582. Taxpayers can complete and send either Form 4506-T or Form 4506-T-EZ to the IRS to get one by mail. It cannot prepare a prior-year return online. How to Amend (Change or Correct) a Return You Already Filed. You cannot open prior year files in the current year because the tax laws, forms, etc . I purchased The Turbo Tax Premier program from London Drugs at a cost of $92. Receiving unemployment benefits, but not having taxes withheld. ; On the Let's get your W-2 info screen, select Work on my W-2 and Continue. TurboTax calculated the amount, but I actually started depreciating (by mistake) some years after I had purchased and was renting the properties. If your return is pending, here's what you can do: Find out if you even need to amend. On Other Income Taxes, click on the start or update button. We no longer stock or sell TurboTax software earlier than tax year 2020. knoxville craigslist pets by owner This can also include additional taxes like self-employment tax, household employment tax, and tax penalties such as the 10% early distribution penalty for IRAs. Click Start / Revisit to the right of Net Operating Loss / QBI Carryforward Loss. Sometimes the IRS will just staple all the sheets together and miss a second return. vintage mother goose book Turbo Tax says I have to upgrade tp "Plus" service to get a copy of my 2014 return which I need to resolve tax issues from that year with IRS. My returns were filed online through turbo tax. There are three mandatory entries: Year of loss (e. Calculators Helpful Guides Comp. Learn how to access and download your previous year’s tax return from TurboTax online account in a few simple steps. Follow the screens to enter your information. Enter through until you see the following screen. You can check the "Unclaimed donation contributions carried forward from a previous tax return". The online version of TurboTax Canada software automatically saves PDF copies of all your returns for a seven-year period. _____*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice. Also include your Social Security number and the notation. If you are filing a past year return that you …. Let's make sure we are on the same page: I have finished my 2019 return and am ready to submit, but have to know the last year's AGI. The loss continues to be carried over until. And to be fair: They generally failed to predict two of the m. Here's how to obtain copies of a prior year return (s) you filed in TurboTax Online: Sign into your TurboTax account (if not already) Click on My TurboTax (click on My Tax Timeline in the drop down menu) Scroll down where is says "Prior Year Return (s)" click on Load My Tax Timeline. The remaining $200 loss from last year can still be carried forward. I have used Turbo Tax programs for several years and have always been satisfied. Make sure you’re signed into TurboTax and have opened your return. United States (English) United States (Spanish) Canada (English) Canada (French) To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account …. If you already printed your return. Select the Do it yourself or Real experts help or do it for you tabs to see your options. If you no longer have access to your email address and can't sign in to your TurboTax account, fill out our Account Recovery Request Submission Form. Feb 28, 2024 · Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through 12/31/2024. If we approve your request, you'll receive a link to reset your password. If you don't see this option, you may need to clear and start over. If you've already entered a number for your AGI, manually enter " 0 " instead. If you have an unreported Form W-2 from a prior year, you would need to amend that year's tax return to report it. If you printed and mailed your return and it was not processed by December 10, 2023, then enter 0 for your 2022 AGI. After the return is open, click in the left menu column on TAX TOOLS. I am unclear how to answer the next question: "Have you ever pulled cash out from this loan when you refinanced it?". Returns for the current year, if your didn't file a return for the previous year; Amended returns for the previous tax year; Any amended return, where the original return was not prepared with a TurboTax expert; To file a 2022, 2021, or 2020 return, you'll need to purchase and download that year's TurboTax Desktop software for PC or Mac. com) TurboTax® 2019 Tax Software for Filing Past Years' Taxes, Prior Year Tax Preparation (intuit. If you purchased the software as a download from TurboTax. I started my HSA and high-deductible health plan in 2019. Select File and you’ll get to the [Your name], just (…) more steps to complete screen. Turbotax asks me to confirm my net regular contributions prior to 2019 that remain in the account. Tax returns prepared in TurboTax Desktop are stored on your computer or storage device, even if you filed electronically. Select Tax Tools from the left menu, then Print Center (on mobile devices, tap in the upper left corner to expand the menu). tax yyyy where yyyy is the tax year, eg. You must enter in the losses from previous year in order for these losses to be applied. SOLVED • by TurboTax • 2536 • Updated November 22, 2023 That's OK — you can download your software directly from TurboTax. last updated ‎March 26, 2023 7:17 PM. x Do you have an Intuit account?. TaxAudit deals with the IRS and state taxing authorities, so taxpaying individuals and small businesses don’t have to. If you and your spouse filed jointly last year, your spouse's AGI will be the same as yours. I'm trying to import previous year's tax in order to complete them. Get step-by-step guidance on retroactively managing your tax returns and ensuring accurate filings. Taxpayers can either request a tax return transcript or order a full copy of a previously-filed return from the IRS. Your tax liability is the total amount of tax on your income minus any non-refundable credits, such as the Child Tax Credit, saver’s credit, or dependent care credit, to name a few. If you used the CD/Desktop version of Turbotax, then the only copy is on the computer where you prepared the return. Prior to 2018, taxpayers who weren’t self-employed were allowed to claim tax prep fees as a 2% miscellaneous deduction. This is in tandem with filing my 2018 returns which needs to wait until the 2014 issue is handled. Only you have access to that number. Will it meet the filing deadline if it hasn't yet been accepted by the state?. Thank you for choosing TurboTax. Related: Instructions for Form 1040 (2022) PDF. ambetter insurance dental providers Accessing previous tax returns is a common necessity for many individuals, whether it's for loan applications, financial assessments, or simply to keep personal records up to date. ) (Note: Returns for tax years 2019 and. If the student will be filing a tax return and: The parents qualify to claim the student as a dependent, then: The student must select the option for "I can. standup wireless apn settings From 2009 to 2017, I was doing everything correctly but in 2018, I transferred to using turbotax to do my taxes. These forms are available on the Forms, Instructions and. To file form 5329 (and pay the excise tax) for 2019, 2020 and 2021, you will have to amend your tax returns for those years as form 5329 is generated as part of the amended returns. To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account . I've used turbo tax previous years.