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Re: Forms Availability

Kat — Fri, 24 Jan 2020 03:04:56 GMT

I have shared your post with TurboTax Moderators. Hopefully someone will give a response, but it may possibly be tomorrow. Thank you for your patience.

Forms Availability

Laura-M — Fri, 24 Jan 2020 01:55:38 GMT

TurboTax FAQs says Mac Download forms Schedule A and 8889-T (HSA) are AVAILABLE, but form is not available in my latest software update 1/23/2019. Why is this not actually in my updated? I cannot file until these are available.

Where do I find my TurboTax CD/Download file from last year to transfer into this year's return?

TurboTax Support — Mon, 18 Jul 2022 14:13:54 GMT

By default, TurboTax saves your tax data files in the Documents folder on your computer. The specific folder location is C:/Users/user_nameMy Documents/TurboTax/tax_year, where user_name is your Windows user name and tax_year represents the tax year. If you chose the default location (or any location within the Documents folder) when you saved your return, you don't need to find your tax data files to transfer information if you’re using TurboTax CD/Download again this year. After you install and open TurboTax for the current tax year, TurboTax should automatically locate your tax data files from last year and show them to you on the Welcome screen. If TurboTax CD/Download doesn’t find your returns from last year, you might have saved your tax data file in a different location. To find them on your machine, search for them by their file extension. All TurboTax CD/Download files are *.TTtax_year. For example, if you’re looking for your tax year 2020 files, search for *.TT20. Related information In TurboTax Online, how do I transfer my information (personal details, carry forward amounts etc.) from my previous year's tax return? In TurboTax CD/Download, how do I transfer my information (personal details, carry forward amounts etc.) from my previous year's tax return? I got a new...

In TurboTax CD/Download, how do I use Auto-fill my return?

TurboTax Support — Mon, 18 Jul 2022 22:09:06 GMT

https://youtu.be/dxf8Tffxmxo The CRA’s Auto-fill my return service for the 2021 tax year is now open. If you’d like to use Auto-fill to automatically complete part of your tax return, you first need to be registered for a CRA My Account. You don't have to use Auto-fill to complete your tax return. Note: Not all slips are available in My Account when Auto-fill my return opens for the tax season. Follow the steps below to use the CRA's Auto-fill my return service in TurboTax CD/Download: EasyStep mode (recommended for all users) Select Find (or the magnifying glass icon) from the TurboTax menu In the Find window, enter CRA From the list of results, select CRA Import (or CRA and RQ Import, if you're a Québec resident), then select Go You'll arrive at the Let’s get a jump start on your tax return step Select Import next to the return you want to download your tax information for Follow the instructions to download your slips and other information Forms mode (recommended for advanced users) Select File from the TurboTax toolbar Select Import tax data from CRA/RQ You'll arrive at the Let’s get a jump start on your tax return step Select Import next to the return you want to download your tax information for Follow the instructions to download your slips and other information

In TurboTax Online, how do I use Auto-fill my return?

TurboTax Support — Fri, 04 Mar 2022 22:17:17 GMT

https://youtu.be/dxf8Tffxmxo The CRA’s Auto-fill my return service for the 2021 tax year is now open. If you’d like to use Auto-fill to automatically complete part of your tax return, you first need to be registered for a CRA My Account. You don't have to use Auto-fill to complete your tax return. Note: Not all slips are available in My Account when Auto-fill my return opens for the tax season. To use the CRA's Auto-fill my return service in TurboTax Online: Select Find (or the magnifying glass icon) from the TurboTax menu In the Find window, enter Auto-fill From the list of search results, select Auto-fill My Return, then select Go On the Automatically fill in part of your return step, select Continue On the Let’s import your info step, select Sign in to CRA Follow the steps to download your slips and other information Related information In TurboTax CD/Download, how do I use Auto-fill my return?

What tax slips can I download through the CRA's Auto-fill my return service?

TurboTax Support — Fri, 04 Mar 2022 21:20:56 GMT

https://youtu.be/dxf8Tffxmxo You can import certain slips and other info from the CRA directly into your TurboTax return using the Auto-fill my return service. To use Auto-fill, you need full access to CRA My Account. Not all slips and info are available when Auto-fill my return opens for the tax season. The dates that the slips are due from your slip provider vary by slip type. Once the CRA receives the slips from your provider, it can take a few days for your info to appear in your CRA My Account. This year, some Old Age Security (OAS) pension and One-Time-Payment for Seniors tax slips may be delayed up to the week of March 14, 2022. Important: Non-capital losses, capital gains and losses, capital gains deductions, and the T1204 slip aren't available for import into TurboTax. You can import the following through Auto-fill my return: Slip/Info DescriptionDue to the CRAT2202Tuition Enrolment CertificateFebruary 28T3Statement of Trust Income Allocations and DesignationsMarch 31T4Statement of Remuneration PaidFebruary 28T4AStatement of Pension, Retirement, Annuity, and Other IncomeFebruary 28T4A(OAS)Statement of Old Age SecurityFebruary 28T4A(P)Statement of Canada Pension Plan BenefitsFebruary 28T4EStatement of Employment Insurance and Other BenefitsFebruary 28T4RIFStatement of ...

Why can't I find my TurboTax Online return?

TurboTax Support — Fri, 04 Feb 2022 00:13:13 GMT

If you're unable to find your return when using the online version of TurboTax, there are a few things you may want to try: Are you in the right place? Each new year of TurboTax Online is distinct from the year prior. To find your return for a certain year, sign in to the applicable version below. Note that TurboTax Online is only available for the four most recent tax years. Tax year 2021 Tax year 2020 Tax year 2019 Tax year 2018 Do you have multiple user IDs? You could be logging in with a user ID that's different from the account you created your return in. The combination of your user ID and password—not your email address—uniquely identifies your TurboTax Online account. Or, you may have multiple user IDs associated with your email address. To see all your user ids: Go to the TurboTax Online sign in page and select the I forgot my user ID or password link Enter your email address and select Continue You'll be sent a verification code to confirm your email After entering the code, a list appears with the user IDs associated with the email address you entered You're in a TurboTax Online return, but not the one you want To jump to other active returns in your TurboTax account for the same tax year: Tax year 2019 and later: Select My Returns and then select View all tax retur...

How do I transfer my TurboTax files to a different computer?

TurboTax Support — Fri, 28 Jan 2022 03:56:36 GMT

Whether you're upgrading your computer or simply want the convenience of mobility, your TurboTax files can easily be transferred from device to device for quick accessibility. Copy the TurboTax file to a portable storage device On your original computer, open TurboTax Open the return you want to copy Insert your portable storage media (such as a USB key or portable flash drive) in the appropriate drive or port From the File menu, select Save As In the Save in field, select the drive (such as D:Removable drive) Select Save Restore the TurboTax file to your new device Insert the portable storage media with your TurboTax file into the new device On your computer Desktop, double-click My Computer Double-click the portable drive Select the file(s) you want to copy/transfer From the Edit menu, choose Copy Select the folder where TurboTax data files are installed. The default location for these files is C:Documents and Settings User My DocumentsTurboTax20XX From the Edit menu, choose Paste Related information What information is transferred from my previous TurboTax return? How do I transfer last year’s tax information from TurboTax CD/Download to TurboTax Online?

How do I import from QuickBooks Desktop to TurboTax CD/Download?

TurboTax Support — Wed, 23 Mar 2022 17:27:13 GMT

If you use QuickBooks Desktop to collect tax-related income and expense information, you can import your income tax data into CD/download editions of TurboTax. This feature is called TaxLink. You need to install QuickBooks on your computer and set up your company file before installing TurboTax. If a QuickBooks company file hasn't been created before TurboTax is installed, you can't import data since TurboTax will be unable to set up all the connections required for the QuickBooks TaxLink. Note: Import from QuickBooks Online to TurboTax Online isn't supported. Importing your QuickBooks tax data: In QuickBooks After setting up your company file, select Company from the toolbar and then select Company Information... Under REPORT INFORMATION in the window that appears, select the income tax form you'll use. To import into TurboTax Standard, select Personal Income Tax (T1) Select OK to close the window Confirm that all your tax-related (usually income and expense) accounts are mapped to the correct tax lines When you set up your company, if you selected a tax form for your company to file and let QuickBooks set up your Chart of Accounts for you, most of your accounts should already be mapped correctly If you set up your Chart of Accounts before selecting a tax form for your compan...

In TurboTax Online, how do I transfer my information from my previous year's tax return?

TurboTax Support — Wed, 19 Jan 2022 08:34:57 GMT

Transfer from a prior year is done at the start of a new return. If you’ve already started a TurboTax Online return, you can still transfer your information by starting a new one. Here’s how to transfer information from your prior tax return: If you used TurboTax Online last year Visit the TurboTax website Enter your credentials (the same as you used last year) and select Sign In On the Great to see you again! screen, select Start a new return from the menu Choose your preferred TurboTax Online product On the How did you do your taxes last year? screen, select TurboTax Online, then Continue On the Hello again! We're so glad you're back screen, select Yes, then Continue Follow the on-screen instructions to proceed through the file transfer process If you used TurboTax CD/Download last year Visit the TurboTax website If you have a TurboTax Online account, follow the prompts to sign in (your credentials are the same as you used last year). If you don’t have an account, follow the prompts to create one and then sign in If you already have a TurboTax Online account: After you sign in, on the Great to see you again! screen, select Start a new return from the menu Choose the TurboTax Online product you’d like to use On the How did you do your taxes last year? screen, select TurboTax ...

In TurboTax CD/Download, how do I transfer information (carry forward amounts, etc.) from my previous year's tax return?

TurboTax Support — Fri, 04 Mar 2022 19:22:20 GMT

Once you’ve installed and opened TurboTax CD/Download for the current tax year, TurboTax should automatically locate your tax data files from last year for you, and show them to you on the Welcome screen. Note: Transfer from TurboTax Online to TurboTax CD/Download isn't supported You can edit or delete any info that transfers. Edit it the same way you would if you had entered it manually You can only transfer from the prior year when you start a new return for the current year; you can’t transfer into a current year return you’ve already started Instructions Install and open TurboTax for the current tax year Select Transfer into a new 2021 return beside the return from last year you’d like to transfer from By default, TurboTax saves your tax data files in the Documents folder on your computer. The specific folder location is: C:/Users/user_name/My Documents/TurboTax/tax_year (user_name is your Windows user name and tax_year represents the tax year). Make sure you save all of your tax data files in that same location. If TurboTax CD/Download doesn’t find your returns from last year, try searching for them by their file extension on your computer. All TurboTax CD/Download files are named *.TTtax_year. For example, if you’re looking for your tax year 2020 files, search for *.TT20...

My RRSP deduction limit on my Notice of Assessment is different than what TurboTax transferred from last year. How do I update it?

TurboTax Support — Mon, 31 Jan 2022 13:02:45 GMT

If your RRSP deduction amount on your Notice of Assessment (NOA) doesn't match what TurboTax transferred from your prior-year return, you need to update the amount on your current year return to match the amount on your NOA. To jump directly to the RRSP deduction limit step: Select Find from the TurboTax menu In the Find window, enter RRSP Profile Select RRSP Profile from the list and then select Go On the RRSP Profile step, select Continue to reach the RRSP deduction limit step If you don't see the Find button, you may not have completed the Intro/Profile steps of your return. Continue through these steps until the Find button appears. Related information I filed my tax return using NETFILE but didn't receive my refund or Notice of Assessment. What do I do? Why is the refund or balance owing on my Notice of Assessment different from what TurboTax calculated? How do I claim (unused) RRSP contributions I made in previous years but didn't deduct?

(TurboTax Business Incorporated) How do I import GIFI information from QuickBooks into TurboTax Business Incorporated?

TurboTax Support — Mon, 18 Jul 2022 21:33:07 GMT

This FAQ applies to the TurboTax Business Incorporated edition. TurboTax Incorporated Businesses lets you transfer your GIFI data from a QuickBooks company file (version 6.0 or later) to a TurboTax Business Incorporated file. The import process is a one-time data transfer between the QuickBooks and TurboTax Business Incorporated files. If you make changes to your original QuickBooks file, you can use this feature again to re-import the data. Note that each import will clear the GIFI forms of all entries before transferring new amounts. To import GIFI data from QuickBooks: Launch QuickBooks and open the file for the company whose GIFI data you'd like to transfer to TurboTax Business Incorporated Open a file in TurboTax Business Incorporated and select File, then Import from QuickBooks Set your options in the first pop-up window and select Continue On the All Accounts tab of the second window, select Help for a detailed description of all the import options. The TurboTax Business Incorporated import process functions as documented for TurboTax The new authorization code stays permanently associated with that particular TurboTax Business Incorporated return. That means you can print additional copies of the return anytime. Important: Before purchasing your print authorization cod...

What information is transferred from my previous TurboTax return?

TurboTax Support — Tue, 19 Jul 2022 21:49:24 GMT

https://www.youtube.com/watch?v=eagD1IHFFiU You can carry forward donations, RRSP contributions, education amounts, and many other amounts to a future tax year, as well as expenses or credits that you're unable to use in the current tax year. If you used TurboTax to complete your return last year and had amounts to carry forward, those amounts are automatically transferred to the right spots your current year's return. Common carry forward amounts Your personal information (like your address and date of birth) Charitable donations and gifts (Schedule 9) RRSP contributions Contributions you made to your spouse’s RRSPs (spouse’s T2205) Tuition and education amounts (Schedule 11) Student loan interest, Québec Prescription Drug Insurance (Schedule 1) Moving expenses, GST 370 rebate (T1 General) Employment expenses Capital cost allowance (CCA) closing balance Business-use-of-home expenses (T777 and other business forms) Alternative Minimum Tax (T691) Cost of acquiring labour-sponsored shares (LSVCC) Home Buyers' Plan repayment (HBP) Lifelong Learning Plan repayment (LLP) Capital gains deduction (T657) Plan premiums, allowable credit of charitable donations and gifts Cumulative net investment loss (T936) Loss carryback request Losses Amounts you're unable to carry forward Federal no...