TurboTax

TurboTax

Auth: Intuit account login via Playwright + Chrome cookies (headless=False) URL: https://turbotax.intuit.com (online version) Configuration: Set Intuit email and Chrome profile in vault/tax/config.md

Data Available

Data Type	Navigation Path	Use
Prior year returns (PDF)	My TurboTax → Tax Home → [Year] → Download/Print → Full return PDF	Annual return archive; prior year AGI for safe harbor
Filing status	Tax Home	Current year filing status: Not started / In progress / Filed
Estimated refund/amount due	Current year return → Continue → summary screen	Current year tax position estimate
AGI (prior year)	Prior year return PDF → Form 1040, line 11	Required for 110% safe harbor rule
Prior year total tax	Prior year return PDF → Form 1040, line 24	Required for safe harbor quarterly estimate
Imported documents	Wages & Income section → imported W-2, 1099s	Which documents TurboTax has auto-imported (cross-reference with vault checklist)

Configuration

Add to vault/tax/config.md:

turbotax_email: YOUR_INTUIT_EMAIL
turbotax_chrome_profile: /Users/YOU/Library/Application Support/Google/Chrome/Default

If the user files with a CPA instead of TurboTax, the prior year return PDF can be obtained directly from the CPA and placed in vault/tax/01_prior/YYYY/ — the IRS skill's transcript download is an alternative source for key figures (prior year AGI, prior year tax liability).

Prior Year Return Archive

After filing (or receiving the filed return from CPA), download the complete return PDF:

• TurboTax: Tax Home → [Year] → Download or print your return → Full federal return
• Save as: vault/tax/01_prior/YYYY/1040-YYYY-complete.pdf
• Save state return separately: vault/tax/01_prior/YYYY/state-return-YYYY.pdf

Key Figures for Safe Harbor Calculation

From the prior year return PDF (Form 1040):

• Line 11 — Adjusted Gross Income (AGI): determines whether 110% safe harbor applies (>$150,000)
• Line 24 — Total Tax: the baseline for safe harbor calculation
• Line 37 — Federal income tax withheld: already captured for current year; prior year withholding not needed

Notes

• TurboTax Online stores returns for 7 years in the portal
• If using TurboTax Desktop (installed software), export the PDF before the tax year window closes in the desktop app
• The "Intuit account" credentials are shared between TurboTax and QuickBooks — the same Chrome profile can be used for both if logged in as the same Intuit account

Used By

• op-document-sync — download completed return PDFs for archive and future reference
• flow-build-estimate — read prior year AGI (line 11) and total tax (line 24) for safe harbor calculation

Vault Output

• vault/tax/01_prior/YYYY/1040-YYYY-complete.pdf — complete federal return PDF
• vault/tax/01_prior/YYYY/state-return-YYYY.pdf — state return PDF
• vault/tax/config.md — updated with prior year AGI and total tax after download (manual update prompt)