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If you submitted your ITIN application along with your tax return by mail, and was postmarked before the April 15th deadline, you do not need to file for an extension. The postmark date on your envelope will be marked on the IRS system as a timely return, and no further action need to be taken. 

It is possible your state tax refund is not taxable, if so it wouldn't show on Schedule 1. It would not be taxable if you did not itemize your deductions on your federal tax return in the year the refund pertains to. It also may not be taxable even if you did itemize your deductions, depending on multiple factors. TurboTax will ask you questions to determine the taxability of the refund when you enter it in the program.

Did you use the Desktop program you bought or accidentally get into the Online web version?  Are you on Windows or Mac?  If you used the Desktop program your tax return file ends in .tax 2024 and should be in your Documents. or search your computer for all files ending in .tax or .tax2024.   I would open your return and save it again with a name and locations you can find again.  Go up to File-Save As.  And save the PDF file too.    You should also make a backup and copy it to a flash drive or a backup drive.    Do you use One Drive?  That can save your return in a different spot.     You need to have the data file ending in .tax2024 on your computer to transfer into 2025 next year, either to Online or the Desktop program.  

Please clarify your question. Do you have a 2023 tax return that you filed last year? Do you have s copy of that file? Are you trying to file the 2023 tax return now? What income do you need help with? Please contact us again to provide some additional details.       

Hi there Maya, thanks for your response. I did not enter it again but when I originally entered HSA contributions, the amount owed went up and did not go back down when I entered that the HSA funds were used for medical expenses only. From everything I'm reading, the system should correct at this point, but it is not in our case. Do you know why we would owe more with a contribution to an HSA account?

Can you delete the form and any worksheet related to the credit?   If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button.

If it's from a big load of individual stock transactions, it could be the result of Rounding being done in a different way.   i.e. If you didn't use rounding until the very end, but TTX used it for each transaction, that $4 difference could be the difference.  (no, I'm not sure where & when TTX rounds) ____________________

Here are some tips you can use to try resolve this issue.   Fixing the Crash Issue: Reinstall TurboTax: Remove the application from your Mac, then go into the Library and delete every file related to TurboTax. After that, download and install a fresh version. Run TurboTax from the Applications Folder: Make sure you're launching it from the correct location and not from a mounted virtual drive. Check for macOS Compatibility: Some users have had trouble running TurboTax on macOS Sonoma. If you're using this version, you may need to contact Intuit support. Fixing the CA State Package Download Issue: Use the TTCleanStatesTool: Intuit provides a tool to remove and reinstall state tax packages. You can download it and follow the instructions to clean up the state files. Try Running TurboTax as Administrator: Right-click the TurboTax icon, go to Properties, and enable "Run as Administrator". Check Internet Settings: Some users have resolved state download issues by adding https:*.intuit.com to their trusted sites and adjusting security settings. Check to see if your Mac Book Pro meets these minimum requirements.   These are the minimum system requirements for TurboTax Desktop software for Mac, 2021–2024. Operating system 2024: macOS Ventura 13 or later 2023: macOS Monterey 12 or later 2022: macOS Big Sur 11 or later 2021: macOS Catalina 10.15 or later Hard drive space: 1 GB RAM: 4 GB or more recommended Internet connection: 1 Mbps modem (Broadband connection highly recommended). Required for product activation, software updates, and optional online features. Monitor resolution: 1024×768 or higher recommended  

There's a question in the federal interview, right after you enter your Form 1099-R, that will ask Where is this distribution from?''.  Make sure to mark it as a Bailey settlement.         

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.