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You can't finish a prior-year tax return in TurboTax Online. You will have to purchase TurboTax Desktop and download to your computer to prepare your 2023 return.   For more information, review the TurboTax Help article Can I prepare and file just my state return using TurboTax? and How do I file a 2022, 2021, or 2020 tax return?  

Any income documents, such as W-2's, and 1099's of any kind should be attached  to your mailed state return.  The Filing Instructions for your state return gives more info.   Normally, any pages that printed after your state filing instructions need to be included.   @Michelle154 

  You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses

You can do that.    Have you contacted the retirement plan to request a copy?  Or have you tried to import the 1099R?  Have you gone to the plan's website to look for your 1099R?   Remember that an extension does not give you more time to pay.   You need to pay your tax due by April 15.   The extension only gives you more time to prepare and file your tax return forms.   https://turbotax.intuit.com/irs-tax-extensions/   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808  

Let's get the  credit you deserve. See Deduction Allowed in Year Paid to determine if you qualify.  Generally points aren't fully deducted. To deduct 100% of your 2024 points on this tax return, you must check the box "This is a new loan on which I paid points (origination fees) in 2024" and the box "I bought or improved my main home with this loan in 2024."   Reference: About Publication 936, Home Mortgage Interest Deduction     

For residents of Texas who are not including a payment, use: Department of the Treasury Internal Revenue Service Austin, TX 73301-0045 If you are including a payment, mail to: Internal Revenue Service P.O. Box  1302 Charlotte, NC 28201- 1302 Here is a list of all of the addresses for mailing this form: Where to file?

If you are referring to an IRS payment that you set up, you can cancel it by calling IRS e-file Payment Services at 1-888-353-4537. Cancellation requests must be made no later than 11:59 p.m. ET two business days prior to the scheduled payment date.  

What type of exempt income?  Exempt from state or federal taxes?  Please provide more details.  Most income is not exempt from federal taxes.  Be sure you are entering the information in the correct location, as this determines how the income is treated.  Also, be sure you are answering all questions accurately as this also determines how the income is treated.    

To access prior-year tax return, follow the steps below for TurboTax Online: Sign in to your account Select the down arrow by Your tax returns and documents  Select the year of the tax return that you want to print Select Download/Print (PDF) your federal and/or state tax return(s).   For additional info, review the TurboTax articles How do I print a copy of my tax return in TurboTax and How do I view, download, or print a prior-year tax return?   Refer to the TurboTax Help article How do I find last year's tax data file (.tax file) on my computer? if you saved you tax file on your computer.   If you don't see your prior year tax returns here, you may have more than one TurboTax account.  Refer to the TurboTax Help article How can I view all my TurboTax accounts? to recover another account.

Yes. 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.