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To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.   On the Tax Home webpage - Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)    If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

I too have used Turbo Tax for many years but will have to consider my options for 2025 and forward. Every time I "upgrade" to the next Windows version I lose some of my programs, fuctions and hardware attached to my computer. Turbo Tax could run on Windows 10 and let the user worry about security. I pay for and run ESET NOD32 so don't think I need Turbo Tax's security.

Thanks, everyone for your time and expertise in answering my question.  @dmertz, I did request a waiver per IRS instructions and did make the corrective distribution. So I assumed the amounts my dad paid in 2024 were to "catch up" on paying income tax on the RMD distribution, but now I realize this is likely the excise tax. We need to revisit the 5329 he filed -- after looking at it, I believe it was not filled out correctly, and maybe we can reduce the excise tax from 25 to 10 percent. I have a meeting w/a CPA today to try to sort it out. Thanks again, everyone; I appreciate your help in working through this.

Because the 2023 RMD was not taken in 2023, it is not 2023 income and did not add to your taxable income on line 15 of your 2023 Form 1040.  Therefore, no income tax would have been paid on this amount with your 2023 tax return.  However, unless you requested a waiver of the penalty when you originally filed your 2023 tax return, your 2023 tax return would have included an excess-accumulation penalty, shown on line 55 of your 2023 Form 5329.  (It seems that you did not request such a waiver.)  That's an excise tax, not an income tax.  To receive a refund of that excise tax you would have to file an amended 2023 tax return (Form 1040-X) along with an amended Form 5329 Part IX and provide explanation with reasonable cause to grant the waiver.  If the waiver is granted, the IRS would refund the excise tax that you paid when originally filing your 2023 tax return.  If the waiver is denied, there would be no refund.  The IRS instructions for Form 5329 Part IX indicate how to request the waiver:  https://www.irs.gov/pub/irs-prior/i5329--2023.pdf   As others have said, the 2024 Form 1099-R is simply reported on your 2024 tax return, adding you your 2024 taxable come and your 2024 tax liability.

I presume you are referring to taxes due 4/15/25. Yes, there is an issue adding anything that requires a download. This includes States, Audit Defense. You can call Intuit customer service and they have a manual way you can pay them for the state, they give you a code and tell you have to make the app accept it. PIA.   For the audit defense, you can go to the defense site and buy it there. Its was actually slightly cheaper.   My presumption is that this all would be fixed by the next cycle but they have BARELY admitted to this major issue.

if you are paying interest on the installment purchase, it may be deductible on schedule A as investment interest. However 1) you would need to itemize your deductions 2) the interest paid is only deductible up to the amount of investment income - form 4952

@ jasonmcginn wrote:  Is it common for people to not know how to do their taxes and then have to go back and have them redone? Is it common for people to do their taxes and then realize they didn’t do it right and have to go back and amend it?   I would say fairly common--or at least "not uncommon."  There are a lot of questions in this forum from people who are having to amend their returns for one reason or another.    If you need help in this forum, mention what you did wrong, and folks may be able to tell you how to correct it.      How did you file?  Can we assume that you efiled your original return and that it was accepted for processing by the IRS?  What made you realize that you need to amend? 

being a publicly held company that answers to its shareholders if things go south, don't you think that management considered the financial impact of dropping W10 support for desktop before doing so.  look at the pricing desktop up to 5 returns for one price, online much higher price for just 1 return. 

$390 - don't know where you bought it - did you buy Turbotax Business - that's windows only    see this page  this is Turbotax 2023 desktops apps - note the Business version is for windows only. this just to show normal pricing  https://turbotax.intuit.com/personal-taxes/past-years-products/  system requirements https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/minimum-system-requirements-turbotax-mac-software/L5ar0Busw_US_en_US      once purchased, if purchased from a legit site, you should be able to download it after signing into your Turbotax account - go to the products and billing section once logged in make sure the MAC version is specified.     if you don't see it you may have been scammed.    for support help 5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848

This software for 2023 costed $390. And it doesn’t work on Mac. It’s 2023. Where do we download a Nac version? The instructions do not work. I added my Key and still nothing and it won’t download. I am so stuck. Frustrated. 

@ catty_026 wrote:  "I need help getting results of my 2024 refund."   I don't know what you mean by "getting results" of it.  So I have to guess a bit.      Are you asking about the IRS "Where's My Refund" tool, and is it not finding your information about your return?   If that's your issue, then see the following:   First, you need to be sure the return was successfully filed. It depends on how you chose to file the return.   If you filed a paper return by mail, TurboTax does not mail it for you.  If you chose that method, you would have had to print it, sign it, date it, and mail it yourself.  It takes at least 4 weeks for a mailed return to show up in the IRS WMR tool.     If you efiled, double-check to be sure the return was efiled successfully and accepted.  If you used Online TurboTax, you can sign into your Online Account and check the efile status at the Tax Home.   What word is used there for the status:  accepted, rejected, printed, started, ready to mail, or something else? If the Tax Home showed it was accepted, (or if you mailed a paper return), you can use the "Where's My Refund" tool at the IRS website below to monitor the status of your Federal refund.   Is there any message there? https://www.irs.gov/wheres-my-refund   If that IRS tool says it's not finding your information, here are some tips:   Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen.   Look at your actual Federal return to get the Federal refund amount to use in the tool, i.e., your Form 1040, Line 35a.

Well said! In my call back the best I was able to wheedle out of the person I spoke with after I cut off their nonsensical Wind 10 vs Win 11 security argument and their suggestion to migrate TT online, is that if enough people complain then they "might" bring the matter to senior management's attention. At that point, I told her thanks for your call and "sighed" off.  

One last (dark) thought.   If you die, and your spouse is your beneficiary, the HSA becomes your spouse's HSA.  Will they know where to find your records to get tax-free reimbursement?   If you die and your spouse is not your beneficiary (like your child or sibling), the HSA converts to a regular investment account and the fair market value becomes immediately taxable to the beneficiary.  The taxable amount can be reduced if your beneficiary pays your final medical bills within 1 year, but the taxable amount is not reduced by all your old reimbursements you were saving up.   In contract, beneficiaries of 401ks or Roth IRAs get much more favorable treatment.