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You only need the tax return data file ending in .tax2023 to transfer into 2024 or .tax2024 to transfer into next year. To backup your tax return data files. What I would do is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Copy that folder to a flash drive or external drive, etc. I bought Turbo Tax from Costco.   Before I upgraded my Windows 10 to 11 I backed up my data files just in case. When I upgraded all my programs (back to 2019) were still there and worked.  And all my tax return files were there and opened.  

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.    

TurboTax accounts are not linked to each other, nor do they have any effect on each other.   You can simply abandon and ignore that old account.   It will have no effect whatsoever on any other accounts you have.

To manually enter an amount on Schedule 3 Line 13z, you will have to use Forms mode. Click on Forms When in Forms mode, on the left side of the screen is a list of all the forms, schedules and worksheets for your tax return.  At the top of list should be the 1040/1040SR Worksheet.  Click on 1040/1040SR Wks to open the worksheet.  With the worksheet opened, scroll down to the Schedule 3 section and on Line 13z enter the description and the amount of the Other Nonrefundable Credit.

No one in the user forum can see your tax return and we certainly cannot fix it for you.   If you paid $900 then you must be using a version of online "Live" software.   Are you using online Business Live?   You can arrange for the Live help you are paying  for with your questions from 5 a.m. to 5  p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

If you are married the SSA 1099 entry screen will have 2 columns, one for each of you.  Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button  

Before we can tell you how to delete a 1099 and enter a different kind, we need to know what kind of 1099(s) you are talking about.  There are over a dozen kinds of 1099's, and they are entered in various places within the software.   What do you have---1099NEC, 1099R, SSA1099, 1099INT, 1099DIV, 1099E, 1099B--etc etc etc?

Having 2025 turbotax work only with windows 11 because Microsoft is not supporting windows 10 is not correct. Microsoft is implementing 3 plans to continue fir another year till October 2026. I have contacts at Microsoft and they are stating that 51% of computers still use windows 10. Also in case you didn't know Microsoft is extending the continent of Europe continuous support till Oct 2026 free of charge. Since the majority of owners still use windows 10 it would be ill advised to exclude them from using turbo tax. The overwhelming customers will leave including me. Rethink your decision

To enter or delete a Federal or State Refund from last year that you applied to this year, go to Federal (or Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Income Taxes Paid Other Income Taxes - Click the Start or Revisit Next page scroll down to 2023 Refund Applied to 2024 Click Start or Update by the tax you applied. To delete, change the amount to zero.

Software for 2025 is not yet available.    Are you asking about the credit card you use for your Advantage plan?     https://ttlc.intuit.com/questions/1900547-how-do-i-update-or-confirm-the-info-in-my-turbotax-advantage-account  

TurboTax no longer supports or provides updates for 2018.   Updates are only available for tax years 2021, 2022, 2023 and 2024.   Very soon there will be no updates or support for 2021---after the October 15 filing deadline.

@Phdbw  For 2025 we file next April 2026?  Sorry no,  you will need to upgrade or use a Windows 11 computer.    2025 Turbo Tax Desktop Download System Requirements.  Windows 11 or later or Mac OS Sonoma 14 or later (newer).  Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements  

TurboTax never knows how, when or even if you paid your tax due.   It sounds like you received an email from marketing, which you can ignore.     Why does my TT account say I still owe tax due?   TT does not update after your return has been accepted.  Your account will always show the result of the return you prepared using the software.  TurboTax never knows if you received your refund —or how, when or even if you paid tax due.  Your proof that you paid your tax will be your own bank/credit card records.   You can also check your own IRS account:   https://www.irs.gov/payments/your-online-account