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If you used TurboTax in the previous year, and you used the same ID and password to enter your current account, you should be able to view your previous returns.   Under product and pricing,  Select Your tax returns & Documents. Pick the year you want, then  Choose Download/print return (PDF). If the year you're looking for isn't there, you may not have signed into the correct account.  You can Go here to find all of your accounts.  You may have multiple accounts listed.   You can see TurboTax guidance on How do I view, download, or print a prior-year tax return?

Are you just having problems getting your IP Pin?    You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?" 

Let me know what you decide to do about it i.e. go with the former assessment (less Georgia tax) or the newer one. I assume you would go with whichever one is "correct", but I don't know which one that is. Since I have already filed, hopefully the former was the correct one (less tax for Georgia).

I never see the "Time Lived in Home" screen. I end up at the "No exclusion" screen with the comment: "You don't qualify for an exclusion of the gain on the sale of your home, but you have no taxable gain either." Why is this happening?

How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund

You are supposed to take a reasonable salary for your services to the corporation each tax year and can pay yourself some amount from annual earnings over and above the amount of your salary. You pay tax on your S corporation's annual income (net profit) regardless.   Any excess you pay yourself, over and above your annual combined salary and distribution from earnings, is considered a return of capital and non-taxable to the extent of your basis (if the distribution then exceeds your basis, that portion would be capital gain).

Thank you for your response.  I appreciate your point that since there is no need to enter R&B on the students return because it will have no affect on there taxes or credits, Turbotax does not ask about it.  However, from the perspective of a parent who does both his return and my students' returns, I do see some benefit of having a consistent interview process when entering educational expenses for both the parent an student.  Turbotax can then figure out what entries are relevant to the taxes of each person.  I find it interesting that, although I am not asked about R&B if there is not 1099-Q, if I temporarily create one with some fictitious distribution, I can enter R&B during the interview.  If I then delete the 1099-Q, the enter R&B will persist on the People and Student worksheets.   Additional, if I am not asked about R&B during the interview I can enter them manually on the People worksheet and it will be transferred to the Student worksheet regardless of where there is a 1099-Q. 

If you are not using TurboTax Live you can follow these steps: Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products. Select Downgrade. You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.

If you paid for your fees with your refund and the bank rejects your deposit, it will get mailed to you as a check. Who send the check depends on the bank that is processing your fee payment.    The notice to change direct deposit information is if your deposit was coming directly from the IRS.

You file Form 3840 (California Like-Kind Exchanges) if you exchanged California real property for property located outside of California.  If both properties are in CA, the form is usually not required.   You must file this form every year until the deferred gain is eventually recognized (sold in a taxable transaction).   The program should generate Form 3840 based on your entries for a Federal Like-Kind Exchange (Form 8824).   Enter Form 3840 Online: Open or continue your return. Complete your Federal return first. Be sure that entered the 1031 exchange under Wages & Income. Scroll down to Investment Income, and Click on Real Estate/Other Assets (or the Like-Kind Exchange wizard). Start your California State return. Look for section "Any Other Income" or "Miscellaneous" as you proceed through the California interview screens. Then look for a screen asking about "California Like-Kind Exchanges" or "Property Exchanged Outside California."  The program uses this information to decide if you need to file Form 3840 is required. Enter Form 3840 Desktop: Open or continue your return. Click on  the Forms icon (top right). Look for Form 3840 (List on left)... or you can search for "3840", and Open it. Fill in the property details directly on the form.   Note: if the program gives you an error during the final "Review" regarding a blank description, try entering a brief property description (e.g., "[Address] Rental) instead of leaving it blank.

Thank you very much for the answer.    I do have a follow up question since you mention California taxable income = AGI - deductions. My California taxable income amount is shown to be higher than AGI - deductions. Are there any other components in that formula other than AGI - deductions?

No, it just becomes illiquid meaning you can't sell buy or sell it on a secondary market (like the NYSE or NASDAQ).   You should (or will) most likely get cash for your shares in which case it's a sale reportable to the IRS.

It sounds like you accidentally triggered Form 4684 (Casualties and Thefts) while trying to enter your surgery information. Go to Tax Tools on the left of your screen, then Tools, then select Delete a form.  Choose the trash can next to 4684.