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To access your current or prior year online tax returns sign onto 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 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.   Go to this IRS website for free transcripts of a federal tax return - 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

Itemized deductions only affect your tax due or refund if you have enough itemized deductions to exceed your standard deduction.   Itemized deductions that go on Schedule A include mortgage interest, property and state and local  tax paid, medical expense, charity donations, etc.   If you are both 65 or older your standard deduction for 2025 is $ 31,500 + $1600 for each spouse 65 or older   so  $34,700.   If your itemized deductions would exceed that amount then you can enter them and the software will calculate whether standard or itemizing is better for you.   Remember that some deductions have thresholds and caps.  It is especially difficult to use medical expenses.   Good news for you  for 2025 to 2028 is that there is a "senior deduction" that is also added automatically if you are 65 or older.     Your itemized deductions have to be more than your standard deduction before you will see a change in your tax owed or tax refund.  The deductions you enter do not necessarily count “dollar for dollar;”—medical expenses, for example, must meet a threshold that is pretty hard to reach. (Only the amount that is MORE than 7.5% of your AGI counts)   The software program uses all the IRS rules that apply to the deductions you enter, and it tells you if you have enough to use your itemized deductions or if using the standard deduction is more advantageous for you.    The standard deduction makes some of your income “tax free.”  It is not a refund.   You will see your standard or itemized deduction amount on line 12e of your Form 1040.     The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

For a Backdoor Roth, the amount you are converting from your traditional IRA to the Roth IRA was a non-deductible contribution - in essence, it is money that you have already paid tax on at both the Federal and State level.  So there should be nothing taxable on this conversion - this could explain why the state information was missing.

Thank you.   For those wondering, it does appear to be available to upload and efile on the online version, so hopefully they will add to desktop version at some point. TurboTax Business Online 2025-2026 | Experts for Small Business Taxes

Are you seeing this in your State interview?  If your city is within two counties, is there a dropdown where you can choose one or the other?  Check your zip code entry; you may need to choose the county that agrees with it.  If you can clarify, we'll try to help.   @librarian35498     

I created a mock return to try to replicate the error that you are seeing, but could not do so.   If you go to Forms mode by clicking on Forms in the blue banner on the right, it will take you to your tax forms.  On the left side menu, look for a from called Social Sec.  Line H should have the entries of $5,234 for each of you.   Also, go to Medical Expenses under Deductions and Credits.  Check to se if there is an entry for medical reimbursements as an entry there will cause a reduction of Medical Expenses.   Please let us know you findings in this forum.

The Standard Deduction will be used unless the total of all your itemized deductions on Schedule A  is greater then the Standard Deduction for your filing status.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older  

Are there any solutions for increasing the font size for just the TurboTax app itself? The rest of my desktop and other apps on my macbook are fine. Most of these solutions would change fonts globally for all apps. But fonts in other apps are not as tiny as those in the TurboTax app so these global solutions would make fonts in other apps too large. I noticed that the Windows version of the TurboTax app has a font/zoom control in the lower right of the app. The macOS version of TurboTax app could also benefit from a similar control.