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Since you now have to log into an Intuit Account when you first install it, all your downloads and license codes are listed there (even if you bought it from somewhere else) so if you need to install it again or install on another computer, even on the other operating system (Windows, Mac) you can download it again here, https://accounts.intuit.com/app/account-manager/productsBilling/turbotax For Windows…..What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Also if you haven't done it, I would open each year in the program and save it as a pdf file, go to FILE - SAVE TO PDF so you don't need the program installed to view your return. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder. You only need the tax return data file ending in .tax2023 to transfer into 2024 or .tax2024 to transfer into next year. You can't transfer the programs. They have to be installed from the CD or Download. You don't need to install older programs unless you need to amend or you didn't save the pdf file. And they only support the last 3 years. If you install an older year you won't be able to update it or download any state programs, so you won't be able to open your return. To open your current return on the new computer you need to copy the data file ending in .tax2024 from the old computer or from your backup. On Windows it should be in your Documents then in a Turbo Tax subfolder. Or search your whole computer for all files ending in .tax or .tax204. Copy it to your Documents on the new computer. See this article on how to move your tax return to another computer……. https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128  

@y2kdad365 wrote: Thanks for the response! On my pay stub it has the current withholding and the YTD withholding. Then there is a separate entry for "extra withholding". So, you're saying that the extra withholding is included in YTD and current total? Is the extra withhdolding just for federal or also state?  You need to ask your employer or payroll dept if the extra withholding is included in the current and YTD amounts.  When you get the W2 in January the total federal withholding should be in box 2.  

Have you downloaded and installed the desktop program?  Sounds like you don't have the system requirements?  Are you on Windows or Mac?   2024 & 2025 Turbo Tax Desktop Download System Requirements. For 2025 you will need 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   Are you  using these steps? How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

@baldietax wrote: Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws.  Yes, with respect to the above-quoted line, do we actually know how long the return is stored?   The rationale behind that question is because users (online and desktop) have requested their returns from Intuit in the past and the company has been unable to provide a copy.

Accident and disability insurance is not deductible on a tax return.     Health care insurance premiums, including dental and vision insurance premiums, and other medical expenses that you paid with out of pocket funds and were not reimbursed are an eligible medical expense that you can deduct using Schedule A for itemized deductions.

best to read the EULA...   USE OF YOUR DATA. The Software is a web-enabled desktop product. When you are connected to the Internet while using the Software, we may deliver product updates, message service information, and help content. With your lawful consent which you agree you provide herein and including as obtained within the Software, we may also collect data about your use of the Software, your computer, its operating system, application software, and any peripheral hardware. This data helps us determine, among other requirements, the Software’s operating performance. In addition, if you elect to use online options such as federal or state efile services, data will be collected and used in accordance with the Intuit Global Privacy Statement. You hereby give Intuit permission to combine any of this identifiable and non-identifiable information with that of other users of the Software and/or other Intuit services. For example, this means that Intuit may use your and other users’ data to improve the Software in future releases or design promotions and provide ways for you to compare your tax situation with other users, including through the use of artificial intelligence and machine learning models and training.   Electronic Filing Services. If you choose to file your return electronically, your tax return will be forwarded to Intuit's Electronic Filing Center, where Intuit will transmit it to the applicable federal and/or state taxing authority. Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws. You are responsible for verifying the status of your return to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event that the taxing authority rejects your electronically filed return (e.g., if the taxpayer name and SSN don’t match).

@skramblr wrote: My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack. That, I believe, is accurate with respect to your tax data file and it is applicable to both the desktop and online versions; there is no file that is permanently stored with your tax data.

My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack. Just for fun, Google search result "If you use the TurboTax CD/Download desktop software, your tax data file is stored locally on your computer. When you e-file using the desktop version, the data temporarily passes through Intuit's servers to reach the IRS, but a permanent copy of your full tax return file is not stored online by Intuit after the transmission is complete. The only copy resides on your local machine and any backups you make. "

 You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.   Online tax preparation and e-filing for 2024  returns is now permanently closed.  The system is in transition from 2024 to 2025.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     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 UPS or 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.

First you need to check the IRS refund site to see if your refund was issued, and look to see how much they issued.   https://www.irs.gov/refunds   Your tax refund was not sent to TurboTax.   TurboTax does not handle your refund at all.   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.  You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com              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   What is Refund Processing Service?    

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

https://deductibleduck.com   With this, and other comparable programs, I'm not sure why former ItsDeductible users want to use a DIY tax program other that TurboTax, the one they've been using for years.