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Turbotax does not handle tax audits/notices. one a return is accepted Turbotax is out of the picture. your options are to 1) if you paid for audit defense when you did 2021 contact them or contact them now  see this link. switch to state notice then click on the California link https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US  2) handle it yourself - we can't see the notice so don't know if advice could be offered on how to respond, 3) hire an outside pro 

Don't quite understand what you meant by "Can I take the numbers from what my personal accountant did in 2023 and plug into TurboTax with this additional income? "   Based on what little I know about the situation, I believe all you need to prepare the final 2023 Form 1041 is the $2,900 1099 form and the fees that the estate paid the accountant and lawyer in 2023.  None of the amounts on your person 1040 is needed for the 1041.   If the estate has any taxable income after deducting the professional fees and the $600 exemption, TT Business will produce a Schedule K-1 for each of the beneficiaries, listing their pro-rata taxable income.  This Schedule K-1 will be needed by your personal tax preparer to amend your 2023 Form 1040.  Nothing else.  Hope this is clear.

You mentioned the estate was "closed" in March 2023 and that you have had a lawyer and an accountant involved.  With that in mind, assuming you have an ongoing relationship with your accountant, s/he should have inquired about preparing a "final" 2023 fiduciary tax return, Form 1041, given the size of the estate.   I assume the 2022 Form 1041 was NOT marked "Final"?   Your lawyer/accountant/financial adviser were not exactly technically correct when they said none of the money you and your sibling received was not taxable.  The corpus (principal) is not subject to income tax, but the income is.  In the "Final" year, the estate's income is always distributed to the beneficiaries and taxed at the heir's level.     I have never used the TurboTax Business software.  But I'm quite confident that TT Business can handle such a simple 1041 tax return.  If the Estate paid the lawyer and accountant their fees in 2023, then the estate should be able to deduct those fees on the 2023 1041 tax return.  Who knows, that MAY mean no net income for the estate and no income to be distributed on the K-1.  Good luck!

Thank you xmasbaby!  Your human intelligence provided the exact information I needed.  I called TurboTax.  Total time to fix my problem was 14 minutes, including time spent answering the chatbot's questions and waiting for an agent to be available.  This is how it should be.     I have used Turbotax Download for over a dozen years.  I've used the same email address with my Intuit account 2019.  I am not a free online filer, but every time I log into my account it wants me to answer a few questions in order to start filing my taxes.  According the very helpful customer service agent I am not alone with this problem, and she does not know how to correct this mistake in my Intuit account.     This information about me is beside the point of my rant.  Intuit's AI chatbot is frustratingly primitive.  After asking the same series of questions three times and receiving the same user response "Give me the phone number for customer service."  it should be programmed to say "I don't seem to be answering your question.  Let me connect you with a customer service agent."     Good customer service  will keep people coming back.  Bad customer service will drive them away.     I don't know if you are an employee of Intuit or a dedicated volunteer, but thanks again.  I do not look forward to the day when companies turn all their customer service over to AI chatbots.  

When you say "filing quarterly", I am assuming you mean quarterly estimated taxes and not quarterly payroll tax returns for employers who have employee withholding.   We pay quarterly estimated taxes to avoid "underpayment penalties".  To do that, a taxpayer can generally pay in 90% for his/her current year's total tax or 100% of the previous year's total taxes via Quarterly estimated taxes and/or withholding (110% if the previous year's Adjusted Gross Income is over $150,000).  For Calif, if the taxpayer's income exceeds a million dollars, the 100 or 110% safe harbor is not available.  So do watch out for any specific state tax law requirements.   The easiest and safest way to pay taxes is using ACH Debit.  For the IRS, use www.irs.gov.

Thank you for the reply.  I'm not sure TurboTax has all of these features to complete this and since I used an accountant to do my taxes for 2023, it looks like it's best to use them again.  For an insane amount that they will charge, even on this.   Can I take the numbers from what my personal accountant did in 2023 and plug into TurboTax with this additional income?  Or is it more complex than that?  I really don't want to use the accountant.   Very much appreciate your help.

Just want to clarify that your parent's estate need to file a "Fiduciary" tax return, Form 1041, for the $2,900 interest income, not an "Estate" tax return, Form 706.  You probably have more luck buying the 2023 TurboTax Business software from eBay.    Since it's a "final" Form 1041 tax return, the $2,900 income, net of any deductions and the $600 exemption, will be distributed to the beneficiaries via a K-1 form and every heir will have to amend his/her 1040 tax return.   And don't forget the state fiduciary tax return.  Good luck!

@DoninGA has given you the roadmap to access your tax files if you have already filed your 2023 tax return.  But if you have not already filed it and are now looking for your W-2's and 1099's etc. so that you can complete your 2013 tax return, you can create an account on the www.irs.gov website and download your w-2 and 1099 info that have been filed with the IRS.  It's called "wage and income" transcript.

Why did you have to reinstall the programs?  I recently upgraded my computer to Windows 11 from 10 and all my programs stayed installed.  I just now tried opening 2019 and it opened ok without needing the code.    But  if you have to reinstall the programs...... Sorry you will never be able to activate the 2019 program with the License Code. The License Code started in 2019. So 2019 needs to connect to Turbo Tax to verify the License Code. They only support the last 3 years and have stopped supporting 2020 and prior. And you won't be able to download any updates or any state programs you might need. And you will need to download the state program to open the file.   And for prior years....You can try to install2018 or prior but you won't be able to update or download any state program you will need. And you will need to download the state program to open the file (if it has a state return in it).

2024 is the current tax year in Online TurboTax.   So if you used Online TurboTax, and if you are signing into the correct account, it should open at the Tax Home when you log in.    If there's no evidence that you prepared a 2024 return in that account, and it's acting like it wants you to start one, we can tell you how to look for multiple accounts.   What are you trying to do by "access?"    Do you need to download a PDF of a finished 2024 return?   Or do you need to finish a 2024 return you started?   Or what?     We can tell you more once we understand your issue.

That's a terrible policy of Intuit.  There are legitimate reasons for users to get to their old tax returns beyond the printed copy.  Intuit doesn't have to support them, but there's no good reason why a legitimate licensee can't reinstall the older software and access their tax data files, especially when the statute of limitation doesn't run until six years after the original due date under some circumstances.

from what I've seen on this topic in this forum, Intuit introduced their licensing server in 2019 which is why it stops working at that point, and they only support activation of the current version and 3 prior years, so you should be able to get 2021-4 working, but have issues with 2019 & 2020.  2020 I was able to install and activate, but it fails to install state tax which is enough to prevent you opening the .tax file.  Hopefully you have the full .pdf of your return saved for those years.