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Are you saying your 2023 tax return file ending in .tax2023 is in your program files?  You should move it to your Documents.  It should be in a Turbo Tax folder under Documents.   To Transfer 2023 into 2024 you need to start a new 2024 tax return (go up to File-New Tax Return) and if your 2023 return doesn't show up to transfer then click on Find a Tax File and find the .tax2023 file.  You can only transfer into a blank new 2024 return.  

Thanks! I did not have any CT tax withholding, but my employer did give me both W2s for both CT and MO. Somehow they split my total earnings, which to me doesn’t make sense, given I am 100% remote. But I do have different W2s, which I assume means I must file in both states? And if I owe taxes to CT, will I get that credit for MO in my 2024 or 2025 filing?

You can go back to your return and delete the adoption credit: Open your return. Go to the the adoption credit section: TurboTax Online/Mobile: Go to adoption credit. TurboTax Desktop: Search for adoption credit and select the Jump to link. Edit the adoption credit Delete it If this doesn't resolve your issue, you might need to clear your cache (that is, remove these temporary files).  A full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.    

Thanks and I just want to verify I am thinking correctly.   This is his first year and Box 7 is checked, so I will need to check "yes" on "was any of the scholarship income not designated to pay 2024 education expenses?" and put the correct amount that was used on 2024?

Your basis in the partnership is based on several factors, including your initial investment, distributions, additional contributions, and net income/loss each year. If you need help calculating your adjusted basis, see the IRS Worksheet for Adjusting the Basis of a Partner's Interest in the Partnership.

Yes. Including Form 3115 with your complete Form 1040 tax return may avoid confusion when your submission is received by the IRS. Be sure your return is postmarked no later than midnight on the tax filing deadline (April 15, 2025) using the filing instructions included with your return.