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The 2023 1099-R Turbotax form interview will say that code P means "Return of contribution taxable in 2022", but the interview will ask if this is a 2023 1099-R or a 2024 1099-R.  Select 2024 and then the 1099-R is correctly reported in 2023. It is not reported in 2024 unless there were earnings in which case the earnings should be reported on a separate 2024 1099-R with a code 8 on box 7 to be reported in the year the earnings were returned

The annual limit on HSA contributions for self-only coverage in 2025 will be $4,300, a 3.6 percent increase from the $4,150 limit in 2024, the IRS announced May 9. For family coverage, the HSA contribution limit will jump to $8,550, up 3 percent from $8,300 in 2024. 8550*5/12 +4300*7/12= 6071   note we know nothing about the coverage the rest of the family had starting 6/1 for example if your spouse had a flexible savings health savings account effective 6/1 that would bar you from making any contribution for that portion of 2025      

Any time you take money out of a retirement account like a 401k or an IRA, you will receive a 1099R at tax time from the financial institution that handles your account.  That 1099R has to be entered on your tax return.   Here is some information from the IRS regarding whether money you take from a retirement account is taxable and/or if you will have an early withdrawal penalty: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions  

@julie9kids  ADDENDUM: Since we know nothing about your situation and what you are wanting to do,  in additional to the info I left above, here's another possible scenario.   If you have used that account to finish preparing an online return, then when you log in, you may arrive at the Tax Home page.  If TurboTax thinks you were finished, your return interview will be closed, and there will not be a full left-column menu with all the tabs.   If that's your case, then to get back to the return interview, at the Tax Home look for a link "Add a State."   That doesn't really add one, but will reopen the interview and provide a full left-column menu.   NOTE:  If you have already filed your return, do not make any changes in it when you open the return interview back up.   If you ever need to amend the return, it must start off exactly as it was when originally filed.

If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.   BUT first make sure it's not already there.  You don't want to apply it twice.   To enter last year's refund you applied to this year. Federal (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Revisit   Next page scroll down to 2023 Refund Applied to 2024 Click Start or Update by the tax you applied   Then for state, you need to click on the state tab and go through state again for it to update.

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   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

@julie9kids  asked:  "I'm logged into my turbo trax account, there is no left hand menu. What am I missing"   What are you trying to do in your online account?   Whether or not there is a full left-column menu with all the tabs depends on whether or not you have started a 2024 online return in that account or not.   If you previously started (or filed) a 2024 online return, and now when you log in, if there's not a full left-column menu, then you are likely in the wrong account.  We can tell you how to look for multiple accounts.   OR, if you have not yet started a 2024 online return, you have to start one (you aren't required to actually prepare it.)   So you have to proceed answering a few questions for about 10 or so screens.  Once you go far enough, the left-column menu appears.  So keep watching the left column as you continue until you see the additional tabs.