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If you are in the same TurboTax Online account this year that you used to file your tax return last year, a copy of your 2024 tax return can be found by following these steps:   1. Go to Tax Home on the left menu   2. Scroll down to the bottom of the page to Tax returns and docs   3. Click on the drop-down arrow to see the years of returns and documents available, and select 2024   4. You will have the option to download/print (pdf) your 2024 tax return   If you do not see your 2024 tax return in your TurboTax Online account, it may be that you prepared your 2024 return in a different TurboTax account.   Here is a TurboTax article on how to view, download, or print a prior-year tax return.  

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery

These emails are sent to notify you of things like, when you sign in from a new device or location, when you download or print your return, when you make changes to your account.  If you got three emails after you finished your return, it was letting you know that there were changes on your account.      Why did I receive this email?

It seems that if these stocks were liquidated from a retirement plan, then the tax reporting form that would have been used would be a Form 1099-R (used to report distributions from retirement plans) and not a 1099-B.  Can you check with the sender of the 1099-B to make sure that you received the correct form?  If these were a retirement plan distribution on a 1099-R, the reporting would be very different.  The full distribution would be taxable.  Establishing if the distribution is reported correctly on the 1099-B or if they should have been reported on a 1099-R should be the next step taken.   So it would appear instead that these stocks were given to your sister as a form of compensation from WBA.  In that case, she would have paid income tax on the fair market value of the stock and the compensation would have been reported as the value of the stock.   The issue here is that it would be difficult to reconstruct the information necessary to determine the cost "basis" (the amount of the income realized when the stock was granted that would have been taxed).  If all of the stock was granted to her on the date that was specified in the documentation, you can look up the price of the stock on that day to determine the value of the shares that she received that already had tax paid on them.  If the shares were granted on multiple days, then you can go back to reporting these using the method we had recommended in an earlier post.  

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 2025 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         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

Health insurance premiums paid out of pocket can be entered as a medical expense if you are itemizing deductions.     MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       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)  

This could be for a couple of reasons. You must enter the QMID in order to claim the Home Improvement Energy Efficient Credit for windows.  If you do not have the QMID you cannot claim the credit.  This is a change for 2025.  In order to claim the credit, just being Energy Star certified no longer qualify for the credit. You do not have a tax  liability to use the credit against.  The Home Energy Credit for windows is a  nonrefundable credit. This means in order to claim the credit you must have a tax liability to offset it.  If you do not have a tax liability equal to the credit the credit will be reduced to match your liability or down to $0.  One or more questions were answered inaccurately (or correctly) which led you to not qualifying.  In order to qualify for the credit the following must apply: The home must be in the US The windows must be installed on your primary home The windows must have an expected life of more than 5 years. If all of the above apply, please go  back and double check your answers to be sure that you did not answer a question incorrectly.    Also note, only the amount for the windows themselves are eligible for the credit.  The labor to install the windows is not eligible for the credit.  The credit for windows is limited to $600, so even if you spent $18,000 on just the windows themselves, your credit would not be more than $600. 

This is a known issue in TurboTax and we are working to resolve it as soon as possible. As soon as we have a resolution for you, we will update you in this Community thread.   In the meantime, have you tried deleting the Schedule E asset with the form error? You should be able to re-enter the asset using your asset entry worksheet from last year and possibly resolve the issue preventing you from filing your return.

The grantor letter isn't precisely a K1.  It sort of approximates one.  So a lot of the items - the income items as you have already noticed - are easy to enter into a 1041 K1 and get them to go to the precise right locations.  But some of the deductions have to be entered directly into the schedule A where they belong or onto their corresponding forms.     In the case of medical deductions you would enter those in the deductions and credits section of your federal return just as you would medical deductions for yourself.

The "s corps version" would be TurboTax Business.    TT Business is available as do-it-yourself desktop download software to use on a Windows computer or as online software using Live Assist or Full Service.   TURBOTAX BUSINESS  DO IT YOURSELF   https://turbotax.intuit.com/small-business-taxes/cd-download/     ONLINE TT BUSINESS LIVE ASSISTED OR FULL SERVICE https://turbotax.intuit.com/small-business-taxes/  

Since the form was issued in the name of your son, he would enter it on his tax return. However, he only needs to enter the distribution to the extent the proceeds were not used for qualifying education expenses, to include room and board.