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We cannot tell what you are looking at or where you are finding the amounts you mention.    What is on line 35a of your Form 1040?    Does that match the amount that the IRS refund site says they are issuing to you?      What does the "summary" on your TurboTax account say?   Sometimes users get very confused by the summary which nets out the difference between a federal refund and state tax that you owe.   What does it say on your state return?   Are you getting a state refund or do you owe tax due to the state?

Did you complete the Form 8379 for Injured Spouse before or after you filed the 2025 tax return? If completed after filing then it must be printed, signed, dated and mailed to the IRS.   If completed before filing did you follow the procedure in this TurboTax support FAQ - https://ttlc.intuit.com/turbotax-support/en-us/help-article/spouse-partner/file-form-8379-injured-spouse-allocation/L3KVDvR02_US_en_US

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

You have four different types of income.    The inputs for the interest and dividend income should be self-explanatory and evident in the program.   If you have a 1099-R for the IRA, you need to enter the figure in Box 2a as Other income (Line 8).   Re capital gains, if you are allowed to distribute them, you need to allocate them both to income and to the beneficiaries in the program. You should then be able to distribute the gains. Otherwise, they remain with the trust.

Yes, it is tied to how much each of you contributed to the account and which portion of what you contributed directly went to the mortgage.  You can only claim the interest you actually paid.    For example, if you put $1,000 in the account a month and they put $1,500 in the account every month, and your mortgage is $1,000 per month, you both could reasonably be paying 50% of the mortgage.  If one person is putting $250 while the other is putting $1,500, then obviously the person putting more than enough for the mortgage in, would claim more of the mortgage than the other person.  In general, if you are unmarried and are both contributing enough to cover the mortgage, then you would claim 50/50

You are considered a resident of New York State if you lived there for more than 184 days during the year per this from the New York Department of Taxation and Finance. So, that would be true from what you said. The time spend there does not have to be during one trip. The same applies to New York City. So, he would need to pay New York state and New York City taxes.   He would file as part-year resident of New York and full-year resident in Virginia. He will get credit in New York for income earned while working in Virginia, so there should be no double-taxation.