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On TurboTax's W-2 form, enter your W-2 exactly as received.  The amounts shown in box 12 of your W-2 are not  to be entered anywhere else in TurboTax.  TurboTax will automatically pick up from your W-2 entry your HSA contribution that is enteredthere with code W.  Do not enter that amount separately in TurboTax's HSA section.

You can't select the payment method to pay TurboTax fees from your refund if your refund amount is not enough to cover the fees. Also, this option requires e-filing, a valid U.S. address (not a PO box or commercial address), and the bank account name must match the tax return name. Currently, paying for TurboTax fees from your state tax refund is only available for certain states such as Arizona, California, and others. If your refund or situation doesn't meet these criteria, this option won't show or be selectable. Make sure your refund is sufficient and check if you meet all requirements to use this payment option in TurboTax.

Can you clarify the situation? Did you try to file the tax return? Was it accepted by the IRS and rejected by the State? Did you check all of the SS numbers and names for typo errors? Are there any hyphenated names? Did anybody get a new SS card?

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Necesitas ponerte en contacto con TurboTax visita el siguiente artículo de ayuda.  Si hay algo más que necesites ayuda puedes darnos información específica aquí y te podemos ayudar.     ¿Cómo me pongo en contacto con TurboTax?

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

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?

Can you clarify your situation? Have you reached the FILE part of your return? What section are you in? What problems are you having? Are you looking for phone contact from an agent? This will be at an added cost!

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    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?

It depends.   First the tuition you "paid off" must have been tuition for 2025.  If it was for 2024 or earlier it is not a qualified expense for the AOC. No, you can not us tax free "grant money" to claim the AOC.  Furthermore, you can not "double dip" on tax benefits.  That is, you cannot use the same amount of tuition to claim the AOC and also claim the grant to be tax free.  But, declaring the grant to be partially taxable, to free up more tuition for the AOC, is usually an option.  But, you do not need a revised 1098-T to claim the AOC (generally, schools seldom issue corrected 1098-Ts).  The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.  If you claim the tuition credit, you do need to report that you got one. You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2025 expenses". Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.

I think turbo tax screwed up this year, I'm going back to HRblock. You think they would know the laws by now.  Still waiting on my refund 6 weeks. Thy say they don't have control of your refund, but they caused the delay.

Since the property has been placed in service for "several years" you would need to file Form 3115 to report prior-year depreciation that was never taken in the current year.  Form 3115 is only available in TurboTax Desktop and you will need to fill it out manually.  Here's an IRS link that gives more information about Form 3115: About Form 3115, Application for Change in Accounting Method @user17733467997 

I don't know OR state tax program but I don't think the state programs provide a breakdown of the subtractions/additions in your state return from Treasuries/Munis etc.   I make a spreadsheet offline with what I know these to be based on my 1099s and reconcile to the final numbers on state return.  Usually any discrepancies are input issue.

Go to Deductions and Credits > Your Home > Home Energy Credits and click Start.  Then answer 'yes' to the first question.     If you did not have any new energy credits to claim, just continue through that section until you see an input screen asking about any carryforward amounts.  It will come up toward the end of a series of questions in this section.

Try deleting an reentering the Form 1099-R, making sure when TurboTax asks what you did with the money that you say that you "did something else with the money,"  that you cashed it out.  You must not indicate that you rolled the money over to another retirement account. (It doesn't matter that the distribution was done in-kind, TurboTax still refers to it as money.)  Check to see that the amount appears on Form 1040 line 5b.  Unless you your tax return includes some other distribution from an employer plan, insurance plan or annuity that is not fully taxable, line 5a should be blank.  Make sure that the Rollover box on line 5c of Form 1040 is not marked unless you rolled over some other distribution from an employer plan.