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When doing its calculation of the number of days late an estimated tax payment might be, TurboTax uses the payment dates that you enter.  However, the IRS seems to apply an undocumented grace period for making estimated tax payments.  The result can be that the IRS calculates a lower penalty, resulting in a refund of some of the amount determined by TurboTax's more conservative calculation of the penalty.   By conservatively basing the calculation on the dates that you enter and the IRS-documented due-dates rather than calculating a lower amount using undocumented behavior of the IRS, the chance is minimized that you would receive a bill for an additional penalty that could include additional interest being owed.   Regarding amending your tax return, see page 9 of the instructions for From 1040-X regarding Refund or Amount You Owe:  https://www.irs.gov/pub/irs-pdf/i1040x.pdf

Form 5498 can only be filed by an IRA custodian, and pertains to IRA contributions, not distributions, so your mention of Form 5498 doesn't make sense.  Do you mean Form 5329, not Form 5498?   You claim the penalty exception by filing Form 5329, not by changing the distribution code on the Form 1099-R.  On such a Form 5329 you would show the amount on line 2 with code 03.   When filing Form 5329 to claim a disability exception to the early-distribution penalty, you must provide to the IRS documentation (a letter) from a physician that supports your assertion that you are disabled.  From page 25 of IRS Pub 590-B:   Disabled. If you become disabled before you reach age 59½, any distributions from your traditional IRA because of your disability aren't subject to the 10% additional tax. You are considered disabled if you can furnish proof that you can't do any substantial gainful activity because of your physical or mental condition. A physician must determine that your condition can be expected to result in death or to be of long, continued, and indefinite duration.   The same applies to distributions from employer plans.

@buchanan_brent Where are you looking for "approval" if you owe tax due?  Did you pay your tax?   You were supposed to pay by the April 15 deadline.   Nothing is going to show up on the IRS refund site if you are not getting a refund.  That site does not show "approval" if you owe tax due.  What does it show on your online account with the IRS?   https://www.irs.gov/payments/your-online-account     If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2025.      If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.    https://www.irs.gov/payments     https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212     https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403      To apply for a payment plan with the IRS   Apply Online for a Payment Plan     You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   WHAT IF I CANNOT PAY MY TAX DUE? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-payments/pay-taxes/L8aQBCpPO_US_en_US?uid=m9iryksw    

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      

I have the exact same problem and get the same re-direct that you get. I’ve told Chrome not to redirect me and it does it anyway. I have even tried private browsing mode and on other devices. Still can’t get the academy page. 

@ribatelfath to be eligible for the exclusion, you are required to own AND reside in the residence for 2 of the prior five years counting back from the date of sale.  While you would meet the ownership requirement, you would not meet the residency requirement, and therefore, th3ere is no exclusion eligibility.   The medical exceptions generally come into play if you owned and resided in the home for less than two years, which is not the case here. 

To avoid tax on this conversion, you need to file or had already filed a Form 8606 showing a non-deductible contribution.  See Form 8606 Lines 1,2.   OR   If you took a deduction for the traditional IRA contribution, that offsets the tax, so it all balances out and there is no reason to amend. -- Amend with a properly filled out Form 8606 attached and some or all of your tax on that conversion will be refunded.   NOTE: Generally, if you already had a balance in IRAs before attempting this, you cannot do it  completely tax-free. @neekycliffe 

I would understand, but it seems as though my employer simply took ALL the deductions and multiplied them by three. The previous two years, this was not the case, and I have actually requested documentation to show how it has been calculated twice now this year and have been denied both times.   If they would show me the documentation, and I could see with my own eyes that it was calculated correctly, then I would drop it. However, what I am getting from their refusal is that they miscalculated something and are refusing to show any evidence that could support or deny this. And it even states in that article that employers are required to show the information in either a breakdown on the pay stub, which to date I have never seen, or supporting documentation, which they are refusing.   Now the part that is confusing me is why the refusal? They aren't giving me anymore money and all that happens is they pay a portion of the imputated income on taxes, while I pay the remaining. And considering that I work with numbers and money all the time, you would think a business would be happy to let an employee check to ensure a mistake was not made and if it was to recoup some of their own losses as well. So makes absolutely zero sense

Where did you get the date of 5/17/2025?    Is that from the IRS "Where's My Refund" tool, or is that the estimate that TurboTax provided?    TurboTax provides everyone a date based on a common estimate of 21 days.   Go by what you see at the IRS website.   Does the IRS website tool below indicate that your refund has been sent and to expect it by 5/17/2025?   https://www.irs.gov/wheres-my-refund If so, the IRS also says to allow up to 5 days due to variations in bank processing times.   You appear to be using Free Edition--at least that is what the tag says underneath your question--so you likely didn't have any fees.   If you DID have any fees that you chose to pay out of your Federal refund, then that adds another link in the chain that we can tell you about.   If you didn't pay any fees out of the refund, then this doesn't apply to you.

each property should be separately reported on the 1065. as for handling the rent and expense what does the MMLLC agreement say. if silent or there is none, then it depends on what you and the other members agree to.     

Did you get a letter from your state tax agency?   If you name the state and mention what the state is questioning, someone may be able to comment in this user forum.   Or did you purchase the Audit Defense product?   If so, we can tell you how to get in touch with those folks to help you deal with the state tax agency.   TurboTax also has a free Audit Support Center by phone.   The contact number is displayed at the bottom of the chart at this page:   FAQ:  TurboTax Audit Support Center https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US

see this link https://accountinginsights.org/why-is-my-dp-imputed-income-taxed-1000-per-month/    likely the fair value of the benefits (because the employer may be picking up a portion) is greater than the actual payroll deduction.   we have no access to the employer's records so have no way of knowing if the calculation is correct.   from the article Employers should (no requirement that i know of in the tax laws) explain how the imputed amount is calculated. if it refuses, the IRS is not going to get involved so you would probably need a lawyer.   

if it wasn't used as your principal residence at any time in the 5 years before sale the exclusion is zero otherwise 1) number of days (or months) used as your principal residence in the 5 years before sale. do not use more than 730 days or 24 months 2) divide the number on line 1 by 730 if you used days or 24 if you used months (can't be more than 1 round to at 3 decimal places) 3) multiply the ratio on 2 by $500,000. this is the exclusion     also note that depreciation recapture applies before any exclusion        

The tax year for an estate is actually established when you file the first a Form 1041.  See page 22 of IRS Pub 559 which says, "The personal representative chooses the estate's accounting period upon filing the first Form 1041."   https://www.irs.gov/pub/irs-pdf/p559.pdf

Form 8606 is only to be generated if you made a nondeductible traditional IRA contribution, made a distribution from a traditional IRA and you had basis in nondeductible traditional IRA contributions, did a Roth conversion, or made a nonqualified distribution from a Roth IRA.  A rollover to an IRA from a 401(k) is none of these even if the rollover included after-tax funds.  The rollover of after-tax funds to a traditional IRA does add to your basis in nondeductible traditional IRA contributions, but it is not reportable until you are required to file Form 8606.   When you do make a nondeductible traditional IRA contribution or a distribution from your traditional IRAs, requiring that your tax return include Form 8606, you'll report the after-tax basis that your traditional IRAs acquired from the 401(k) as an adjustment on Form 8606 line 2.  This adjustment will require you to provide explanation.  Using TurboTax, you would indicate that you have basis in nondeductible traditional IRA contributions, then click the EasyGuide button.  TurboTax will then provide an option to enter basis rolled over from a 401(k).