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Thank you!  I was more concerned with what was actually being provided to the state.  I can take screenshots of the form for my records as long as the state will receive the appropriate information.     Thanks,   Brandi

Review Your Tax Return Summary   Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section

In order to take a closer look at the situation you described and report it to the development team for further investigation and potential corrections, it is very helpful to have an actual customer diagnostic file demonstrating the situation.  Please consider sharing a diagnostic copy of your tax file so we can take that closer look.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here.  

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. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? 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?

Yes.  You have a SPIFF. This is a common situation and TT can handle it.   In TurboTax, Enter at: - Federal Taxes tab  - Wages & Income Scroll down to   -1099-Misc and Other common Income       - Income From 1099-Misc  On the  follow up screen :"Describe the reason for this 1099-Misc",  enter SPIFF in the blank box, then on the next screen,  "Does one of these Uncommon situations apply" on the drop down list, check “This was  a Manufacturer's incentive payment” This will put it on line 8z of Schedule 1 then line 8 of form 1040.   A SPIFF (Special Performance Incentives for Field Force) is a small, immediate bonus for a sale. Typically, "spiffs" are paid, either by a manufacturer or employer, directly to a salesperson for selling a specific product. IRS Publication 3204 discusses spiffs for the auto industry, however the principal should apply to any spiff.    SPIFF payments reported on Form 1099MISC; (1) are not treated as wages, (2) are not subject to federal income tax withholding, social security, Medicare, or federal unemployment tax, and (3) are not considered to be self employment income and, therefore, are not subject to self employment tax.  https://www.unclefed.com/IRS-Forms/2005/p3204.pdf   The entry method described by @MinhT1 also works.

Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.  

"Line 52b shows minimum amount as $7229 which will be my RMD for 2026."   This suggests that you mistakenly entered the amount of your RMD required to be completed in 2026 when TurboTax asked for the amount of your RMD required to be completed in 2025.  When TurboTax asked you to enter the amount required in 2025, you should have entered $6273.08  Your $6,300 distribution in 2025 satisfied that.    2025 TurboTax does not ask anything about your 2026 RMD.

I assume you are referring to a verification email that your taxes have been successfully filed. You can log back into TurboTax and check your filing status directly. It should show “Accepted,” “Rejected,” or “Pending” in your Tax Home. 

Are you saying that you encountered a Review error related to the 403(b) question?  Or are you saying something else?  Please clarify.   The distribution rules are slightly different for 403(b) plans compared to other more common qualified retirement plans, like 401(k)s. These plans are similar to 401(k) plans, but typically only offered by public schools and certain charities.

Yes, you can be eligible to be covered under your own HDHP (High Deductible Health Plan) if you are being claimed as a dependent.  However, if you are claimed as a dependent, you are not eligible to contribute to a Health Savings Plan (HSA).   If you did make a contribution to an HSA while being claimed as a dependent, then you may see messaging on the screen telling you the consequences and corrective action you need to take.