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Token 157949096-11000769..  South Carolina State return included.   There is no option to include the actual withholding without including additional payments.  For the SC split of the actual withholdings, the differences between that divided by 4 are the following: 4/15 - +2834 6/16 - (2125) 9/15 - (582) 1/15 - (127)   So because the initial 4/15 period had a higher payment during this period, it should reduce the penalty as there is a cumulative excess withholding compared to the required amount for the first few periods. Thanks @DianeW777  Mike

  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     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)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

If you go to the 1099-R summary screen, are you able to hover your mouse pointer over where the pencil or trashcan icon should be to get them to appear?  Or if there is a scrollbar at the bottom of the 1099-R summary screen, can you scroll it to the right to get the pencil and trashcan to appear?

You get that from Nuveen. If they did not provide a breakdown, you check the box “I earned tax exempt dividends in more than one state” ("Multiple States" in the  online program) on the first screen after entering the 1099-INT or 1099-DIV. Then select  "More than one state" at the bottom of the state  scroll down list. If your mutual fund company provided you a breakdown*, you are only interested in your home state*. Multiply the % for your state by your total tax exempt dividends to get a $ amount (you can't enter the % in TurboTax [TT]). When asked which state, check the box "I earned tax exempt dividends in more than one state". In the drop down menu, select your state and enter the $ amount you calculated. In the 2nd box, select "More than one state*" (at the bottom of the scroll down list) and enter the remaining dollar amount. If you don't want to mess with it, it is perfectly acceptable to assign the entire $$ amount to the single designation of "more than one state” / “Multiple States" *Most mutual funds will provide a breakdown. But you usually have to ask for it, or find it on their web site. **Your state will tax all the dividends except the dividends from municipal bonds  from your state and US Territories. In Illinois, only certain types of bonds are state tax-exempt. If you can't find the breakdown (or you don't want to make the effort to look; it's no big deal. The percentage for any particular state is usually small.  Here's Fidelity's (for an example) https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/2023-tei-by-year.pdf

To enter a Form 1099-R, go to the search field and type Form 1099-R. Click Jump to form  1099-R. Then enter the form exactly as shown, and TurboTax will ask follow-up questions to determine if it’s taxable.   [Edited 3/19/26 | 7:13 am PST]

Using the "Pay With My Refund" option in TurboTax doesn't delay the IRS sending the refund, but it'll add ‌several days to the process through a third-party bank.    To check the status of your refund:   “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.    You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

Column B of Form 1095-A is the second lowest cost Silver plan (SLCSP) premium amount for your Marketplace health insurance plan and is a required field on Form 1095-A.   To find your SLCSP, go to the healthcare.gov tax tool.   The tool will prompt you to enter information about your Marketplace plan. Based on this information, you will be provided with the SLCSP amount for your plan that is needed for Column B of your Form 1095-A.

You cannot e-file your 2025 1040-X until the IRS has fully accepted and processed your original 2025 return.   If the original tax return wasn't e-filed, then an amended return, Form 1040-X, should be printed and mailed to the IRS. Keep in mind that processing an amended tax return can take the IRS up to 20 weeks or longer.   To see more information, open the link below: Can I e-file my federal Form 1040-X amended return?  

To check the status of your return:   “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. You don't need to take any additional steps. You can see the information for the Senior Deduction reflected on Schedule 1A, Part V, Line 37 Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  For more information, see Deductions for Seniors.  

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.        

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 gives a date range of when you can expect to receive your refund. Most refunds are deposited within the allotted timeframe.    You can contact the IRS and/or state to get additional information on the status of refunds.