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No Return Filed" means your return is still in the queue or being processed. It does not necessarily mean your return was rejected.   Code 960 is for an "Appointed Representative". This often occurs when you opt for audit protection, a refund advance, or certain paid services.

According to the instructions for 8960, look in Part 11 under Reasonable Method Allocations. Without going into detail, it mentions that certain taxes reported as itemized deductions may be allocable to 8960. Even if it doesn't specifically mention the standard deduction, it does suggest that State, local, and foreign income taxes are deductible if properly deducted on your return when calculating your U.S. regular income tax. This specifically refers to itemizing your deductions.   If you don't claim a deduction for these taxes by itemizing, you can't claim them on line 9b of Form 8960. This is an IRS requirement and not a TurboTax error.      

Sorry about not providing adequate information in my request. I have a Mac and not a PC.  I am not running any antivirus software. I live in Virginia and not California. I downloaded Turbotax from Amazon. My files are on Icloud and not on my computer.  My files were on Icloud last year and I didn't have any issues but I will move my files to my harddrive. I will try some of your other suggestions. Thanks.    

@kobupp  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be released by TurboTax.  You can e-file your federal, print and mail the CA return.  Note it is because CA is late in finalizing forms which then need to be updated by TT tech.  If that is NOT the case, try the following: Try running Turbotax as Administrator if using desktop CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser. All TT files must be on your C: drive, not on thumb drives.REVIEW FORMS by Go to "REVIEW" tab to see if specific forms are still listed as unavailable and not finalized. Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information. RUN SMARTCHECK Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update.  If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software. Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously. Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account. If all else fails, print and file by mail.  You may be able to e-file fed, unselect state.

I used i7q6 for my Daikin QMID and e-filed with TurboTax on February 8th.   The IRS rejected my energy credits because the QMID that they received was blank.  For some reason, the QMID was not visible to the IRS even though it's clearly stated on my printed copy of  my return.   After three hours on the phone with the IRS, I will need to snail mail a copy of form 5695 showing the QMID along with the letter that they sent me and a letter explaining the problem.   What a pain.  It would be nice for TurboTax to refund my money or give me free software for next year.  The TurboTax AI assistant, denies that there is a problem.  Very disappointing.    

@mdk633    IF it truly does show up as taxable income on line 5b of the federal 1040.....   ....Then...you may need to edit that 1099-R again...There is one question after the main form that asks if you transferred the $$ to a ROTH IRA...you need to answer NO to that.   Since that box 7 already has a "G" in it, then the tax software knows that all that is left is a direct transfer to an IRA  (or in more limited cases, perhaps to a different company's 401k)

I reported this issue on 2/24/26 and it still has not been resolved (I attempted to e-file again today). I am using the online version of turbo tax for 2025 and did for 2024 as well.   I can't find the Asset Entry Worksheets anywhere in the 2024 return, nor in the preview of the 2025 return. I can only see the Asset Entry Worksheet for 2025 for the specific asset (residence in Schedule E) that is having the issue, but it won't let me print the worksheet or view it in any convenient way (you can only see 5 lines in a small window).   I am concerned that if I delete the primary asset for Schedule E (the rental residence), that it will mess up the schedule or my return overall, or that I won't have all of the information to re-enter it correctly.  What can be done to fix this issue?  It's been over 3 weeks now.

You should withdraw the $250 regardless.  Then you can take the deduction for the $1550 contribution that your employer made.  You can't contact them and you can't control what they do but you should do what is best for you and then react if they do something different.     If they pull out the $1800 that they contributed you can amend later.  You can't contribute $1550 to another HSA because $9550 is your max across all HSAs.  So the only thing that you can do is what is best for you and then amend the tax return later if your former employer decides to pull the money out.  

@flower18  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be released by TurboTax.  You can e-file your federal, print and mail the CA return.  Note it is because CA is late in finalizing forms which then need to be updated by TT tech.  If that is not the case, try the following: Try running Turbotax as Administrator if using desktop CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser. All TT files must be on your C: drive, not on thumb drives.REVIEW FORMS by Go to "REVIEW" tab to see if specific forms are still listed as unavailable and not finalized. Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information. RUN SMARTCHECK Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update.  If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software. Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously. Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account. If all else fails, print and file by mail.  You may be able to e-file fed, unselect state.

Same here, 3-18-26.  To resolve hit the installation. Exe file, it gives the option to "repair", select it. Works fine.   Turbotax is a sloppy program imo. H&R Block is more intuitive imo.  I'm using Turbotax this year (2025 tax year) because Chase Bank doesn't import well with H&R.   I'm actually going to purchase H&R and run both programs to compare results.   My particular tax situation is unusual this year because of an inheritance of brokerage and ira account transition. 

Hello @Mike9241 For number 1 That is NOT the way the business closes out the end of the year. There fiscal year goes from May 2024 to May 2025 so that is why I got a 2025 tax form 2025 for fiscal year 2024 for the previous year as I am closing out that entity since they open up a new one each year.    For number 3 I think you are misunderstanding what I am asking as there is NOTHING else filled out on the K-1 accept Box 19 - C (Other Property) - See statement. The statement reads for example Adjusted basis is $25,134.00 and the Fair Market Value is $1,115 and NO I have not received any tangible money physically, because the investment is carried over to the next year, but all I am doing is closing out the last year (2024) partnership as they are opening a new one up (2025) each fiscal year. Box L for example contains the same number as the adjusted basis states. For fiscal year 2025 will close out in 2026 as an example). In that case there is NOTHING received.  What I am asking is what do I enter for "C (Other Property) as there is only one section for the dollar amount in Turbotax. The only choices I have are the Adjusted basis or the Fair Market Value. Which one would I enter? Everything I have read I should enter is the adjusted basis as Turbotax does NOT have a section for both the Adjusted basis and the Fair Market Value. The recommendation from Turbotax is enter the adjusted basis. What do you recommend based on my statement above? Thank you.

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

Thank you so much!   My hubby is working on an agreement with his sister. It sounds like we need to ensure that the agreement covers the release of the escrow funds. He was hoping for a simple agreement to divide the remaining assets with her keeping the remaining house and him keeping the cash and dividing the sale proceeds in half. So I can run a back of the envelope calculation of what the taxable income should look like and factor that in. But it sounds like it will not be an issue for the 2025 tax return.

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   Local estimated taxes for 2025