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Are you certain you input all the Section 199A information? On the page "We need some information about your 199A income," you must check the first box and enter at least one type of income.   You aren't finished entering the K-1 until TurboTax takes you back to the list of K-1's in your return.   If you still see a form error, please reply with the exact text of the message you receive.    

See below.  This is from the Oregon website regarding approved tax filing software companies, which TurboTax is listed as one of them.  It gives information on how to CHANGE the payment you schedule when submitting your e-filed return.  This means that the state of Oregon DOES take the payment information from TurboTax to make payments.  Otherwise, they would not give information on how to adjust your payment that was submitted with your e-filed return.  Also, as DawnC stated above, their website states that it takes 2 to 3 weeks for payments to process through third party vendors which is what TurboTax would be.    I Scheduled a payment with my e-filed return, but I received a notice that my return has been adjusted.  How do I change the payment amount before the due date?  ​If you want to change your scheduled payments, go to your Revenue Online account and select "Personal Income Tax" under "Accounts" at the bottom of the initial login screen. Once the next page loads you will select "View Scheduled Payments" from under "I Want To" on the right side of the screen. From there, a page will load with all the scheduled payments you currently have. You will see a "CANCEL" link if there is enough time left to cancel the payment

Dear dmertz, Thank you very much for your continued guidance. I spoke with the other HSA custodian, and unfortunately, they cannot accept the $3,000 unless UMB classifies it as a Rollover distribution. I then contacted UMB to request this correction, but they informed me that they are unable to make the change. Given this situation, what are my options? Should I try to deduct as much of my 2024 medical expenses as possible to offset this amount? Also, I have some unclaimed medical expenses from 2023—can those be included as well? I understand that they may withhold 20% of the $3,000 balance—would that apply here? Thank you again for your help. Best regards, bhsong206

Is there some other factor involved that you haven't mentioned? For example, did you select the option to have your TurboTax fees taken out of your refund, or to get your refund up to 5 days early?  

Yes, you can prepare a state return once your federal return is accepted. You can add or install a state module for free. E-filing each state is $25; filing a state return by mail is free.   If you're using TurboTax Online, follow these steps: Open your return. On the Your 2024 federal return was accepted! page, open Your tax returns & documents, and then select 2024. Select Add a state to reopen your return. Note: If you've already started your state return, you can select Continue your return in the state tax return box. Select State from the menu. On the Let's get your state taxes done right screen, select Continue and follow the instructions. If you're using TurboTax Desktop, open your return and select the State Taxes tab. This will take you to the state section and you can proceed from there. 

The federal stimulus checks were for tax years 2020 and 2021.  There is no stimulus check for 2024 and no where to enter anything about stimulus checks on a 2024 return.   The deadline to seek the 2020 or 2021 stimulus checks has passed.  It is too late now.

Thanks for the tips @mesquitebean. I tried using my phone number to recover possible accounts as you suggested, and on a browser that I rarely use to avoid cached data, but I can see only one account (with 1 email address) associated with that phone number. So that doesn't seem to explain why some products are missing in my Products page.     @mesquitebean wrote: When their are gaps in the product years like that, it's possible that you may have more than one online account without realizing it.   Here's how you can check:   You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access.  

If your e-file has been accepted you cannot change how you want to receive your refund.   If you have not e-filed: You have to go to Step 2 in the FILE section.   HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-deposit-information/L77NCbU6D_US_en_US?uid=m6tuh572     You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.

Thank you so much.   What I am asking is that if the trust does not distribute the capital gains and the trust distributed all the income (simple trust) and  has no income kept within the trust it's capital gain rate would be 0% and it would have to pay nothing, because it would be in the 0% tax bracket and below the next tax bracket?    

This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.

@etheric333   If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2025 or you are subject to late filing penalties and interest.      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

Is the company actively involved in the drilling?  Or is this an investment?  If this is an investment, and you are not an active participant in the company, then it would be treated as passive income. Please provide more details on  your situation. 

@kelseaparker16 Once you file your tax return, TurboTax is finished.   TT gets no information from the IRS or your state after you file.   It is up to you to track your own refund on the IRS or state refund sites.   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  

PDF or paper copy  (or IRS transcript) of your originally filed tax return is required to amend properly. The Schedule C will show the expenses you deducted. You reenter those the best you can.   IRS will give you paper copy of prior returns for a $43 or $30 fee, depending on which webpage you look at. It's not clear how long you will wait for it. @sept031989