All Posts

“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.     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  

Do you get railroad benefits?   You don’t enter Social Security SSA-1099 under 1099R.  It has its own place.   Enter a SSA-1099, SSA-1099-SM or RRB-1099  under Federal Taxes on the left side or top Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0   Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.

@Edlanier92 wrote: You didn't answer my question....... you said everything I said in a longer copy paste format.    Why bother answering? If you owe more than $2000 in taxes, you can get a $2000 credit.  This is not what you owe at the end of the year, but your total tax liability.  For example, if you had $5000 of withholding and expect a $1000 tax return, your tax liability was $4000.  You should expect that by adding a child dependent, you would get the full $2000.   If you don't owe taxes because your income is too low, you can get up to $1700, but only if you have income from working.  Income not from working (like investments or unemployment compensation) is not eligible for this credit even though it may be taxable.   View or print the PDF of your form 1040.  If you listed a child who is eligible for the Child Tax Credit, you will see their name and SSN in the Dependent section and the box for Child Tax credit will be checked.   The amount of Child Tax Credit is on line 19.  The amount of Additional Child Tax Credit is on line 28/   

@mannyht3    Delete that 1099-R....you are entering the SSA-1099 in the wrong place.   ..........it is NOT a 1099-R form...it is an SSA-1099.   There is a specific SSA-1099 menu line on the Wages&Income page to start entering that form, and has no extra boxes.  

Hi there, I'm desperate and in need of help with this situation.  My situation is a bit more complicated as I married my husband in December 2024 on a K1 visa and am now having to report his income that was made last year in his home country.  We are married filing jointly. I want to verify that TurboTax will allow for A) Form 1116 in order to get a tax credit on the tax he already paid on his income in Jersey (his country, a small island between France and UK). I was initially told to use form 2555 but since he moved here in September, it said I didn't qualify for form 2555 because he didn't pass the physical presence test (?). And, B) I need to verify that if I use Turbo Tax Deluxe, will it guide me through with the form 8962 and helping me with the alternative calculations for year of marriage. I have used 4 other tax programs, all of which have failed in the ACA alternative calculations - 2 of the 4 let me input the info and "allocate", however, the program is failing to calculate the proper repayment. According to government guidelines, my FPL is approximately 270% and I should only be repaying $1,000. However, they're still stating that I owe $1,900 and not taking the FPL into consideration.  This is after supposedly allocating the amounts for just myself over 11 months out of the year.  I have missed the tax deadline due to these issues and I am truly panicking. Any advice would be really appreciated. 

Try these options to fix the issue you are having   If you are using TurboTax Online Check ‌your browser's settings. (Clear your Cache and Cookies) Check on your internet connection Try using a different web browser  If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.  ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.  If you are still having issues after trying these options, contact Customer Support by clicking the link below TurboTax Phone Number  

I have the desktop version of TurboTax. The saved files are both Tax files and pdf format. I will do what you suggested in your very clear and detailed instructions and I'll let you know if that was successful. Very much appreciate your assistance. 

The disaster loss doesn't carry over, the NOL does.  An NOL says that your income for the entire year was a negative number.  If your overall income on the 2023 tax return was a negative then the system should carry the NOL forward from last year.  If it did not then you can manually enter your NOL in the system by typing NOL into the searchbar at the top of the screen and then clicking the 'jump to' link that appears.   @casualty loss  

The question being asked is whether to enter the driver’s license or ID number with dashes or without during the final submission. I assumed the field would clarify if dashes were not allowed, but that is not the case.

You will need to verify and edit from the federal section. Go back to the "About me" section, and then my personal info.  You will then need to re-do the last section of the return "Review and File", so that the consent form gets updated

I would say any loss that was not used to offset income in another state (i.e. New Jersey) would be preserved to use upon return to Mass.  If not already done, I would file a 2024 MA tax return that shows the carryover.  If the situation arises where it can be used, use it.  Going back and filing 2022 and 2023 just to show the carryforward wouldn't be a bad idea, although I don't know if it is necessary.  And whatever the rules are, they should apply to both long-term and short-term loss carryforwards.     This is an "inside baseball" type of state tax question.  I suggest you or the "the individual" you are referring to consult a MA tax professional that has dealt with the situation.  

Paying your fees did not file your return.   Did you go all the way through the FILE section and e-file?   Or was your return rejected and you did not notice?     Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/ If the IRS accepted it, what does it say here?   https://www.irs.gov/refunds            Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”   Note:  If it says “Rejected,” “Ready to Mail” or “Printed” that means YOU have to mail it yourself.  TurboTax does not mail your tax return for you.   If you realize now that your return was not e-filed successfully, then you will need to file it by mail.  E-filing is permanently closed for past year returns.  You will need to print the return, sign and date it in ink, and mail it in.