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Thank you for the reply.  I understand that it can take a few days, but almost two weeks would seem to indicate a problem.  Is there any way to determine where the submission of my New Mexico state return is being held up?  I'm afraid I'm going to be assessed a penalty for filing a late return.

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

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

[Edit:  Corrected to reflect that the deposit occurred in 2025.]   It appears that this deposit happened in 2025.  There is no deduction for an excess contribution.  You will need to enter it into 2025 TurboTax as an ordinary personal $185 contribution.   The deadline to request a return before the due date of your tax return of an excess contribution made for 2024 is October 15, 2026 if by April 15, 2026 you either filed your 2025 tax return or you requested a filing extension and when TurboTax indicates that the $185 entered as a personal contribution is an excess contribution you'll indicate that that you will have it returned.  If you do not timely file your tax return or request a filing extension, the deadline will be April 15, 2026.   With an uncorrected excess contribution reported on your 2025 tax return, when you transfer your 2025 tax file into 2026 TurboTax to begin your 2026 tax return, TurboTax will transfer in the $185 excess and allow your husband to treat it as part of his 2026 HSA contribution (assuming that applying the $185 would not result in an excess contribution for 2026).  Doing so will result in the $185 being deductible on your 2026 tax return and will eliminate the 6% penalty that would otherwise apply for 2026.

@mroman2013 wrote: Why can't I e-file the amended return? I filed the original in early March, so my particular return's e-file date should not be a factor.  You can't e-file an amended return with TT Business if you e-filed the original return with the product.

This happened with my mother's 2024 tax return. She passed in Nov. of 2024 so was preparing her final return. The software did not calculate the taxable amount on her SS benefits. I didn't realize this until I received a notice from the IRS stating that there was an error on her 2024 return affecting "Tax on Social Security Benefit".  I contacted TurboTax because I received a notice that my mother owed $52 for the TurboTax service. The "expert" stated there was no "glitch" in the software and that I probably failed to enter all tax income on the return. My mother only receives income from an IRA and social security. Nothing else. TurboTax their software is correct and followings the same tax tables as the IRS and that I should contact the IRS. They do not support their customers. 

If your employer made the employer contribution to the designated Roth account in your 401(k), the employer is required to issue to you a Form 1099-R reporting the amount as taxable to you.  If that employer contribution was deposited in 2024, you should have already received a code-G From 1099-R reporting in boxes 1 and 2a the amount of the employer contribution.  (If that deposit was made in 2025, I believe that it will be on a 2025 Form 1099-R instead, but since the rollover of these funds to the Roth IRA happened in 2024, the deposit had to have been made in 2024 and you should have already received the code-G 2024 Form 1099-R.)   The procedure that the employer is to follow is to treat it as deposit to the traditional 401(k) account followed immediately by an In-plan Roth Rollover but without regard to any other funds you have in your traditional 401(k).   In this case, I imagine that that the code-G Form 1099-R would be issued by Vanguard on behalf of your employer.   This is all entirely independent of the subsequent nontaxable rollover to the Roth IRA that was reported on the code-H Form 1099-R.

Hi, @SteamTrain: Thank you for the reply!  As suggested, I tried deleting 1099-Summary. A new one was generated but it has  the same result. Then I deleted the only 1099-R in the original tax file and manually entered a new one. Somehow, I still got the same incorrect outcome. In case I entered something different from yours, I captured my step by step entries as well as my SW version. Please take a look and let me know if I missed anything. (c.c. @DanaB27 ). Thank you!

Thank you! I also had a question about my refund from IRS. The website adjusted its page on April 4 and it said within 3 weeks I should get a refund or notice however I never got a refund. I only got a CP21B letter on April 14 talking about making the changes to my 2021 form 1040 to adjust my other income. I should receive a receive in 2-3 weeks as long as I don't owe other tax  or debts the IRS is required to collect. Since I have a tax bill from NYS I wanted to know if my refund from the IRS will be applied to the bill or how it works and if I don't receive the refund in 3 weeks is it a warning sign? 

The 60th day following 2/26/2025 is 4/27/2025.  However, that's still on the weekend.  If you have a local bank at which you can establish a Roth IRA doing business on Saturday, 4/26/2025, you could make the rollover deposit there (assuming that you made no rollover of any other IRA distribution made after 2/27/2024).  The rollover can be to any of your Roth IRAs.  If you meet the requirements for qualified distributions from your Roth IRAs, that applies to all of your Roth IRAs, not separately to any particular Roth IRA.

No schedules? If you have not registered, paid or e-filed you can clear and start over in a lower version of the software. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost     https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m5ydiw67    If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629