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from the IRS website https://www.irs.gov/taxtopics/tc412#:~:text=You%20should%20receive%20a  You should receive a Form 1099-R PDF from the payer of the lump-sum distribution showing your taxable distribution and the amount eligible for capital gain treatment.  so you need to contact the plan to find out why box 3 was left blank   Only the taxable part of the distribution from participation before 1974 would qualify for capital gain treatment(if you qualify)

If you are due a Federal refund, here are some tips when using the IRS "Where's My Refund" tool mentioned above.   Be sure you enter the correct tax year, SSN and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen.   Look at your actual Federal return to get the Federal refund amount to enter, i.e., your Form 1040, Line 35a.  

@sumi398 wrote: Why the encouragement to deduct fee owed to Turbo Tax be deducted from my Refund instead credit/debit card? I have ben coached to use my refund and save paying out of pocket. TurboTax encourages that pay-out-of-refund method because it makes money off of it because there is a hefty service charge for using it.   You do NOT have to accept that method.  Paying fees out of your Federal refund will cost you more money.  You will save money if you pay your TurboTax fees upfront with credit/debit card.   If you choose to pay the fees out of your Federal refund, that has an extra $40 service fee ($45 for California filers).    So you will save by paying upfront.   As for the other part of your question, are you referring to the 6-digit email verification code when efiling?  If your email has not previously been verified, it will ask for that.   If so, be sure the code is not going to your email's junk/spam folder.    In addition, here's how to check the email address shown in your Intuit Account profile, and if desired, you can change it to a different one.  You may be able to verify it there in your account.   Log in to Online TurboTax.  Near the bottom of the left column menu go into Intuit Account.  Then go to Sign In and Security.   See if your email address is correct there, and if so see if it is "verified."  If not, you can verify it there with the link there.    It may then send you a link to that email address to verify with.   Once verified for the Intuit Account purposes, close Online TurboTax.  And then sign in again.     That might be enough to fix it.   When you try to efile, if it still wants to send you a 6-digit email verification code,  be sure the code is not ending up in your email's spam/junk folder.   See this FAQ on some tips:   FAQ: What if I'm having trouble with my filing verification code? https://ttlc.intuit.com/community/security/help/what-if-i-m-having-trouble-with-my-filing-verificati...   If that's not helpful, please phone Customer Support for assistance.   FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

I believe there is still an error glitch in TurboTax's system regarding inherited annuities on Form 4972.      I received a 1099-R for an inherited annuity and Box 7  has distribution code "4D" indicated. There is no amount in Box 3.  I believe I qualify for the tax treatment advantages of lump-sum distribution and am eligible for the special averaging method of form 4972  (in other words,  I meet the criteria of: I received a qualifying lump-sum distribution, I did not roll over any part of the distribution, the decedent was born in 1930, and I have never used form 4972 before).   Yet during the TurboTax "Smart Check", I am receiving an error message that says: "Elect Special averaging box should not be checked, Box 7 codes indicate a distribution that is not eligible for averaging or the capital gain election."  If I uncheck the "Elect Averaging" box during this SmartCheck (which then unchecks "D1 Check if using 10-year averaging or making Capital gain election for this distribution" on the 1099-R tax form), I lose the tax advantages of using form 4972 and my federal taxes due increase significantly.    Since I believe I do qualify to use form 4972, can you please help me understand why I'm getting this error during TurboTax's "Smart Check"? Also, should I request a corrected 1099 with an amount in Box 3 from the 1099-R issuer so that I can take advantage of the 20% Capital Gains Election (it seems this should be filled in)?  Thank you.

you get no acceptance e-mail for mailed returns.  if you are due a refund you can check the WMR site https://sa.www4.irs.gov/wmr/  or call the IRS. However, it is possible your return is at the IRS in an unopened mail bag.   If you didn't do so, in the future if mailing your returns, use a tracking service so you'll know if the IRS got it.  

under REG 1.469-5T(e)(1) a limited partner is not treated as materially participating in an activity. However, (e)(2) contains an exception to (e)(1) and that is if they qualify as materially participating under (a)(1), (5) or (6)  (a)(1) the individual participated for more than 500 hours during the tax year  (a)(5) the individual materially participated in the activity for any 5 tax years during the 10 tax years preceding the current tax year (a)(6) the activity is a personal service activity under paragraph (d) and the individual participated in the activity for any 3 tax years preceding the current tax year (d) An activity constitutes a personal service activity if such activity involves the performance of personal services in— (1) The fields of health, law, engineering, architecture, accounting, actuarial science, performing arts, or consulting; or (2) Any other trade or business in which capital is not a material income-producing factor.   this may be why Turbotax is asking about MP even though you checked LP    i would think that since you're fully employed you are spending more than 500 hours participating in this activity so you would be materially participating under (a) (1) via (e)(2)    there could be a conflict under state law as to LP status and federal law as to liability for self-employment taxes if they apply to the partnership activity. Tax court has held an active limited partner is subject to SE tax.   On November 28, 2023, the Tax Court in Soroban Capital Partners LP v. Commissioner held that the phrase “limited partner, as such” means that, in order to benefit from the self-employment exclusion, a limited partner must be passive and cannot actively participate in the partnership. The Tax Court did not consider whether even de minimis participation would disqualify a limited partner from the exclusion. Accordingly, under Soroban, limited partners in private equity and hedge fund managers must pay self-employment tax if they actively participate in the manager. The Tax Court did not set forth the specific factors that would indicate when a limited partner is actively participating in the partnership’s business. Notwithstanding this continued uncertainty, under the Tax Court’s reasoning, it is likely that most limited partners of investment management firms structured as limited partnerships who participate in the day-to-day activities of the firm would not be considered “limited partners, as such”. And therefore, managers who take the position that their active limited partners are not subject to self-employment tax may wish to reconsider that position in light of Soroban. Generally, section 1401(a) imposes self-employment tax on an individual’s distributive share of income or loss from any trade or business carried on by a partnership of which the individual is a partner. However, section 1402(a)(13) excludes from the computation of self-employment tax the distributive share of income or loss of a “limited partner, as such”. The limited partner exception does not apply to “guaranteed payments” to a limited partner for services actually rendered to, or on behalf of, the partnership to the extent that the payments represent remuneration for those services. Neither the Code nor the Treasury regulations define “limited partner” for these purposes. The legislative history indicates that Congress enacted section 1402(a)(13) to prevent limited partners from using passive limited partnership interests to qualify for Social Security benefits.

Are you using the Online version?   There is no fee to efile.   If you paid for state you shouldn’t need to pay again.   Are you in the right account?   Or maybe you had to upgrade to a higher version.   How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353   Did you efile the state?  Maybe you didn't finish filing it.  Was your state return Accepted?  Double check your efile status here https://turbotax.intuit.com/tax-tools/efile-status-lookup     When you efile you get back 2 emails.  The first email only confirms the transmission.  The second email says if the IRS (or state) Accepted or Rejected your efile.   When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc.  What does it say for state? Is the state saying you didn’t file or you didn’t pay the tax due?    Your only proof of payment is your bank statement or credit card showing the payment coming out.  Turbo Tax only passes your bank account number to the IRS or state for them to take it out of your account.  (Most states do not let you pay by Direct Debit so you have to mail in a check or go directly to the state's website to pay).  And some banks use different routing numbers for deposits and payments.  Double check the number you entered with your bank.   Check the printout or PDF of your return; look for the state cover sheet with the Turbotax logo.  If you owed tax, it will show the payment information and how/when you decided to pay.  Read the state payment instructions carefully since most states cannot be paid from within the TT system and requires additional steps.

After you file then only the IRS and state can tell you about your refund.   They don’t update Turbo Tax.   If your return was Accepted or you mailed it, then check IRS Where's my refund https://www.irs.gov/refunds/