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Are you asking how to check on a 2024 Federal tax refund that you have not yet received from the IRS?  If so, there are some thing you need to check first before phoning the IRS.   First, you need to be sure the return was successfully filed. It depends on how you chose to file the return.   If you filed a paper return by mail, TurboTax does not mail it for you.  If you chose that method, you would have had to print it, sign it, date it, and mail it yourself.  It takes at least 4 weeks for a mailed return to show up in the IRS WMR tool.     If you efiled, double-check to be sure the return was efiled successfully and accepted.  If you used Online TurboTax, you can sign into your Online Account and check the efile status at the Tax Home.   What word is used there for the status:  accepted, rejected, printed, started, ready to mail, or something else? If that showed it was accepted, (or if you mailed a paper return), you can use the "Where's My Refund" tool at the IRS website below to monitor the status of your Federal refund.   Is there any message there? https://www.irs.gov/wheres-my-refund   Here are some tips when using that IRS tool:   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 use in the tool, i.e., your Form 1040, Line 35a.

@junil315     Especially the signing bonus...definitely...that should add to your expected gross for the year.  Not only should there  have been some withholding for that...but the extra income could easily put you in a higher expected tax bracket.....requiring the employer to extract higher withholding from regular pay this year....but not next year (unless you get a raise); ____________________ For the relocation expenses...I'm not sure since there have been some changes as to how the $$ are recorded for tax purposes. ......I "think" that if they just send you a lump $$ amount for moving, where you don't have to validate your moving expenses...then the lump they pay you is all taxable income, and that might also send you into an expected higher tax bracket......but I "think"  that if you submit your expenses, and they only reimburse you for what your actual costs were...then most or all of it doesn't get recorded as income for the year. ..but like I said, I'm not sure what the current rules are tax-wise for those $$  

Hi, Her primary residence (domicile) is our home on Long Island. But if I am reading your post correctly, it looks like she may be a statutory resident of NYC since we are maintaining her apartment there and will be there for more than 183 days for grad school. I'm assuming that means full year  NYC resident for tax purposes?   Thanks again.

if you haven't been paying quarterly estimated taxes (see response from @guywong who lays out the details) you can stop the penalty due from Q1-2 accruing further (at 8% annual rate) by paying those portions ASAP, and then pay the quarterly estimated tax for Q3 in Sep, Q4 in Jan.  If your income was uneven and in particular skewed to later in the year (e.g. Roth conversion or large cap gain in Q4) you may be able to pay the ES unevenly to line up with the income and then file Form 2210 Annualized Income method but you will need to calculate your AGI, withholding, qualified dividends, LTCG etc thru 3/31, 5/31, 8/31.   TT generates ES vouchers by default for the following year when you file, based on paying 100/110% of your prior year tax and assuming your 2025 withholding is the same as 2024, but you can also work through an estimate for the following year under Other Tax Situations / Form Q4 and Estimated Taxes to see if paying ES based on 90% of current year is better.   If able, pay ES online at irs.gov don't bother with vouchers and checks.

I believe I know where you live and there are not exactly a ton of STRs in your area,.   I live in S FL and there are a ton. Throw a rock around here and you're going to hit either a golf course or a STR and no one I know (which amounts to dozens and runs the gamut from EAs to CPAs to tax lawyers) use a 39-year recovery period for rental condos and homes. Are they all wrong? I am seeing this in practice, not theory. This is also a point of contention on various tax and tax-related web sites (i.e., there are a variety of opinions).   Regardless, "transient" is actually a term that has been used time out of mind for hotels, motels, hostels, and the like, not vacation rentals, although I do get the following part of Section 168:   term “dwelling unit” means a house or apartment used to provide living accommodations in a building or structure, but does not include a unit in a hotel, motel, or other establishment more than one-half of the units in which are used on a transient basis         [For the record, and you will disagree with this, I don't put much stock in tax court decisions since they can vary from one judge to the next, aren't exactly binding precedent except between the parties to the action, and the IRS is free to non-acquiesce in any given case.]   EDIT: I will also add that it would have been a rather simple matter for the legislators to specicially state "vacation rentals" rather than "other establishments" and then, on top of that add establishments "more than one-half of the units in which are used on a transient basis". As a result, I really don't believe they had short-term rentals of single-family homes and individual condominium units in mind there. Using "establishments" for that purpose (and more than one-half) actually makes quite a bit of sense because there are a number of high-end multi-unit "establishments" where rooms (large rooms - like the Carlyle) are rented by the night and also where some people actually live on a full-time basis. 

Dear @pk ,   Thanks for the reply. Understood and completely agree.   My question was about the category to choose in Form 1116.  For instance, when one works abroad, the correct choice in Form 1116 is "d) General Category Income". I know that. But some cases are less clear about what the correct choice is in Form 1116.    For the case of the original post, I was wondering if the correct choice in Form 1116 is  “c) Passive category income” or “f) Certain income re-sourced by treaty.” ?   I have also put a post related to this and with more details in  https://ttlc.intuit.com/community/tax-credits-deductions/discussion/claiming-foreign-tax-credit-correctly/00/3694550   Any hints would be very welcome. Thank you.

@M-MTax wrote: but there is no support for the blanket statement that real estate rented for fewer than 30 days must use a cost recovery period of 39 years, just on that basis alone.   being operated like a hotel (or similar thereto), a different result would obtain   It is 39 years unless it meets the definition of "Residential Rental" in Section 168(e)(2).   Part of that definition includes a part about being "transient", and "transient" is 30 days (defined elsewhere and that elsewhere-definition has been legally applied to §168(e)(2)).  That is why the TurboTax article is stating that. I assume your argument (which some others have also said) is that the part about being "transient" does not apply to a single-unit STR (with no services) because a single-unit STR (with no services) isn't a "hotel, motel, or other establishment".  Personally I disagree with that interpretation (as do many/most others, including that TurboTax article), although I definitely understand that viewpoint.  As I said before, there are court cases that peripherally refer to depreciating over 39 years for a STR (with no services), so there are also Tax Court judges that interpret that the "transient" portion does apply to a single-unit STR (with no services), although not directly ruled upon.

We pay estimated taxes to avoid underpayment penalties.  In order to avoid underpayment penalties, a taxpayer must meet a certain criteria, see this IRS link, unless your total federal tax liability is less than a thousand dollars.  The IRS also allows taxpayers to pay estimated taxes based on when the income is received, for those whose income aren't earned evenly during the year.  There are special rules for farmers and fishermen.   Underpayment of estimated tax by individuals penalty | Internal Revenue Service Taxes are pay-as-you-go. This means that you need to pay most of your tax during the year, as you receive income, rather than paying at the end of the year. The Underpayment of Estimated Tax by Individuals Penalty applies to individuals, estates and trust that don't pay enough estimated tax on their income or you pay it late. There are two ways to pay tax: Withholding from your pay, your pension or certain government payments, such as Social Security. Making quarterly estimated tax payments during the year. Estimated tax payments are generally due as follows: Jan. 1 to March 31–April 15 April 1 to May 31–June 15 June 1 to Aug. 31-Sept. 15 Sept. 1 to Dec. 31–Jan. 15 of the following year Avoid a penalty You may avoid the Underpayment of Estimated Tax by Individuals Penalty if: Your filed tax return shows you owe less than $1,000 or You paid at least 90% of the tax shown on the return for the taxable year or 100% of the tax shown on the return for the prior year, whichever amount is less. If your adjusted gross income (AGI) for 2023 was more than $150,000 ($75,000 if your filing status for 2024 is married filing separately), substitute 110% for 100%. The IRS urges taxpayers to check into their options to avoid these penalties. Check your withholding often and adjust it when your situation changes. To do this fill out a new Form W-4 and give it to your employer. The Tax Withholding Estimator is a helpful tool. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, alimony, etc.). Use Form 1040-ES to figure and pay estimated taxes on time.

@AmeliesUncle wrote: What are you seeing that you think we can agree is wrong? We've discussed a related issue before in the context of passive losses (not treated as rental property for the purposes of Section 469) but there is no support for the blanket statement that real estate rented for fewer than 30 days must use a cost recovery period of 39 years, just on that basis alone.   I mean, if the property is essentially being operated like a hotel (or similar thereto), a different result would obtain. Otherwise, the property is residential rental real estate without exigent circumstances.

Did you submit your efile yet?   To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 Or try the IRS Free File program https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

@M-MTax wrote:   I'll bet we can agree that the information in the following TurboTax Help article is wrong, for now though.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/rental-income/long-depreciation-period-short-term-rental/L4B5zbN7U_US_en_US   Other than some minor phrasing issues, I don't see anything wrong with the article (although maybe I'm just missing it).  It agrees with me that a STR is 39 years.   What are you seeing that you think we can agree is wrong?

To enter last year's refund you applied to this year. Federal (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Revisit   Next page scroll down to 2023 Refund Applied to 2024 Click Start or Update by the tax you applied   To enter the amount you paid with an extension (including state extension)  go to Federal Taxes (or Personal for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid   Pay attention to which year you are entering for a State Extension payment.  A prior year state extension payment is also deductible on the federal return so be sure to enter it here.   To get the amount paid on a state extension to show up on the state return…… When you are done updating your federal return, you need to transfer the new federal information by going back through the state tab and the state return. Nothing will change until you transfer the fed info to the state again.