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There are numerous possibilities why your actual refund would be less than the refund on your tax return.  Examples include a data entry error, a tax form was omitted, an underpayment of estimated tax penalty, a balance due from the prior year, etc.  There is no way for us to know, as we don't have access to your tax information.  The state should send you a letter explaining why there is a difference.  If you don't receive a letter, you can always call the North Carolina Department of Revenue and ask them.

The representatives from the office of the president are the same. Please see the email below that I recieved from them. No accountability and they are scammers. Make it make sense.  This is what Turbo tax is doing. Stealing!!!! First, I have come across publicly available information across multiple platforms indicating that refund delays may be associated with funds being held for accrued interest. Given the current lack of transparency in my case, I am requesting clarification as to whether my funds are being held for any such purpose. Second, your explanation regarding the movement of my refund does not make sense. You stated that the receiving bank, Cross River Bank, rejected the refund, and that the funds were then returned to that same bank before being sent back to the IRS for reissuance as a paper check. Turbo tax, Intuit Inc, has received my IRS refund and is refusing to release it. Claiming that it was rejected by their receiving bank and the funds are being sent back to the IRS. However, they still manage to withdraw the tax preparations fees from the funds that were rejected. Turbo tax stated that the refund was rejected by the receiving bank, Cross River Bank, which would indicate that the funds were never successfully received or deposited However, if the funds were in fact rejected and never received, please explain how TurboTax  Intuit was able to withdraw and process payment for my tax preparation fees from that same refund. This raises a critical question: If the funds were rejected and not received by the bank, how were fees successfully deducted from the refund? If Cross River Bank rejected the refund, how are the funds then routed back to that same bank? What specific process allows a bank that rejected a deposit to subsequently receive and transmit those same funds?   Below you will find the email response from Turbo Tax Intuit, Inc., Office of the president of Intuit.   Hello P I am emailing you from TurboTax Customer Care on behalf of Intuit's Office of the President. Thank you for taking the time to speak with me today. I am glad we were able to discuss your concerns. As a recap of your call, you expressed significant frustration after multiple interactions with representatives from TurboTax and Cross River Bank. You requested a clear timeline for when your refund would be deposited into your account. I advised that, unfortunately, there is no definitive timeline for the completion of this process. However, I mentioned that I would continue to research additional details and provide further updates regarding the resolution. After reviewing the situation and speaking to my colleagues, we have found that when a refund is rejected by the receiving bank, it is returned to the third-party bank (Cross River), which then sends the funds back to the Internal Revenue Service. From there, the IRS typically issues a paper check to the mailing address listed on the tax return. When a check is reissued on a case-by-case basis, it is mailed via USPS. Please note that tracking numbers are not provided for these checks. Delivery typically takes 10–14 business days, though the exact timeframe may vary depending on the your local mail carrier and regional mail processing times. After determining this information and getting a final explanation, we will be closing this case. If you have any future questions or concerns, visit https://www.intuit.com/support. We have resources, frequently asked questions, and experts standing by to help. Thank you for being an Intuit customer.   Respectfully,   Desiree' C. TurboTax Customer Care

Yes, you can do a tax-free rollover of 529 funds to a Roth IRA; however, this does not need to be reported on your tax return, particularly if you're the recipient of the 1099-Q and the Roth IRA is for the beneficiary.   If that applies, the beneficiary keeps Form 5498 as documentation, and may receive a 1099-R reporting the non-taxable rollover.  The checkbox on form 1099-Q is for your records to indicate that the rollover was done with 529 funds.   Here's more info from IRS Pub. 970.   @user17738638037 

If by "includes the company discount" you mean that the amount of ordinary income that was added to box 1 of your W-2 was also included in (added to) your cost basis of the stock, then Yes, select "don't adjust" when asked for cost basis.

This is what Turbo tax is doing. Stealing!!!! First, I have come across publicly available information across multiple platforms indicating that refund delays may be associated with funds being held for accrued interest. Given the current lack of transparency in my case, I am requesting clarification as to whether my funds are being held for any such purpose. Second, your explanation regarding the movement of my refund does not make sense. You stated that the receiving bank, Cross River Bank, rejected the refund, and that the funds were then returned to that same bank before being sent back to the IRS for reissuance as a paper check. Turbo tax, Intuit Inc, has received my IRS refund and is refusing to release it. Claiming that it was rejected by their receiving bank and the funds are being sent back to the IRS. However, they still manage to withdraw the tax preparations fees from the funds that were rejected. Turbo tax stated that the refund was rejected by the receiving bank, Cross River Bank, which would indicate that the funds were never successfully received or deposited However, if the funds were in fact rejected and never received, please explain how TurboTax  Intuit was able to withdraw and process payment for my tax preparation fees from that same refund. This raises a critical question: If the funds were rejected and not received by the bank, how were fees successfully deducted from the refund? If Cross River Bank rejected the refund, how are the funds then routed back to that same bank? What specific process allows a bank that rejected a deposit to subsequently receive and transmit those same funds?   Below you will find the email response from Turbo Tax Intuit, Inc., Office of the president of Intuit.   Hello P I am emailing you from TurboTax Customer Care on behalf of Intuit's Office of the President. Thank you for taking the time to speak with me today. I am glad we were able to discuss your concerns. As a recap of your call, you expressed significant frustration after multiple interactions with representatives from TurboTax and Cross River Bank. You requested a clear timeline for when your refund would be deposited into your account. I advised that, unfortunately, there is no definitive timeline for the completion of this process. However, I mentioned that I would continue to research additional details and provide further updates regarding the resolution. After reviewing the situation and speaking to my colleagues, we have found that when a refund is rejected by the receiving bank, it is returned to the third-party bank (Cross River), which then sends the funds back to the Internal Revenue Service. From there, the IRS typically issues a paper check to the mailing address listed on the tax return. When a check is reissued on a case-by-case basis, it is mailed via USPS. Please note that tracking numbers are not provided for these checks. Delivery typically takes 10–14 business days, though the exact timeframe may vary depending on the your local mail carrier and regional mail processing times. After determining this information and getting a final explanation, we will be closing this case. If you have any future questions or concerns, visit https://www.intuit.com/support. We have resources, frequently asked questions, and experts standing by to help. Thank you for being an Intuit customer.   Respectfully,   Desiree' C. TurboTax Customer Care

TurboTax does not include foreign income excluded on Form 2555 in Form 1116.  If you have non-excluded foreign income that you paid Foreign Tax on, you'll enter the type of income, amount, and tax paid in the Foreign Tax Credit interview.   Here's more info on Claiming the Foreign Tax Credit.   @manaspa 

@LaShaunA3 no vehicle qualifies if purchased after 9/30/25 as the tax credit expired on that date.  So even of the OP purchased a vehicle that otherwise qualifies, it was not purchased until December.   

This is what Turbo tax is doing. Stealing!!!! First, I have come across publicly available information across multiple platforms indicating that refund delays may be associated with funds being held for accrued interest. Given the current lack of transparency in my case, I am requesting clarification as to whether my funds are being held for any such purpose. Second, your explanation regarding the movement of my refund does not make sense. You stated that the receiving bank, Cross River Bank, rejected the refund, and that the funds were then returned to that same bank before being sent back to the IRS for reissuance as a paper check. Turbo tax, Intuit Inc, has received my IRS refund and is refusing to release it. Claiming that it was rejected by their receiving back and the funds are being sent back to the IRS. However, they still manage to withdraw the tax preparations fees from the funds that were rejected. Turbo tax stated that the refund was rejected by the receiving bank, Cross River Bank, which would indicate that the funds were never successfully received or deposited However, if the funds were in fact rejected and never received, please explain how TurboTax  Intuit was able to withdraw and process payment for my tax preparation fees from that same refund. This raises a critical question: If the funds were rejected and not received by the bank, how were fees successfully deducted from the refund? If Cross River Bank rejected the refund, how are the funds then routed back to that same bank? What specific process allows a bank that rejected a deposit to subsequently receive and transmit those same funds?   Below you will find the email response from Turbo Tax Intuit, Inc., Office of the president of Intuit.   Hello P I am emailing you from TurboTax Customer Care on behalf of Intuit's Office of the President. Thank you for taking the time to speak with me today. I am glad we were able to discuss your concerns. As a recap of your call, you expressed significant frustration after multiple interactions with representatives from TurboTax and Cross River Bank. You requested a clear timeline for when your refund would be deposited into your account. I advised that, unfortunately, there is no definitive timeline for the completion of this process. However, I mentioned that I would continue to research additional details and provide further updates regarding the resolution. After reviewing the situation and speaking to my colleagues, we have found that when a refund is rejected by the receiving bank, it is returned to the third-party bank (Cross River), which then sends the funds back to the Internal Revenue Service. From there, the IRS typically issues a paper check to the mailing address listed on the tax return. When a check is reissued on a case-by-case basis, it is mailed via USPS. Please note that tracking numbers are not provided for these checks. Delivery typically takes 10–14 business days, though the exact timeframe may vary depending on the your local mail carrier and regional mail processing times. After determining this information and getting a final explanation, we will be closing this case. If you have any future questions or concerns, visit https://www.intuit.com/support. We have resources, frequently asked questions, and experts standing by to help. Thank you for being an Intuit customer.   Respectfully,   Desiree' C. TurboTax Customer Care    

Only the interest paid on your mortgage is deductible.  So you would only convert the interest portion of your mortgage payment during the year.  You will convert the interest portion by using the average currency exchange rate.  Once you've converted the amount to USD, you will enter it on your SCH E.

The PDF tax file is viewed only with Adobe Acrobat. i.e. not using a browser. Adobe Acrobat is fully updated. I created another tax document (using save to PDF in TT desktop premier). Save problem as before. All other pages (Fed and other State pages (including page 2 of the Utah TC-40) ) do not get the error. Other people have the problem. This seems to be a TT problem. Adobe Acrobat ends the message with "Please contact the person who created the PDF document to correct the problem."

I am long standing TurboTax customer as is my entire family. I personally have used TurboTax for more than 25 years and I am livid with what scam you are pulling on people this year with the Santa Barbara Savings Tax Company. They fraudulently have Tax information for some of my family members and took money from their returns that was not authorized in TurboTax nor was it made aware. If TurboTax wants to offer an option to have your Tax fees deducted from your refund and they can't do it themselves they shouldn't offer it. At a minimum it should have been made very clear that the refunds would be significantly reduced by an amount determined by an outside company, that refunds would be delayed by weeks, and that your tax and bank information would be shared with this company.  You need to make this right or you can start kissing your customers goodbye   Heather Arnold 

How to Fix Error Code 209 To resolve the error code 209 in TurboTax 2025, follow these troubleshooting steps: Check Installation: Ensure that TurboTax is properly installed and not corrupted during the download or installation process. 1 Reinstall TurboTax: If the error persists, uninstall and then reinstall TurboTax1 2 Run as Administrator: Launch TurboTax as an administrator to avoid permission issues that may cause the error. 3 Disable Antivirus: Temporarily disable your antivirus software, as it may block certain files necessary for the installation or operation of TurboTax. 4 Contact Support: If the error continues, 

Rental is always a passive income. For people with MAGI < 150K , 25K of rental (if rental with active participation) can be deducted against ordinary income. However, TurboTax deduct it for a tax payer with MAGI over 160K. I am looking for a way to fix this