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Easy to type in except when you have to do 20 or so.  Fidelity 1099's have been ready since 1/16/2026 yet Turbotax doesn't care and still insists they won't be ready until 1/31/2026.  Get a clue.  Fidelity manages and administers over $15 trillion in total assets.  Among the worlds largest if not the largest.   However this has inspired me to look for alternatives going forward so I won't have to deal with a company like Intuit that so blatantly ignores its customers.  I ditched Quicken a few years ago after numerous faux pas and have never looked back, so they aren't the only game in town.  Soon to be an ex customer.

Hello, This is where I am getting conflicting answers.   The funds were used to purchase another home which I have now moved to. My 2st home, which secured the loan, is currently under contract. So, theoretically, it's not a "second" Home since I'm selling the first home.  Thank you!     

I posted a W-2 with $22,500 in Box 12 Code AA in the Desktop software and it did not give me the same result.     Can you provide any more details? What is your AGI? Line 11A of your 1040 Do you have other retirement accounts? Did you take any distributions from retirement accounts? I'm grasping at straws, because I'm not sure what happened.

Did you enter income that you received on a 1099-NEC form?  Because that is income paid to a self-employed contractor so whoever paid you using that form has decided that you are self-employed and that you will handle the taxes for yourself on the money that you received.   In order to get the system to continue you will need to enter all of the information that came with the job that you received the 1099-NEC for.  One of the benefits of being self-employed is that you get to deduct expenses from your income.  So any tools or uniforms or anything else that you had to buy in order to do your job gets subtracted from what you earned.     The TurboTax system will walk you through questions about all of that and if you answer the questions (No is a perfectly good answer for "Did you have insurance?") the system will help you get your tax return ready.    

Adding the credit is one thing. What I am referring to is when you are finalizing federal or trying to submit the return. The credit will continue to sit in the needs review or must be mailed for submission.

Another possibility----do you owe tax due to the state?    Did a summary at the end confuse you?     The “summary” given to you by TurboTax may have confused you.  That summary just nets out the difference between a refund you are getting and an amount you owe.   Or it adds two refunds or tax “due” amounts together.     The federal and state treasuries are completely separate from each other.     Your state tax due cannot be paid from a federal refund.   And….your federal tax due cannot be paid from a state refund.     Neither refund can be used to pay the amount due to the other one.   If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2026.  

Honestly I had asked this via the AARP tax help thing, and they simply told me I'm not required to file at all. I went to the IRS page about "do I have to file" and it said the same, that I don't have to. Since it was below $15k.

In the Turbotax 2025 Desktop for Mac program, under Wages and income, Your Income, Retirement Distributions, 1099R Payments.  The two boxes "I have more than one value in Box 7" and "IRA/SIMPLE/SEP box is checked" are already checked when you open the form.  You can uncheck both, but when you leave the page and go back, the box "I have more than one value in Box 7" is checked again, even though there is NOT more than one value in Box 7.  

Being pre-approved don't mean the advance is automatic. You still have to select it and be approved. You can look in a few specific places in your account or your email to make sure you applied for the advance.   Be aware that if you: Used a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. Select the 5 Day Early Refund Delivery, you will not see the Refund Advance option. Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods.  If it’s not there, you likely selected a standard direct deposit or a different refund option. Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account. See this resource for more information:  Offer details and disclosures for the Refund Advance  program

 No one in the user forum has access to your account or to information about your fees.  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     No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh   @Kec4126

@KimTVU    Yeah, I noticed that when entering the data into a 1099-R form that was empty of any $$  to start . When making the first entries on the form, the software has done some, but not all the calculations ...yet   Then when entering that  non-zero RMD amount  (35,000 in my test file) on the page that notes the 1 April date, the tax due rachets (mine at least) to a huge tax due...   That's just a strange quirk of the software....and works out OK if you go thru the pages that follow _________________________ Investigating right at  the point when I first entered that 35,000 RMD amount, when my tax due ratcheted to a big number, I found that a form 5329 has been  generated, indicating a huge penalty for not haven't taken the actual RMD...because I hadn't gone to the next page yet where ......on the next page you indicate in a bullet point, that entire distribution was the full RMD amount, the software then recalcs eliminating the Penalty form 5329 entirely (in my case it had added over $8000 due before clicking that bullet point)...and the final calculations proceed properly.   When I edit the form a second time...and just stepping thru not changing anything, there's no ratcheting of the tax due/refund, because I've already hit the button on that one page indicating all of it was my RMD.   Yeah...TTX might make the flow proceed in a way that doesn't panic us somehow...but I'm not a programmer, and perhaps it needs some better management oversight of the user experience.

Many of us agree. Very frustrating. I too have been a long time user of TT. (Back when they mailed disks). Last year was a struggle too and I thought I'd give them one last try. This is it. I will not use this product next year.

Uh oh......did you use the same online account to prepare tax returns for yourself and for your father?     When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596