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If your 2024 return was rejected that means it was never filed.   When it rejected, did you attempt to fix it and re-file?   Or did you file it by mail?   If you did not do either of those things, then your 2024 return still has not been filed.  The only way to file it now is by mail.   E-filing is permanently closed for 2024 returns.  You can print it, sign and date it in ink, and mail it in.   If you are getting a refund, there is no penalty for late filing.  If you owe tax due, your late penalties and interest have been adding up since April 15.   As for e-filing your 2025 return, you will not have a 2024 AGI to enter since it seems you did not file 2024.   Wen it asks you for your 2024 AGI choose the answer that says you did not file a 2024 return or try using "zero".   And...so that you will know what AGI is and where to look:   Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.  

@MelindaS1 Thank you very much for your detailed response.  I have the desktop version of TT (I downloaded it), but am still trying to familiarize myself with the "quick zoom" feature of the forms.   From that I was able to determine that TT is handling the portion of the refund for 2024 taxes that was paid in 2025 as taxable income. IOW, the "deduction to the deduction" on Schedule A, line5,  is:   amount of 2024 refund to be taxed in 2025 = ((2024 estimated tax pd in 2025)/ (2024 estimated tax + withholding))  * total_refund     That makes sense assuming that I am supposed to be taxed because some payments were made in 2025. However, I do not understand the "why" of it.  My understanding is that a refund from a tax year in which you did *not* itemize (i.e., took the standard deduction) is not taxable, no matter when all the estimated taxes were paid.     The TT  reference:https://blog.turbotax.intuit.com/tax-tips/is-my-state-tax-refund-taxable-and-why-90/ says When it’s not taxable Your state income tax refund is not taxable if:  You claimed the standard deduction instead of itemizing on your prior year federal tax return.   You didn’t claim a deduction for state and local income taxes paid on your prior year federal tax return. Tax Act and H&R Block have similar statements.   Also,  TT for 2025 asks about refunds for 2024. On the screen that says   Let's get some details from your 2024 federal tax return   Did you take the Standard Deduction or itemize? [I selected] O  I took the Standard Deduction.   [I did not select "I itemized my deductions"]   And here's the kicker: after I click on the Continue button at the bottom of that screen,  the next screen says:   Good News! Your refund isn't taxable. This includes any state and local funds.      TT knows when I made all my estimated tax payments. So which it is? Do I misunderstand the guidance that you are not taxed for refunds that are from a year in which you did not itemize, or is TT's "Good News!"  screen simply wrong or misleading?    Apologies for the long post and congratulations if you made it this far!  

If you are sure you don't need this form, you can delete it.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button. Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. 

Mike 9241's reply and the tax rules cited support my contention that all the proceeds received on redemption of a treasury note should be considered as interest, not a capital gain. I still cannot understand why my (major) brokerage firm incorrectly counted some of my 2025 treasury note redemptions as capital gains. Now I have to decide if I will use the erroneous capital gain numbers on my tax return (versus converting them to interest) so there is no discrepancy between my return and the numbers submitted to the IRS by my brokerage firm.

The button that is checked there applies to all 6 types on retirement income under the heading "Retirement distributions from:", starting with "US Government (including military)" through "Other Pensions of New York State and Local Governments".

As I was informed, the work around is to put the room and board, computer expense and ( I think books/supplies etc) in the Peoples worksheet. Don't put Tuition paid in Box 1. That info gets transferred to the Student Info worksheet. TT puts the info from 1098 T in box 1 of the student work sheet, and presto you should be good to go. At least for me, it seems to work even after closing and reopening the program. Having said that TT is very buggy and hopefully one day the eduction expenses will be fixed. The work sheets ar a mess and the instructions stink. 

This workaround works fine but beware that the change is not saved.  Every time I open my son's tax return in TurboTax I have to reenter the Room & Board on the form.  And yes, I am explicitly saving the return before I exit TurboTax.

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    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.

None of these work-arounds worked. Luckily I had a Debit Card with an  acceptable Expiration Date to complete the transaction.   This has been an issue for 2 years with multiple comments on this website.    Request that Turbotax fix this problem.  Thanks.

I don't know of a fix that'll resolve this in the short term, but there's an alternative.   There's a website under construction that you can go to: Trump Accounts jumpstart You can request updates from this site.   @Cessational   

Here are two FAQs to help: What if I'm having trouble with my filing verification code? and How do I get a verification code if the email address is wrong?   You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

@mhdecastro Did you read the reply that was already given to you regarding having the same expert?   No one in the user forum knows who the "Live" experts are or if they are working with TT this year.   You can call customer support to ask if that expert is available.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh