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If you made Roth contributions because of income limitations, those will get flagged as "excess contributions"   You can make traditional IRA contributions regardless of income, however, some or all of the traditional IRA contribution may not be deductible on your tax return.  If that is the case, this is where a Backdoor Roth conversion can come into play to convert the traditional IRA contribution to a Roth contribution.  If your traditional IRA contribution was fully non-deductible, a complete conversion to a Roth using the Backdoor Roth conversion will not change your taxable income or tax liability.   Following is a help article from TurboTax on how to report a Backdoor Roth in TurboTax.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

There is no required backup paperwork in order to take depletion on oil royalties.  Using the percentage depletion method oil royalties automatically take a 15% deduction.  Here is the IRS guidance on depletion.

Give it at least a day or two after being accepted by the IRS and then you can see some information on the IRS site. FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

I'm having the same issues.  I understand that you don't have to enter it if you have qualified education expenses, however, Turbo Tax should still allow a place to enter in the education expenses to make it non taxable when you do enter in the 1099Q.  Extremely frustrating!

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

@samirarora , Namaste Aroraji. While I agree with you on all points, I kind of don't understand your issue with your point#5.  I do agree with  you that TDS and TDC are similar to  US "withholding" and often lead to need for amended returns . My concern is  because  while you can get the actual  foreign source income for the period  Jan1st. 2025 through Mar 31st. 2025 from the  AS26  ( I was not aware of this form but have familiarized myself with it ),  the actual taxes levied on this  can only be  based on an average allocation from ITR for the  Indian Tax Year 2024/2025.  Absent specific rates  applicable  such as  Capital Gains rate 12 -1/2%  without or 20% with indexation, the average  rate is probably the nearest you can get.  Plus there is the  exchange rate complication.    Please note that no matter how you come-up with an equitable case for the US return, you need to retain detailed documentation as to how  and what you relied on, just in case there is a question from the IRS. Also note that while the federal return has provisions for FTC, there is no such benefit for the state ( although some border states have specific agreements with neighboring countries. A point you should be aware of is that most foreign  Mutual Funds  are classed as PFIC, requiring mark-to-market or similar  value recognition regime. While you did not mention, may I draw your attention to the fact as a US person you do come under the FBAR  ( form 114 at FinCen.gov) and FATCA ( form 8938 with your return) and possibly form 3520 ( NRA/ foreign trust gifts/distributions etc. ). None of these are tax events  but ignoring the requirement can result in onerous fines. Is there more I can do for you ? If you have more on this , please feel welcome to add to this thread ( even though it is a bit long ) or PM me   ( just NO PII -- Personally Identifiable Information). Namaste Arora ji   pk