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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable.    The check will not come from the IRS but should come from Intuit.   For more information click on the link below 5 Days Early Option

You are correct, in most cases, to enter zero to the Smart Check message(s) about missing operating losses or totals not matching. If you actually have and know the total carryover amount from last year, enter that amount in the current year box. Your entries populate a TurboTax worksheet that is not part of your official IRS return.   Note that empty boxes may affect the "total" calculated for passive loss carryovers. It's best to enter a zero in every box.   @atnovanow 

You must take the required minimum distribution (RMD) as soon as possible and then file form 5329 and a letter of penalty forgiveness with TurboTax Online or TurboTax Desktop. You will need to file a 5329 form and request a waiver of the penalty which is already part of your tax return. (The waiver would only be denied if there is no reasonable explanation and the missed RMD was not taken at all.)    Note: After the first RMD, all subsequent years' RMDs are due by December 31 of each year. Keep a paper trail for your tax files and Form 5329 will be generated with your tax return to include your explanation and waiver request.   You would have to report two RMDs in the year after the year you turned 73, if you delayed taking your first RMD ‌until April 1 of the year after you turned 73.   Example: If you reached age 73 in 2025: You must take your first RMD anytime in 2025 or up until April 1, 2026. You must take your second RMD by Dec 31, 2026, and you report that RMD on your 2026 tax return.   Tip: You can avoid having to report both of those RMD income amounts on your 2026 tax return, and report them in separate years instead. If you take your first RMD on or before December 31, 2025, you’ll report it on your 2025 return.   @sskbsutton 

Sorry that is a user error.   For the Social Security, you get 0 on 6b if you didn't answer the Foreign question right. Or if the amount on 6b is too low and you are married you answered it wrong for one spouse. Starting in 2024 there is a new question asking if you lived in a foreign country. People were answering it wrong or skipping it. Go back through the Social Security entries and check, check for each spouse if married. If the IRS adjusted your return you do not need to amend. Check the top of the Turbo Tax Social Security Worksheet. There is a box to check if you lived in a foreign country.

The issues as I understand it: 3 year payment plan Solution: pay 1/3 back for 2025. Amend 2024 and pay 1/3 back.  The IRS will eventually catch it and charge penalties so better to do it now. See How do I amend my federal tax return for a prior year? 8915F is deleted and returns with issue.  Solution: delete the worksheet for 8915 along with the 8915 and log out. Clear cache and cookies. Try again. Be sure to mark 2024 repayment -even though it isn't made yet. Be sure the FEMA number is on the 8915F verify your state is ready to e-file the 8915 here. @Southerngirl313 

Good Job. but certainly frustrating to go over so many steps. Thankfully you are resourceful and found a solution. I agree that customer support is not always helpful. I wonder how TurboTax knows about glitches to fix, and if they are located Nation site. Keep up your good Job

 Go back and edit your IRA contribution.  There will be a series of screens asking various questions -In order (I use the name of John for testing) - Tell us about your IRAs John's Traditional IRAs - Is this a repayment of a retirement distribution you received? NO John's Traditional IRAs - Enter the total amount of contributions you put into a traditional IRA for 2025, even if you later transferred some or all of it to a Roth IRA.  John's Traditional IRAs - Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution? NO John's Work retirement plans - Are you covered by a retirement plan at work?NO @craig43

@kimberly3ct  So let me ask a clarifying question and make some comments, and see where that takes us.   When was your spouse's 65th birthday?  Medicare is only retroactive 6 months if his 65th birthday was more than 6 months ago.  If you are at or near his birthday, it will only be retroactive to the 1st day of the month he turned 65.   HSA contributions can be made any time during the year.  It is not the date of the contribution that counts, but the overall total.  If he is covered by a family HDHP and medicare is really going to be effective 9/1/25, then his contribution limit for 2025 is $6366.  It doesn't matter when the contributions were made--they could even be made after enrollment--as long as the total for the year did not exceed $6366.  If his total for the year is more than $6366 (and you correctly determined his medicare start date) then that is the amount you will need to remove.   If you are covered by his HDHP, you are also eligible to contribute to an HSA in your own name.  You don't have to have an employer, you can open an account at any bank that offers HSA (shop around because they will usually charge a monthly service fee if not sponsored by an employer).  You could contribute up to the combined family maximum (contributions for 2025 can be made up through 4/15/2026) and you can continue to contribute to your account after he goes on Medicare as long as you are covered by a family or self HDHP.  For 2025, if he contributes $6366, you could contribute $3850.  (I can explain that calculation if you need me to.)

If your US Residency box is not checked on your Form 1040, make sure that you have entered the proper U.S. residency information in the "Personal Info" section of your TurboTax program.    This box is primarily used for the IRS to determine if you are eligible for the Earned Income Credit. If you are not claiming the Earned Income Credit it should not affect your tax return. If you are claiming the Earned Income Credit there is a question in the Earned Income Credit section of TurboTax that asks about your residency status.    You can easily get back to these screens in TurboTax as follows: Click on Search in the upper right of your TurboTax screen. Type earned income credit in the search box Click on the link Jump to earned income credit If you are using the desktop version of TurboTax, you can manually override the form in "Forms  Mode", but you should answer the step-by-step interview questions correctly to allow the box to check automatically.  You can get to "Forms Mode" in TurboTax Desktop by clicking on Forms in the upper right corner of your TurboTax screen and scroll down your list of Forms in the left panel of your TurboTax screen and click on your Form 1040 and check the box.   Please return to Community if you have any additional information or questions and we would be happy to help.   

It depends, the abbreviation is not universal but it sounds like it could be a Union Assessment.  That is not deductible for federal purposes, so you could choose other/not classified in the drop down.  To determine if that is correct, I'd suggest looking at your last paystub of 2025 to determine what the abbreviation is for sure.