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4 weeks ago
4 Cheers
Let’s get clear on the steps, status meanings, and timelines so you can feel confident that everything is progressing as normal, or if you need to do a little follow-up to discover if there’s a rea...
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Let’s get clear on the steps, status meanings, and timelines so you can feel confident that everything is progressing as normal, or if you need to do a little follow-up to discover if there’s a reason to take action. Your best bet to avoid any surprises later on is to proactively track the progress every step of the way. That tracking starts right in the TurboTax software and your email.
TURBOTAX
Pending - Your tax returns were sent to the IRS and state taxing authority (if needed). Now you’ll watch to see if they Reject them or Accept them. This, typically, takes 24-48 hours.
Rejected - Most rejects are for very common reasons such as typos in a Social Security Number. You should receive an email from TurboTax (keep an eye on your TurboTax account too) that will tell you the reject code or reason. Then simply log in to your TurboTax account, go to your return and select Fix it now or Revisit the section that applies to the reject code. To help, common reject codes and the steps to fix them can be found here.
Accepted - The IRS has them now! This doesn't mean they’re “approved”, only that the IRS accepted them for processing. Once you see that Accepted, follow along and check the status of your federal return directly through TurboTax or watch it directly on the IRS or state taxing authority’s website. If all is good, you should expect your refund (typically) within 21 days of Acceptance.
TIP: Often states process refunds quicker than the IRS, so don’t be surprised if this happens for you too. It’s a good thing!
IRS & STATE WEBSITES
Return Received - The 21-day clock starts to tick. This is the “average” time to process your refund.
Refund Approved - Your refund should hit your bank soon! As a matter of fact, the IRS Where’s My Refund page will show when to expect your refund.
Refund Sent - It’s officially on its way to you! If you don’t receive it when expected, it’s time to contact the IRS directly to verify the bank information the refund was sent to.
TIP: State taxing authority websites may have different statuses and timelines.
Have 21 days passed and the IRS or state taxing authority still hasn’t Approved your refund?
This could happen for one of several reasons and it’s usually something simple. A few common reasons for a delay are:
An IRS backlog is very common, especially as tax season nears its end.
Your tax return was randomly pulled for human eyes to look at. Watch your mail, not your email, but your physical mailbox. If there’s something the IRS needs clarification on, they’ll send you a letter. Usually, they’re just asking for proof of an expense or deduction.
Perhaps there was missed income like an extra W-2 or 1099 form. In that case, you’ll soon receive a letter explaining the details and what action you need to take.
If you filed early, your refund may be delayed by The PATH Act This is a delay due to certain tax credits that are claimed and for fraud prevention.
On occasion, the IRS will randomly request proof of identity. It’s a simple process for most people and can often be done over the phone. Follow the instructions you receive via mail from the IRS.
TIP: For your own safety and security, it’s best to verify any correspondence you receive from the IRS as legitimate before sharing any personal information or tax documents.
4 weeks ago
What is the status of this? Also, I see in my return the 65 Special box is checked on 18b. My spouse has a small pension (less than 2k) but it has $0 in the income column in 18b and the 65 Special...
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What is the status of this? Also, I see in my return the 65 Special box is checked on 18b. My spouse has a small pension (less than 2k) but it has $0 in the income column in 18b and the 65 Special Box is checked. Which looks like no income was reported even if the 65 Special box is checked. I would expect the 2K to be listed under the Spouse's income (column b) since the 65 Special box is checked. It kinda looks like she got the extra credit and her pension income was also reduced. So for AR state returns the 6K pension income for Primary and Spouse is messed up. Again it looks like the credit was checked and the pension was reduced (by 2K in my case).
4 weeks ago
2 Cheers
Id rather report TurboTax fraud to the Federal Trade Commission and my state AG. I suggest everyone else do the same. If you can fix the glitch on the screen, you can correct the bank accounts. S...
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Id rather report TurboTax fraud to the Federal Trade Commission and my state AG. I suggest everyone else do the same. If you can fix the glitch on the screen, you can correct the bank accounts. Stop making the consumer do all the leg work. You guys make billions of dollars, but have crappy customer service and tax experts.
4 weeks ago
To file your return, you will need the first three letters of your document number located on your NYS drivers license. Depending on when your license was issued, as well as the type of license you h...
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To file your return, you will need the first three letters of your document number located on your NYS drivers license. Depending on when your license was issued, as well as the type of license you have, the location of this
letter and number combination varies. Please click here for a NYS guide on locating your document number.
4 weeks ago
I found the following on a different thread... Hi, I didn't need to call customer service. I uninstalled Bitdefender Internet Security (my PC then defaulted to Windows Defender) the Turbo Tax up...
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I found the following on a different thread... Hi, I didn't need to call customer service. I uninstalled Bitdefender Internet Security (my PC then defaulted to Windows Defender) the Turbo Tax update processed without asking for an activation code.
4 weeks ago
Did you ever get an answer or does it just not work on a Mac?
4 weeks ago
Have called support and was told this would be fixed in 48 hours. Still waiting and getting no response from turbo tax.
Topics:
4 weeks ago
Qualifying models, according to the internet, use code 46H2. You may want to contact the seller and confirm your model, the correct code and that you qualify for the Residential Energy Credit.
...
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Qualifying models, according to the internet, use code 46H2. You may want to contact the seller and confirm your model, the correct code and that you qualify for the Residential Energy Credit.
Common qualifying Weil-McLain models include:
Eco Tec (80, 110, 150, 199)
Evergreen (110, 155, 220, 299)
AquaBalance (80, 120, 155)
Simplicity (110, 150, 199)
4 weeks ago
Turbotax 2025 has no option to show distribution as a QCD.
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4 weeks ago
2 Cheers
I tried to import my 1099 from etrade but I get stuck in an endless loop of selecting the brokerage account (Etrade), then signing in, then "Continue" to import, then the login and import process in ...
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I tried to import my 1099 from etrade but I get stuck in an endless loop of selecting the brokerage account (Etrade), then signing in, then "Continue" to import, then the login and import process in a web page (which seems to work) then "Success! You can now return to Turbo Tax" and then back to the "Continue" to import. It never gets to the point in Turbo Tax where it recognizes that a 1099 has been imported. Any ideas?
4 weeks ago
You do not enter a 1099NEC by snapping a photo. You key it in by hand.
4 weeks ago
How do you know it is not generating the credit? Does your Schedule C show a profit? Have you been all the way through the QBI sections? You will get the QBI questions after you go through the i...
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How do you know it is not generating the credit? Does your Schedule C show a profit? Have you been all the way through the QBI sections? You will get the QBI questions after you go through the income and expense sections. Check Form 1040, line 13a, is there any amount there? Is your business a Specified Services Trade or Business? The SSTB designation reduces or eliminates the 20% Qualified Business Income (QBI) deduction at higher income levels.
Why is my QBI limited?
QBI
4 weeks ago
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4 weeks ago
2 Cheers
Thank you but I am not asking for an education or tax advice. Nor am I asking for a "work around." I simply want to know when Turbo Tax is going to fix the program so I can plug in amounts for ...
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Thank you but I am not asking for an education or tax advice. Nor am I asking for a "work around." I simply want to know when Turbo Tax is going to fix the program so I can plug in amounts for the details I previously outlined. Is TurboTax going to correctly fix the program or not, if so, how and when? Thank you!
4 weeks ago
Topics:
4 weeks ago
Submitted two w-2's using the quick employer forms online version on Jan. 27 and they were successfully submitted but have not yet been accepted by SSA. This took only about a day to get an accepted ...
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Submitted two w-2's using the quick employer forms online version on Jan. 27 and they were successfully submitted but have not yet been accepted by SSA. This took only about a day to get an accepted receipt one year ago. Yet this year have received nothing still. I believe others may be having the same issue but would like to know if the processing has really been this slow or is it something else?
4 weeks ago
I kept having this problem! After 4 calls and no solution or anything I think I'm giving up and heading to HR Block.
4 weeks ago
1 Cheer
Using TurboTax 2025 Premier, trying to import 1099's from Fidelity Investments. It tells me the data has transferred and I should go back to the TurboTax software. Nothing is displayed on TurboTax....
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Using TurboTax 2025 Premier, trying to import 1099's from Fidelity Investments. It tells me the data has transferred and I should go back to the TurboTax software. Nothing is displayed on TurboTax. I thought the direct data exchange went live on 31 January and I should be able to import?
4 weeks ago
Follow the steps above. You may need to file a state return. See How to file prior year state returns