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I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?  

Your Form 1099-Rs for state taxes paid and for a contribution (money you put into the IRA) are both unusual.    Typically the state taxes generates Form 1099-G and your financial institution will send you a Form 5498 to show your contributions.    I would review each of your two forms to ensure they are both Form 1099-Rs.   If one is Form 1099-G for the state taxes paid, that will be entered in a different section, and could be causing the calculation error.   Additionally, when you contribute to an IRA, that entry is also in a different section (Deductions & Credits).   Form 1099-Rs are for distributions (withdrawals). You stated you did not withdraw anything from your account, so you would not have received Form 1099-R.

I wanted to reply to this, even though the original thread is from three years ago.  I had these same questions yesterday, when I used TurboTax online to prepare my federal, state, and local taxes for 2025.  I am a Kansas City resident who received a W-2 without local withholdings (for 3PSP from Guardian, which is treated as wages) and also had a side gig doing some freelance work over the summer.   I knew from doing my taxes last year that I would need to file a Kansas City Wage Earner return to pay taxes on the wages I earned, so I was not surprised that TurboTax guided me through the RD-109 form.  But it also asked whether I needed to file a Profits return (Form RD-108) for the side gig.  I double-checked the requirements on the Kansas City Finance Department tax forms page before completing those steps.   When I got to the end, TurboTax said that it could e-file my local returns in addition to my federal and state returns for 2025.  I was a bit nervous until I received email confirmations that all of the returns had been accepted.  In addition to the federal and state confirmations, I got an email regarding the RD-109 with the subject Kansas City Tax Filing Accepted and a Kansas City Personal PRT return confirmation with the subject State Return Accepted.  Last year was the first year I filed an RD-109; a few days after I got the email confirmations, I received a letter from the Kansas City Finance Department Revenue Division notifying me of my Wage Earner registration.  I took this as additional proof that the return had been received, but I was not able to see that in the city’s Quick Tax online filing system until I created an account and completed my registration.   TurboTax did ask for my bank account information yesterday, but only in regard to federal and state taxes; it mentioned that vouchers would be printed in order for my local taxes to be paid.  I suppose you could mail a voucher to the Finance Department along with a check, but it is easy to pay with Quick Tax (you don’t even need an account).  I did that last year, and now that I have registered, I can see my payment along with my return status.   Anyway, I hope this helps anyone who may be in a similar situation.  Good luck!

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

NY doesn't tax retirement income under $20,000.  I don't know if they will tax this, since it is not a normal withdrawal, but it a return of excess.  At worst, NY will tax the gains.  At best, they won't (depending on your other retirement income, of course).  There aren't any other penalties in NY. 

Are you able to open the program?  Do you get an error when trying to update when it first opens?  If you could share more details, we'll try to help.  Make sure you don't have any other programs open, and disable your anti-virus software.   @mrhor77 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button

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.

On your 2025 return, you must report the Roth contributions.  Turbotax will then say, "you have excess contributions, will you remove them before the tax deadline?"  Answer Yes.   The withdrawn contributions are not taxable, but the gains are taxable, and they are taxable in 2025 since the contribution was for 2025, even though you did not actually get the money until 2026.   Then go to the retirement income section and enter a new 1099-R as if you received one (don't use the "substitute 1099-R" procedure, just pretend you got one.). Enter the total amount of the withdrawal in box 1, and the taxable amount (the gains) in box 2a.  Use codes P and J in box 7.   In January 2027, will get the actual 1099-R for this withdrawal, you will need to enter in on your 2026 return so the IRS computer can match it, but the codes will ensure that the gains are not taxed again. 

@bivona2525    There was a New pop-up this year that you had to accept...before the data will actually get recorded. IT was something about letting Intuit have access to your devices...   See the following discussions on what to do to re-set that browser to allow it, then try again. __________________________ Solved: Re: Importing Brokerage data does not work and Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax