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Yes, TurboTax definitely knows that any type of withholding is considered paid evenly throughout the year. This has always been the case in tax law going back more years than I can count.   @carterrd 

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.   For more information click on the link below 5 Days Early Option   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. 

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?

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.   For more information click on the link below 5 Days Early Option   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. 

I'm referring to 2025 Minnesota State Personal Income Tax calculations. Generally, only affecting persons with significant taxable income and significant real estate taxes.  TurboTax suggests the not all state modifications have been programed as of 02.23.2026. 

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?

There could be a couple of reasons why you might be experiencing a delay:   1. First, the status might be pending for security reasons. This may be a sign that someone is trying to use your identity to file a tax return. This can take up to 72 hours, after which your return will then be forwarded to the IRS, or if applicable, rejected. If rejected, you can then correct the rejection issue and resubmit. Please see this FAQ for reference.   2. Secondly, there could be a delay if your return has various refundable credits, such as the Earned Income Credit, Investment Credit, Energy Credits, or Business Credits. You may need to wait a few more days and check your filing status again. Please see this FAQ for additional information.   Note: Both instances may be applicable. That is, you could have a hold for security reasons first. And additionally for verification of the refundable credits in your return. In this case, delays might extend beyond 72 hours.

Yes, In the New York State section, you need to edit the US Government or NY state exempt income section which you will find under the Investment adjustments Menu. You will find that on the screen that says Changes to Federal Income. There you will enter the portion of New York and US government investment income that is exempt from tax in New York.   When you enter your Form 1099-INT to report the interest income on your federal tax return, you need to enter the interest income in box 3 for US treasury interest and also in box 8 for tax-exempt interest. In that same section you will come to a screen that says Tell us more about your Tax Exempt Interest. On that screen you need to enter the amount of the tax exempt interest and the name of the state (New York).     

Yes, this is because of a browser security update.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Thanks but there is a 1098 for actual (unrelated) scholarships and this wasn't work that occurred at a university so doesn't truly fir the definition of a scholarship. Secondly, the second way puts it in as unearned income, which then triggers the "kiddie tax" and lowers the standard deduction (for dependents) that also makes more tax due than there should be (income doesn't even fit the threshold for filing).    After extensive research and calling Turbo Tax, it was decided the best way to do it is to put it under  less common income,  Misc Income and then unreported earned income which then goes to line 1h on the 1040;. income is still taxable, but as earned income.    Do you disagree?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Thank you for clarifying that, but as MaryK4 pointed out, the Fair Market Value is what a Buyer is willing to pay and if something is sold soon after it is inherited, there is usually no gain, no profit.    If someone inherits a house that is worth 55,000 on the date of passing and then they hold on to it as the market gets stronger and end up selling it 5 years later for 70,000, they would need to claim 25,000 as a capital gain (profit).  But since you inherited the house and sold it the same year for 70,000, I would venture to assume the Fair Market Value was indeed 70,000, not 55,000.   A Real Estate Agent can make a Comparative Market Analysis (CMA) which is NOT an appraisal, since they are not Appraisers, but the CMA can be close. In your case, I think the Real Estate Agent was off and the Fair Market Value on the date of passing was 70,000 if the Buyer was a "normal" buyer, meaning this buyer had no reason to pay more than what the property was worth.   I also assume the ramp was installed BEFORE your Uncle passed, so that cost would not be added to the Fair Market Value. If installed after, it could add value, but then again it might not have.   I suggest you speak with the Real Estate Agent again and ask if the 70,000 it sold for was actually the Fair Market Value, and if yes, use that amount, split this between the Heirs and split the selling costs (such as the agent's commission). You should each show no gain and perhaps even a slight loss.   

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

It depends. It appears you may have paid at least 100% of your 2024 tax based on your information but I can't be sure. Double check your estimated tax total against your total tax on your 2024 tax return (total tax liability line). If not, and the income was higher in 2025, and you didn't compensate by increasing your estimated tax payments a penalty could occur.   You might try to request a waiver of the penalty by using the information below.   Alabama (AL) will charge a penalty for under payment in the following circumstances. In general, you may owe the penalty for 2025 if the total of your withholding and timely estimated tax payments did not equal at least the smaller of: 1. 90% of your 2025 tax, or 2. 100% of your 2024 tax. (higher income taxpayers would be more) Key Exceptions & Waiver Factors Reasonable Cause: The Department of Revenue may waive penalties if the failure to pay was not due to negligence or intentional disregard. Specific Circumstances: Valid reasons often include []natural disasters, fires, or serious illness/death of the taxpayer or immediate family. Administrative/Technical Issues: System failures that prevent timely []electronic payment can be considered. Unforeseen Events: Inability to access records or other unexpected, unavoidable situations How to Request a Penalty Waiver Log into the My Alabama Taxes (MAT) account. Select the specific tax account. Choose the "Ask a question" link in the "I want to" section. Provide a detailed explanation for the late payment You can contact us using the information below. How do I contact TurboTax? @drbailey25