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Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

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.   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?

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Thank you for your quick reply!  I did see that screen and interestingly, the Itemized amount was just 7 dollars above the single standard deductions amount.  I chose Itemized, yet when the return was filed, it defaulted to Standard.   I might also mention that I was surprised to note it didnt catch a significant amount of SALT payments, even though those showed up on the Schedule B.   Thus, I wondered about any glitches in the software.    Unfortunately, I didnt catch this until I filed and reviewed the return.   Now I wait until it's finalized so I can file an amendment, which I've never done before.  I also note Turbo Tax doesnt have the amendment software ready either, so I'm waiting for that as well.   Any additional thoughts would be greatly appreciated!  

Because that's what a Roth conversion is all about.   With a traditional IRA, your contributions are deducted before tax (you get a deduction).  That means you pay tax on the contributions and the gains when you withdraw them.  With a Roth IRA, you pay taxes on the contributions, and you don't pay tax when you withdraw the money when you retire.  In other words, you have to pay tax on the money going in, or coming out.  When you convert a pretax traditional IRA to a Roth IRA, you pay tax on that money going in to the Roth.  You now will not pay any tax when you withdraw (as long as you are over age 59-1/2 or wait 5 years.)

Yes, if you have not completely disconnected from your broker site, a second import may overwrite the first one.  Suggestions include closing the program after the first import, clear your  Cache and Cookies and re-open TurboTax.   Go to 'Add Investments' and step through the import process again.   @mainelygrace  

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.   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?

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

The real problem is that the IRS is notified who received form 1095-A and not the actual content of the form that were received.  You are correct that if both columns B & C are blank then you don't need to file anything in regards to the 1095-A that you received.     However, it is best to go ahead and enter the 1095-A exactly as it was received in order to just get the return into the IRS computers.  They tend to automatically reject any tax return submitted if it shows that the filer received a 1095-A and didn't include it in the tax return.   Alternatively, you can file the return without the 8962 and see if the return is rejected.  Then, when it is, you can enter the 1095-A information at that point.

Important- wait until your first return is done processing.   The IRS may automatically add the missing W2s for you and adjust your refund.   There was just another post that the IRS adjusted their return.   So they don’t have to amend now.   

What document number are you referring too?   If you are in New York, check the pictures provided by NY to ensure you are using the right number. (It's not the DMV-ID number)   Sample Photo Documents | NY DMV

We can't see your file.  Two possible reasons are that you did not indicate you had family HSA coverage for all year, or that you entered your contributions incorrectly.  Contributions made by payroll deduction (both employee and employer match) are captured on your W-2 automatically and are not also entered later in the program.  For the HSA contribution question, only enter extra amounts you contributed directly to the HSA bank out of pocket.