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You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.      

Assuming your father reached beginning age for RMDs,   Step 0.  Get IRA retitled with your name as beneficiary.   Step 1.  determine the RMD your father owed from his record or the custodian. If more than $500, the balance must be taken before current Tax Day by one or more siblings. Step 2. each sibling must calculate continuing RMDs based their age. The first RMD is required by Dec 2026. @user17708699379 

Did you already e-file?   If your refund goes to a wrong or frozen bank account, the bank will send the refund back to the IRS.   If you have not yet e-filed, sort out your banking problem first with the bank.   If you already e-filed, watch your mail for a notice regarding your refund.   You will receive a letter from the IRS and will have to take action in order to get the IRS to mail you a check.  Make sure you used the correct mailing address on your tax return.  Open all mail even if it looks like junk mail.

Good news. As of the update that installed this morning, the software seems to be correctly determining eligibility without changing the placed in-service date to match the purchase date. I think I still got a message that I didn't qualify for the credit at the end of the step by step, but my federal taxes weren't increased by $7500 to pay back the credit transferred to the dealer.

Good news. As of the update that installed this morning, the software seems to be correctly determining eligibility without changing the placed in-service date to match the purchase date. I think I still got a message that I didn't qualify for the credit at the end of the step by step, but my federal taxes weren't increased by $7500 to pay back the credit transferred to the dealer.

Information flows from the federal return to the state return.   Although you will use standard deduction for your federal return, go ahead and enter the itemized deductions into the federal return so that they will flow to the NY return.

Can you provide more information the difficulty you are having submitting your New Jersey state tax return?  Is TurboTax giving you any messages or information as to why your New Jersey return is not being submitted?  Have you run the Smart Check in TurboTax on your New Jersey return to see if there are any errors in your return that need to be cleared before it can be submitted?

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@user17708816567 I agree with @mesquitebean.    If your refund came directly to your bank from the IRS it will show on your bank account as having come from the U.S. Treasury or the IRS.    If the IRS shows that they sent the amount shown on line 35a of your Form 1040, but the IRS sent less, then your issue is with the IRS.   If the refund went through some third party---like Green Dot Bank, or some other bank.....then your issue is with the third party bank.   Compare the amount shown on line 35a of your Form 1040 with the amount the IRS refund site says they issued to you.

Most guidance that I am seeing states that interest earned on a certificate of deposit must be reported in the year it is earned, regardless of if the bond reached maturity in that year.  From personal experience, I had a 10 month CD that matured in January, 2025, but I was issued a 1099-INT for the 9 months I had it in 2024 and had to report that interest on my 2024 return.

I am not yet sure whether the above approach makes 8949 and 1116 consistent.  Let's work with specific numbers:   Sale Price was $50K Taxes Withheld on Sale $15K FMV on Deceased Death $150K Expenses Definitely Related to Sale $50 (appraisal to establish FMV)   In this email, I first want to make sure 8949 is correct, then depending on the response, I will get to 1116 in the following email.   Proceeds: Should this be $50K or $35K?  In my bank, $35K was deposited but deed says sale price was $50K Cost Basis: This is easy, $150K Adjustment to Gain or Loss, $50   Thanks.   @DaveF1006   

Follow-up questions.  Since I am the plan administrator, can I recharcterize my excess contributions from last year from employee to employer contributions and apply them to 2026 tax year?   Thanks in advance

I wish this was true, but there still appears to be no way to ever find questions or a way to update information related to 4. The next screen will say "Let's enter [name]'s HSA contributions".  You can enter the contributions you made outside the employer plan in the lower box (the top box has the employer contributions automatically carried over from your W2). I can get questions about additional employer contributions, overfunding a prior year, etc., but somehow never a way to enter direct contributions by me for this tax year.

Thanks for the suggestions!  I've been through each item you suggested, and I think I found the smoking gun (Item 1).  Regarding your 5 suggestions below: 1.  If I take the % of my UPE to my total K-1 income (Box 1), and I apply that percentage to both the SEP Contribution and 1/2 SE tax, it sums to $287!  Turbo Tax must be adding that % back to my QBI as an added benefit.  Evidently, H&R Block doesn't do that. 2.  $1435 is more than my total UPE and a lot less than my SEP deduction, so can't be that. 3.  I have numerous sources of income (W-2s, 1099s) that exceed the K-1 income, so couldn't explain the $287 difference. 4 & 5.  The root of the problem is that nowhere does TurboTax explain how they generate the QBI number.  My QBI Component Worksheet does not have a line "Self-employment tax deduction allocable to this business," nor does the QBI Deduction Summary, nor does Form 8995-A.