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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. 

Please clarify your question by adding some additional information so we may better help you. Did you complete the filing of your tax return? Was your direct deposit information accepted? Did it tell you to mail your state return?

@mark_van wrote: 1) I will cross the 2026 tax year bridge issue when I get there. That will be sooner than you most likely believe, as in later this year when the 2026 products are released.     @mark_van wrote: 2) Since this is a Turbo Tax Forum, the issue is with regard to H&R Block software being compatible with Turbo Tax, not with other products... You missed the point (entirely), which is H&R Block is not the panacea most think it is at this point. Some long-time TurboTax users have found the products less than intuitive and fully functional and, further, some long-time Block users are switching to TurboTax as a result.

Yes.   Even if your employer is a non-tribal company in another state, you are exempted from sate taxes if you satisfy all three conditions:   You are an enrolled member of the federally recognized tribe/pueblo upon whose land you are working. You live on that same reservation/tribal land The work is performed physically within that same reservation/tribal land.   

Unfortunately, this is correct. Since you used the last-month rule in 2024***, you had to maintain HDHP coverage for all of 2024, or have your contributions recalculated for 2024. Death or Disability are explicitly the only two reasons specified to avoid this issue.   You listed that you had Self-only coverage for all of 2024, while you implied that your husband had Family coverage in 2024 (did he in 2024?). Did TurboTax tell you on your 2024 tax return if you had excess HSA contributions?   By keeping the HDHP coverage in 2025 via Cobra, you were doing the right thing; however, when you went on Medicaid, that caused the "failure to maintain HDHP coverage".   Sadly, the rules for HSAs are far more complex than one would think, and it is difficult to figure out in advance what you should be doing. That's why I want to know if you had excess contributions in 2024.     *** The last-month rule allows you to use the full annual HSA contribution limit if you have HDHP coverage on December 1, 20XX, no matter how few months you had coverage during the year. It's a great benefit to those just starting on an HDHP plan. However, it does require that you "maintain" HDHP coverage for the full following year.   Please note that failure to maintain HDHP coverage does not necessarily cause a penalty in the previous year. What happens is that TurboTax checks to see if your 2024 contributions were in excess of the HSA contribution limit for that year, without the last-month rule. For many taxpayers, if they had HDHP coverage for the entire year, they would not have excess contributions for the HDHP coverage that they actually had, so no penalty.  

There may be a suggestion, however you can move forward with your TurboTax Desktop Deluxe to enter your transactions. If you continue the same experience with trying to download your data you can use the information below.   A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted)

@LancoQuestions wrote: End result -- because IRA withdrawals are considered "Retirement income" I needed to pay back the $7000 that I had received as healthcare credits.  The government bases the healthcare credits on current poverty level.  Such a poor healthcare system for those of us who have worked hard all our lives. Yes.  Unlike many tax provisions that have a gradual phase-out, the PTC is more like a cliff.  This is the bad design I referred to above.  The only way to change it would be through Congress passing a new law that modifies the Affordable Care Act or replaces it with something new.     When you are right on the edge, you need to do some careful tax planning to avoid that cliff.     Lastly, I will point out just in case, that if the withdrawal was made less than 60 days ago, you can return some of all of the money to the same or a different IRA -- this is called a rollover -- and I don't believe it would count as income against the PTC.  But that would only help you if you made the withdrawal in the last few days of December. 

You might need to finish within a browser.    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.

Can you clarify the situation? Did your mother "complete your return"? Did she already file it? You said, "The refund goes into his account", Whose account? If a refund is coming, who filed the return?

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.

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.

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.

So I eventually got to the HSA Summary screen.  It shows my husbands name (Gregory) in first column, and my name (Shelley) in second column.  In Gregory's column it showed his total distributions.  In Shelley's column it shows my tax-free employer contributions from W2.  You are saying that because I either jumped around or clicked the add button mistakenly, there is no way to get back to the screen where I can enter my personal contributions?