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Well it's 2:30 PM on the day that Intuit said a bug fix would be published. Nothing. Hopefully Intuit gets this fixed as it would be quite the shame if Intuit was targeted in a class-action lawsuit f... See more...
Well it's 2:30 PM on the day that Intuit said a bug fix would be published. Nothing. Hopefully Intuit gets this fixed as it would be quite the shame if Intuit was targeted in a class-action lawsuit filed by 2025 Weil McLain buyers who couldn't get the $600.00 credit because of Intuit's negligence. 
You are entering that it was BASED on 2023, not that you RECIEVED it in 2025.    You only report the income you RECEIVED in 2025 on your 2025 Federal Return.    You enter that it was FOR 2023... See more...
You are entering that it was BASED on 2023, not that you RECIEVED it in 2025.    You only report the income you RECEIVED in 2025 on your 2025 Federal Return.    You enter that it was FOR 2023, because 1. The inflation Rebate is based on your 2023 income 2. If you have a state refund for tax year 2024, you can enter that 1099-G without it being added to the Infraction Rebate amount.    The 1099-G for the New York State Inflation Refund Check can be entered as a New York State refund in the TurboTax program. Income Other Common Income State and Local Tax Refunds on Form 1099-G   START or UPDATE Select the "Tax return year" on the "Tell us about the refund you received in 2025" as TAX YEAR 2023 Enter zero for "Payments and Withholding" Enter the amount that you received which is reported on that 1099-G Select NO for the "Let's check if your 2023 New York refund is taxable" screen Once the NO radio button is selected a drop-down opens and you can enter the taxable amount which is the full amount reported on that 1099-G. If you also receive a 1099-G for a 2024 state tax refund, that can be entered separately from this 1099-G.  You will attribute the "inflation refund" check to tax year 2023 and the State refund (if you received one) to tax year 2024.   This is the first year New York has issued a payment like this. There is no one dedicated screen to enter this 1099-G in the TurboTax program. Technically the New York State Inflation Refund Check is NOT a refund of tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2023 income, regardless of whether they itemized or used the standard deduction. It is not taxable on the state return, but is taxable on your federal return. Some answers you give the program are answers to make the program put the numbers where they need to go, they are not answers that are transmitted to the IRS. The amount of the New York State Inflation Refund Check will be reported on Schedule 1. The total on Schedule 1 is carried forward to Form 1040 line 8.     Here is a link explaining the New York State Inflation Refund Check Here is a link explaining the federal taxability of the check
No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word ... See more...
No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
Follow these steps: Open to federal income Locate your investments and edit Please return to your federal income Select the 1099-DIV causing concern, edit Proceed through the entry screen... See more...
Follow these steps: Open to federal income Locate your investments and edit Please return to your federal income Select the 1099-DIV causing concern, edit Proceed through the entry screen Uncommon situations? Select a portion of these dividends is US Government Interest Enter the amount from US Government - your brokerage has the percentage in the detail pages. Select the 1099-INT causing concern, edit Proceed through and ensure  box 3 is properly filled in Go back to your state return to pick up the changes. All states are required to exempt US Government Obligations. [Edited 2/13/2026 |5:03 pm PST] @DennisSH 
 Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 
I called Turbo Tax today and was told if you didn’t itemize this year or in 2023, and took the standard deduction, you don’t need to add the inflation check anywhere.  He said you only need to list i... See more...
I called Turbo Tax today and was told if you didn’t itemize this year or in 2023, and took the standard deduction, you don’t need to add the inflation check anywhere.  He said you only need to list it if you itemize.  I wish they’d release official information on this.
I figured out the problem -- it is the way "MAGI" is determined.  The MAGI for the Senior Refund uses as different formula than the MAGI used for Medicare.  I was using the Medicare formula.  My mist... See more...
I figured out the problem -- it is the way "MAGI" is determined.  The MAGI for the Senior Refund uses as different formula than the MAGI used for Medicare.  I was using the Medicare formula.  My mistake.
Where   --- exactly --  are you seeing a federal refund of $5171?   What is on line 35a of your Form 1040?
Trying to download 1099 from Schwab - everything seems to work -get the message "Success! We got your tax data. You can now return to TurboTax." - go back to Turbo tax and I have the same screen as b... See more...
Trying to download 1099 from Schwab - everything seems to work -get the message "Success! We got your tax data. You can now return to TurboTax." - go back to Turbo tax and I have the same screen as before and no 1099 data.  If I choose "continue" I start the whole process over and get the same result.  If I hit "Skip Import" it wants me to type the stuff in.   Turbo tax says it has my info, why is Turbo Tax Premier not doing something with it?
Check the IRS 'Where's My Refund?' tool for the status of your 2023 return.  You may can contact them at 1-800-829-1040.  You may need to initiate a trace if it has been lost or delayed.    @Mwsn... See more...
Check the IRS 'Where's My Refund?' tool for the status of your 2023 return.  You may can contact them at 1-800-829-1040.  You may need to initiate a trace if it has been lost or delayed.    @Mwsnatch 
Apparently I found a glitch in the software. IT says they have fixed it, so hopefully no one else will experience the same thing.
Your return has been recived and is procesing,please allow 12weeks for procesing GA state
I guess you had it right when you started with opening by saying you don't understand. 🙂   I'm not exactly losing sleep over it either, but it is at best annoying that it is unreasonably delayed, ... See more...
I guess you had it right when you started with opening by saying you don't understand. 🙂   I'm not exactly losing sleep over it either, but it is at best annoying that it is unreasonably delayed, combined with poor information from the company.   Often people have good reasons to want to get their tax return filed ASAP, that might not be on your radar. Beyond getting a refund, there is minimizing the risk of identity theft, also just getting it over with as soon as the statements arrive because of impending surgery or travel or both.   Now we have both enjoyed and suffered with TurboTax since 2007, and it's pretty hard to change, but eventually there will be a straw that might send us to H&R Block instead...
My federal refund was 5319 it is niw reflecting 5171 however I paid fir the TurboTax fees out of pocket
You can find your 1099 for the rebate (If you got one) at this link.   ARIZONA DEPARTMENT OF REVENUE LINK     The requirements were:   "If you are an Arizona resident, you meet the crit... See more...
You can find your 1099 for the rebate (If you got one) at this link.   ARIZONA DEPARTMENT OF REVENUE LINK     The requirements were:   "If you are an Arizona resident, you meet the criteria if you: Filed an Arizona full-year resident personal income tax return for tax year 2021; Claimed at least one dependent tax credit on your tax year 2021 return; Filed your 2021 tax year Arizona personal income tax return as the only taxpayer on your single, married filing separate, or Head of Household return, or as the primary or first-listed taxpayer, if you filed a married filing jointly return; and Had at least $1 in Arizona personal income tax liability in tax year 2021, 2020, or 2019."   If you don't meet the requirements listed above, you did not get the rebate. 
Is this Social Security Disability or private insurance disability? 
Thanks. This is great but should I not indicate which days I work and where (nj office versus ny office)? 
Having same issue on Weil-McLain QMID code. The code per others and the Company is 46H2. Turbotax will not accept it saying it has to be Letter-Number-Letter-Number...but that is not correct. Can thi... See more...
Having same issue on Weil-McLain QMID code. The code per others and the Company is 46H2. Turbotax will not accept it saying it has to be Letter-Number-Letter-Number...but that is not correct. Can this bug please be fixed. Looks like it's been out there for 3 weeks. 
Hello   Admittedly today is the first day of downloading forms. I have recently had throat surgery and it's difficult to get support. Schwab is not downloading, and after a  difficult conversation... See more...
Hello   Admittedly today is the first day of downloading forms. I have recently had throat surgery and it's difficult to get support. Schwab is not downloading, and after a  difficult conversation (not Schwab's fault) they told me that it's a Turbotax issue. I don't know if I have to change any firewall setting or not. Never had to in the past. Any  other Schwab customers having issues?
Are you sure it was from your 401K?  The plan wouldn't let you do that.  Or was it from a 401k that you had rolled over to a IRA?   For a QCD, check 1040 line 4b. It should be 0 (unless you have ot... See more...
Are you sure it was from your 401K?  The plan wouldn't let you do that.  Or was it from a 401k that you had rolled over to a IRA?   For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K.   If you are over 70 1/2 then after you enter the 1099R keep going though the  followup screens.  TurboTax will ask you if any portion of your distribution was transferred to charity. You can then enter the amount transferred to charity.