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Try deleting the full 10-digit number, and then enter only the first three digits/letters.   The New York Department of Taxation and Finance only requires the first 3 characters.   If it keeps failing after multiple tries: Delete the entry entirely. Go to a different section of the tax return. Return to the ID section and type the first 3 characters slowly. Make sure that there are no spaces before or after the characters.   Make sure you aren't accidentally entering your Client ID. The Document Number changes every time you get a new physical card.   If your license was issued AFTER Jan 28, 2014: Look on the back of the card. It is usually in the lower right-hand corner or follows the string "IDUSA".   If your license was issued BEFORE Jan 28, 2014: Look on the front of the card in the lower right-hand corner.   Do not include the "IDUSA" part if it's printed there; start with the characters immediately following it.

 This is an IRS issue.  The IRS has issued a correction to the 2025 Instructions.    We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction. Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  You can attempt to refile on the 6th or wait for several days after that.  At this point I do not see anything stating a date as it does depend on the IRS actually getting their instructions and forms fixed before anything else can be done. 

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

Note: Be aware that some reports indicate potential issues with the 1099-B worksheet in the 2025 desktop edition. I have used TT for 17 years. Each year it uploads the previous year's data. That includes all forms of 1099. I had a 1099-B last year. But in doing this year's taxes, the various 1099's loaded, as I worked my way step by step. With the exception of the 10-99-B. And trying to manually add it for this is, is a fight. This seems to be yet another bug in the list of bugs for TT 2025.

I  put your AGI 170,000 into my  spreadsheet.  The new 6,000 Senior Deduction is not part of the Standard Deduction but listed separately on 1040/1040SR line 13b.  For 1 person over 65 you should get $4,800.      

On your 1098, if Box 7 is checked, means that the lender states that the address given for the payer/borrower is the same as the address of the loan.  If box 7 is not checked and the address in box 8 is different, than Payer/borrower address, your interest may still be deductible.  The ability to enter the address in TurboTax does not affect the deductibility of the interest.  A different address could be a for a 2nd property that you own for which this interest would be deductible.  Or, it could be for a rental property as well.   Once you enter the information on the 1098, the next screen will ask if the mortgage interest is for a primary or second home or "other".  The first two options will allow the interest to be deductible as an itemized deduction.  If the property is a rental, the information from the 1098 will need to be entered as an expense for the rental property.

Here are the similar steps for TurboTax Online:   1. When you get to the screen Let's Have Pennsylvania Calculate The Penalty answer No.   2. Click through the next two screens to get to Do you want to see if you qualify for any exceptions to the penalty? and answer Yes.   3. Answer questions on exceptions to penalty and if 2025 estimated payments were required. You will then see a screen showing if exception was met.   4. The following screen asks Did you earn your Pennsylvania income unevenly during 2025? Answer Yes then click Continue to get to screen where you can show annualized income.   I tested these steps in my TurboTax Online account and it worked, but reply if you are still having issues after going through these steps.

I called TT support and while we were waiting for WI state return reject for the fourth time, I asked what triggers an investigation to resolve this problem.  She indicated the more people that call about the same problem, the chance of an investigation increases.  I would recommend for those who have not yet done so, call Intuit Support at 1-800-446-8848 to report this problem. And ask if an investigation can be opened up or refer them to this thread.  Thanks.

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.