All Posts

First, enter the 1099-R for your required minimum distribution (RMD) and enter that full amount for the RMD amount question.    The second 1099-R will ask if you rolled it over and be sure to respond to the question for this 1099-R. You may need to enter two 1099-Rs for the second one since part was a rollover and part was a RMD. This will allow TurboTax to know the correct process for your return.   If the IRS does have a question, the same process will take place and your explanation seems to have provided sufficient detail for the IRS.  See below for helpful information.   @debbiesintuit 

E-filing fee in desktop software Did you purchase desktop software with state software included?  They sell Deluxe both with and without state software--so you have to be careful which one you choose.  And even if it does have the state software download included, that is for preparing the state.  There is an extra $25 fee to e-file the state.  You can avoid the state e-file fee if you print and mail the state instead of e-filing it.  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      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.  

I think I figured this out... I had to fill the DC taxed first (only) and then was taken to VA taxes. That cleared things up and now she gets her $2600 back from VA and owes ~$2400 to DC.    The TurboTax process says to do your  Non-Resident form first, but in this case something was backwards... but now it's OK!    Thanks! 

more here including details of various offers this year in case you're referring to one of those   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/important-offer-details-disclosures/L6iFT0rty_US_en_US

hmm.... appreciate the reply!   I see $10k in line 18, that is labeled "Used for Credit" across all the worksheet lines.   I'm not sure why since I paid all expenses out of the 529.   I'm also learning more about using 529 funds to pay for everything (what i did) vs paying $4k out of pocket for some expenses and receiving the tax credits later. So besides TT being very confused on this whole setup, I'm also seeing that i probably screwed up by paying the full expenses from the 529 instead of taking advantage of the tax credit.  investigating...   Final thought, its complicated, but preferably - I paid for software to make this easy for me and its not helping.

Yes, this income would be taxable on your tax return. The entry will depend on what kind of document you received. The instructions below show how to this income.   Reporting: Taxable, non-W-2 stipends are usually reported on Form 1040, Schedule 1, Line 8r as "Scholarships and grants not reported on Form W-2".   To enter  scholarships, grants, stipends (With or without a 1099 or a 1098-T): Click on the Deductions & Credits  Scroll down to Education (if Education is not there, click on Check for more tax breaks). Select Expenses and Scholarships (Form 1098-T). On the Do you want to enter your higher education expenses? screen, select Yes. Continue with the onscreen interview until you get to the Add any other financial aid screen. Enter the amount of the stipend in the box Other scholarships, grants, or fellowships This will be show on Schedule 1, line 8r, then carried with any other entries to the 1040.

@mpscalise    IF it asks about a 403(b) then you are improperly entering that form as a plain 1099-R. Delete that 1099-R and try again During the initial entry steps, you need to select the box for a CSA-1099-R.   Then, the RMD is whatever $$ amount is in box 1. ____________________ Then carefully, for a follow-up question...that asks about the taxable amount....If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5... you need to answer YES if you want the box 2a amount to be taxable.   If box 2a is empty.....only then do you answer with a No..  _______________________________