All Posts

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.  

The return pdf I downloaded does not have filing instructions. The first four pages are federal payment vouchers that say "Do Not File", followed by the federal return, then the state return, and some local returns. But I do not see instructions anywhere.

If only one 1099-S was received for the sale of inherited property, each family member will report their % of the proceeds on their individual returns. Documentation is not required for each return, but you may want to keep a record of how it was divided up.   Go to the Investments section under Wages & Income and choose 'Add Investments'.  Choose 'Start/Update' at 'Stocks, Cryptocurrency, Mutual Funds Bonds, Other.'  On the next screen, choose 'Other'.  You will then enter some details about the sale, including the Proceeds and FMV of the property at date of death (use your individual %).  You'll be able to add your % of any Sales Expenses you incurred on a following screen.   @dhannabass 

Did you choose to pay your TurboTax fees by having the fees deducted from your federal refund?   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com    How can I see my TurboTax  fees?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   What is Refund Processing Service?  

I’m thoroughly stumped by this situation, especially since I’ve been emailing back and forth with the Georgia Dept of Revenue who indicates that “Georgia legislation has passed the increase in the state and local tax (SALT) deduction cap to $40,000.” I asked why they hadn’t updated their website and they said they haven’t because the legislature is still in session. I’m still trying to get them to provide a bill number that substantiates  the conformity with the federal cap increase. 

Hello @ReneV4 , I was still hoping that you -- or another expert at Turbotax -- could respond to my reply from a few days ago about the fact that I was not able to fully implement your instructions, because my TT program does not go beyond step 5 in your instructions, and does not ask me any questions about the RMD.  It simply asks me to check the box to indicate it was inherited Roth IRA, and then asks for my mother's name and the year of her death.   It does not track with your descriptions of the screens that are supposed to follow that question. I am not sure how to proceed.  Thank you for any help you can provide. 

When you go through the GA return, did you go through the military retirement exclusion section?   If you entered a 1099-R on the federal return, when you go through the GA return, you will be asked about military retirement income.    You can also find the exclusion listed on the page titled Here's the income Georgia handles differently.    

Absolutely not a credible reseller.  Everything listed in the TurboTax community is true.   I just experienced it myself    Even though their website says, legitimate and authorized reseller of TurboTax, they are not    They are fraudsters basically if you load the software the first time and you activate the key code, you might be OK   if you delete and reinstall the software and try to activate again or if you try to activate it on another computer, it will block you   when I contacted TurboTax today they showed that all five licenses were used despite me only using one of them   their customer service is only a text line and they’ll continue to give you the same standard runaround for days on days on days   my question is, why isn’t TurboTax security investigating them and shutting them down.   Tubber taxes, not doing their customers any service by not shutting down the fraudulent resellers of their product    TurboTax needs to fix it as they are doing their customers and And brand a major disservice   The insult to injury is that TurboTax would not give me a new activation code unless I paid them another hundred dollars.  This is their fault that they have not shut down this site after the numerous complaints that I’ve been filed From their community.    I take full responsibility that I didn’t review the TurboTax community before I bought from them. I would’ve avoided this situation.   Do not buy from this organization ever    

Thanks - so in effect the money has to be removed, there is no pay the taxes and move on? She will be off our insurance mid-year (stupid me did not realize this HSA issue when we enrolled her, thought we were giving her a backup). Of course, we can't drop her unless it's open enrollment time.    

It specifically said I must buy the Expert Assist package due to using itemized deductions. Gave me no outs on that. So, there has either been a recent policy change or the software is buggy. I believed at the time I would be able to just buy the higher package and only use the DIY flow I was accustomed to.

No one in this user forum can access your Visa account or help with it.    For help with your pre-paid Visa card:  Call  (888) 285-4169   There is a “Help” link in the top corner of the web site for the card:   https://www.turboprepaidcard.intuit.com/   LOST CARD   Ignore the prompt asking for your card number.  Choose #1 for lost, stolen, or cards never received, then choose #2, enter SS# if prompted and continue following the instructions.   The Turbo® Visa® Debit Card is provided by Green Dot Corporation and is issued by Green Dot Bank pursuant to a license from Visa U.S.A Inc. Green Dot Corporation is a member service provider for Green Dot Bank, Member FDIC. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Green Dot is a registered trademark of Green Dot Corporation.