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Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - 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.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. 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.

More guidance: Make sure you're selecting the correct partner in TurboTax. Some have similar-sounding names but are separate entities. Also, some entities may use a different name for investments.   Check your transactions Make sure your transactions don’t go over TurboTax limits: Both TurboTax Online and TurboTax Desktop can support up to 10,000 of any combination of transactions and imports. TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS). The import file size is limited to 4MB. If your transaction numbers approach these limits, it could cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.   Troubleshooting If the steps above don't resolve your import errors, consider the following solutions, which have worked for some customers: Sign in to your brokerage account and confirm you have enabled third-party access to your account information. Change your password for your online brokerage account, then sign back in to TurboTax, and start the import process again using your new password. Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number. Check with your brokerage to see if you need to be enrolled in online access to import. If you're using TurboTax Desktop, make sure your program is up to date. When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter. If your import issues are specifically related to your Schwab account, these instructions might help. Still having trouble? Bear in mind that even if you have the hard copy of your 1099-B in hand, your institution might not have it ready for import until late February or early March, sometimes even later. We'll display your institution's "ready for import" date in TurboTax.    Finally, if you're still not able to import your 1099, you can always enter it manually. Select Type it in myself and proceed. TurboTax - What if I can't import my 1099?

First, be sure that your version of TurboTax is updated by going to Online > Check for Updates at the top of the screen if you are using a desktop version of the program.     After creating a test case to see if the credit is calculated properly on line 29h of Form 5695, I could not replicate the situation you described.  The credit is being calculated for my test case.     If you find that your program is updated to the latest version and you are still having the issue, you can consider sharing a diagnostic copy of your tax file so we can take a closer look and see if there is something else causing the result you are getting.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here.  

The $30K on 1099-Misc is entered under the Wages & Income tab > Other Common Income. Answered No to all work related questions. It is not entered anywhere else, not as scholarship. The amount is taxable as income only on Schedule 1 Line 8z.   So, he enters current 1098-T exactly as received. Enter $17K scholarship used for "R&B". Add a new 1098-T (same school info) with just Box 1 as $4000 and nothing else. This will trigger TT to allocate the amount to AOTC?   I understand that he has to pay kiddie tax. That is just how it is and we accept that.

It's not likely you will receive a tax document. You can enter the $85 promotional credit by using the steps below. Be sure to add this to your cost basis when you have sales or trades or redemptions in the future.   Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount @santamaria415

If you did not use the funds from the 1099Q for qualified educational expenses, part of it is taxable and a penalty may apply.     IRS Form 1099-Q reports distributions (withdrawals) from 529 plans or Coverdell Education Savings Accounts (ESAs). It details total, earnings, and basis amounts, usually sent to the beneficiary or account owner. Earnings are tax-free if used for qualified education expenses; otherwise, they may be taxable. 

A workaround that has functioned for other users is to enter it in the FEIN format, but with all 0's. Although I see that you tried all-zeroes before, ensure that you are using the correct 9 digit format:   00-0000000   Is there a more specific error message that comes up when you try these workarounds? 

According to the individual forms lookup tool, the Form 1040X is available in TurboTax Online and Desktop. Generally, you should wait until your returns have been accepted by the federal and state authorities before beginning to amend your taxes. If they have been accepted and your software is up-to-date, you should be able to make your changes and file, following the TurboTax FAQ instructions below: If you want to change or correct some info on a tax return after it's been accepted, you may need to amend your return.   To amend your federal tax return in TurboTax Online, go to Tax Home, scroll down to Your tax returns & documents and select the year you want to amend.   Select the Amend (change) return dropdown, then Amend using TurboTax Online.   Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.   To amend your federal tax return in TurboTax Desktop, you must use the software for the year you're amending. For example, you must amend your 2025 return in the 2025 version of TurboTax.   Open TurboTax Desktop, then select Amend a return after it was filed and accepted by the IRS.   On the Did you already file your return? screen, select Yes, then the applicable option under Tell us a little more about your amend situation.   On the What do you need to change on your return? screen, select Update next to the info you need to change.   Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return.   If you're still unable to amend, to troubleshoot your software:    First, begin logging out of the TurboTax platform you're using, Online or Desktop. If you are using TurboTax Online Check ‌your browser's settings. (Clear your Cache and Cookies) Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge  Or, Try using a different web browser to login and complete your entries.  If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.  ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.  **You might also want to uninstall and reinstall your desktop product (this has worked for some users). Make sure that you save the file and do a back up of your information (you do not want to lose any information). See: How do I back up my tax file in the TurboTax Desktop software?   Note: The IRS has added the current year version of the form online, but they have not yet added the 2025 instructions. 

"When answering the RMD question it seemed like the only way to get it to work was to enter part of the RMD in the TIAA section and the remainig part in the Fidelity section (the two responses together = the full year RMD)."   Yes, that's what you need to do.

This type of income usually goes under self-employed income.    To enter your self-employed income just follow the steps below:   Navigate to the self-employed income section: TurboTax Online/Mobile: Go to the Self-Employment screen under Wages & Income. Answer Yes on the Did you have any self-employment income or expenses? screen. If you land on the Your 2025 self-employed work summary page, select Review next to the work you're adding income for. Answer the questions on the following screens until you arrive at Let's enter the income for your work. Select the form that applies to your situation and select Continue. You can enter the info from your 1099 form on the following screens.

@ghegewald wrote: So you are saying FMV is based on his date of death.....So FMV is essentially 2026 for capital gains. Yes, your basis would be the FMV in 2026 on the date of his passing.       @ghegewald wrote: ....if the house is sold quickly withing several months of his passing, would not the sale dictate FMV and as a result there would essentially be zero (0) capital gains taxes? Yes, a good indication of FMV would be the price an unrelated third-party paid for the property (without undue influence) after exposure to the market. An appraisal by a licensed appraiser is always the best course of action but a quick sale to an unrelated party should be sufficient in almost all cases.