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Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

My OR return was accepted Sunday after much frustration, trial, and error. Unfortunately, TT bundles everything under OR, so I can't see the individual local returns broken out and I only got a confirmation from OR and not the city. Since I included everything, I assume this was all the local taxes as well, but there isn't any way to tell because information is obfuscated and we don't have any way to do detailed tracking. I've never had so much trouble with TT in the past and the lack of information provided about the issue(s) made it worse. I understand if the receiving service is down or having issue, but we need to know that with a bit more detail than "oops! something went wrong, try again later". I'm not asking for a stack trace (which would be bad), just a bit more precision and accuracy  so I at least know where the problem is and can respond or troubleshoot better. (Is it my browser, browser extension like ad block, a TT software defect, a service like AWS down, etc. )

If you only paid in a minimal amount of state tax through withholding on your W-2 form, then you may be deducting state sales tax in lieu of state income tax. You are allowed to pick the one that gives you the higher deduction. You will see a check mark in box 5(a) on your schedule A indicating this. You will have to pay for your program first to see that though.   You can go through the sales tax entry screen in TurboTax as that may indicate if you are deducting sales tax in lieu of income taxes. You will find it in the Deductions and Credits section, and then Estimates and Other Taxes Paid, then Sales Tax.    

It's not an "audit waiting to happen".  Look at your actual form 1099Q itself - it lterally tells you right on it that if the distribution isn't taxable, you don't report anything on your return.  If TurboTax allows you to enter room and board (and I agree it should) it will determine for you that it's not taxable and that's ALL it doesn'  Your 1099Q is completely ignored when your return is filed and no mention of it ever even goes to the IRS 

If you did not use the expert service, depending on what forms are in your tax return, you may be able to downgrade to remove this service.   In your left panel of your TurboTax screen select Switch Products and then Downgrade.   The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify    You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   Click here for How do I downgrade to a different TurboTax Online product? Click here for Can I cancel or amend a pending return?   If you have additional information or questions regarding this, please return to Community and we would be glad to help  

To produce Form 8949 with TurboTax, enter a 1099-B. If you don't like the result you can EDIT/UPDATE, or DELETE it and re-enter. Note if basis is reported to IRS without adjustments, you will not need Form 8949. @robsuts   

I was able to figure this one out. I am stuck in a middle-area.  Mid-year, my employer changed payroll companies.  This means I received 2 separate W-2s.   The second payroll company kept track of cumulative annual pay and deducted the .9% Additional Medicare Tax as required.   However, because each of my separate W-2s does not exceed $200,000 individually nor when combined with my wife's salary do we exceed the $250,000 threshold then form 8959 is not automatically required.  Because it is not automatically required, the software will not fill it out for me.   If it did, the instructions for form 8959 require one to put combine all earnings from all W-2s togehter, which then when the form is completed shows that I am due a credit to enter into line 25c of my 1040.  So because I don't meet the requirements for needing to fill out form 8959, I don't get to fill it out and therefore I apprarently must forfeit $174 in Additional Medicare Tax I paid.

The credit percentage is applied and compared to the $360. From the OR-17: Example: Jesse and Stacey make a $4,000 contribution to an ABLE account they opened for their daughter, who has a disability. Their AGI is $150,000. Their percentage from Table 14 is 10 percent. They may claim the lesser of 10 percent of their contribution ($4,000 x 0.10 = $400) or $360. Their credit is $360.   I created a return, 50% credit level income, $5k contribution and received the full $360 credit correctly. $5,000 contribution x 50% is $2500. The lesser of $2500 or $360 is $360 for the credit. Page 119 of the OR -17 has more information. 

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.