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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.    See this TurboTax support FAQ for contacting your state Department of Revenue - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=mmdhc1ta

To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button  On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2025 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

If you're using TurboTax Online you can only prepare one return.   You will have to open a new session.     Create an Intuit Account Go to the TurboTax Website. Select Create an account. Enter your email address and phone number. Create a password. When you're ready, select Create account.

If the TurboTax website is showing the state tax return is "Ready to mail" it was not e-filed.   See this for how to change to e-file from mail - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-online/L0zDlGPhq_US_en_US

What exactly was charged on your account? See this for the a breakdown of the TurboTax account fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US

you can check the breakdown of fees here and remove any add-ons   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US   if there are no add-ons you can remove and this is just charge for Online Premium + State, maybe not much you can do other than use a different tax prep service (or TT Desktop Deluxe version but you need to install s/w which requires Win 11 or MAC OS 14 or above).   the online products are priced by different forms required in your return, you need the Premium version for example if you need to file 1099B regardless how complex it is   https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp   https://turbotax.intuit.com/personal-taxes/online/premium/

@monysto1 wrote: Not true. I was working with Chase who published and mailed investment documents. They also said the bug was on the TT side that all their docs were ready for import but could not be due to the TT software.   And for the 5695 form IRS was complete with modifications on 1/28/26. TT team should have been able to incorporate long before 5 weeks.... and finally I think we all agree that it is so broken that the TT software allow you to file knowing it will be immediately rejected.   But thank you for your comments.  🙂 @monysto1 You are correct.  I called TT support and they fully acknowledged the issue was on the TT side.

Which transcript are you looking at, the tax return transcript or the account transcript?   If you are looking at your tax transcript this will just show you how your tax information went.  The account transcript will show you where your money went.  So, in reality, based on the tax transcript you did get your full refund.  But, the account transcript would show "we used your refund to pay your bills "(in your case your husbands obligations).  So it was just paid to someone else on your behalf and you still "benefited from it by lowering your debt"    If you filed a joint return with your spouse, they do not do any type of investigation to see who earned the money.  When you file a joint return, you are both considered equally liable and the refund is equally both of yours (not 50/50 but you are both 100% entitled to it). This is where they put the burden on the tax payer to prove otherwise with filing either the innocent spouse form or injured spouse form.    You will mail your injured spouse form to the same address that your original return went to.  You can find this here.  The state you live in determines where your return is processed.  This again can take several months to process.        For Indiana you would fill out IN-40PA to claim injured spouse.  It may take several months for them to process your claim.    Your federal income tax return, Form 1040 or 1040-SR, for the applicable tax year(s); All W-2 Forms, 1099 Forms and any other income statements or forms showing the amount of state and county income tax withheld for both spouses; A detailed letter explaining the sources of your and your spouse’s income, deductions, credits and any additional information relevant to computing your and your spouse’s individual tax liabilities; and A copy of the Indiana income tax return and all schedules for the applicable year(s). Complete the form and mail or fax to: Indiana Department of Revenue Returns Processing and Operations/Injured Spouse P.O. Box 7207 Indianapolis, IN 46207 Fax: 317-615-2697 Submitting a claim as an injured spouse does not guarantee that DOR will restore part of your tax refund. DOR will investigate the matter and reallocate any tax refund due accordingly.

CAN AN EXPERT PLEASE RESPOND TO MY QUESTIONS, SO I CAN FINISH MY RETURN? THANKS. Hello community. First, I was able to correct a field in the software asking for the total end of year value (12/31/25) for MY IRAs. This was asked because I took a non-required distribution from one of MY IRAs and converted it to a Roth IRA.  I was able to finally get a value which included (1) IRA and (2) annuities in my name.  I assume this amount the software is asking for would only be for IRAs in MY name, not my wife's (we file jointly)??    My second question is concerning another 1099-R I received from my broker, when I rolled over my previous 401 work plan to one of the Traditional IRAs with my broker.  Even though it is not a taxable event, do I have to list the 1099-R in the software?  I assume so, but this time the software never asks if I rolled it over, just if it's a SEP or if NO taxable amount is listed in box 2 of the 1099-R.  I just want to make sure I am doing this correctly.    Lastly for a federal energy tax credit, I replaced both a gas water heater and upgraded electrical service to 200amp from 100amp.  Can I take the ENERGY tax credit on the water heater if the manufacturer says it's Energy Star Certified, but has no Energy Star STICKER on the outside of it? The unit has an energy efficiency rating of 62%, but not equal to or greater than 81%.  I also should be able to take the credit towards the electric panel upgrade.  PLEASE ADVISE.  

The problem was completely different from what I thought it was.  I had grossly overestimated our Adjusted Gross Income.  Took a lot of research to see how I should have done it.  It would be really nice to have such a "calculator" available so users could see how it works.  Would have saved me a lot of trouble.  Thanks for your response.

Your 403(b) contributions are reported on your form W-2 in box 12 with code E.   They are excluded from your taxable wages reported in box 1 of your form W-2. So your taxable income has already been reduced by the amount of your 403(b) contributions, just by entering your form W-2.   You do need to enter them anywhere else on your tax return.