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Hello, I recently filed my deceased mother's 2025 Federal taxes using Turbo Tax Premier which confirmed she was to receive a refund. I submitted the taxes including a Form 1310 so the refund would be sent to me in my account. Soon after filing I received a 4883C letter in the mail requiring more information before a refund would be processed. I went to the local IRS office with all of the information requested on the letter along with a copy of my mother's notarized will drawn up by her attorney. Since I was the only child of my parents (who were now both deceased), the will was set up to not go through probate. I was designated in the will as the executor/administrator. Up until now that was not a problem settling bills or acquiring her assets. The woman at the IRS office though is saying that I will not be able to receive a refund unless I get a court document confirming me as executor (essentially going through probate) and to fill out a Form 56 along with the Form 1310 I already signed. The person at the office was looking up the information to see if she had it correct and she seemed satisfied with her judgment, so I left not sure if it was 100% correct based on her looking up information on the fly. So I called the 1-800 IRS number shown on the letter I received. After explaining everything to the woman on the phone about the will and how it was set up (without a need to go through probate), she told me that to prove my identity, all I would just need to do is fax IRS a copy of the will showing me as executor, as well as the Form 56 and also a death certificate. At that point, my identity would be accepted. So I have 2 different opinions from 2 different people at IRS and I'm wondering how to proceed. If anyone can provide insight, I'd appreciate it. 

My utah state witholding number is showing as wrong. I've checked it 10+ times, and it is listed accurately in my W2 information, but when I go to file it still does not let me through. When it shows me what is wrong, it shows me the old number before I changed it. I cannot get this to update in file submission.  I have changed the last three numbers to lowercase, cleared my cache, changed my browser, deleted and retyped all my information manually twice, and it still wont let me submit. It even won't let me file by mail. Seems like this has been an ongoing issue, but I've filed with turbotax for 4 years and never had an issue until now. If this is an ongoing issue, then I wonder why the turbotax team has not fixed it yet? I'm not willing to pay to talk to a real person and not an AI just because of an issue with turbotax's own system. If anyone has anything I haven't tried yet, please let me know. At this point, I've been doing this for 3 hours and I'll change to another tax company if anyone has an suggestions. 

I’m using TurboTax Desktop to file my 2025 Federal and Arizona returns. I made a $400 donation to a public school that qualifies for a $400 Public School Tax Credit on my Arizona return. In accordance with Treas. Reg. §1.170A-1(h)(3), I am required to reduce the amount of my charitable contributions deduction on my Federal return by the $400 amount for which I'm going to receive a tax credit on my Arizona return. However, Treas. Reg. §1.164-3(j) provides that the payment for which a charitable contribution deduction is disallowed under Treas. Reg. §1.170A-1(h)(3), instead, may be treated as a payment of state taxes for purposes of the deduction for tax under section 164. Accordingly, on my Federal return, I've treated $400 donation as a $400 payment of Arizona state tax by making a positive adjustment to my total tax payments on Line 18d of the Federal Tax Payments Worksheet. However, that $400 then gets pulled into Line 53 on my Arizona Form 140 and there is no way to back it out on the Arizona Tax Payments Worksheet. Consequently, this results in my Arizona tax refund being overstated by $400, because TurboTax is giving me both the $400 credit on AZ Form 140, Line 51 (pulled from AZ Form 301, Line 7, which is pulled from AZ Form 322) and an additional $400 as AZ income tax withheld on AZ Form 140, Line 53. Does anyone know of a way to correct this, or does it require an update to TurboTax?