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To apply the refund from your 2025 North Carolina tax return to your 2026 NC estimated tax payments in TurboTax, follow these steps:   1. In the NC state tax organizer, go to Other Forms>Make Estimated Payments for Next Year   2. Keep clicking Continue until you get to screen that says Apply Overpayment? and select option to file all or a part of overpayment to 2026 estimated tax payments.

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

This is nothing to take a chance on.   Immediately call the FTB at 800-852-5711 (or 916-845-7088) or  Use their official website, ftb.ca.gov, to confirm its authenticity, say State of California - Department of Justice and FTB.ca.gov. You may need to submit a Taxpayer Information  Theft Affidavit (FTB 3552), according to the FTB website. Report the theft at IdentityTheft.gov.

Please review your answers to the introductory questions under the Rental Property section to be sure you did not indicate that you qualify as a real estate professional. These questions result in non-passive treatment of rental income/loss.   Also check Form 8582 Part II to see if your MAGI is limiting your real estate losses.

The Georgia State Senate is currently (3/19/26) deciding whether to increase SALT deduction to $40k (to comply with Federal increase). They just received the SB1199 from the house yesterday (3/18/26). SB1199 is the annual bill that aligns Georgia code to federal revenue laws.  SB1199 passing doesn’t necessarily mean Georgia will conform to all Federal Tax Code changes for 2025, so we will have to wait and see the outcome before knowing how the Federal SALT deduction increase will ultimately work with Georgia State Taxes. Hopefully they will.

Hmm… my brother reports that the H and R block tax software does allow an entry for line 9b when the standard deduction is taken.  and the also guarantee their returns against audits.  Some argue that the IRS ref is ambiguous on this point.  is there no way to override?

@dochejed  For the 2025–2028 tax years, seniors 65+ can claim an enhanced deduction of up to $6k per eligible individual ($12k for married couples) under "One Big Beautiful Bill," which TurboTax automatically calculates. This new deduction is in addition to the standard senior deduction and is claimed on Form 1040, line 13b, via Schedule 1-A. 

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Look at your federal tax return, Form 1040 Lines 6a for amount received and 6b for taxable amount   You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.