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This is how I solved this problem. Click on the "Forms " button at the top. You will see a list of all the forms. Click on the form called "NY state worksheet" or something like that. Now, right click where you see the name of the trust and select "override."  You should now be able to rename the trust to shorten the name. I abbreviated a word or two. I agree that it is not  acceptable to need to essentially change the name of the trust. In all fairness, it may be a NYS requirement and not up to Turbotax.

If you're trying to check the status of your refund: “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

Correct.  As mentioned by @benofwater, Leave the EIN field blank.  TT shouldn't give you any errors when leaving the field blank.  Alternatively, if you are having issues, you can enter it in the Miscellaneous income section under Other income not already reported on a W2 or Form 1099.  I wouldn't recommend putting it under "Foreign Earned Income" since interest income is considered passive income.   @ksbmi1 

This is what Turbo tax is doing. Stealing!!!! We need to get on board and begin filing lawsuits. Hold them accountable. They are holding federal money.  First, I have come across publicly available information across multiple platforms indicating that refund delays may be associated with funds being held for accrued interest. Given the current lack of transparency in my case, I am requesting clarification as to whether my funds are being held for any such purpose. Second, your explanation regarding the movement of my refund does not make sense. You stated that the receiving bank, Cross River Bank, rejected the refund, and that the funds were then returned to that same bank before being sent back to the IRS for reissuance as a paper check. Turbo tax, Intuit Inc, has received my IRS refund and is refusing to release it. Claiming that it was rejected by their receiving bank and the funds are being sent back to the IRS. However, they still manage to withdraw the tax preparations fees from the funds that were rejected. Turbo tax stated that the refund was rejected by the receiving bank, Cross River Bank, which would indicate that the funds were never successfully received or deposited However, if the funds were in fact rejected and never received, please explain how TurboTax  Intuit was able to withdraw and process payment for my tax preparation fees from that same refund. This raises a critical question: If the funds were rejected and not received by the bank, how were fees successfully deducted from the refund? If Cross River Bank rejected the refund, how are the funds then routed back to that same bank? What specific process allows a bank that rejected a deposit to subsequently receive and transmit those same funds?   Below you will find the email response from Turbo Tax Intuit, Inc., Office of the president of Intuit.   Hello P I am emailing you from TurboTax Customer Care on behalf of Intuit's Office of the President. Thank you for taking the time to speak with me today. I am glad we were able to discuss your concerns. As a recap of your call, you expressed significant frustration after multiple interactions with representatives from TurboTax and Cross River Bank. You requested a clear timeline for when your refund would be deposited into your account. I advised that, unfortunately, there is no definitive timeline for the completion of this process. However, I mentioned that I would continue to research additional details and provide further updates regarding the resolution. After reviewing the situation and speaking to my colleagues, we have found that when a refund is rejected by the receiving bank, it is returned to the third-party bank (Cross River), which then sends the funds back to the Internal Revenue Service. From there, the IRS typically issues a paper check to the mailing address listed on the tax return. When a check is reissued on a case-by-case basis, it is mailed via USPS. Please note that tracking numbers are not provided for these checks. Delivery typically takes 10–14 business days, though the exact timeframe may vary depending on the your local mail carrier and regional mail processing times. After determining this information and getting a final explanation, we will be closing this case. If you have any future questions or concerns, visit https://www.intuit.com/support. We have resources, frequently asked questions, and experts standing by to help. Thank you for being an Intuit customer.   Respectfully,   Desiree' C. TurboTax Customer Care

If your tax return is complete, you can E-file it.   If someone else filed a tax return with your Social Security number on it, it'll be rejected quickly.  You will be told that it was the reason for the rejection.

You are correct, TurboTax does not support returns with Shared policy allocations of a Form 1095-A linked to self-employment income.  In general, this is a situation where you would not be able to e-file.    No.  If you are allocating 100% of your premiums to your son, then you have nothing to claim.  All of the premiums are his.  Basically, you cannot deduct what you didn't pay. You would need to allocate some of the premium to your wife if you wanted to claim this deduction.  Then you would only be able to claim the amount you allocated to her.     Also note, if your son is over 26, you would not be able to deduct his premiums even if you did pay them.     If the PTC fully pays the premium, you cannot claim a health insurance deduction.     Deducting Health Insurance Premiums If You're Self-Employed

You can add a second 1099-B from another broker in TurboTax,    Go back to Federal  Wages & Income Scroll to Investment Income Click Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)".  Select "Add More Sales" on the summary screen to import or enter additional broker data.  If you're still entering the first set of data,  look for the Add More Sales button on the "Here's the investment sales info we have so far" screen.  This will bring you step 5 above.

Let's get working on this. They think that they are going to get away with this. Turbo Tax, Intuit Inc., are already being sued hence the reason why they are collecting interest on all our money because they are going to need it to pay the many class actions lawsuit they have coming their way. 

You'll receive a form 1099-R if you received during the tax year a distribution from a retirement plan such as an IRA, 401(k) account, 403(b) account or a pension plan. So you had no such distribution, you will not have a form 1099-R.

What the hell are you talking about? The receiving bank is my bank and it could not find my account number or name? Really? My bank stated " there was never a transaction even attempted". Therefore, please stop trying to justify Turbo tax Intuit Inc, scamming ass with your stupid narrative.