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a month ago
You can access your filed return in TurboTax, to do this:
Open or continue your return
Select Continue or Start on Tax Home to enter your return
Select Tax Tools from the menu
Selec...
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You can access your filed return in TurboTax, to do this:
Open or continue your return
Select Continue or Start on Tax Home to enter your return
Select Tax Tools from the menu
Select Print Center, choose Print, save, or preview this year's return, and follow the instructions
You can also request a transcript from the IRS. To get it go to the IRS Get Transcript page. You can get it online the same day or order one by mail and it takes 5–10 days.
To check the status of your refund:
Check your e-file status.
If it's been accepted, track your refund at the IRS Where's My Refund? site.
You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status, which you'll find on the first screen after signing in to TurboTax.
If you mailed your return, wait 4 weeks after mailing your return before using the tool.
If it's rejected, fix your return and file it again.
If it's pending, wait until your return is accepted.
If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status.
Go here to track your state refund.
a month ago
To report a 1099-S land-only sale in TurboTax—specifically for land that is not your home and not improved—you must enter it in the Investment Income section as "Other" investment property, not as a ...
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To report a 1099-S land-only sale in TurboTax—specifically for land that is not your home and not improved—you must enter it in the Investment Income section as "Other" investment property, not as a home sale. Because the land was owned for 49 years, this will be treated as a long-term capital gain.
To enter as investment sales in TurboTax Premier desktop:
Under FEDERAL TAXES tab, Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings.
Did you have investment income in 2025? YES
On the Let's finish pulling in your investment income- click on the Add Investment button
On the Let Us Enter Your Bank and Brokerage Tax Documents, click on Skip Import
OK, let's start with one investment type- choose Other then Continue
Tell us more about this sale LAND SALE Continue
Now, enter one sale for LAND SALE
To enter as an investment sales in TurboTax Premium online:
From the Federal section, under Wages & Income,
Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA) under Investments and Savings
On the Let’s finish pulling in your investment income page, click on Add investments.
On the Save time and connect your financial accounts click on Enter a different way
On the How do you want to add your docs? click on Type it in myself
On the OK, let's start with one investment type, click on Other and Continue
On the Tell us more about this sale, type LAND SALE
On the Now enter one sale for LAND SALE, complete the information
Entering Data from 1099-S Proceeds: Enter the amount from Box 2 of your 1099-S. Date Sold: Enter the date from Box 1 of your 1099-S. Cost Basis: Enter the original purchase price plus any purchase costs (like recording fees or legal fees). Date Acquired: Enter the date you purchased the land 49 years ago.
a month ago
You can view/print/download a choice of PDFs. To get the larger PDF with the worksheets you have to open your return back up and go to the Print Center as I'll explain in detail below. NOTE: Wh...
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You can view/print/download a choice of PDFs. To get the larger PDF with the worksheets you have to open your return back up and go to the Print Center as I'll explain in detail below. NOTE: When you open your return back up, do not make any changes in it since it's already been filed. If you later have to amend the return, it has to start off exactly as it was when it was originally filed. Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2025, look for a link "Add a State." Click on "Add a State." (you don't really add one. That's just to open your return back up.) After the return interview is open, click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." The next screen should ask what you want in your PDF: Federal. state, or both (I always save both--just in case) and offer some options: "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)" The latter has the most pages. NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
a month ago
It keeps taking me to amend page but I forgot to do it, I have uploaded my w2
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a month ago
If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days earl...
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If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
a month ago
Same problem. select correct file but a tone happens and it wont import it.
a month ago
Was able to e-file the state return as well. But there was no software update before I submitted so obviously making the users try all these other scenarios and wait for a software update to downloa...
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Was able to e-file the state return as well. But there was no software update before I submitted so obviously making the users try all these other scenarios and wait for a software update to download was a waste of time. At least, it was finally fixed by TurboTax staff.
a month ago
Hi @dmertz ! Thanks for your reply. sorry that my question was confusing. Thought I’d share a screenshot of my Tax Year 2021 Form 5498 below. The 5498 form shows I made a contribut...
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Hi @dmertz ! Thanks for your reply. sorry that my question was confusing. Thought I’d share a screenshot of my Tax Year 2021 Form 5498 below. The 5498 form shows I made a contribution of $7000 (cash from my bank account) to my Rollover IRA in 2021, Line 7 shows it is a traditional IRA contribution. I initially thought I might have missed reporting that 2021 IRA contribution in my 1040 tax form for 2021 because Fidelity only issued Form 5498 but not 1099-R form. Now I realize that 1099-R forms are for Distributions, not contributions. And speaking of contributions, I also realize that forgot to claim a deduction of $7000 for my IRA contribution in 2021 (checking my 2021 Form 1040 generated by Turbo Tax and I do not see it). I am afraid it might be too late for me to amend the 2021 tax return to deduct my 2021 $7K deduction. Google suggested that I do an 8606 for that $7k contribution instead.
a month ago
To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in fi...
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To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
a month ago
How do I print my submitted Federal and State Tax return to include Forms filed and worksheets used to complete forms?
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a month ago
If I leave boxes 5-6 blank, TurboTax doesn't let me continue.
a month ago
Getting IP PINs for your deceased parents is not going to be easy. It would probably be easier to file the returns by mail. I'm sure you can get an IP PIN for a deceased person. If you can, you wi...
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Getting IP PINs for your deceased parents is not going to be easy. It would probably be easier to file the returns by mail. I'm sure you can get an IP PIN for a deceased person. If you can, you will need to contact the IRS Identity Protection Specialized Unit directly to request them. You will have to provide proof of death and a copy of court approved Letters of Testamentary, or similar.
a month ago
see also https://ttlc.intuit.com/community/taxes/discussion/i-can-t-enter-my-estimated-payments/00/3829933
a month ago
Do I just send in a PIT-X I was given no instruction despite this POS software saying they would be printed.
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a month ago
Social Security benefits are not dividends. If the child has Social Security benefits in addition to the Alaska PFD you cannot report the child's income on your tax return. You have to file a separat...
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Social Security benefits are not dividends. If the child has Social Security benefits in addition to the Alaska PFD you cannot report the child's income on your tax return. You have to file a separate tax return for each child. On the child's tax return you enter the SSA-1099 under Retirement Plans and Social Security, even though the child is not retired.
a month ago
@psobon it helps to always think of these backdoor's in 2 parts - the contribution can be backdated to the prior tax year until April 15th, but the conversion cannot be backdated it would be reported...
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@psobon it helps to always think of these backdoor's in 2 parts - the contribution can be backdated to the prior tax year until April 15th, but the conversion cannot be backdated it would be reported in the calendar it's done. So your contribution would be split across 2024+2025 tracked on Form 8606, and the conversion for the entire amount is just reported in 2025. just to clarify tho, your original post said you had a 1099-R with $7000, but your latest comment says $14000? Did you get another 1099-R for $7000 or was that a typo.
a month ago
Go back to the 1099-Q section and carefully review your responses to the questions. You may have responded to a question that is prompting TurboTax to require a designated beneficiary.
Alterna...
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Go back to the 1099-Q section and carefully review your responses to the questions. You may have responded to a question that is prompting TurboTax to require a designated beneficiary.
Alternatively, consider deleting the entire Form 1099-Q and starting over. Here are some links that may be of help:
Where do I enter a 1099-Q?
How do I view and delete forms in TurboTax Online?
a month ago
Is more than a month i did not receive my taxes return
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a month ago
When filing DC MFS (Married Filing Separately on the same return), you can allocate deductions to whichever spouse minimizes the combined tax. TurboTax usually pre-populates this based on who paid (i...
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When filing DC MFS (Married Filing Separately on the same return), you can allocate deductions to whichever spouse minimizes the combined tax. TurboTax usually pre-populates this based on who paid (if identified) or to maximize the lower bracket; it is generally safe to keep as is, or you can assign all deductions to the higher-earner to maximize savings.
a month ago
This relates to the sale of stock after I have permanently changed my residency from PA
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