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I am not sure which question you are referring to in the Adoption Credit section of TurboTax. There are several questions in the interview that help the program determine whether you qualify to take the credit this year.   There are special rules that determine when you can claim the Adoption Tax Credit. The most important factor is whether it's a domestic or a foreign adoption. But the year you pay adoption expenses and when (if ever) the adoption is finalized also make a difference.   For domestic adoptions (within the US), if you pay qualified adoption expenses in any year before the year the adoption becomes final, you can claim the credit for those expenses on your tax return for the year after the year of payment.    For foreign adoptions, you can’t claim the credit for any qualified adoption expenses until the tax year the adoption becomes final. If you paid qualified expenses in any previous year, you have to wait to claim the credit for them until the year the adoption is finalized.   The Adoption Tax Credit is only available for “qualified adoption expenses.” Basically, this includes any reasonable and necessary out-of-pocket expenses directly related to the legal adoption of an eligible child. For example, you can claim the credit for:   adoption fees attorney fees court costs travel expenses while away from home (including meals and lodging) Expenses paid in the year the adoption is finalized or later can be claimed for the tax year payment is made.   Please see  this TurboTax help article and also IRS Tax Topics 607 for more information.  

thanks for your help MinhT! I am still curious what the note means when in the TT program there are no follow up questions regarding my other retirement accounts. Do you have any idea what that is about? Note: Do not include the RMD for other retirement accounts you my have. RMDs for other accounts should be entered separately.

The TurboTax guide is a good measure, but the official site is the IRS, Taxpayers should use the Where’s My Refund Website. You can use this site to understand the status of a refund,  There may be several reasons that your return may be delayed.  If you filed for Child Tax Credit, or Earned Income Credit, there will be a delay. The IRS has also offered guidance on what may cause delays. Things that can delay a return 

Para llenar tu 1095-A:   Abre o continúa la declaración. Selecciona Buscar e ingresa 1095-A Selecciona Ir al Formulario 1095-A Responde Sí e ingresa la información de tu Formulario 1095-A en la pantalla siguiente. ¿Dónde ingreso mi Formulario 1095-A?

Friends, You are not alone. I have not gotten anywhere with the front line 800 number customer support people at TurboTax or Merrill. They are not aware of the problem and fumble around and waste your time. I have "elevated" my issue to a higher office at TurboTax with a very responsive person (in the President's office) who has promised to look into it.  I sent multiple screen shots illustrating the problem. Check out ChatGTP or search for "24 Character Bank ID for TurboTax" about this issue and it will tell you more than you might want to know about this problem, its history, its causes, and possible remedies.   Bottom Line....I will badger Turbo and Merrill (I am a retired engineer and can get compulsive and we have time) but if you have to get your taxes in soon chances are you can transcribe from the PDFs they send and, supposedly (according to Chat) only summary of potentially many stock transactions are needed. (Merrill manages my portfolio) Please share any info... Paul  

Ideally, the mortgage interest should be entered in the full amount on the return of the person whose Social Security Number appears on the Form 1098, so that the IRS matching program will find it.    If you live together in a community property state, you can allocate half of the interest to the return of the other spouse when you complete the community property allocation worksheet. Also, note that if one of you plans to itemize deductions, the other person must itemize as well. Otherwise, you'll both have to use the Standard Deduction. Please see this TurboTax help article for more information.   @lylejt   

If you received confirmation from TurboTax your return was accepted you can trust that. The IRS can take time to process and post as well as hold any refund for certain tax returns (see below).  The IRS transcript will be available once your return is processed as well.   If your tax return has been accepted you might also be able to access your transcript from the IRS. Get My IRS Transcript Current Year Transcript Availability If you have any of the following credits, your refund will not be released until March 2nd. See the link below to see if you have the credits. Earned Income Credit Additional Child Tax Credit When to expect your refund if EIC or ACTC is claimed When will I get my refund if I claimed EIC or ACTC?

In theory, you divide the interest based on how much each of you paid.  In practice, a married couple can usually say something like "Adam paid 100% of the mortgage interest because Betty paid 100% of other expenses."   So you can put it all on one person or split it any way that seems reasonable to you both.  But do not claim more than the total between you, that would be double dipping.