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The starting point is to view your order summary.   Sign in to TurboTax. Select Tax Home Open Your account, then  Select View order summary. This will give you details of any charges.  

If you used a paid version of the online software for your federal return you must also pay a fee to prepare your state return.   How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund    

To update the forms you would just need to go to the section where that form is located and click update next to the form.    To edit your 1099R select the following: Federal Income Retirement Plans and Social security Update next to IRA, 401k, Pension Plan Withdrawals, (1099-R) continue through the steps to Edit your 1099R You will also find your SSA-1099 under the retirement section.  After you enter the info from the SSA-1099, there is a question that says We need some info to check if your social security is taxable income, then it lists several countries.  Be sure to select NO (if you did not live abroad).  This should remove your Canada issue.    To Edit your 1099-OID select the following while in the income section: Interest and Dividends 1099-OID, Foreign Accounts Edit the 1099-OID that needs updated      

This help article has a number of tips for fixing multiple "Needs Review" transactions. Make sure you have the Cost basis, Date acquired, Description, Proceeds, and Date sold.   I have also used TT Desktop for 20ish years. Thank you for being a long-time customer!    

Here's how to find your IP PIN: Log in to the IRS Retrieve Your IP PIN page  Select to view your PIN on your "Profile" page. If you have an IRS online account,  Check your "Profile" section for the 6-digit number. You can call the IRS to have them reissue the notice, (800) 829-1040 This can take up to 21 days If you opt into the IP PIN program, the IRS sends a new CP01A notice every December or January

There are 2 steps to make PA give you the adjustment.  Step 1 The federal side Edit the 1099-DIV Uncommon situation Check a portion from US Government Continue Enter the  amount Continue Step 2 The state of PA Continue through the screens  Look for Dividend Income Summary Edit the dividends containing the exempt amount Adjust federal dividend income screen asks for the PA adjustment Enter the PA amount Enter the type of adjustment Check the box for type of tax exempt PA obligation Continue

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

We can not see your return, but Return to the Mortgage Interest section and try the instructions below.   Open or continue your return. Under Federal tab, Click on Deductions & Credits. Scroll to Mortgage Interest and Refinancing (Form 1098), and Click Update/Edit. Make sure Box 2 (Outstanding Principal) is exactly what is on your 1098 form (e.g., $300,000). Proceed through the screens until you see "Do any of these situations apply to you?" (usually regarding points, seller-paid interest, or co-owners), and Click on "None of these apply" or "No" very deliberately. On the screen regarding the $750,000/$1,000,000 limit, Make sure you Click on "No." Also... Make sure that you Checked the checkbox that says "The loan is secured by a property of mine.* (If this is unchecked, the program thinks the interest is personal debt (non-deductible) and may generating the "Limit" question as a result of the data mismatch.).   You can also try deleting your 1098 form, and then re-enter it.   Please let us know if this doesn't work, and we will explore other options.

It is too late to e-file 2023 or 2024.   The only way to file those returns is by mail.   Most rejections are for AGI, which you only needed to e-file.    The returns must be printed, signed and dated in ink, and filed by mail in separate envelopes.  Do not put 2023 and 2024 in the same envelopes.    You will be able to access the 2023 and 2024 returns you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2025  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2023 and 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 or 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9 p.m. Pacific time   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.