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It depends on how you started in TurboTax.   If you started in TurboTax Expert Assist You can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. If you started in a different TurboTax product but added TurboTax Expert Assist You can remove TurboTax Expert Assist as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File.   Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order.   On the order summary screen, select Downgrade.   If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs.   Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Expert Assist.

The value of the shares sold is in your w2 box 1 wages. The sale on the 1099-B might include the cost basis on your w2. Follow these steps to report the sale of a few stocks sold to cover the taxes: Go to Federal > Wages & Income. Find Investments and Savings  select Stocks, Cryptocurrency, Mutual Funds, etc. enter your 1099-B  When entering the specific sale, TurboTax will ask "What type of investment did you sell?" Select Employee Stock (RSU, ESPP, etc.). Select the specific subtype  ESPP  TurboTax will eventually ask: "Do you need to adjust your cost basis?" or "The cost basis on my 1099-B is incorrect." If your 1099-B doesn't have a cost basis or it is not what was added in your w2: Check this box. * You will need your Supplemental Brokerage Account Statement (usually a PDF from E*Trade, Schwab, Fidelity, etc.). This document lists the "Adjusted Cost Basis." Enter the fair market value of the shares on the date they vested as your basis. The Result: Your "Net Gain" on a Sale to Cover should be very close to $0 (or a small loss/gain due to minor price fluctuations between the vest time and the sale time).

Since you make more money, yours will be a subtraction.     Since you earn more than your husband and live in California (a community property state) while he lives in Florida (a non-community property state), you will enter a subtraction on your California return to reduce your reported income to your 50% community share.    Very basic example (and please ask if you have questions):   You     $100,000   50%  = $50,000 -$50,000

To find the earned income credit in TurboTax you can:   Click on Search at the top right of your TurboTax screen. Type earned income credit in the search box. Click on the link Jump to earned income credit TurboTax will determine for you if you qualify for the earned income credit.   Generally to qualify you must : You have income from earnings (like a job or your own business). Your investment income in no more than $11,950. (This includes interest, dividends rentals, etc) You are single or, if married and you do not use the Married Filing Separate status. You, your spouse and children all have Social Security numbers. You and your spouse are not considered as a qualifying child for someone else. You don't have any foreign income exclusions on your tax return. You are a citizen or resident of the United States. You have dependents, or if you don't, you are at least 25 or older but under 65, and you are not a dependent of another person and lived in the United States for more than half of the year. See Also:   What are the qualifications for the Earned Income Credit (EIC or EITC)?   What is the Earned Income Credit? Find Out If You Qualify   If you have any additional information or questions regarding this, please return to Community and we would be glad to help you.

There is this issue, but it doesn't help for Mac Desktop version.   https://ttlc.intuit.com/community/after-you-file/discussion/i-need-to-file-a-minnesota-amendment-and-federal-amendment-the-check-is-fine-for-the-federal-but-mn/00/3860563/message-id/825516

It's possible you reported taxable income over the QBI limit or your taxable income was zero. You can track this calculation on Form 8895 Lines 2-15. Prior year QBI loss carryforward appears on Line 3.   Per the IRS Instructions for Form 8995 Determine your QBI component:   To figure your QBI deduction, you must first determine your QBI component. Your QBI component is generally 20% of your QBI from your domestic trades or businesses.    However, if your taxable income (before the QBI deduction) exceeds the threshold ($394,600 if married filing jointly, and $197,300 for all other returns), your QBI for each of your trades or businesses may be partially or fully reduced to the greater of 50% of W-2 wages paid by the qualified trade or business, or 25% of W-2 wages plus 2.5% of the UBIA of qualified property from the qualified trade or business.    The partial or full reduction to QBI is determined by your taxable income. If your taxable income (before the QBI deduction) is: At or below the threshold, you don’t need to reduce your QBI; Above the threshold but below the phase-in range (more than $394,600 and $494,600 if married filing jointly, and $197,300 and $247,300 for all other returns), the reduction is phased in; or Above the threshold and phase-in range, the full reduction applies.

If the program is looping an error message pertaining to your School District Code, you can try one of the options below to "fix" your issue.   Open or continue your return. Click on Tax Tools (left-hand menu), then Click on Tools, and finally Click on Delete a form. Find the form causing the issue (e.g., Information Worksheet, State School District Summary, or Form 1098-T), and Delete it. Log out of TurboTax, clear your browser cache/cookies, and log back in. Re-enter the school code from scratch.   Open or continue your return. Click on the State tab, and Select Edit next to your state. Look for General Information or Residency. Proceed through the screens until you see the County/School District selection. Often, choosing the district from a dropdown menu here will override the manual entry error you're seeing elsewhere.

If you mailed your return and paid for tracking through the post office, you should check that to make sure it was delivered.  Otherwise, just be aware that mailing your tax return can take longer to process.  The following website shows that the IRS is currently processing returns received in March 2026.     Processing status for tax forms   In addition to the link shared by VanessaA, take a look at the following TurboTax help article for advice:   What if my federal refund is taking longer than 21 days?   @celia-bailleul63 

I need someone at Turbo Tax to read the rather long chat transcript that I have had with your company over the last few weeks.  It is a record of total incompetence by at least one employee, being ghosted by another, and undue frustration, lack of customer service, but also a few examples of other persons who tried, but were also left hanging. There is at least one person who should not (in my opinion) be working for you or any tax/public service company.

DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”

Without knowing the specifics of your issue, here are some things to consider if you haven't recieved your refund.   Even if you e-filed, many returns this year are being pulled for manual verification. This doesn't mean you made a mistake; it often means a system flag was triggered by:   New Tax Laws: The "One Big Beautiful Bill Act" passed in 2025 introduced new credits (like the updated Child Tax Credit or tip/overtime exemptions) that require the IRS to perform extra security checks.  Data Mismatches: If your reported income doesn't perfectly match what your employer or bank sent the IRS, it must be examined by an IRS agent  at it. 2. Processing Timelines (Expectation vs. Reality) While the IRS aim is 21 days for e-filed returns, the 2026 season has seen increased volume.  E-filed: 21 days is the minimum average, but manual reviews can extend this to 45–60 days. Paper-filed: If you mailed your return, the IRS is currently processing paper forms received in March 2026. If you sent yours recently, it may not even be in the system yet. 3. Identity Verification The IRS has tightened security for the 2026 season to combat fraud. The "Silent" Hold: Sometimes a return is "accepted" but then frozen. If this happens, you should keep an eye on your mailbox for Letter 5071C. This letter asks you to verify your identity online or via phone before they release the funds.   4. Refund Offsets Since you mentioned you "paid," if you were actually expecting a partial refund or had a complicated balance, the Treasury Offset Program might be at work. If you owe any federal or state debts (like past-due student loans or child support), the system pauses the filing to calculate the "offset" before finalizing the return.   What You Should Do Now Check "Where’s My Refund?": This tool on IRS.gov is updated once every 24 hours. If it says "Received," you are in the queue. If it says "Still Processing," it has likely hit a manual review.   Access Your IRS Online Account: This is often more detailed than the refund tracker. Look for "Record of Account" transcripts. If there is a "TC 570" code (Account Hold), it confirms a manual review is underway. Here is a link to establish an IRS account.   Wait for the 21-Day Mark: The IRS generally won't let you speak to a representative until 21 days have passed since your e-file acceptance.   A quick tip: If you filed very recently (within the last 7–10 days), the system is simply under the weight of the April 15th rush. It’s like being in a computer traffic jam.    

Mine was accepted after midnight but after I chose the option to set up a payment plan with the IRS which I wanted to avoid. I was also worried about a late fee but apparently if I submitted before midnight it doesn't matter that it was accepted after midnight. I was even told that if it were rejected I could have had up to 5 days to get it corrected before a late fee would have kicked in.