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Thank you, James.  After speaking to my father I discovered that he has just been paying tax on the whole amount for all these years, and he has shredded all his old paperwork  since moving to his retirement community.  After 36 years I'm sure he'd be paying tax on the whole amount anyway so I'll just continue with that. I appreciate your taking the time to reply to me!  

As mentioned by user baldietax, capital gains tax is calculated on a separate worksheet (Qualified Dividends and Capital Gains Tax Worksheet) that applies that lower tax rate to the capital gains.  Without going into great detail, this worksheet separates your capital gains from the rest of your income and applies the capital gains rate to the capital gains income (which is lower than the ordinary income tax rate).  Then your total tax amount is reported on Form 1040 line 16.     You can see this worksheet by using Forms in the upper right corner of the TurboTax desktop version, or by looking for it when printing your return if using TurboTax Online.   When you look at this worksheet, pay attention to lines 23 and 24.  The tax calculated on line 23 takes into account the capital gains tax.  The tax calculated on line 24 comes directly from the tax tables.  Then, the lesser of those two lines is reported on line 25 and Form 1040 line 16.  Therefore, if the capital gains tax rate gives you a lower overall tax, then that is the tax on your Form 1040. @Mark Chekal 

Once your tax return is released to the IRS, TurboTax has no control over it. However, the IRS has published an article because this happens so frequently. Why it may take longer than 21 days for some taxpayers to receive their federal refund The IRS states, "To check the status of a refund, taxpayers should use the Where's My Refund? tool on IRS.gov." You used the term check.  Did you request a paper check, or did you mean deposit?   As of September 30th, 2025, the IRS won't be issuing paper refund checks. The CP53E  is an IRS notice that informs you that your tax refund is frozen   because your return does not include a valid direct deposit Bank on your 2025 Form 1040.   When you receive the CP53E notice, you have 30 days to update or add a new bank account. Access or establish your online account by visiting your account to add or update your bank account information.   IRS to phase out paper tax refund checks, starting with individual taxpayers Understanding your CP53E notice Online account for individuals

For very small cryptocurrency unit amounts (like 0.00007222), the IRS requires rounding of monetary amounts to whole dollars on Form 8949, but not the actual quantity. Since Form 8949 focuses on financial details (proceeds and cost basis), you don't need to report the exact quantity precisely. Entering "Various" instead of the fraction number for the quantity is acceptable as long as the dollar amounts are correctly rounded. In TurboTax, enter your transactions with the rounded dollar amounts for proceeds and cost basis. The quantity field, if available, can be approximate since the IRS bases taxes on the dollar value, not the exact fraction of a crypto unit.

Here are two ways to navigate to the section to enter the 6 digit IP PIN. I will list those below, but you reference agi, also. There are two different pins, and IP Pin (Identity Protection Pin) and a 5-digit signature pin. I will also include the agi information after the IP PIN info.     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"    The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

In TurboTax, in the Idaho state income tax return, at the screen Qualified Retirement Benefits, indicate that your Military retirement is eligible.   The Idaho State Tax Commission website states:   Retired Service Member pensions might qualify for the deduction from Idaho income tax. You as the pensioner might qualify if any of these are true:   You’re classified as disabled. You’re age 62 or older. You’re under age 62 and were employed during the year and received sufficient income from such employment to be required to file a federal return. Surviving spouse benefits: You might qualify for the deduction if you receive your deceased spouse’s federal pension and meet the criteria above. You can’t have remarried.

Same problem and the cost of TurboTax error is enormous by not using itemized deduction! I submittes a sprotet copy of return TOKEN 112029823-99459334 and the two telephone agents reached knew nothing about any such feature. Instead one asked me to screen share which was done but his telephone headset was malfunctioning - he could hear me but I could not hear him. He claimed he would call me back but he has not andit is been 13 minutes since he disconnected the call CASE #1774269668849 and no one has followed up and neither telephone agent had any idea on how to use that. This is for me since for some 20 years I was on the other side as Scruffy_Curmudgeon one of the lead "Champions" volunteer in the various online forums but now finding that the support is ABYSMAL If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Same problem and the cost of TurboTax error is enormous by not using itemized deduction! I submittes a sprotet copy of return  TOKEN 112029823-99459334  and the two telephone agents reached knew nothing about any such feature. Instead one asked me to screen share which was done but his telephone headset was malfunctioning - he could hear me but I could not hear him. He claimed he would call me back but he has not andit is been 13 minutes since he disconnected the call CASE #1774269668849  and no one has followed up and neither telephone agent had any idea on how to use that.  This is for me since for some 20 years I was on the other side as Scruffy_Curmudgeon one of the lead "Champions" volunteer in the various online forums but now finding that the support is ABYSMAL

To enter the payment you made for December select the following: Income Self-employment income and expenses Edit next to your income continue through  until you get to the expenses screen Look for Health Insurance Premiums Select edit or add  then add the premium and description   A few things to be aware of. If you are taking the deduction in 2025 for the January premium payment of 2026, be sure not to double dip next year.  Since 2026 will include your January premium on your 1095-A, you will need to be sure you deduct that amount from your Self-Employed Health Insurance Deduction when you file your 2026 taxes. Your deduction cannot be more than your profit.  TurboTax does not always handle the Premium Tax Credit and Self-Employed Health Insurance well depending on the changes it makes for you in relation to the Federal Poverty Level.  If the deduction takes your income lower on the FPL, then it creates a circular calculation.  If this is your situation, please refer to Publication 974 for instructions on how to handle the calculations.   You would not be able to manually do this with the online version, but you can access forms mode in the desktop version.  Deducting Health Insurance Premiums If You're Self-Employed      

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

TurboTax may repeatedly ask to "review" estimated tax payments if there is a mismatch or validation issue in the entered amounts or dates. Even if the payments are correct, the software might not recognize the input properly due to formatting or duplicate entries. To address this: 1. Double-check that the payment amounts and dates exactly match your records or IRS notices. 2. Remove duplicate entries if any exist. 3. If you used a calculator or copy-pasted the amounts, try manually typing them. If the issue persists, the prompt is likely a system glitch. You can proceed without concern, as long as the payments are correctly entered, since it won't affect your return negatively.  

Switch from STEP-by-Step to Forms (It’s a drop down at the screen top under VIEW. ) Scroll down the left column to the TAX Form and you should see your 4 estimates displayed in the right screen.  Is there a ❗️showing in the left column? That means something is missing on your form. Look for a dark pink shaded box(s) that stands out from the other background on the tax estimate form. That box(s) is the problem. Twice this happened to me because the MT for Montana was missing in a box. On another form TT threw in three duplicate blank forms for 1099-INTs along with three that were filled in. I had to delete the blank duplicates. One CD was entered twice so I probably did that but TT didn’t catch it and I would have paid taxes on an extra $4,000. Lastly, one form displayed all the figures downloaded from a large account but left out one figure. It was on my paper Combined 1099 but it did not download. Since last year there was a figure in that box, TT assumed I would have one this year and they were right. If you see any ❗️to the left of any Form, you must fix it or your return will not go through.