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@Thom31 wrote: My Federal return was rejected because of a missing IP Pin. I corrected using TurboTax's step-by-step approach and the Pin shows up when I look at the info worksheet. using Forms    The problem I'm facing is that when I try to transmit the correct filing Turbotax tells me my return wasn't transmitted because it is identical to the 1st return with the missing IP Pin.   So far, Customer Service has not been able to suggest a solution. So is that like a popup--a TurboTax message blocking it?  It sounds like something didn't "reset" and that TurboTax database thinks the first return had already been filed.  I don't know if TurboTax error message is basing that off of your SSN, thinking you successfully submitted the first one, or what.    I don't know if this will change over time if a server has to "catch up" or what.  When you check the efile status inside your desktop software, do it this way (I only have the Windows version so it may be different on Mac) : In the top left corner of the TurboTax interface, click on the FILE menu and in the dropdown choose "Electronic Filing".   Then "check electronic filing status."   How did you get the IP PIN?  Is it a new 6-digit IP PIN received this year either in an IRS letter (such as January) or obtained at your IRS online account (if applicable?)      I'm trying to think of what I might do, and I guess if it were me, I'd start by going to step-by-step and deleting the IP PIN; i.e., answer the question, no that you don't have one (or however it asks.)    Then go to Forms, and on the Info worksheet to be sure it no longer shows up there; i.e., that it's blank.   Then I would save the return and close TurboTax.   Maybe all that would reset something.   Then I would open TurboTax back up and re-enter the IP PIN in step-by-step; you could check Forms again to be sure it shows on the Info worksheet.  Then I'd run the Final Review and error check, and if all appears well, proceed to resubmit the efile.     I don't know if any of that will help.  If it's going by SSN, you might get the same "duplicate return" popup.     Maybe others will chime in with other suggestions.

How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

TurboTax does not pay your state tax. TurboTax just sends your bank account information to the state. The state takes the payment from your bank account. It can take a few days for them to take the payment, especially if it's scheduled for April 15, since they are obviously very busy at this time.  

TurboTax never pays your state taxes. TurboTax just sends your bank account information to the state. The state takes the payment from your bank account. It can take a few days for them to take the payment, especially if it's scheduled for April 15, since they are obviously very busy at this time.  

@ jahouston415 wrote: My Fees for early return and Turbo Tax were taken from my FEDERAL RETURN.  The State of CA released my refund to Cross River bank on 4/14/26 and I DON'T OWE anymore fees.  Who is this Cross River bank and why are they sitting on MY MONEY? (yes, I'm mad - but not at you all.) There are 2 versions of the "up to 5 days early" offer.   A free version to a Credit Karma Money account (explained below) or one with $35 fee to have it go your bank account.   The "up to 5 days early" offer uses a third party bank (commonly Cross River Bank) to first receive the funds from the IRS.  If you paid a $35 fee, then your tax refund goes to the third-party, who then sends the funds to your bank account (or card.)   It's done that way to try to speed up the funds delivery to you, since the IRS itself cannot be "sped up."    Some banks, however, do not allow same-day ACH deposits; some banks take 1-3 days to receive ACH deposits.   So the "up to 5 days early" offer may or may not work in some cases.  In any case, if you paid the $35 fee, and if your funds do not arrive at least 1 day earlier than they would have if they had come directly from the IRS, TurboTax says they will not charge you the $35 fee.  If that happens, watch for any emails.     If you chose the "up to 5 days early" offer with no fee (i.e., if you agreed to set up a Credit Karma Money Account) the funds go to a Credit Karma Money checking account administered by MVB Bank Inc.   

  Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer. 

You can file your taxes free with TurboTax Free Edition if you have a simple 1040 Form without any schedules except for Earned Income Credit, Child Tax Credit and Student Loan interest. If you have any other forms are schedules, you can't use the free edition.   Here’s the link to Start TurboTax for free.  

QCDs form a Roth IRA are very unusual and are not permitted at all if the distribution from the Roth IRA is a qualified distribution.  QCDs can only be made to the extent that distribution of all of the individual's Roth IRAs would result in taxable income.   If the distribution that you would like to be a QCD would be nontaxable if not treated as a QCD, you would be likely be far better off claiming it as a charitable deduction on Schedule A.  There is really no point in making a QCD from funds that in a few years would be a nontaxable qualified distribution if distributed then.  The only time making a QCD from a Roth IRA when you are over age 59½ but had not yet completed the Roth IRA 5-year qualification period would be if you needed to take more out of your Roth IRAs for other purposes that was more than your basis in Roth IRA contributions and conversions.