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Which transcript are you looking at, the tax return transcript or the account transcript?   If you are looking at your tax transcript this will just show you how your tax information went.  The account transcript will show you where your money went.  So, in reality, based on the tax transcript you did get your full refund.  But, the account transcript would show "we used your refund to pay your bills "(in your case your husbands obligations).  So it was just paid to someone else on your behalf and you still "benefited from it by lowering your debt"    If you filed a joint return with your spouse, they do not do any type of investigation to see who earned the money.  When you file a joint return, you are both considered equally liable and the refund is equally both of yours (not 50/50 but you are both 100% entitled to it). This is where they put the burden on the tax payer to prove otherwise with filing either the innocent spouse form or injured spouse form.    You will mail your injured spouse form to the same address that your original return went to.  You can find this here.  The state you live in determines where your return is processed.  This again can take several months to process.        For Indiana you would fill out IN-40PA to claim injured spouse.  It may take several months for them to process your claim.    Your federal income tax return, Form 1040 or 1040-SR, for the applicable tax year(s); All W-2 Forms, 1099 Forms and any other income statements or forms showing the amount of state and county income tax withheld for both spouses; A detailed letter explaining the sources of your and your spouse’s income, deductions, credits and any additional information relevant to computing your and your spouse’s individual tax liabilities; and A copy of the Indiana income tax return and all schedules for the applicable year(s). Complete the form and mail or fax to: Indiana Department of Revenue Returns Processing and Operations/Injured Spouse P.O. Box 7207 Indianapolis, IN 46207 Fax: 317-615-2697 Submitting a claim as an injured spouse does not guarantee that DOR will restore part of your tax refund. DOR will investigate the matter and reallocate any tax refund due accordingly.

CAN AN EXPERT PLEASE RESPOND TO MY QUESTIONS, SO I CAN FINISH MY RETURN? THANKS. Hello community. First, I was able to correct a field in the software asking for the total end of year value (12/31/25) for MY IRAs. This was asked because I took a non-required distribution from one of MY IRAs and converted it to a Roth IRA.  I was able to finally get a value which included (1) IRA and (2) annuities in my name.  I assume this amount the software is asking for would only be for IRAs in MY name, not my wife's (we file jointly)??    My second question is concerning another 1099-R I received from my broker, when I rolled over my previous 401 work plan to one of the Traditional IRAs with my broker.  Even though it is not a taxable event, do I have to list the 1099-R in the software?  I assume so, but this time the software never asks if I rolled it over, just if it's a SEP or if NO taxable amount is listed in box 2 of the 1099-R.  I just want to make sure I am doing this correctly.    Lastly for a federal energy tax credit, I replaced both a gas water heater and upgraded electrical service to 200amp from 100amp.  Can I take the ENERGY tax credit on the water heater if the manufacturer says it's Energy Star Certified, but has no Energy Star STICKER on the outside of it? The unit has an energy efficiency rating of 62%, but not equal to or greater than 81%.  I also should be able to take the credit towards the electric panel upgrade.  PLEASE ADVISE.  

The problem was completely different from what I thought it was.  I had grossly overestimated our Adjusted Gross Income.  Took a lot of research to see how I should have done it.  It would be really nice to have such a "calculator" available so users could see how it works.  Would have saved me a lot of trouble.  Thanks for your response.

Your 403(b) contributions are reported on your form W-2 in box 12 with code E.   They are excluded from your taxable wages reported in box 1 of your form W-2. So your taxable income has already been reduced by the amount of your 403(b) contributions, just by entering your form W-2.   You do need to enter them anywhere else on your tax return.

Yes I changed it in the info part. I guess my question is what’s my next step. Do I go through the whole process again step by step? I started to do that took my numbers back to zero. Mind you federal has already sent my refund state has not.  Same for my mother. When I saw the numbers change I decided to ask the questions.  thank you! 

Same issue here! I don't want to manually input OR bulk input and mail the support. I remember it being annoyingly delayed last year but was able to file by 3/4.  Hoping this is quickly resolved and all 3 1099s from Acorns (INT, DIV, B) are ready for import ASAP! 

yes I had this last year, just enter as sold or stock - these dropdowns don't go on Form 8949 it's Turbotax trying to be clever with the field entry but making more work and missing the mark on this case.   leave feedback in the survey at the end of your return, these threads often get lost.

I assume that you are referring to estimated tax payments which you made each quarter.   Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)   If you need further assistance, please comment here.

We can't see your return to do an analysis, but you can look at your tax return.  The most common reasons for owing additional taxes from previous years. A posting error on income or withholdings may have occurred. A credit that you got in the previous year was not included this year. You may not have qualified. You may not have requested it. Did you have dependents that didn't qualify this year? You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax.  On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. This will bring up a copy of your 1040 Tax return. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required. Some key numbers on the form are: Taxable income is line 15 Total tax is line 24 Federal Income Tax withheld is line 25d Tax credits are listed on 27 - 30 If there was an underpayment, there may be a penalty Refund is posted to line 34 The amount you Owe is line 37    

If your return is rejected because of the 1095-A: The IRS database thinks that you or a member of your household has, or has had a Marketplace policy.   You should Confirm that you and no one else got a 1095-A You can use the phone number listed by state at  The Health Insurance Marketplace. If you're sure you don't have a 1095-A you can use these steps to clear it. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

In TurboTax Online, you can preview your form 1040 by following these steps:   Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center page, click on View Tax Summary In the left-hand column, click on Preview my 1040 Your form 1040 will display. Scroll down to line 37 and you should see the amount you owe on this line.