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best to read the EULA...   USE OF YOUR DATA. The Software is a web-enabled desktop product. When you are connected to the Internet while using the Software, we may deliver product updates, message service information, and help content. With your lawful consent which you agree you provide herein and including as obtained within the Software, we may also collect data about your use of the Software, your computer, its operating system, application software, and any peripheral hardware. This data helps us determine, among other requirements, the Software’s operating performance. In addition, if you elect to use online options such as federal or state efile services, data will be collected and used in accordance with the Intuit Global Privacy Statement. You hereby give Intuit permission to combine any of this identifiable and non-identifiable information with that of other users of the Software and/or other Intuit services. For example, this means that Intuit may use your and other users’ data to improve the Software in future releases or design promotions and provide ways for you to compare your tax situation with other users, including through the use of artificial intelligence and machine learning models and training.   Electronic Filing Services. If you choose to file your return electronically, your tax return will be forwarded to Intuit's Electronic Filing Center, where Intuit will transmit it to the applicable federal and/or state taxing authority. Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws. You are responsible for verifying the status of your return to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event that the taxing authority rejects your electronically filed return (e.g., if the taxpayer name and SSN don’t match).

@skramblr wrote: My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack. That, I believe, is accurate with respect to your tax data file and it is applicable to both the desktop and online versions; there is no file that is permanently stored with your tax data.

My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack. Just for fun, Google search result "If you use the TurboTax CD/Download desktop software, your tax data file is stored locally on your computer. When you e-file using the desktop version, the data temporarily passes through Intuit's servers to reach the IRS, but a permanent copy of your full tax return file is not stored online by Intuit after the transmission is complete. The only copy resides on your local machine and any backups you make. "

 You will be able to access the 2024 return 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.   Online tax preparation and e-filing for 2024  returns is now permanently closed.  The system is in transition from 2024 to 2025.    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 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 5 p.m. Pacific time Monday - Friday   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.

First you need to check the IRS refund site to see if your refund was issued, and look to see how much they issued.   https://www.irs.gov/refunds   Your tax refund was not sent to TurboTax.   TurboTax does not handle your refund at all.   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.  You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com              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   What is Refund Processing Service?    

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

https://deductibleduck.com   With this, and other comparable programs, I'm not sure why former ItsDeductible users want to use a DIY tax program other that TurboTax, the one they've been using for years. 

Followup question - since her electricity is included in the rent only up to a certain extent (which looks minimal!), last month saw a large increase in the amount billed by the apartment complex, as the bill due November 1 included November rent plus the "excess" electricity for September, according to the October meter reading.  With the electricity bill being charged 2 months in arrears, how is this handled in regards to 529 reimbursement?  Should she make a payment in December (if the apartment complex will allow it) toward the bill due by January 5 for January rent and November (and maybe December) electricity (though in reality, the apartment complex will credit the amount exceeding the November electricity to January rent and not December electricity)?   Should she pay the entire January bill (I'll assume she gets notice of what it is before January 1) in December if we think there is enough time to claim reimbursement from the 529?   Or should she just pay December rent and October electricity on December 1 and submit the charge for reimbursement (along with all the food expenses) for reimbursement ASAP (as soon as she stocks her pantry again for December), and then claim what she actually paid the apartment complex January - May (May rent prorated for 5 days, but the electricity portion which was for March not prorated?) as "room and board" since that's when the charges were paid, though not incurred?  What do we do about April and May (prorated for 5 days) electricity charges that will be billed to her (even if she sublets her room after graduation until the end of the lease) in June and July?

Thanks for the response! On my pay stub it has the current withholding and the YTD withholding. Then there is a separate entry for "extra withholding". So, you're saying that the extra withholding is included in YTD and current total?

i'm not Tom. There is no info yet on the advance program for 2026 (2025 taxes) so if it is offered it's not likely before it starts accepting e-filing - usually January. Note that when it first opens E-filing your return sits on the Turbotax servers until the IRS officially opens e-filing. (in 2025 it was 1/27). Your return can't be accepted until the IRS opens e-filing.   It's up to Turbotax to decide whether to actually grant you the advance. there are certain criteria which must be met.  If granted there are additional fees ($40/45 in 2025) if you use your refund to pay any Turbotax return fees.      this is from the 2025 advance program  How to get Refund Advance instantly* Choose Refund Advance as your refund option When you’re ready to file, select Refund Advance and apply for it in a few easy steps. Open a checking account with Credit Karma Money™ Now that Credit Karma and TurboTax are both part of the Intuit family, we'll help you create your 100% free to open account when you're ready to file. Finish filing and start spending right away You could get your money in as little as 60 seconds after IRS acceptance and can immediately use your virtual Credit Karma Visa ®  debit card.