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yesterday
To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in fi...
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To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
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 2025 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
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
yesterday
Since tax was paid do I not record it on my tax form
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yesterday
I'm being "guided" throughout, and did not recall any interview asking single or multiple states. Maybe I need to back track.
yesterday
A rollover IRA account is the same as an ordinary IRA, so no income is reported within the IRA.
yesterday
Can you confirm that the worksheet error is preventing you from e-filing? Without checking or unchecking any boxes on the review, are you unable to keep selecting Continue from the bottom of the page...
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Can you confirm that the worksheet error is preventing you from e-filing? Without checking or unchecking any boxes on the review, are you unable to keep selecting Continue from the bottom of the page in order to proceed to the E-filing menu? As long as you agree with the number that appears in the Line 10 box "Prior Depreciation" I would proceed to file.
yesterday
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day soone...
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"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
yesterday
Thanks for getting back. This is the picture of the Tools Center, that i see. There is NO option of export or save it on computer. Appreciate your help
yesterday
I want to thank you guys for resolving this issue, which experts at Turbo tax could not do even though I was explaining it exactly like you guys said. And was paying expert fees of $150. In the end, ...
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I want to thank you guys for resolving this issue, which experts at Turbo tax could not do even though I was explaining it exactly like you guys said. And was paying expert fees of $150. In the end, I gave up and did the taxes myself and followed the advice you gave and it worked fine. So many thanks.
yesterday
TO REMOVE TURBOTAX LIVE
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
HOW CAN I DOWNGRADE TO A LOWER VERSION
...
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TO REMOVE TURBOTAX LIVE
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady
yesterday
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yesterday
tech support please
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yesterday
IS MY 2024 STATE OR LOCAL REFUND TAXABLE?
If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025. If you itemized d...
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IS MY 2024 STATE OR LOCAL REFUND TAXABLE?
If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025. If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return. If you are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12. Do you see the standard deduction amount or something else?
2024 STANDARD DEDUCTION AMOUNTS
SINGLE $14,600 (65 or older/legally blind + $1950)
MARRIED FILING SEPARATELY $14,600 (65 or older/legally blind + $1550)
MARRIED FILING JOINTLY $29,200 (65 or older/legally blind + $1550)
HEAD OF HOUSEHOLD $21,900 (65 or older/legally blind + $1950)
If you need to enter the state or local refund — go to
Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099G
yesterday
Hello everyone I have a Partnership K1 Box 20 E Basis of Energy Property for Solar installation. This is a commercial rental real estate business. I input the required information on Form 3468 a...
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Hello everyone I have a Partnership K1 Box 20 E Basis of Energy Property for Solar installation. This is a commercial rental real estate business. I input the required information on Form 3468 and completed Part V Section A. The total credit feeds to Line 11 on Form 3468 and should appear on Form 3800, Part III, line 1V. When I go to 3800 there is nothing on line 1V. I went to the 3800 Worksheet and I cannot make any edits to 1v and the value is blank. What am I missing? I can see in Business Credits section the completed form 3468 with credit amount, but it seems to not be making it to the Form 3800 at all.
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yesterday
No one can see your screen--we have no idea what form you are asking about. Please be clear and specific.
yesterday
If you entered an Adjustment Amount and Code in the entry screen for a 1099-B, you'll see the adjustment on the Capital Asset Sales Worksheet, and also on Form 8949. You may need to delete your 1099...
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If you entered an Adjustment Amount and Code in the entry screen for a 1099-B, you'll see the adjustment on the Capital Asset Sales Worksheet, and also on Form 8949. You may need to delete your 1099-B entry, the Capital Asset Sales Worksheet, and Form 8949 if this outcome is not reached, and re-enter the 1099-B.
@zachbriles
yesterday
Yes, you need to amend, to ensure the "Taxable Amount" matches the official form so the IRS computers don't flag it as under-reported income. Steps to Take: Amend 2024 Return: Use the offici...
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Yes, you need to amend, to ensure the "Taxable Amount" matches the official form so the IRS computers don't flag it as under-reported income. Steps to Take: Amend 2024 Return: Use the official Vanguard 1099-R figures for 2024. Report the accurate gross distribution (Box 1), the taxable amount (Box 2a, which includes the $46), federal tax withheld (Box 4, $46), and codes P and J in Box 7. Understand Codes P&J: The codes P and J indicate a Roth excess contribution removal (P) from a Roth IRA (J). The taxable amount is typically the earnings on that excess, which should be included in 2024 income, along with the penalty (if applicable). Address the $46 Difference: If you underreported income by $46 and did not claim the $46 withholding, the correction may be minor. If you overreported it, amending ensures you get credit for the tax already withheld. If this happens going forward, do not enter a manual 1099-R you created if it conflicts with the official 2024 Vanguard 1099-R. Instead, ask the issuer of the 1099 R to issue you a corrected 1099 R.
yesterday
You can go online to View your account information and see if the IRS has added a letter to your account so you can see what happened.
If there is an accuracy issue. you can submit a claim here. Be...
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You can go online to View your account information and see if the IRS has added a letter to your account so you can see what happened.
If there is an accuracy issue. you can submit a claim here. Be sure to download what you filed for your records.
yesterday
Yes. After you enter your dividends reported on Form 1099-DIV, you will see a screen that says Do These Uncommon Situations apply? One of the options will be A portion of these dividends in US govern...
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Yes. After you enter your dividends reported on Form 1099-DIV, you will see a screen that says Do These Uncommon Situations apply? One of the options will be A portion of these dividends in US government interest. Choose that option and on the next screen you can enter the amount of dividends that is from US government securities. Once you do that, the dividends will not be taxable on your Maryland return.
yesterday
It only gives me 2 choices. where can I find the other one. I can do all of this I don't need to hand it off to an expert
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yesterday
@user17749670393 right - IRS will assume your income (and any withholding) is spread out evenly over the year unless you file the Annualized Income method (more useful for Roth conversions later in t...
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@user17749670393 right - IRS will assume your income (and any withholding) is spread out evenly over the year unless you file the Annualized Income method (more useful for Roth conversions later in the year, not your situation). Likewise any estimated tax (ES) payments to meet safe harbor need to be spread out over the year by quarter, you can't just pay it all at the end even if you meet the total it has be timely. One of the few things that has specific dates in your tax return are the dates of ES payments. So yes you can avoid penalty by paying 100% of last year's tax (110% if AGI > 150k or 75K if filing MFS) either thru withholding or "timely" (quarterly) ES payments. Since Q1 ES is due in April when you file your 2025 return, these ES payments should be fixed and known for that deadline (depending anything you have with withholding). Then the timing and amount of any income through the year will not matter, but remember to set aside the remaining tax due in April 2027. When you prepare your taxes for 2025, Turbotax should produce ES vouchers for 2026 by default based on last year's tax and assuming any withholding in 2026 is the same as 2025. In Other Tax Situations / Form W4 and Estimated Taxes you can review other options and provide estimates for 2026 but if you are certain that the Roth conversion will increase your income such that 100% of 2025 tax is lower than 90% of 2026 tax then you should be all set using prior year tax. Finally try to avoid sending checks and ES vouchers, if able you can pay directly at irs.gov. Thinking ahead to 2027 tax year, if you had an unusual income increase in 2026, then for your 2027 safe harbor the 100/110% of 2026 tax may not be optimal for you and you may need to track against paying 90% of 2027 tax.