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Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

@william-orejudos  I took another look at the math.  It appears that I was comparing the taxable income from the 1099-Q to the AOTC, rather than the amount of tax on that income.   I have revise my original reply.  Plan A is the better plan regardless of  your tax bracket.    Your son's return remains the same, he enters the 1098-T with 0 (or blank) in box 1 and $1520 in box 5 and no other numbers.    On your return, we'll be using $4000 for the AOTC, rather than the $2000 with plan C.  Everything else remains the same. Enter the 1099-Q on your return, exactly as received.  Later, in the 1098-T section, enter the 1098-T with $10,783 in box 1 and box 5 blank (or $0).  Enter R&B and books at those screens (if you don't get those screens, I have a workaround).  If you get a screen asking "amount used to claim the education credit" change it to $4000 (this screen has been mostly missing this year).  After you finish the education/1098-T section, go to the forms mode and check the student information worksheet, and verify that $4000 was entered on line 18, as the amount used to claim the credit.   You can manually change/enter it there (line 18). Make the change/entry in the first column, on the left. .

@Judy55 You can start the federal amended tax return, but be aware that if you are receiving a federal tax refund or paying taxes owed, the IRS may change your return so that the refund or taxes owed can be different then what was originally filed.  This IRS change has to be entered on the amended return, so it is always best to wait for the IRS to complete processing of the original tax return.   Amending the federal return does not automatically amend a state return. See this TurboTax support FAQ for amending a state tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-amend-state-return/L3hGFyaPp_US_en_US?uid=lxxu6xbn

Thanks, @AmeliesUncle —I can confirm that approach #2 (indicating that I do not have a 1095-A so no resulting Form 8962) worked for me. I e-filed using approach #2 and our Federal return was accepted within 20 minutes. Our state return was accepted a few hours later. So perhaps the concerns about the IRS automatically rejecting returns that do not include 1095-A information is no longer the case. This is the only year we have to deal with this, as we’re now both on Medicare. But I hope that the IRS provides more guidance on this, such as a checkbox or other tests for those with an HRA, and that TurboTax and other tax prep software and sites can add logic about HRAs to reduce the confusion. 

As indicated, it's not likely they are duplicated on your tax return. The only reason this might happen is if the income was imported twice by mistake, which can happen easily. Review your tax return carefully to check your entries. First check the Schedule D with your 1099-Bs to check the total gross proceeds, including short and long term. Then check  Schedule B with your 1099-INTs and 1099-DIVs.   Next look at your Qualified Dividends and Capital Gains Tax Worksheet to see the amount of capital gains being used to calculate your tax on just that portion of income (1099-Bs and possibly qualified dividends from 1099-DIV).    @aredman01 

@aviva Yes, it is in the Federal Taxes section. As previously stated - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   After you click on the start or update button for Estimated Tax Payments, do you see  State estimated taxes for 2025? If so, click on the start or update button for State estimated taxes for 2025 What do you see?

Yes, this sounds correct. You are allowed to allocate the 1095-A amounts in any way you both agree upon, including a 0/100% split. The reason for the $12,000 refund for your daughter is that while your high income would require you to pay the full price for insurance, her $28k income qualifies her for free or nearly free coverage. When she claims 100% of the policy, the IRS treats her as an independent adult who "overpaid" for a high-cost plan all year and refunds her the difference.   Here is an article that may be helpful for you: I'm on my parents' 1095-A form. What do I do on my return?

If you are using the TurboTax online web based editions only one tax return per account and User ID is allowed. To start another tax return using the online editions you need to create a new account with a new User ID and a new email address. Go to this website and click on Sign up to start a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/   If you are using the TurboTax desktop software installed on your personal computer, to start another tax return click on File at the top left of the desktop program screen.  Then click on New Tax Return

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @user17735323828 

The passive carryover loss is usually completed and used in the year of sale. However, when an installment sale is involved then you cannot deduct all accumulated passive losses immediately. You must multiply your total suspended passive losses by the percentage of gain recognized in that specific tax year. Each year you will use the calculated portion of your passive activity loss.    The rental activity must be in your return to use the losses but you should delete any assets that were part of the sale. Then answer 'yes' it was rented and all year to be able to enter the allowed carryover loss each year of the installment. No other entries should take place in the rental section of your return.   Complete only the unused passive loss section and enter only the amount allowed to be used each year based on the payments and percentage of gain recognized each year (on Form 6252).    Passive Activity Loss Entry: Assuming your passive losses were carried over each year, this will be a separate and identifiable entry which will carry to the Schedule E.  The portion allowed each year of the installment sale based on the percentage of gain of passive loss carryover is used as an expense.  When you are on the screen 'Do any of these situations apply to this property?' (Property Profile section), be sure to check the box under Carryovers. 

You do need to leave the code J on the Form 1099-R.  The key to not having Form 5329 included as part of your return due to the return of an excess contribution is to answer the follow-up question after the Form 1099-R has been entered.     You should see a screen indicating that 'you are paying extra taxes on this distribution'.  Then, continue until you see "Did you use your IRA to pay for any of these expenses?".  Enter the amount of earnings under "Corrective distributions made before the due date of the return".   This will eliminate the Form 5329 from your return.   @sselitser 

You will only need to check this box if you claim certain tax credits or a deduction in which your U.S. residency is a qualifying criteria, such as the Earned Income Credit (EIC). Otherwise, you should leave it as-is.   The program follows the IRS 1040 instructions for checking this box, and only in the context of tax credits or deductions is this box instructed to be checked. Otherwise, it is not used. You will not be able to check the box using Form 1040-X unless you claim the EIC (and meet the qualifying criteria to claim it).   If you're receiving any error messages in the software regarding that box being checked, you may need to verify your inputs for interview questions in the Tax Home > Federal > Deductions & Credits menu screens that pertain to credits which have a minimum U.S. residency requirement, such as the EIC.   The IRS 2025 1040 and 1040-SR instructions What's New section (on page 6) helps explain the specific usage of that question box and when it is applicable to be used: Main home was in the U.S.  If your main home (and spouse if filing a joint return) was in the U.S. for over half of 2025, check the box on the front of Form 1040 or 1040-SR. Providing this information will help the IRS determine your eligibility for certain tax benefits, including the earned income credit.

No.    Perhaps you did not realize it, but when you work as an independent contractor instead of working as a W-2 employee, you are taxed as if you have your own business.   Did you not notice that no Social Security, Medicare or tax was being withheld from your paychecks?   If you made even $400 as an independent contractor, you are subject to paying self-employment tax for Social Security and Medicare.   If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp       Online Premium is expensive to use.   You might want to explore some other software options.   Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/