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If you are using the TurboTax online web based editions, there is no e-file charge for either the federal or state tax returns.  The TurboTax account fees are for the use of the software.   Only the TurboTax Fee online edition with a state program is without cost. However, The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you are using the TurboTax desktop software installed on your personal computer, you receive one free state program download.  There is a $25 fee for each state tax return e-filed when using the desktop editions.  This fee can be avoided by printing and mailing the state tax return.

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

Question 1: The date acquired is the date you purchased the original security the UIT allocations were tied to.    Note: This could become complicated if you had additional purchases throughout the taxable year, before or after various "allocation events".   Question 2: If the cash was paid on January 7th but it is realized and includable for Tax Year 2025, then use 12/31/2025 as the date of sale. 

I RECEIVED A LETTER FROM THE IRS/STATE     TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://intuit.taxaudit.com/audit-defense/help/contact     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd

It should be a choice for you however they will send you an activation email approximately May, 2026. You do not have to activate it and you can always go to the Trump Account page to review any information.  It doesn't actually begin to take any affect until July, 2026. If it's not activated you will not receive a deposit for your child, if that applies to your child. What are Trump Accounts?

To be able to fix your return, you need to login to your account, there will be a fix my return button, follow those instructions. You should have received an email with information on why your return was rejected.     Select the Fix my return button Follow any “fix it” instructions to update the information causing the rejection.   What does my rejected return code mean and how do I fix it? A common reason that returns get rejected is when Form 1095-A is not included with the return and the IRS database  has record that you had health coverage through the marketplace.  If you did not have coverage you will have to contact Marketplace to find out what needs to be reported on your return.    Health Insurance Marketplace Statements | Internal Revenue Service   If you did have coverage and you need to report information for a Form 1095-A:   Go to the Do you have Form 1095-A info ready? screen Answer the questions and enter the details from your Form 1095-A When you’re done, select File from the left menu and continue through to re-file your return @reves1184 

What the IRS refers to as a "calculation error" is simply a disagreement between the amount reported on your tax return and the amount that the IRS calculated based on the same information forms provided to the IRS that payers of income provided to you.  It does not mean that TurboTax made a math error, it generally means that you entered something incorrectly and the IRS caught your error that had resulted in an incorrect amount of Social Security income being shown as taxable on your tax return.  VolvoGirl mentioned one of the common entry errors that people have been making.  It's also possible that you inadvertently omitted some item of income and that adding that income increases the amount of taxable Social Security income.

They did "fix" the problem, but the wording for the question they ask to fix it is incorrect, so most people are probably not getting it right, and I assume lots of people like me are paying $1,000s  in extra NY taxes.  ( I have to file amended returns for the last 3 years to get back $7,500 in overpaid NY taxes. )   The thread could be confusing I guess, but it may be the only thread that really gets to the issue of how to fill it out correctly (Pick "New York State or City Education" for all NY State Gov't pensions).  And even the old fix of picking federal Gov't should still work.

DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”

This could just be a display issue on the Income topics page.  If you close the program and re-open it, the 'Needs Review' message may disappear.  Or, when you go completely through the section and/or finish entering all your income.    If you're using TurboTax Desktop, in FORMS you can verify that your forms have no errors.    @maisap-penha 

@Cassandrazamora  TurboTax does not receive any kind of tax refund, federal or state.   If the bank rejected the federal tax refund then the refund was sent back to the IRS.  The IRS will either mail you a check to the address on the tax return or will mail you a CP53E notice requesting bank information for a direct deposit - https://www.irs.gov/individuals/understanding-your-cp53e-notice

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

By reviewing and following the instructions below you should be able to complete this sale of your car. The varied business use makes it difficult to accomplish in the vehicle section of your return, however some steps must be completed. The vehicle fair market value (FMV)on the date you began using it for business can be found on Kelly Bluebook site. If you used the standard mileage rate (SMR) or the actual expenses is explained below. Other information is already in your tax return. Based on your information, you have a reportable loss which will reduce your tax liability. The vehicle is considered a business asset and because it was traded it is considered as sold in tax law. You must determine the business portion of the vehicle for the sale. Follow the steps below to report this sale and TurboTax will automatically remove this vehicle for your 2026 tax year.   Total all miles on the vehicle for the life of the vehicle Total of all Business miles divided by total miles = Business Use Percentage for the life of the vehicle Take the original cost of the vehicle x the business use percentage = Business Cost Take the sales or trade-in price x the business use percentage = Business Sales Price Calculate all of the business miles by year with the rate in the SMR for depreciation (see below) to arrive at the total depreciation considered used by the IRS. If you used actual expense method and depreciation instead you will find that number (full prior amount and any expense for the current year) to use in the sale entry below. When you go through the vehicle information be sure to select 'Sold, disposed of, etc....' then do not indicate it was sold.  You must say 'Yes' it was converted to personal use.  This will eliminate any sales information in the vehicle it self. Once you have completed the information in that section you will follow the steps below to enter your sale: Go to Less Common Business Situations Scroll to Sale of  Business Property On the next screen select Any Other Property Sale Use the information from step 3 and the depreciation from step 6 to complete your sale Select Sales of business or rental property that you haven't already reported. Answer 'Yes' to Do all of the following apply...?  Description of the Property (Vehicle make/model/year) Sales Price/Sales Expenses  Date acquired and date sold Cost Depreciation If the personal portion of your vehicle is a loss there is nothing to report for that portion of the sale/trade.  Annual Depreciation Component Breakdown (for more years see the chart in IRS Pub 463) 2025: $.33 2024: $.30 2023: $.28 2022: $.26 2021: $.26 @SyberKnight