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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 giv... See more...
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.  
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Why do you think you are not getting the correct standard deduction?   Are you or your spouse 65 or older?  Is one or both of you blind?     The “senior deduction” is added automatically by the... See more...
Why do you think you are not getting the correct standard deduction?   Are you or your spouse 65 or older?  Is one or both of you blind?     The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    
Error 70001 indicates that Turbotax is "Already running under another account",  To resolve this issue: Restart your computer  If that fails, restart your router/modem to clear connectivity... See more...
Error 70001 indicates that Turbotax is "Already running under another account",  To resolve this issue: Restart your computer  If that fails, restart your router/modem to clear connectivity issues, Be sure you are running the software as an administrator, and  Check for pending Windows updates. 
Are you asking about the new 6,000/12,000 Senior Deduction not added to the Standard Deduction?   It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduct... See more...
Are you asking about the new 6,000/12,000 Senior Deduction not added to the Standard Deduction?   It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    
TurboTax does not allocate all your wages to New York.  New York calculates tax for part-year residents by determining a base tax on total federal income and then prorating it based on income earned ... See more...
TurboTax does not allocate all your wages to New York.  New York calculates tax for part-year residents by determining a base tax on total federal income and then prorating it based on income earned while a NY resident. You are taxed on all income earned while a resident, plus income from NY sources while a nonresident.   Your tax is generally based on the percentage of your total income that was earned while living in New York.   There is not a NJ and NY state tax treaty.
If you are not a dependent on your parents' 2025 tax return but were covered by their Marketplace plan, you must file Form 8962 using information from their Form 1095-A. You will need to "allocate" (... See more...
If you are not a dependent on your parents' 2025 tax return but were covered by their Marketplace plan, you must file Form 8962 using information from their Form 1095-A. You will need to "allocate" (split) the premiums and tax credits with your parents (typically 50/50, or any combination both parties agree on) using the Instructions for Form 8962 (2025) to report your share for the 5 months.   To allocate a Form 1095-A in TurboTax, enter your 1095-A info, then check the box "I shared this policy with someone not on my tax return". You can split percentages (e.g., 50/50 or 100/0) for premiums and tax credits with the other party, provided the total allocation equals 100% across all returns.  
Even if you requested an extension, you can go ahead and file when you are ready, even before April 15 if you want to.    Why are you wanting to cancel the extension request?   With or without an ext... See more...
Even if you requested an extension, you can go ahead and file when you are ready, even before April 15 if you want to.    Why are you wanting to cancel the extension request?   With or without an extension, your tax due is due by April 15.
When will I get my tax return
when you look at Schwab are your tax documents available in pdf and csv formats?
The excess contribution and the associated earnings are treated as two separate things.  The earnings only are considered to be an early distribution from the Roth IRA.  The excess contribution itsel... See more...
The excess contribution and the associated earnings are treated as two separate things.  The earnings only are considered to be an early distribution from the Roth IRA.  The excess contribution itself is not.     Take a look at the Form 5329 instructions that you reference.  See the instructions on page 3 for line 1,    Line 1  Enter the amount of early distributions includible in income (other than qualified disaster recovery distributions) that you received from:  • A qualified retirement plan including earnings on withdrawn excess contributions to your IRAs included in income in 2025; or  • A modified endowment contract.   Additionally, the instructions on page 7 for line 23 specifically say to include the earnings on Line 1 and enter exception 21 on Form 5329 to nullify the additional tax,   Line 23  Enter the excess of your contributions to Roth IRAs for 2025 (unless withdrawn—discussed below) over your contribution limit for Roth IRAs. See the instructions for line 19, earlier, to figure your contribution limit for Roth IRAs.    Don’t include rollovers in figuring your excess contributions.    You can withdraw some or all of your excess contributions for 2025 and they will be treated as not having been contributed if:  • You make the withdrawal by the due date, including extensions, of your 2025 tax return; and  • You withdraw any earnings on the withdrawn contributions and include the earnings in gross income (see the Instructions for Form 8606 for details). Also, if you hadn't reached age 591/2 at the time of the withdrawal, include the earnings as an early distribution on line 1 of Form 5329 for the year in which you report the earnings. Report this amount on line 2 and enter exception number 21.   @sselitser 
I have been receiving a pension from my former employer for years. Your system now insists on treating it as an annuity, even though I have checked the box indicating that it is a qualified plan and ... See more...
I have been receiving a pension from my former employer for years. Your system now insists on treating it as an annuity, even though I have checked the box indicating that it is a qualified plan and not an annuity – and I cannot answer questions based on it being an annuity
Here is a technique that might work.   If the file is saved in pdf format, instead of left clicking to open it, right click and open it with your browser. If it comes up, hit Cntrl P and if success... See more...
Here is a technique that might work.   If the file is saved in pdf format, instead of left clicking to open it, right click and open it with your browser. If it comes up, hit Cntrl P and if successful, you will see the preview on the left side with all the pages with the data. If it's good, you can print it out.
Hi,  this is my first time using Turbotax (Do it yourself Deluxe).  I have an IRA distribution that I partially converted to Roth. However in Turbotax I have not found a way to enter my basis from my... See more...
Hi,  this is my first time using Turbotax (Do it yourself Deluxe).  I have an IRA distribution that I partially converted to Roth. However in Turbotax I have not found a way to enter my basis from my last year's filing which I had done manually.  In the past I used the to basis to calculate the taxable amount of the distribution. I don’t seem to be able to do it with Turbotax. Is there something special that I need to do since I can’t enter the basis manually or seem to find a place?  Thank you. Dave TT 
I have entered all doc ID characters from the back of the ID exactly as they appear. There is no IDUSA. The dates were not swapped. The error message was the same "enter 3 characters" however there a... See more...
I have entered all doc ID characters from the back of the ID exactly as they appear. There is no IDUSA. The dates were not swapped. The error message was the same "enter 3 characters" however there are none. This is a bug.
TO CANCEL A TAX PAYMENT YOU SCHEDULED   If your return was accepted, you cannot change your payment method  or payment date.  The only thing you can do is cancel the payment and then pay by a dif... See more...
TO CANCEL A TAX PAYMENT YOU SCHEDULED   If your return was accepted, you cannot change your payment method  or payment date.  The only thing you can do is cancel the payment and then pay by a different method on your own.   Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to ask about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date.  
See the following TurboTax help article to help you find your code depending on where you purchased your software:   How do I find my license code for TurboTax Desktop?