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The exclusion of gain of sale of your primary home is not limited to $500,000 in Pennsylvania as it is on the federal return. You can exclude the entire gain if you qualify per this article from the Pennsylvania Department.   If you enter the sale of your primary residence as such in the federal section of TurboTax, when you go through the state section you will see a screen that says Taxable Sale of Principal Residence. Choose continue on that screen and TurboTax will have you complete the Taxable Sale of Principal Residence worksheet, which will populate the entries on PA Schedule 19 that are associated with your home sale.   You enter you home sale in the federal section of TurboTax in the Wages and Income section, then Less Common Income, then Sale of Home (less common income.)

To fix the error in TurboTax, you typically cannot just change a single box on the summary screen. You need to "force" the adjustment in the Georgia State section of the software:   Open the Amended Return: Within TurboTax, select the option to Amend a filed return. Navigate to the Georgia State Return: Go to the "State Taxes" tab and select "Georgia." Locate "Adjustments to Federal Itemized Deductions": Look for a screen titled "Adjustments to Georgia Itemized Deductions" or "Georgia Subtractions." Edit Line 12b (The "SALT" Adjustment): Georgia requires you to add back any state and local taxes deducted on your federal return that exceed Georgia's allowance. If TurboTax allowed a $40,000 deduction on your federal return, but Georgia only allows $10,000, you must ensure Line 12b of the Georgia Form 500 reflects the difference (the amount that needs to be "added back" to your income). What to select for "Reason for Amending": Since there isn't a specific "SALT Error" button, select "Other" or "To report a change in Itemized Deductions." In the text box provided, type: "Correcting state and local tax (SALT) limitation to conform with Georgia law ($10,000 cap)." If you are looking at your actual forms, here is how the math should look:   Line 12a: This is your total federal itemized deduction (from Federal Schedule A).  Line 12b: This is the adjustment. To correctly limit SALT to $10,000, this line should equal: Total State and local taxes minus  $10,000. Line 12c: This is your final Georgia Itemized Deduction (12a minus 12b).  The result of 12a-12b= $10,000

@user17752188439    Yep...the IRS is changing things "on-the-fly".   What may have been true at the start of the year...may not be so right now. You might still get a paper check....but it will be delayed while they wait to see if you create an IRS account, and enter your bank info there.   If Not...then: ____________________________________________________ "What if I did not respond to the CP53E? (added Jan. 21, 2026) If you don’t respond to the notice, we will issue a paper check after 6 weeks. For updates on your refund status, visit Where’s My Refund."  

This is the U.S. TurboTax public user forum. For help with Canadian taxes, please post your question in the Canada TurboTax user forum., at the following link. https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-cahttps://turbotax.intuit.ca/tax-software/index.jsp

No, I did not have a previous mortgage that was paid off earlier in the year…I sold my previous home in 2022. I closed on my current home last June. My builder carried my construction loan and I paid an additional $3K mortgage interest on that loan.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     https://www.irs.gov/refunds   Refunds for tax years 2021 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.  TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).       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.

It depends on the firearms.  If they were antique rare guns (ex. civil war collectible gun), that are collectible items, and you held them for more than a year, then the sale may qualify for the 28% collectible capital gains maximum tax rate. The 28% rate only applies if your ordinary income tax rate is greater than 28%.  If you fall into a lower bracket, then your rate would match that of your ordinary income tax rate.   If you held them more than a year and they were modern guns, then this would be considered personal property and capped at the 20% capital gains rate   If you held them for less than a year, they are taxed at your ordinary income tax rate regardless of if they are antiques or modern.   A Guide to the Capital Gains Tax Rates: Short-term vs. Long-term Capital Gains Taxes    

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf  

@PersonalTaxMan as the title states, tax exempt dividends are exempt from federal tax, so while it needs to be reported, it does not change the federal tax.      Why were you expecting the amount to change?

 If you file by mail, it will take a lot longer for you to receive your refund.   When you mail a tax return, it takes three or four weeks for a human to open your envelope and enter the information into the system; after it has gone into the system, you can track your refund on the IRS refund site.    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.     @quavisbrown99

Here are a couple of things you can do. 1. The "Delete and Re-import" (The Firefox Trick) Many users have found that Microsoft Edge and Chrome are the culprits. Delete the current IBKR imports entirely from your "Investment Income" section. Set Firefox as your default browser temporarily. Try the import again. This often bypasses the security "handshake" issues that cause missing data fields in Chrome/Edge. 2. Use the "Totals" Method (Saves your Sanity) If you have hundreds of entries and the basis is still missing, don't enter them one by one.  In the Investment section, choose "I'll type it in myself." Instead of individual trades, enter the Sales Section Totals directly from your IBKR 1099-B (e.g., "Total Short Term - Box A"). TurboTax will then allow you to attach a PDF copy of your IBKR statement to your return as the supporting documentation for the 8949. This is IRS-legal and much faster. In the second method, you can report the summary totals and efile your return. You will then be instructed to send a copy of your IBKR 1099-B (Consolidated Tax Statement). along with a form 8453 that is part of your paperwork for your return.   Print Form 8453: TurboTax will produce this after you e-file. It acts as a cover sheet.  Check the Box: Ensure the box for "Form 8949, Sales and Other Dispositions of Capital Assets" is checked on the 8453. Deadline: You must mail the 8453 and your statements within 3 business days after you receive word that the IRS has accepted your e-filed return. Address: The mailing address will be printed on the Form 8453 instructions generated by TurboTax (usually it's the IRS service center in Austin, TX).