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Where exactly is TurboTax overstating your wages? Do you mean that the amount in box 1 of your W-2 in TurboTax is $5,000 more than box 1 on the W-2 that you got from your employer? Or do you mean that Form 1040 line 1a is $5,000 more than the amount in box 1 of your W-2? Or is the error somewhere else? And is the error exactly $5,000? Do you have only one W-2?  

To check if you signed up for the TurboTax Refund Advance, you can look in a few specific places in your account or your email. Once you are approved, I don't think there is a step to accept it.   Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods.  If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

@JohnQT wrote: ........yes I agree, Windows 11 is a POS. God! Everyone says that about new operating systems, going all the way back (25 years) to Windows XP. and a ton of users didn't want to give up Windows 7 even after Windows 10 was released. This will NEVER end.

Are you seeing it as an option when filing your return? The Refund Advance is not available to everyone. Check the information below to see if you are eligible.   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

No, after you've filed there is no way to change it. The Refund Advance is not available to everyone. You might not have been eligible this year if you didn't see it as an option.   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

I have the same issue, asking me to transfer, I select the previous tax2024 document, it does nothing, continue to ask me to import. Looks like a bug.   Update: My returns are password protected. Previously, it correctly prompted for a password, now it does not, and doing nothing. While I can use the workaround previously mentioned, opening a previous return, this behavior is a bug.

@JohnQT wrote: (sigh...)  "Windows 10" is not a single monolithic product.  Microsoft has nearly a dozen editions, literally with different SKUs and "support" sunset dates.  Again (yet again), NOTHING is being added or improved in ANY of the Windows 10 products; they're merely receiving security updates.   I would not consider a software product with no new features, additions, design changes, improvements, etc., to be "fully supported". 

I am using the 2025 Premiere Turbo Tax product. When I looked at my Schedule A deductions, I noticed that there was a large State Tax deduction even though I had not entered any income yet. Upon further review of the tax payment worksheet, I saw line 22 indicating that I made 2024 estimated tax payments in 2025. I looked at my 2024 return and all estimated payments were in 2024. Somehow Turbo Tax carried over all 2024 payments as if they were paid in 2025. This appears to be an error that needs to be corrected for Schedule A to calculate the correct amount. Thank you.

The Refund Advance is not available to everyone. Are you eligible this year?   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

@BonnieDeister    How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd If you are having trouble going to installturbotax.com, you can go here to start the download https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax  

To check if you signed up for the TurboTax Refund Advance, you can look in a few specific places in your account or your email. What does it say in your TurboTax Order Details and in your Credit Karma Account?   Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods.  If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

Form 1040 line 13b might include other deductions in addition to the deduction for seniors. There are three other possible deductions on Schedule 1-A besides the deduction for seniors. All the deductions get added together on 1040 line 13b.