All Posts

I appreciate that I may need to take some action, but it still doesn't answer why they would think I've asked for a direct deposit when I asked for the refund check to be mailed to me. Put differently, the IRS has made a false decision based upon, well I don't know what, because I asked for the refund check to be mailed to me.    Is there any way I can verify that I asked them to mail me the refund check, so when I call them, I can tell them they got it wrong?

I reviewed your diagnostic file and Part I, lines 7-12 are blank on your Form 5805 because you answered yes to question 2 in part I, stating that you used the annualized income installment method. When you check that box, you can't use the short method.   You can check the data source for line 13 (penalty) by right clicking and selecting data source.  The penalty amount is transferred from Worksheet II, regular method and is generated by the program.

Self-employed individuals don't use Form 4137 to report tip income, as that form is designed for employees to report tips not reported to their employer. Instead, self-employed persons report all income, including tips, on Schedule C and pay self-employment tax, not Social Security and Medicare taxes, on that income

If you have received your refund or your account has been debited for your balance due, you can go ahead and file an amendment.   For more information and instructions, review the TurboTax articles How to Correct Federal Tax Returns, How to File an Amended Tax Return with the IRS and Video: How to Amend Your Tax Return.

Here are the instructions.  If you have the *.tax2024 data file on your computer, here's how to transfer it into 2025 Online TurboTax:   FAQ:  How do I transfer last year's return into TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US

You didn't mention the particular state, but here's some information about state refunds in general and how to check on yours.      Some states are fairly quick with refunds, while other states can take a long time processing returns--even several weeks.     Here are some things you should check:   First, you need to be sure your state return was successfully filed.   If you efiled, be sure your efiled state return was accepted.  If you used Online TurboTax, you can check by looking at the Tax Home in your Online account.   Or did you choose to file by mail instead?  TurboTax does not mail it for you.  If you chose that method, you have to print, sign, date, and mail it.   The FAQ below tells how to check on a state refund.   When you scroll down further there, you will see a link for your state to get to its refund lookup tool.   Some state revenue department websites have a FAQ section or info on their refund lookup page that tells about how long it takes in that particular state.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After checking all of the above, if you believe your processing is taking longer than the usual time frame for your state, you can phone your state department of revenue's customer service to see if they can tell you the reason for the delay.

If you efiled before the April 15 deadline, and if it was rejected, you have a grace period of 5 days to either correct and resubmit the efile or to postmark a mailed paper return.  So after April 20, it would be considered late unless you filed an extension request before the April 15 deadline.   However, there is no penalty for a late Federal return if you are sure you are getting a Federal refund.   Or did you owe any tax due?   If you owed tax due and didn't pay the tax by the April 15 deadline, you could have a "failure to pay" penalty.   AND also a "failure to file" penalty (aka late filing) if not resubmitted or postmarked prior to April 20.      If someone refiles on April 19 or 20, and it's not accepted until April 21, I'm not sure what would happen.    But in any case, if one is getting a Federal refund, there is no late penalty.  People even have up to 3 years to claim a Federal refund before the statute of limitations would kick in.

Are you looking for a blank paper form, or do you want the TurboTax software for 2024? TurboTax does not mail out paper forms. The IRS does not mail forms for past years. You can download a blank form from Prior year forms and instructions on the IRS website. Here is a link specifically for Form 1040 for 2024. You can purchase TurboTax software for 2024 from this link on the TurboTax website. Or are you looking for a copy of a 2024 tax return that you filed? TurboTax does not mail copies of tax returns. To get a copy of the 2024 tax return that you filed with TurboTax Online see How do I view, download, or print a prior-year tax return?  

Don't file an amended return until the original is fully processed. There are several reasons for this. 1) the IRS does not and cannot process amended returns until the original is processed and recommends not filing until the original is processed. 2) filing to early can actually delay the processing of the amended return 3) the IRS might change something else. If you file an amendment now, it may be incorrect.   there is a consequence to waiting when you will owe additional taxes that will be paid after 4/15. There will be penalties and interest for late payment. penalty is 1/2% a month or fraction thereof but additional interets accrues daily.  

Your post is very vague. Are you talking about the Social Security tax deducted from your pay, or in box 4 of your W-2, or do you mean the taxable amount of Social Security benefits on your tax return? If you are talking about your W-2, what are the exact amounts in boxes 3, 4, and 7 of the W-2? What do you think is wrong? If you are talking about your tax return, what is the exact amount in box 5 of your Form SSA-1099? What are the exact amounts on your Form 1040 or 1040-SR lines 6a and 6b? What do you think is wrong?