All Posts

I was able to seemingly fix it and refile. I haven't received a response for fed yet, I'll keep you posted. After the update on March 13th, I clicked the "Fix" button and it didn't resolve the problem, as other people have experienced also. I also tried rebooting as this worked for someone else, but it didn't fix it and probably wasn't related as someone had suggested. What I did do is: I deleted my 1099-R's (I had two of them, one for 401k Traditional and one for 401k Roth). Then added them back in again. This seemed to work as my line 4 values were left unchecked and blank now, and line 5a had an amount, line 5b was zero, and line 5c was checked. Previously it had box 4c checked which was causing the problem. I believe what happened is that the Friday March 13th update did have a fix, but it required deleting and adding the 1099-Rs back in to take effect.

Okay so if I'm understanding this correctly, for line 24 I should only enter values associated with non US countries, which is the intersection of whichever row on line 24 that lists CA in this example (row 24B if row 24A lists US and 24B lists CA) and column f.     For line 54 I should simply enter the value listed on the row 54 and column f.

I may have fixed it, at least I was able to refile. Still waiting on response from fed, but here's what I did. I'm posting details in another thread. https://ttlc.intuit.com/community/taxes/discussion/rejected-form-1040-iradistrbutionrolloverind-iradistributionqcdind-or-iraddistributionotherind/00/3825238/page/2 I deleted my 1099-Rs, continued through steps, then re-added them. Box 4c was now unchecked. I suspect that the March 13th update did fix the logic for adding an 1099-R but didn't fix an existing one.

IRS doesn't use "Accepted".  Accepted only means the IRS accepted your return FOR PROCESSING.  Then the IRS approves it and sends the refund.  Turbo Tax only gives you an estimated 21 days date for refund.  The IRS says most people will get their return in 21 days.  But after the IRS accepts your return then Turbo Tax is done with their part.  Only the IRS can tell you when they will send it.  

It's not quite clear what you are requesting.  However the articles below will be of assistance for you.  The question does not appear until you are at the 'File' stage and will only happen if you have an eligible child dependent on your tax return. What are Trump Accounts? How do I set up a Trump Account? (Follow the steps here to try to go back to the page). Trump Accounts If you are indicating the child is not your dependent and not part of your tax return, there will not be any connection to your tax return for Form 4547.   @bonniejo2 

there are different MAGIs... have you checked Form 8960 instructions for Line 13   https://www.irs.gov/pub/irs-pdf/i8960.pdf   If you didn’t exclude any amounts from your gross income under section 911 and you don’t own an interest in a CFC or PFIC, your MAGI is your AGI as reported on Form 1040 or 1040-SR.

That is not a discrepancy.   TurboTax tells you if your e-file was accepted, and after that, only the IRS is in control.   The IRS does not use the word "accepted" on its refund site.   It tells you if the return was "received" and that the return is being processed.   “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.     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       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.              

You can adjust the default amounts TurboTax uses (it projects using 100% of this year's tax due so you do not incur the Penalty for Underpayment of Estimated Taxes) if you want a more accurate amount.  Follow the following steps:   In the Federal Taxes section, click on Other Tax Situations. Under the Other Tax Forms section and select Start/Update next to Form W-4 and Estimated Taxes. Answer "No" to changing your W-4 for this year, then continue through the questions to reach the section that asks about your 2025/2026 Estimated Tax Payments. Proceed through the income/deduction projection screens. When prompted about projected income for next year, you can enter your new, expected withholding amount (e.g., from a retirement distribution) here, adjusting it for the 4 quarters.   Alternatively, use the "Annualize Your Income" option within this interview to more accurately project withholding based on when you plan to take the distribution. 

The question is asked at the 'File' stage and if you don't get that question again so that you are able to update it, you can always sign up at the Trump Account page. The article will provide details to assist you. Keep in mind they don't actually open up before July, and an email will allow you to activate the account in May once signed up. What are Trump Accounts? How do I set up a Trump Account? (Follow the steps here to try to go back to the page). Trump Accounts

TurboTax Online will help determine what business code you should use based on the information that you have entered in the Work Description under General Info for your business.  As you edit and change the Work Description, the business code will change as well.  You cannot edit the business code directly unless you are using a desktop version of TurboTax.   If you are using a desktop version of TurboTax, then the business code can be edited directly under the Business Profile section of the Schedule C.