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If you started amending your tax return by accident and would like to cancel the amendment, follow the steps below. You'll need to undo any changes you made during the amendment process.   In TurboTax Online:   Open your return if it isn't already open From the menu, select Cancel Amend from the left side menu Select Yes, I want to cancel my amended return and Continue Remove any forms or changes you made to your return before or after the amend process was canceled Add back in any forms you deleted while amending your return In TurboTax Desktop (see this help article):   Open your return Switch to Forms Mode (Windows instructions | Mac instructions) In the left pane, select Form 1040X Windows: After the form is generated in the right pane, select the Delete Form button at the bottom of the window Mac: From the Forms menu, select Remove Form 1040X Follow the on-screen instructions to remove the 1040X from your return Switch back to interview mode by selecting Step-by-Step in the upper right corner (Windows) or EasyStep in the upper left corner (Mac) Important: Undo any changes you made to your return after you selected the option to amend your 2025 return, as deleting your 1040X won't undo those entries Once you have undone the amended return, you can make the additional edits you needed.  

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

You want to wait until your original return is completely processed and you receive your refund before amending.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Correct.  You do not have to report your 529 plan distributions reported on Form 1099-Q if your qualified education expenses meet or exceed the distribution amount.  The form in informational.  However, if you are claiming an education credit you cannot claim expenses paid for with the 529 funds.  In this case you may need to enter the 1099-Q so that the program can properly calculate the education credit.  

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

On your New York State Tax return, items included in the New York State Subtractions Adjustment are— interest on U.S. government obligations. NY state/local tax refunds, pensions for NYS/NYC employees, and certain social security benefits are included in the New York subtraction adjustments. You can see the entire list here Instructions for Form IT-225 New York State Modifications on page 5, under Subtraction Modifications.

  You will typically have to report income and pay taxes when the RSU vests and you receive actual stock shares.  At that point, you have to report income based on the fair market value of the stock.  Since RSU's are essentially compensation, you'll usually see it reported automatically on your W-2, included in Box 1 wages.    The value of the exercised shares may be noted in Box 14.   Here's more detailed info on RSU's and Taxes.     @jatellol         

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

@wenger317  I was on the phone yesterday for 30 minutes and the person kept telling me to go all the way to the end where you have to verify your 2024 AGI to file. I kept telling this person that it was not the correct answer but they had no other ideas. I really hope that TurboTax can find a solution as this looks like a long-running issue. 

Review  your account and update any preferences by using the information here.  Scroll and select  Update your preferences when you click the link. If you need further assistance you can contact TurboTax.   Please use the link below to contact us regarding your questions. How do I contact TurboTax?

Le maximum déductible de RRQ à la ligne 30800 fédérale est 3 661.20  Le reste devient une contribution obligatoire.   Déclaration de revenus et de prestations Agence du revenu du Canada     Merci de choisir TurboImpôt  

To claim the Auto-Enrollment Credit in TurboTax Online, follow these steps:   Log into TurboTax and open your return. Navigate to your Schedule C business. Edit Business info to indicate that you pay W-2 employees. Under Expenses >> Less Common, check the boxes for Employee Pension Plan and Employee pension plan startup costs. Go to Employee Pension Plan, answer all questions about number of employees paid & eligibility. Check box for Auto-enrollment. Check Yes if plan is qualified for the credit. Go to Employee Pension Plan startup costs and complete interview. Enter at least $1 for startup costs. To complete the Pension Plan Startup Credit, go to Wages & Income Summary >> Other Business Situations >> Business Credits, and select Pension Plan Startup Costs. Follow the prompts to confirm the Auto-Enrollment Credit.

To confirm, if actual qualified education expenses meet or exceed the 529 distribution amount I do NOT include the 1099-Q from in my taxes or my student's filing. I simply maintain records of the distribution and expenses should the IRS ask for them. Correct?

If you want to review your return you will need to pay for TurboTax and then you will be able to print your entire return or specific forms/schedules prior to filing.  You will still be able to make changes prior to filing. Follow these steps to print a preliminary copy of our return in TuboTax Online:   While logged in and working on your return, click on Tax Tools From the drop down menu click on Print Center  Click on Print, save or preview this year's return On the next screen click on "Pay Now"  You may be prompted to "Go to My Info" if you need to add additional information Submit your payment information and you will be able to print your tax returns   Note, you must pay by credit card in order print or preview your preliminary return.  You will not be able to pay using your federal tax return.