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There is no tab when signed in with the expert's name. Every time a user signs in, there is no assigned expert, and opening the expert window results in a new chat being started. How are the messages OUTSIDE the chat accessed?

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.   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?

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

TurboTax could be modified to ask about deductible contributions made in or after the year one reaches age 70½, but I suspect that that would create a lot of question by those who do not know the law.  TurboTax tracking basis in these deductible contributions would require much more, similar to what is done for nondeductible traditional IRA contributions.   "I’ve found that Turbo Tax doesn’t automatically create a Form 8606 each year when my prior year forms are in the system. "   This is correct behavior.  The IRS wants Form 8606 included in your tax return only if reporting one  or more of the transaction that instructions for Form 8606 indicate are required to be reported on this form.  With nothing new to report, your last-filed Form 8606 is still current.  For your own yearly tracking you can refer to TurboTax's IRA Information Worksheet (which each year you should check to verify that it still has the correct information).

When you purchase TurboTax Online, all you need to do is sign in to your account (or create a new one) to activate your prepayment code. Here’s how to do it: Go to our activation website. Select I have an account to sign in to your Intuit Account (this is the same account you’d use for TurboTax Online and QuickBooks) or Create an account to create a new account. Sign in to your account with your user ID and password. Once you've signed in to your account, review and activate your purchase by entering your 16-digit activation code and selecting Continue. Selecting Start my taxes will take you to the TurboTax Introduction screen. You're now ready to start your tax return.   Thank you for choosing TurboTax.

That $200 check was likely the NYS Inflation Refund (also called the Supplemental Tax Credit) sent out in late 2025. The IRS and NYS have specific rules for these "one-time" checks:   The $200 is NOT taxable by New York State. You do not owe NYS any tax on this money. On the federal level,  if you took the Standard Deduction in 2024:  The $200 is NOT taxable. You can likely skip the amendment entirely. Most taxpayers fall into this category. If you Itemized Deductions (Schedule A) in 2023: It is taxable federally because you received a "tax benefit" from deducting your state taxes previously. You will need to file an amended return only if you met the third condition mentioned. if this is the case, report this as other income.   Go to Federal > Wages & Income. Find State and Local Tax Refunds (1099-G). Enter the $200. When it asks for the Tax Year, select 2023 (since the check was based on your 2023 eligibility). When TurboTax asks, "Does either apply to your 2023 New York return?"—select NO. Choosing "No" might seem unusual, but it lets the software know this is a "Special Payment," not a regular refund. This way, it’s included in your Federal Income and automatically subtracted on your New York state return.   If you have already filed and realized you definitely need to report this (as an itemizer):   Wait until your original return is fully processed and you have received your refund (or paid your balance). Open your tax file in TurboTax and select "Amend a filed return." Follow the steps above to add the 1099-G. The software will generate Form 1040-X. If working in the desktop version,    Go to federal>other tax situations Other tax forms Amend a return          

Thanks so much for the tip.  I thought about trying that, but was hoping the software would be fixed by now.  But I like your approach, since that will allow me to file an accurate return.  I'll go ahead and do that.  I've been a many year turbo tax customer, but am thinking will look for another option next year.  Thanks again!!!

No one at TurboTax knows what changed on your refund.  The IRS does not share any information with TurboTax after you file your tax return.   If the IRS reduced your refund they will explain why in a letter that you will receive in the mail.     Common reasons include owing back taxes, child support or the IRS found a mistake you made.

When I add vin number to form 8936 I get a message tthat it needs to be a unique number and rejects the vin number.  The number I add is the correct vin number.  This prevents me from transmitting my forms to IRS  

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

So I had thousands of transactions as well. The form 8949 is structured such that the first few pages summarizes all your non-custodial wallet activity depending on certain designations (you’ll see check boxes like H, I, J, K, L). All you need to do on FreeTaxUSA is enter each summary transaction from the first few pages for each broker (all your non-custodial wallet activity should be consolidated in a single line item, at least it was for me). Then once all of those summary proceeds/cost basis boxes are manually filled in to the software (I only had 6 across all the different designations), all you need to do is upload the full 8949 file which will include all the transactions as supporting documentation in sheet 1 underneath the actual tax form pages. That’s it. As long as you have the summary transactions from 8949 and sheet 1 attached as documentation, you can file. No entering thousands of individual transactions.