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Thank you for your response.  I appreciate your point that since there is no need to enter R&B on the students return because it will have no affect on there taxes or credits, Turbotax does not ask about it.  However, from the perspective of a parent who does both his return and my students' returns, I do see some benefit of having a consistent interview process when entering educational expenses for both the parent an student.  Turbotax can then figure out what entries are relevant to the taxes of each person.  I find it interesting that, although I am not asked about R&B if there is not 1099-Q, if I temporarily create one with some fictitious distribution, I can enter R&B during the interview.  If I then delete the 1099-Q, the enter R&B will persist on the People and Student worksheets.   Additional, if I am not asked about R&B during the interview I can enter them manually on the People worksheet and it will be transferred to the Student worksheet regardless of where there is a 1099-Q. 

If you are not using TurboTax Live you can follow these steps: Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products. Select Downgrade. You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.

If you paid for your fees with your refund and the bank rejects your deposit, it will get mailed to you as a check. Who send the check depends on the bank that is processing your fee payment.    The notice to change direct deposit information is if your deposit was coming directly from the IRS.

You file Form 3840 (California Like-Kind Exchanges) if you exchanged California real property for property located outside of California.  If both properties are in CA, the form is usually not required.   You must file this form every year until the deferred gain is eventually recognized (sold in a taxable transaction).   The program should generate Form 3840 based on your entries for a Federal Like-Kind Exchange (Form 8824).   Enter Form 3840 Online: Open or continue your return. Complete your Federal return first. Be sure that entered the 1031 exchange under Wages & Income. Scroll down to Investment Income, and Click on Real Estate/Other Assets (or the Like-Kind Exchange wizard). Start your California State return. Look for section "Any Other Income" or "Miscellaneous" as you proceed through the California interview screens. Then look for a screen asking about "California Like-Kind Exchanges" or "Property Exchanged Outside California."  The program uses this information to decide if you need to file Form 3840 is required. Enter Form 3840 Desktop: Open or continue your return. Click on  the Forms icon (top right). Look for Form 3840 (List on left)... or you can search for "3840", and Open it. Fill in the property details directly on the form.   Note: if the program gives you an error during the final "Review" regarding a blank description, try entering a brief property description (e.g., "[Address] Rental) instead of leaving it blank.

Thank you very much for the answer.    I do have a follow up question since you mention California taxable income = AGI - deductions. My California taxable income amount is shown to be higher than AGI - deductions. Are there any other components in that formula other than AGI - deductions?

No, it just becomes illiquid meaning you can't sell buy or sell it on a secondary market (like the NYSE or NASDAQ).   You should (or will) most likely get cash for your shares in which case it's a sale reportable to the IRS.

It sounds like you accidentally triggered Form 4684 (Casualties and Thefts) while trying to enter your surgery information. Go to Tax Tools on the left of your screen, then Tools, then select Delete a form.  Choose the trash can next to 4684.

You will file part-year resident tax returns for Arizona and Utah. Texas does not have a personal income tax, so you do not need to file a Texas return.   In the Personal Info section in TurboTax Online, list your current address in TX but check the box that you lived in another state in 2025. This is where you will indicate that you moved from UT to TX and on what date.   TurboTax should automatically create your part-year Utah return based on the entries above.   To complete the AZ part-year return, in the Your State Returns area in TurboTax Online, click Add another State and add Arizona.   On the AZ tax return organizer screen Tell Us About Any Additional Filing Information, check the box Confirm main form or residency.   If the following screen does not show Form 140PY - Part-Year Resident, click Yes to choose that form on the next screen.   You will now have part-year returns for AZ and UT. Just make sure to go through each state's organizer and allocate the income earned while living in each state.   Here is a TurboTax article with instructions on how to file a part-year state tax return.

Yes, you are correct.  Any amount of the insurance premiums that an employer pays or amounts that an employee pays with "pre-tax" dollars will result in taxable income for any disability payouts.   In your case, the portion of the payout related to the premium % that your employer paid will be taxable.  Your portion paid with "after-tax" money will not be taxable.   Sometimes employers will give their employees additional taxable income and use that as payment toward the disability premiums.  The advantage to the employee is that any disability payouts will be non-taxable to the employee.

Yes, people claiming the Child Tax Credit (CTC) or Earned Income Tax Credit (EITC) are still waiting.  Most taxpayers can expect their refunds by early March 2026, assuming there are no other issues. The IRS is legally required by the PATH ACT  to hold these refunds until at least February 15 to prevent fraud.  You can review the TurboTax article What is the PATH Act and How May it Impact Your Taxes?

@taxrooki  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

In the email you received, you will find the rejection code. Sign in to your TurboTax account and select the option “Fix my return.” There, you will see an explanation of the rejection along with a specific solution for your situation. Click on “Fix it now” and follow the instructions to update the information that caused the rejection.  You can see more detailed information in the link below: What does my rejected return code mean and how do I fix it? If it keeps getting rejected, your best option might be to file by mail.