All Posts

The Ohio school district returns may be better off being printed and mailed.  What errors are you seeing on the return?  Do you need to enter your W2 into the federal return still?   @keithanordeng 

Once your tax return has been e-filed, and accepted, TurboTax doesn't have any other information about your refund. If you are referring to your federal refund, you can check your federal refund status here.    For additional information, refer to the TurboTax article Where’s My Tax Refund? How to Check Your Refund Status for additional information.  

You should be able to select various for the date. When you enter the description of the stock you sold, there is a question that lets you enter the date or enter something else.  You should select something else, and in the dropdown box select Various.  See the image below for your reference:     If your issue continues feel free to message us again.   @twpilot 

If the CRA reviews your return and determines that you qualify for specific credits that could have affected your Owings for a variety of reasons, you might be eligible for a refund.    Thank you for choosing TurboTax.

Where do you see that question?  What steps did you take to enter the donation? Did you select stock on the first screen for the type of donation? Were the stocks purchased or inherited or how did you obtain them?   If they were inherited, did you get the screen telling you how to enter your stock donations? Unless there were special conditions on your donation, you should only have to enter the information Dave posted above.       

The answer was given earlier.  You will need to delete the imported 1099-R's and manually type them in.  Something went wrong with the data import and now the system isn't associating the retirement income with the withholding.  Manually typing them in should fix the issue.   @bobby6 

Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/ If the IRS accepted it, what does it say here?  (Allow 24 - 48 hours after acceptance to look) https://www.irs.gov/refunds            Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

There is more than one threshold to meet; if both are not met, then medical expenses have no effect.   MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2024—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses     2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)      

Medical expenses are only deductible for the amount that is over 7.5% of your AGI. This means if your AGI is $50,000, then the amount that is over $3,750 is deductible.  So if your AGI is $50,000 and your medical expenses are $6,000, then you would only have $2,250 of medical expenses going towards your itemized deductions.  Itemized expenses include mortgage interest, gambling losses up to winnings,  charitable contributions, state and local taxes up to $10,000, medical expenses in excess of 7.5% of your AGI and casualty and losses in excess of 10% of you AGI with the first $100 not counting towards the loss.      Then your total itemized expenses would need to be greater than your standard deduction below in order to benefit from your expenses.    The 2024 Standard Deductions are as follows: Married Filing Joint (MFJ)              $29,200 Married Filing Separate (MFS)      $14,600 Head of Household (HOH)             $21,900  Single                                                 $14,600                                 Blind or over 65 and MFJ or MFS add $1,550 Single or HOH if blind or over 65 add $1,950     Standard versus Itemized Deduction