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You have to initiate a refund trace through the IRS.    IRS Refund Inquiries   Use Where's My Refund, call the IRS at 800-829-1954 and use the automated system, or speak with an agent by calling 800-829-1040 (see telephone assistance for hours of operation). However, if you filed a married filing jointly return, you can’t initiate a trace using the automated systems. Download and complete the Form 3911, Taxpayer Statement Regarding Refund PDF or the IRS can send you a Form 3911 to get the replacement process started. Your claim for a missing refund is processed one of two ways:   If the check wasn't cashed, you'll receive a replacement check once the original check is canceled. If the refund check was cashed, the Bureau of the Fiscal Service (BFS) will provide you with a claim package that includes a copy of the cashed check. Follow the instructions for completing the claim package. BFS will review your claim and the signature on the canceled check before determining whether they can issue you a replacement check. The BFS review can take up to six weeks to complete.

Did you prepare a Utah state return?  Do I need to file a state return?    Did you file your federal but skip filing your state return?     How do I e-file my state after I already filed my federal?   

What was the reject code?   You may want to Contact Support.   Did you successfully e-file a different return after you submitted the one that was rejected?   A rejection or other failed e-file attempt does not count as one of your 5 e-files.   

RobertB4444, that is correct. Neither my 2023 return nor my 2024 return generated a figure on Sched 3 Part II line 11.  My 2024 return generated a form 8959, attached it to my return, and carried the result through to 1040 line 25c. Only one employer both years, but in 2023 they changed payroll systems mid-year causing the two W-2s that I was working with in my original post. I figured that must have been what tripped up the Turbo SW in 2023 since 2024 worked in a way that generated my appropriate credit. There are, however, several complexities yet to investigate in how Turbo handles "Excess Medicare", as pointed out by MB000.  Thanks for your interest.

I had no deductible contribution in 2023. I already explained, I did a Roth conversion.   I also said in my original post that I paid taxes on the conversion (over $25,000), which I was not trying to avoid or reduce. I knew that was a consequence of doing a Roth conversion.   I specifically said I went back into TT and corrected the Roth conversion part of the return. What I didn't specifically say (but could be inferred) was that TurboTax generating the 8606 was the ONLY change after the process was complete. No other forms, no additional (or reduced) taxes, no line entries changed.   So at this point- what are you trying to tell me?

What's the issue with 1095-A?   Where do I enter my 1095-A?      I'm on my parents' 1095-A form. What do I do on my return?  shared policy examples   How do I fix e-file reject F8962-070?  how to certify and e-file a rejected return   For any month you have an amount in column A, you have to have a positive amount in column B, and any amount (including $0) in column C.   If there is no amount (or $0) in column A, leave all columns blank for that line.  

It depends on your employer's expense allowance policies and whether or not those policies are considered to be administered through an accountable plan or a non-accountable plan.   See Pub 5137, page 4 for accountable plans and page 5 for Non-accountable plans.   Basically, if you employer has an accountable plan, they are not taxable and not included in Box 1.   Any plan that is not an accountable plan is a non-accountable plan, which is taxable to you and included in Box 1.     A nonaccountable plan is an allowance or reimbursement program or policy that does not meet all three requirements for an accountable plan. Treas. Reg. Section 1.62-2(c)(3)   Payments, including advances, reimbursements, allowances and so on, made under a nonaccountable plan are taxable wages subject to all withholding when paid or constructively received by an employee. Treas. Reg. Section 1.62-2(c)(5)    Employers may have multiple expense allowance policies and may have both accountable and nonaccountable plans for different types of reimbursements.  Employers may establish more restrictive conditions for the plan than imposed by the IRS accountable plan requirements.     Employees cannot compel the employer to treat nonaccountable plan payments as if they were paid under an accountable plan. Treas. Reg. Section 1.62-2(c)(3)