All Posts

You may need to contact your state.   List of Department of Revenue by state  List of state DOR's    If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps:    TurboTax Online  In TurboTax Online, sign into your account. You should be on your Tax Home page. Scroll down to Your tax returns & documents. Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu). Once you're in your return, you can navigate around as usual. Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center. Click Print, save or preview this year's return TurboTax CD/Download  Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.   In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.

Yes I opened TurboTax and selected amended return then selected the 2023 tax return and proceeded from there. The state amount of over refund was correct but the fed showed an additional refund. I actuate opened the original return and renamed it then calculated the overpayment with the correct mortgage interest. 

You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional. 

Please explain where that step in the process is regarding "have IRS calculate any penalty / interest". Is it under "deductions and credits" or "other tax situations"? I updated the date of the payment for the payment included with my Form 4868 to May 1, 2025 and I don't see any change in my refund or balance due. So, it looks like TurboTax may have been updated to permit an extension and payment by May 1, 2025 for Florida residents. But if I still ned to flag the return to have the IRS calculate any penalty/interest, I need to know where that is. TIA!

Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.   Here are a couple FAQs to 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?

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

As long as your return has been transmitted, you should wait to see if it is accepted.  Until you know that, you should not file a paper return.  Also, there is no need to file an extension because you filed your original return on time, regardless of whether it has been accepted yet.   Take a look at the following TurboTax help article for information about how to track your refund after you are notified that the return has been accepted:   How do I track my New Jersey tax refund?