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Paying your fees did not file your return.   Did you go all the way through the FILE section and click the big orange button that said "Transmit my returns now" ??     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.       Your fee for using TurboTax is the same whether you e-file or file it by mail in an envelope.  You did not pay an extra fee to e-file, so no, you will not be refunded because you need to file by mail.   E-filing for 2023 is permanently closed.   The only way to file 2023 is by mail.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

@kiri ,  1.   To determine if you have to file a return for VA, please consider  viewing/ familiarizing your self with  the  tax code of VA -- specifically  section 58.1- 302  -- definitions  and   58.1-303 (B).   My reading suggests that absent your having a strong connection to Virginia ( financially or otherwise ),  there is no case for a requirement for you to file a VA tax return. See Here -->    Code of Virginia - Title 58.1. Taxation   2. Yes , you are correct that as a citizen of US. you are required  to file a yearly return and be taxed on world income.  Because  your tax home is foreign ( Canada), your active earnings  ( wages , self-employment, sole proprietor etc. ) are eligible for  "Foreign Earned Income Exclusion"  ( FEIE) using form 2555.  Any so unexcluded income, passive income etc. are also eligible for Foreign Tax Credit under  double taxation clause in the US-Canada Tax Treaty.  TurboTax is perfectly capable of helping you filing these forms.  { My personal pref. in such usage is  Windows Home & Business }. 3.  And yes , you also come under the FBAR  ( form 114, on-line filing only , at FinCen.gov ) and FATCA  ( form 8938 along with your return ) . Please see this  for requirements  & comparison thereof ---->  Comparison of Form 8938 and FBAR requirements | Internal Revenue Service 4. To prepare and file the missing earlier years ( return ) , you need to either  buy/download TurboTax software for those years or seek professional tax preparer help.  TurboTax On-line is for the current year and e-file service is just about stopped for the calendar year. 5. My strong suggestion would be to file the form 114 ASAP, explaining why you had not filed earlier ones --- you are more likely to be  meeting the requirements for this. Also the penalty for not filing when required to  ( willfully ignoring) is quite onerous.   Is there more I can do for you ?

It sounds like you may be asking about Required Minimum Distributions.  By law, your IRA administrator (brokerage, bank, etc.) is generally required to calculate the RMD for the next year based on your December 31st account balance and inform you of the amount by January 31st.  This document should be either mailed to you or electronically delivered, if that's the choice you made to receive communications from them.   Hope this helps! Cindy      

For @zomboo: My 2024 situation is similar to teamdeutsch, except that the mortgage on the first home was pre-Dec 2017 (orig bal $315k, payoff $265k when sold in June 2024)   Is it true that its average balance  (over 6 mos) still needs to be added to the 6 mo average bal of the $1.3M loan on the new home that was purchased 10 days after the first home was sold?  That produces a TOTAL avg bal of $1.6M which never existed on any single day of the year. If so then the ratio is 750k/1.6m, right?  A tragic reduction of $51k int & points paid during the year.    What is the rationale since pre-Dec 2017 loans under $1m were not limited?  I've read in PUB 936 that the balance of loans acquired after Oct '87 and before Dec'17 must reduce the $750k limit.  Though the IRS deductible interest worksheet isn't set up that way, is that, in effect, what is happening when its avg balance is added to the post-Dec'17 loan(s) avg balance, even though no longer "outstanding"?   When I work the numbers as literally stated (ie., reduce the $750k limit & take 100% of pre-Dec'17 loan int) I get a lower allowable deduction, at least in my case.

is this for ItsDeductible?  Frankly unlikely that no one on this forum can help with these admin/technical issues, if this is important to you, suggest calling support folks to make your voice heard and see if they can help.

To delete Form 1099-K, log in and pick up where you left off on your return, then take these steps:   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down, select Tools On the pop-up menu titled “Tools Center,” select Delete a Form. This will show all of the forms in your return. Scroll down and select Form 1099-K Select Delete Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. For more info, What is Form 1099-K?  

I'll add an example to help clarify my response above but excuse my napkin tax math as I don't have 2025 turbotax with the new brackets and deductions - so pls verify but hopefully this helps illustrate:   If you're single and over 65 your standard deduction for 2025 will be 15750+6000 =21,750    Taxable income bracket for 0% LTCG rate is $48350.  Ordinary income "fills up this bucket" first, whatever space is left for your LTCG is taxed at 0% the rest at 15%.  So the bigger the Roth Conversion the more you push your LTCG into the 15% rate   If you do a $30k Roth conversion plus $4k RMD your taxable income will be 30000 + 4000 + 36000 - 21750 =48,250.  Your LTCG will be fully 0%.  You will pay tax on $12250 = $1232 (almost all in the 10% bracket).   Good deal so far.  But if you do a 100k Roth conversion your taxable income will be 100000 + 4000 + 36000 - 21750 =118,250.  You will now pay 15% rate on the full $36k LTCG for $5400; plus ordinary tax on 82250 is $13009 (15.82%).  Your total tax will be $18409.  The additional 70k in Roth Conversion is triggering additional 18409-1232 =17,177 in tax including the LTCG effect, so this extra conversion is effectively being taxed at 25% (not great).   Note this does not take into account any taxable interest or dividends you must surely have on the $20k in Brokerage and the 14k you put into the CD etc.   Other conversion amounts in-between 30k and 100k will partially trigger the 15% LTCG rates.   If this LTCG is a one-off you are probably better off doing a smaller Roth this year that preserves the 0% LTCG rate but your wealth advisors should advise on that.   Not a CPA, hope that helps.

What an absurdity this is. So, let's break it down:   Email today regarding TT Biz and end of W10 Microsoft updates, support, security fixes. Due to 'unique needs of biz customers', Biz customers can use TT on Windows 10 for one more year only.  Warning that doing so means you acknowledge/accept the risks of using an unsupported OS. So, Biz customers, with unique needs that almost certain cleave towards even greater need for security, can use the unsupported OS; no requirement that the Biz customer have engaged ESU, even though doing so would mitigate that risk. In short: Biz customers can enjoy 'risky' use of the software for one year more.   Email today also regarding TT Desktop and same. Due apparently to the non-unique needs of filthy nobody end-users, no, even if you get ESU, you don't get the 'courtesy' one year to continue to use a risky, unsupported OS. Biz customers - no problem, use the risky, unsecure OS, we commoners, nope, not even that.   This makes absolutely no sense. It is TRIVIAL for the installer to check the Win 10 installation and verify if ESU is in place. I've paid for three years of ESU.  Require users to have ESU in order to continue on Win 10. "Problem" solved.   This is just plain lazy, Intuit.    Fun fact: Windows 11 is LESS secure than Windows 10. By design.    And yes, I'm aware that whimpering here about this lazy behavior by a multi-billion dollar company will accomplish nothing. 

yes i do see that qualified div and cap gain worksheet..  but on line 22 it just shows the tax amt (for the portion of taxable income that will be used with the tax tables )  as a hard coded value. it doesnt show how it calculated the amt.   It would be good to see the tax bracket used in the calc.... and also it would good for TT to show us  marginal tax bracket   am i missing something? thx

Agree - Inuit, do you really want to be another New Coke from Coca-Cola failure and walk you customers into switching to a competitor?   I get not wanting to support older OS but Windows 10 and 11 apps are close enough to do so.    May I suggest you consider the lost amount of revenue an ill will and change your stance on this.   

@tuxedorose      Even though the full amount shows up in the total income on the 1040 lines 3b or 7, if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from Schedule D. The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet. It does not get filed with your return.   For the Desktop version you can switch to Forms Mode and open the worksheet to see it. Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet. IRS Qualified Dividends and Capital Gain Tax Worksheet—Line 16 on 1040 instructions page 36.  And you will need the IRS Tax Tables starting on page 64 or the Tax Computation Worksheet on page 76. https://www.irs.gov/pub/irs-pdf/i1040gi.pdf