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You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

Just wanted to let others know that I have the Desktop program and now the interview questions for the 1098-T have places for all education expenses.  But interestingly, when doing this same section for my student's return, it still does not allow these additional entries.  Maybe this is still a work in progress since the stated date for the correction is tomorrow or maybe this is the intended functionality.  Not sure why this would be intended since the 2024 program allowed this additional input for my students return.   Parent Return   Student's Return  

however, the idea is to report it as Foreign interest so its added to the pro- rata Foreign tax credit calculation and use available foreign tax credit. Otherwise using 1099-MISC will make software think its US Interest

I went through IRS instructions and there is nothing to be filled out unless you are claiming other credits.  I am not sure where you get the message to try after March 6th.  Last night, when opening TT (desktop), I needed to update so this is not something that needs to take long time.   TT's customer care is pathetic.   I am not even sure if they moderate this forum or just ask users to help each other.   If this is a software bug, it cannot take this long to fix.  They push so many updates regularly that there is no excuse of waiting till March 6th (which by the way I did not see using TT desktop).

No one can call you from the user forum, nor can we arrange for you to talk to someone "immediately."    You can contact customer support during normal hours 5 a.m. to 9 p.m. Pacific time.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh   No one in the user forum can see your tax return so we do not know about any of the amounts you are mentioning or where you are seeing them.   Here is some general information on receiving a refund that is less than you expected:   MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594   There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. Next——check the IRS refund site https://www.irs.gov/refunds to see what the IRS says they issued for your refund.  Sometimes the IRS reduces your refund. If the IRS reduced your refund they will send you a letter in several weeks.     There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 35a on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.   Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,   It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.   Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $40 or $45  in CA)   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com      How can I see my TurboTax  fees?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k          refund offset.   https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts  IRS Treasury Offset Program Call Center at 1-800-304-3107  https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts   https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301   Reduced Refund      https://www.irs.gov/taxtopics/tc203        

Seems to be one of several bugs in TT 2025. Add a 1099-B issue to that list. And the constant questions. Not sure who wrote or programed the TT 2025. But is a mess compared to the past 17 years of use.  -- "Note: Be aware that reports indicate potential issues with the 1099-B worksheet in the 2025 desktop edition."

That is correct, 1099-SA from Fidelity for transferring the HSA dollars from Avidia to Fidelity.   I believe I shouldn't have any issues with withdrawing the $345.83 from Fidelity, as the HSA representatives I talked to didn't seem to be worried about it coming out of my account.   Thank you so much for your guidance and expertise!

jgbloemer, I was not clear where or how you entered your past year carryovers for the missed Turbo tax Foreign Taxes PAID. Here is what I need to enter for 2022 ($426.69), 2023 ($595.53) & 2024 ($667.27) which all reported by my brokerage during the auto uploads with TT. I would if you or DaveF1006 could identify where to enter these without using the FORM 1116. DaveF1006 suggested deleting any Forms 1116's - save - re-open and go to the 1099-DIV entries (???) and put these amounts in Box7. Do I add an individual 1099-DIV or use the one from my brokerage where these were overlooked by TT during those previous years.

Try deleting the full 10-digit number, and then enter only the first three digits/letters.   The New York Department of Taxation and Finance only requires the first 3 characters.   If it keeps failing after multiple tries: Delete the entry entirely. Go to a different section of the tax return. Return to the ID section and type the first 3 characters slowly. Make sure that there are no spaces before or after the characters.   Make sure you aren't accidentally entering your Client ID. The Document Number changes every time you get a new physical card.   If your license was issued AFTER Jan 28, 2014: Look on the back of the card. It is usually in the lower right-hand corner or follows the string "IDUSA".   If your license was issued BEFORE Jan 28, 2014: Look on the front of the card in the lower right-hand corner.   Do not include the "IDUSA" part if it's printed there; start with the characters immediately following it.

 This is an IRS issue.  The IRS has issued a correction to the 2025 Instructions.    We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction. Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  You can attempt to refile on the 6th or wait for several days after that.  At this point I do not see anything stating a date as it does depend on the IRS actually getting their instructions and forms fixed before anything else can be done. 

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

Note: Be aware that some reports indicate potential issues with the 1099-B worksheet in the 2025 desktop edition. I have used TT for 17 years. Each year it uploads the previous year's data. That includes all forms of 1099. I had a 1099-B last year. But in doing this year's taxes, the various 1099's loaded, as I worked my way step by step. With the exception of the 10-99-B. And trying to manually add it for this is, is a fight. This seems to be yet another bug in the list of bugs for TT 2025.

I  put your AGI 170,000 into my  spreadsheet.  The new 6,000 Senior Deduction is not part of the Standard Deduction but listed separately on 1040/1040SR line 13b.  For 1 person over 65 you should get $4,800.      

On your 1098, if Box 7 is checked, means that the lender states that the address given for the payer/borrower is the same as the address of the loan.  If box 7 is not checked and the address in box 8 is different, than Payer/borrower address, your interest may still be deductible.  The ability to enter the address in TurboTax does not affect the deductibility of the interest.  A different address could be a for a 2nd property that you own for which this interest would be deductible.  Or, it could be for a rental property as well.   Once you enter the information on the 1098, the next screen will ask if the mortgage interest is for a primary or second home or "other".  The first two options will allow the interest to be deductible as an itemized deduction.  If the property is a rental, the information from the 1098 will need to be entered as an expense for the rental property.