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If you are using a Desktop version of TurboTax, you can go to Forms Mode (click on Forms when TurboTax shows step-by-step or Easy Step in the top menu) and review the forms and worksheets TurboTax has prepared from your entries in order to confirm what happened.   If you are using an Online version of TurboTax, it's possible that the display on your screen may not have caught up with your entries due to a slow internet connection or other reasons associated with the online platform.   If you are still seeing figures that don't correlate with your entries, and could affect your tax, please provide more details.   TurboTax calculations are 100% accurate and our software is tested and retested to ensure that you get your maximum refund, guaranteed. See this tax tips article for more information.  

Once your return is accepted for processing by the IRS and/or state, we have no control over your return.   You should track your refund directly from the IRS and/or Department of Revenue’s Website. These websites have the most accurate and up to date information. They get updated once a day.    You should keep monitoring your refund in the links I share with you:    To track your Federal Refund  Where's my Refund   To track your State Refund  How do I track my state's refund?  

It depends on the type of municipal bond interest that you received and whether you had expenses related to the Arizona Municipal Interest.  The top box is for expenses related to this interest income that you didn't deduct on your Federal return.  The bottom box is for Arizona Municipal Interest that was Federally taxed - an example of Federally taxable municipal bond interest would be interest earned on private activity bonds which are used to fund projects such as stadiums for sports teams.  Both of these instances are uncommon, but it would be worthwhile to check if either of those apply to you.  If neither apply, they can both be left blank.   On the "Provide Schedule of Non-Arizona Municipal Interest" page, the Payor would be the issuer of the 1099-DIV statement and only the non-Arizona Municipal Interest gets reported in the Amount column.   Line 13 on Arizona Form 140 relates to Small Business Income.  Did you have self-employment income, or income reported to you on a K-1?  And did you file the Form 140-SBI when you prompted in TurboTax?  It sounds like you may be needing to input the payors of the small business income that you received on the form in question.  If you're still stuck with that form, please provide as much detail as possible about what you are seeing regarding that form and that will help us to better help you through it.    

For the vast majority of WA state retirees, the pension is 100% taxable because their contributions are made on a pre-tax basis. In other words, you never paid taxes on that money when you earned it. To make sure, check your Form 1099-R for any amount in Box 5 and Box 9b. If those boxes are empty, you have no cost or basis, so the full distribution amount is taxable.   After inputting the information from your Form 1099-R on the Enter your 1099-R details screen, TurboTax will ask on the next screen, "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" Typically it is not checked for your type of plan, so select, "No, this box is blank", (if that is the case for you) then Continue Select Other distribution, then Continue Select Qualified plan (most common), then Continue Select None of the above (most will not apply) on the "Do any of these situations apply to you?" screen, then Continue Next, "Was This Distribution From a 403(b) Plan?", select "No, it's another type of qualified plan", then Continue Next, "I didn't roll over or convert this money", then Continue When you reach the Annuity information, select "No" to periodic payments then Continue

Remember that you have up to three years to Amend a Return.  It is processed separately and does not catch up to and correct your original return, and can take up to 12 weeks to process, so don't panic.    Make sure you save a copy of your original return before starting your Amendment.  If you are unable to Efile your Amendment, you can mail Form 1040X and the SSA-1099 form (that's all you need to mail).  Efiling doesn't necessarily speed up the amendment process.   @awoolway 

OK, I think I understand.  The funds were distributed into a non-qualified brokerage account (not an IRA).    To be clear, when asked "Did you rollover all of this ... (Box 1) to another retirement account?" I should select "I did something else".   This way, the taxable amount gets carried forward to the 1040 and I can proceed on.   Did I get that right?   Thanks!

Follow the next steps: On your TurboTax account, click on Tax Tools, then select Tools. Select View Tax Summary and then click Preview my 1040 to view your current form.  To see more detailed instructions, open the link below: How do I preview my TurboTax Online return before filing?  

Schedule 2 is used to calculate additional taxes you might have, like excess advance premium tax credit, self employment tax, additional tax on social security and Medicare tax on Medicare tax on wages.  If TurboTax is calculating Schedule 2 it must be because you have an additional tax.     Review your return, and see what additional tax is being calculated on Schedule 2, once you know what tax it is, you could have more information as to what is causing TurboTax to complete this schedule.   What is IRS Form 1040 Schedule 2?   How do I preview my TurboTax Online return before filing?

The IND-031-04 reject code indicates that the primary taxpayer's prior-year Adjusted Gross Income (AGI) or self-select PIN does not match IRS records.   If you entered the 2024 AGI from the 2024 Form 1040 Line 11 and the IRS has rejected the tax return, then enter a 0 (zero) for the 2024 AGI and e-file again.