All Posts
March 5, 2026
10:50 AM
If it has been eight weeks that means you filed before the IRS even began to accept e-files.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your d...
See more...
If it has been eight weeks that means you filed before the IRS even began to accept e-files.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
March 5, 2026
10:50 AM
@Don222 wrote: The only trust income are long term capital gains. Turbo tax shows a tax due of $8,248 with a taxable income of $28,796. Even with a NIIT of $502 that tax rate is 28.6%. If y...
See more...
@Don222 wrote: The only trust income are long term capital gains. Turbo tax shows a tax due of $8,248 with a taxable income of $28,796. Even with a NIIT of $502 that tax rate is 28.6%. If you want to check the exact calculation, enter Forms Mode and look at Part V of your Schedule D (Form 1041).
March 5, 2026
10:49 AM
Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by finish...
See more...
Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.
Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund. Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.
To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
March 5, 2026
10:49 AM
We are over age 65. Line 1 went from $38,472 to $53,272, even though I only added $8,000. Taxable income went from zero to $6572. Why?
Topics:
March 5, 2026
10:48 AM
1 Cheer
Try this sequence of steps. Click the Forms icon in the top right corner. In the left-hand sidebar, find and click on the 1099-DIV (or 1099-INT) that contains your foreign income. Scroll down ...
See more...
Try this sequence of steps. Click the Forms icon in the top right corner. In the left-hand sidebar, find and click on the 1099-DIV (or 1099-INT) that contains your foreign income. Scroll down to the Foreign Tax Information Smart Worksheet (this is usually near the bottom of the 1099 form). Look for Line c: "Select which column A, B, or C on Form 1116 this info belongs to." It likely has "B" selected. Manually check the box for "A". Go back to Form 1116 in the sidebar. You should now see the country name and income shifted from Column B to Column A. If Column A still shows an error for "Country Code," but it's now populated: On Form 1116, look at Line i (Part I). If Column A is still blank, double-click the empty box and select the country (e.g., "Canada" or "RIC" for mutual funds). If Column B is now blank but still has a country name left over, Delete the text in Column B's name field so the software sees it as truly empty. Wisconsin can be strict about the Form 1116 link. If your WI return still isn’t going through, check that entry.: Open the Wisconsin Fiduciary Worksheet in Forms Mode. Check for a field asking for "Foreign Taxes Paid to a Foreign Country." Sometimes TurboTax fails to "pull" the total from the Federal 1116 to the WI return. If you see a red cell here, manually enter the total foreign tax amount from your Federal Form 1116, Line 14.
March 5, 2026
10:48 AM
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns...
See more...
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns quickly and some are very slow.
STATE RETURN
Make sure your state return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/
To track your state refund:
ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
March 5, 2026
10:47 AM
I have TTax on windows 11 computer desktop. After filing my taxes and paying state tax filing fee ($25) to Intuit, withing a few hours, I received a fake e-mail from Intuit claiming I paid them $450 ...
See more...
I have TTax on windows 11 computer desktop. After filing my taxes and paying state tax filing fee ($25) to Intuit, withing a few hours, I received a fake e-mail from Intuit claiming I paid them $450 for 2 year subscription. The fake e-mail title is : "Quick note to inform you that your purchase is complete." with Admin and invoice number. Looks like bad actors are getting TTax payment info somehow, and scamming those that recently paid for filing (?) The e-mail address was [email address removed] and appeared verified. then stating Admin, INVOICE, For the period ending 5 March 2026 Maybe the timing was coincidence, but I doubt it. /end
March 5, 2026
10:47 AM
Look again at the standard deduction amounts for 65 and older.
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
So---$31,500 + $1600 +$1600 = $34,700
March 5, 2026
10:46 AM
I don't know. I've had it bookmarked for a long time. Actually I was using it on my iPad and couldn't find it on my Windows Desktop. But I finally got tired of the old regular search so I copied t...
See more...
I don't know. I've had it bookmarked for a long time. Actually I was using it on my iPad and couldn't find it on my Windows Desktop. But I finally got tired of the old regular search so I copied the link from my iPad. Now another thing....after you get the search results, if you want to see a post but don't want to lose that search, do a Right Click on the post to see and open it in another tab. Then you can go back to the search results. If you do a regular left click on one then when you go back it takes you to the old search layout.
March 5, 2026
10:46 AM
> TurboTax Business has boxes for the actual payment date of estimated taxes, > which we filled with the dates actually paid. E-filing was stopped dead by those dates, > stating that the date had...
See more...
> TurboTax Business has boxes for the actual payment date of estimated taxes, > which we filled with the dates actually paid. E-filing was stopped dead by those dates, > stating that the date had to be on or before the due dates. > Why does accurate late payment information defeat e-filing? I don't know, but this still (six years later!) remains true. It seems that if an estimated Federal estimated tax payment was late, TurboTax won't let you e-file the Federal (or California!!!) returns, and you have to file both by mail. [ CONJECTURE: it is possible that the problem isn't on the TurboTax end - it is possible that the IRS and California FTB both reject e-files with late estimated tax payments - if so, it isn't TurboTax's fault.] I spent nine minutes on the phone with TurboTax support on this issue, and they had no workaround I was comfortable with. If I tell TurboTax I made that estimated tax payment on time, knowing full well I didn't, I am explicitly and knowingly committing perjury, since in order to E-file, I must sign "under penalty of perjury" on 8453-FE that "the accompanying schedules and statements" were correct. Additionally, the IRS will flag the inconsistency, since the e-filing includes the EFTPS confirmation number, making it trivial for the IRS computers to flag that the payment date in the E-filing doesn't match their records. In addition, Turbotax immediately removes the late payment penalty when I tell it I paid on time, so the IRS will also see that I am requesting a refund that I'm not owed. I suppose I could put in the correct penalty by override, but still. BASIS FOR MY STATEMENTS: The specifics of my case today (March 5, 2026): I'm using TurboTax Business Desktop to prepare Federal form 1041 and state (California - 541) returns for a trust. My EFTPS 2025 Q1 estimated tax payment (1041-ES) was paid late by EFTPS (due date: 4/15/2025, actual payment settled 5/30/2025). When (in "Step by Step") I told TurboTax I made that estimated tax payment by EFTPS, TurboTax said I needed to provide it: - the actual settlement date (which was after the 4/15/2025 deadline) - the payment amount - the payment method (EFTPS in my case) - the last 4 digits of the bank account used - the full EFTPS confirmation number for that payment Looking at the "Tax Payments Worksheet" in "Forms" view in TurboTax, it says the last four items are required for E-filing. So, presumably, TurboTax sends those details to the IRS when you e-file. And since TurboTax refuses to E-file if the date is late, presumably the date is transmitted as well. TurboTax didn't complain when I told it that the Q1 1041-ES payment was made on 5/30/2025 - it simply calculated a $25 underpayment penalty and added it to what I owed. I reviewed the underpayment calculation, and it seems correct to me. TurboTax "Federal Review" and "State Review" didn't flag this as an issue - they said everything was fine. It wasn't until the very final e-filing step, after I'd signed and attached Form 8453-FE, when I clicked on the "once you click this E-file button, it is just like dropping it in the mail" button, Turbotax all of a sudden said - wait - your settlement date for the Q1 estimated can't be later than the due date - you'll need to file by mail. Not only would TurboTax Business not let let me e-file the Federal 1041, it wouldn't let me e-file the California 541, either, even though all California payments were timely.
March 5, 2026
10:46 AM
No, the amount in box 1 on your Form 1099-NEC would list your total compensation from the company or individual you worked for. Form 1099-NEC reports self-employment income. The only way you would ha...
See more...
No, the amount in box 1 on your Form 1099-NEC would list your total compensation from the company or individual you worked for. Form 1099-NEC reports self-employment income. The only way you would have qualifying overtime income associated with self-employment income would be if you billed the company more than your normally hourly rate for overtime services rendered. In that case, up to one half of your normal rate may be eligible for an overtime deduction.
March 5, 2026
10:46 AM
Is it possible that your payment method is linked to your old email address?
Sign in to your Intuit account
Select Sign in & security
Select Email address.
Enter your new email ad...
See more...
Is it possible that your payment method is linked to your old email address?
Sign in to your Intuit account
Select Sign in & security
Select Email address.
Enter your new email address
Confirm it
Select Save
@sjriver
March 5, 2026
10:46 AM
You will find Schedule E by going to the rental section. If you are using TurboTax Home and Business, this will be found in the Business Income section. If you are using Premier or Premium this wil...
See more...
You will find Schedule E by going to the rental section. If you are using TurboTax Home and Business, this will be found in the Business Income section. If you are using Premier or Premium this will be found under the income section. You can also click on the magnifying glass to search for schedule E.
March 5, 2026
10:45 AM
NY is one of many states that use the full income to create a higher tax and then allocate the tax because it gives the state more income.
Using just NY income, there would be no tax and no income ...
See more...
NY is one of many states that use the full income to create a higher tax and then allocate the tax because it gives the state more income.
Using just NY income, there would be no tax and no income to the state.
March 5, 2026
10:44 AM
Topics:
March 5, 2026
10:44 AM
The regular standard deduction is not phased out by your income. Since both you and your spouse are over 65, that would be the regular standard deduction for a couple that is filing a joint return w...
See more...
The regular standard deduction is not phased out by your income. Since both you and your spouse are over 65, that would be the regular standard deduction for a couple that is filing a joint return with both people over 65.
The senior bonus deduction is what is phased out due to income is over $250,000, the BONUS would be fully phased out, but not the regular standard deduction. As long as line 13b is $0 then this is correct.
The additional amount is the extra $1,600 for each of you that is part of the standard deduction. This is NOT affected by your income.
March 5, 2026
10:43 AM
March 5, 2026
10:41 AM
@VolvoGirl thanks for this!! I will experiment with the search options. But how did you locate that search link?? I don't see any way to get to it from the TT forum... SE