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Where did you get the date of Feb 20?   If that date was provided by TurboTax, that is an estimate.   What is showing at the IRS "Where's My Refund" site? https://www.irs.gov/wheres-my-refund   And did you choose any options such as "Pay fees out of refund" or "Up to 5 days early offer" or Refund Advance?    Those options involve a third-party bank to first receive the funds from the IRS.

Since you didn't say otherwise, I presume that this is a 2025 online return. If you efiled, it was signed electronically and won't appear on your Form 1040 copy.   At this point in time, the return PDF from the Tax Home will be pretty basic.   We can tell you how to get a larger PDF with all the worksheets and summary pages including a cover letter.     Did you efile, and if so, has your return's efile been accepted for processing by the IRS?  If so, we can tell you how to get a choice of PDFs from the Print Center inside the return.

@evictor213 wrote: There is definitely other taxes besides "Tax on all taxable income," as well as a small under-payment penalty. Are you saying that such things could bump my "Taxable income" into a higher tax bracket? No, I didn't mention anything about that.  I'm a fellow user, not a tax expert.   I didn't say anything specific about your particular tax situation or your bracket.  I'll let one of the tax experts address that.   I commented above mainly to tell you how you could find the method (or methods) that TurboTax is using for your calculation.  And the Tax Smart Worksheet I mentioned appears to have led to the Qualified Dividends and Capital Gains Tax Worksheet so that you could see the calculation that TurboTax did.   Maybe you had already been looking at that QDCGT Worksheet, but we wouldn't know that until now.    In any case, let's see if TurboTax Expert @ThomasM125 returns to this thread during the day to explain in more detail about  marginal tax brackets and any thoughts on why yours might differ from what TurboTax displays in that 5-year Tax History Report, and I'll step aside to avoid any further confusion.    

Thank you Dave. I have not taken any withdrawls yet from this account so you are correct I do not currently have any income to report from the RRSP. My RRSP end of year statement does show the total dividends earned by the RRSP investments. Do I enter this amount on the 8938 ... I am guessing no and not on 1040 3a or 3b either.    If you have a filing requirement for 8938 based on the parameters given above, you will just need to add this as a custodial account in Part 1 line 5 of the form.  In addition, add this in Part 1 line 6 as part of the total of maximum value of all deposit accounts. You will need this information when you file your FBAR as well.   I am confused by this last sentence in your reply. Why would I report anything on Part 1 Line 6 when I have indicated that my RRSP is a Custodial account? I have no Deposit accounts so there is no maximum value for my deposit accounts to report which is what Line 6 is for so why would I enter any value here?   Finally, my understanding is that form 8938 is a reporting form like a FBAR, is that correct?   Best regards, Charles

about the only workaround is to enter the pal on a schedule e for the propety and check the complete disposition box to free it up. details of the pal and QBI (if applicable) will need to be entered. for rental days and personal days enter 0 there is an enterable form 4797 where you would enter the details of the property disposition.      

currently importing a CSV for stock trades is not possible. even importing CSV for digital assets is on hold.    if your broker partner's with Turbotax a direct import of the 1099-B is possible (at least for some. There have been numerous threads reporting import failure)   there is an alternative  You can enter summary totals for each category on the 8949 with code M. then you need a copy of that CSV printed out or a copy of the 1099-B sent from the broker. You mail it with Form 8453 following the form's instructions https://www.irs.gov/pub/irs-pdf/f8453.pdf   

So what you're telling me is that TT really isn't set up to handle this situation, which doesn't seem especially rare. Hence, as opposed to presenting the sale of a former rental property on Form 4797, it ends up on 8949/Sched D?

@RobertB4444  - I am using TurboTax Desktop on a Mac. I believe your recommended solution was assuming that I am using a browser? Could you please provide guidance on how to add investment income on an amended tax return for 2024?