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February 20, 2026
6:28 AM
1 Cheer
You are correct, the Form 1099-R needs to show in box 2a the cost basis of the NUA shares.
February 20, 2026
6:28 AM
According to this TurboTax FAQ it says "There's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return." Can I e-file my ...
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According to this TurboTax FAQ it says "There's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return." Can I e-file my federal Form 1040-X amended return?
February 20, 2026
6:28 AM
According to this TurboTax FAQ it says "There's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return." Can I e-file my ...
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According to this TurboTax FAQ it says "There's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return." Can I e-file my federal Form 1040-X amended return?
February 20, 2026
6:27 AM
I failed the 12 month rule, so have an excess HSA contribution of 429.00 for 2024. The funds were actually contributed between Jan and April 2025, if that matters. I submitted a removal of excess HSA...
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I failed the 12 month rule, so have an excess HSA contribution of 429.00 for 2024. The funds were actually contributed between Jan and April 2025, if that matters. I submitted a removal of excess HSA funds in February 2026, and am having them redeposited and credited for 2025. I understand that the 429.00 will become income on my 2025 taxes, and will pay the penalties. What I'm not sure of is what to do next. Do I have to amend my 2024 taxes? I'm not sure how to let the IRS know that I've removed the excess contribution so that I don't have to keep paying the penalty year after year.
February 20, 2026
6:26 AM
There is no separate AGI for each spouse when married filing jointly. For the purpose of calculating the taxable amount of Social Security benefits, modified AGI is the amount on line 11 (line 11a o...
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There is no separate AGI for each spouse when married filing jointly. For the purpose of calculating the taxable amount of Social Security benefits, modified AGI is the amount on line 11 (line 11a or 11b on the 2025 From 1040) plus the amount on line 2a.
February 20, 2026
6:26 AM
1 Cheer
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new...
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The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
February 20, 2026
6:25 AM
why is TurboTax promoting Trump accounts? is this cronyism?
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February 20, 2026
6:25 AM
they usually come Wednesday evening / Thursday morning but it's not a set schedule and there can be others inbetween.
February 20, 2026
6:24 AM
Did you e-file your state 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 ...
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Did you e-file your state 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 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_...
February 20, 2026
6:24 AM
You must claim a qualified dependent in order to file as Head of Household. In order to file HOH, you have to start out by filing as single or married filing separately.
Am I Head of Hou...
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You must claim a qualified dependent in order to file as Head of Household. In order to file HOH, you have to start out by filing as single or married filing separately.
Am I Head of Household?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US
If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m62dkc4a
February 20, 2026
6:23 AM
The 1040X is not available until February 25.
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow thes...
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The 1040X is not available until February 25.
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
February 20, 2026
6:22 AM
I have received both federal last year and this year, but never received my state refund.
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February 20, 2026
6:22 AM
Topics:
February 20, 2026
6:21 AM
No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word ...
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No one in the user forum can resolve a billing issue. If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help. Do not use the word “refund.”
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
February 20, 2026
6:21 AM
Topics:
February 20, 2026
6:21 AM
And I also got letter confirming identity verification
Topics:
February 20, 2026
6:21 AM
Check Your TurboTax Order Details
On the Tax Home page, scroll down to the section for "Your tax returns & documents."
Select View Order Details.
Look for "Up to 5 Days Early" listed under...
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Check Your TurboTax Order Details
On the Tax Home page, scroll down to the section for "Your tax returns & documents."
Select View Order Details.
Look for "Up to 5 Days Early" listed under your payment and refund methods.
If it’s not there, you likely selected a standard direct deposit or a different refund option.
February 20, 2026
6:21 AM
I have a $34 capital gain from Altaba cash liquidation distribution. It was posted to my account in May 2025. I lived in CA from Jan 1, 2025 to Jul 5, 2025 before moving out of CA permanently (moved ...
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I have a $34 capital gain from Altaba cash liquidation distribution. It was posted to my account in May 2025. I lived in CA from Jan 1, 2025 to Jul 5, 2025 before moving out of CA permanently (moved to TX). I haven't been back to CA since July 5, 2025. I never owned or bought/sold a home in CA. I'm at Allocating Capital Gain or Loss on my Turbotax desktop edition. It is asking me to fill this out: Net Gain/Loss as if CA Resident for full year is filled out and can't be edited. The other 3 boxes are very confusing to me. What does "CA Source" mean? Is stock considered "CA Source"? Did I fill them out correctly?
February 20, 2026
6:21 AM
If I got full reimbursements for each premium, then the columns would just have 0s/blanks then ?
February 20, 2026
6:20 AM
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. ...
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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.