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You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

I efiled my FEDERAL return. Intuit's excessive fee for state filing is the problem as it takes a large chunk out of people's refunds. BTW, states don't usually sit on returns unlike the IRS slugs.   Edit: Oh TWICE the IRS slugs CASHED our tax payments then in November said we had NOT filed! Turned out the IRS office charged with processing tax returns were depositing payments but then tossing the returns aside. I hope several IRS slugs were fired over that.  Fortunately the different office that was charged with checking up on supposed non-filers just asked us to send copies to them. I did along with photocopies of the return receipts showing the signature and date the returns were originally received.

Your tax refund was not sent to TurboTax.   TurboTax does not handle your refund at all.   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   What is Refund Processing Service?  

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 26.   The date is subject to change, so check on 2-26  to see if it is ready.   Before that, do not change anything at all on your return.

Form 5695 10  days ago said it would be corrected on February 20, 2026. So I go online today February 20 and now it’s telling me February 27, 2026. Please share your experience with the 5695 form thank you

I don't believe anything at this point, they've lied countless times so I see no point trusting them this time, and that other person above you just called and they told them March 23rd. It's just a waste of time, and so are these community experts who haven't responded. 

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.  

Commonly this is being asked for Form 8606 related to IRA distributions or Roth conversions etc, this value is required by Form 8606 line 6 to calculate the correct tax if you have a basis in the IRA and the pro rata calculation applies.  The verbiage from TT is misleading - as you say 5498s are usually sent out in May (and would provide year-end MV), instead you should use your year-end brokerage statements as per 8606 instructions below.  I'm not sure if this question is asked elsewhere but if so there will likely be similar IRS instructions.   https://www.irs.gov/pub/irs-pdf/i8606.pdf   Line 6 Enter the total value of all your traditional IRAs as of December 31, 2025, plus any outstanding rollovers. A statement should be sent to you by January 31, 2026, showing the value of each IRA on December 31, 2025. (etc)

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

I paid with my card already. I'd just like to communicate with customer help and ask for a refund. I'm just disappointed and confused. It seems like I did something that triggered the Deluxe package, but I don't know what it was, and I believe I could have filed what I filed, myself, with the Free Edition.