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@JArdizzone The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X. Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf

One other thought:  If the IRA at Ins A was an inherited IRA (code 4 in box 7 of the Form 1099-R) and you are a non-spouse beneficiary, the distribution was not eligible for rollover and the deposit into Ins B is an excess contribution subject to penalty unless timely corrected.  Because such a distribution is ineligible for rollover, TurboTax will not ask what you did with the money.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

@warriormuse1111  Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X. Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf   Try another tax preparation software vendor.

My Wisconsin 2025 was initially rejected on February 24.  I found the rejection message and searched to be informed that the Turbo Tax Wisconsin up date would be available on  Feb. 26.  I downloaded to day restarted Turbo tax.  I transmitted again to Wisconsin.  Was REJECTED again.  What is the customer service phone # ?  Need to talk with a person.

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2023 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2023 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Check the list of locked forms. Why does TurboTax say my forms are locked or haven't been finalized? If none of these apply to you, close the unused forms in FormsView—at the top of the page, "Edit > Forms > Close unused forms."    Hope this helps!

Hi @Ginny-in-the-PNW    You’re seeing two different treatments because CDs aren’t all structured the same way, and that affects when interest is considered taxable.   In general, interest is taxable when it’s credited to you and available without a substantial restriction. So if one bank credited interest during the year and issued a 1099-INT, you’ll need to report it, even if the CD hasn’t matured yet. If the other bank doesn’t credit anything until maturity and didn’t issue a 1099-INT, then it’s usually reported when the CD matures.   Longer-term CDs (like over one year) can sometimes fall under OID rules, which may require reporting interest as it accrues, but banks typically handle that by issuing the appropriate tax form.   So the practical approach people typically take is simple: if you receive a 1099-INT (or 1099-OID), report it. If you don’t and nothing was credited to you, you generally wait until maturity.   If you’re opening CDs in the future, it can also help to look at how the interest is structured before committing. Some comparison tools, like CD Valet (a neutral, comprehensive CD marketplace listing over 40,000 verified, federally-insured CDs from banks and credit unions across the US), let you review term details and rate structures across institutions so you know what to expect ahead of time.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

No.   An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs.    If you are sure that you have satisfied all RMD requirements, then in TurboTax, on each form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.

The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Your refund may have been offset. The IRS and state governments can intercept refunds to pay for certain past-due debts (such as back taxes, child support, or student loans).   How to check for an offset:   The IRS Hotline: Call (800) 304-3107 for automated details regarding tax offsets. Official Notice: You will typically receive a letter in the mail explaining the specific debt and the amount withheld.   If you used "Pay with Refund":    If the IRS "Where’s My Refund" tool shows your funds were released but you haven't received them, please note that Intuit does not hold these funds. You will need to contact the Santa Barbara Tax Products Group (SBTPG) directly: Website: SBTPG Support  

The difference you’re seeing between Line 38a and the missing Line 38c comes from an old “Learn More” article that hasn’t been updated for this year’s form layout.   Since you are using TurboTax Online, you don't have a "Forms Mode" to manually override. You have to trigger the program's logic through the interview screens:   Revisit the NC K-1 Section: * Go back to the State Taxes tab and "Edit" or "Revisit" your North Carolina return.  Navigate to the Business Income or K-1 Summary section. Edit the specific K-1 for the Taxed Partnership.  Find the question: “Is this a Taxed Partnership?” If “Yes” is already selected, try unchecking it, move to the next screen, then go back and check “Yes” again. This toggle can help reset the internal calculation. Manual Entry on "Deductions from Income":   If the toggle doesn't work, proceed through the NC interview until you reach a screen titled "Deductions from Federal Adjusted Gross Income" or "Other Deductions from Income."  There should be a list of various North Carolina deductions. Look for "Distributive share of income from a Taxed PTE" or a similar phrase. Manually enter the amount from your K-1 Supplemental Schedule Line 38a here. This will force the amount onto D-400 Schedule S and ultimately D-400 Line 9.