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True about paying prior to filing. I’m not sure I’m willing to take that risk and for people who have an IRS installment loan it’s not cost effective to pay and wait another month or so. I’ll check out H&R Block online filing. 

@Kcrus57 wrote: I need to amend my 2025 tax income. I’ve received the refund. I keep trying to amend it. I forgot to put a deduction on it when I go where I e- file on TurboTax, the form is not available at this time. is there a reason why when they said you could do it mid February towards the light today is 25 February  The preparation of Form 1040X is expected to become available either late on Feb 25 (Wednesday) or morning of Feb 26 (Thursday.)   The usual weekly update occurs overnight on early Thursday mornings so I'd wait until Thursday to try.   In the meantime, do NOT make any changes in your return.  When you start the amending process, it has to start off exactly as originally filed.   If you were due a Federal refund, you should wait for your original return to fully process at the IRS and that you have received the refund.   Before you prepare your amended return, also see the info in this FAQ and video:   FAQ:  How do I amend my Federal tax return for this current year? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...   If you amend the Federal return, you may also have to amend the state return (if applicable.)

If the efile status at your Tax Home still says "pending" after you efiled 15 days ago, please phone TurboTax Customer Support for assistance.   Contact TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

@ Thrilljoyking wrote: They are updating after some people have already received their money. I still don't have mine and should have got them 5 days ago which is what I paid for but I have a dd date of February 25 2026 which is today so turbotax basically ripped me off and I want a refund cause I didn't get them the 20th im going elsewhere next year I applied for the advance that I always get every year but they said I didn't and now this!! So now I want my money back that I paid to get them early and they have lost a customer ive used Turbotax for the past 10 years not next year The offer is "Up to 5 days early"; i.e., 1-5 days early.  If you don't get your Federal refund at least 1 day earlier than if it had come directly from the IRS, TurboTax says they refund the $35 fee.     Read more details here:   FAQ:  "Up to 5 days early" offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-early-refund-delivery-options/L9U8ngZlH_US_en_US

The Federal and state tax refunds come from 2 different tax agencies, each doing their own thing.   So they'll come separately.  Some states are fairly quick with refunds, while other states can take a long time processing returns--even several weeks--as they crack down on detecting fraudulent returns.     Here are some things you should check:   First, you need to be sure your state return was successfully filed.   If you efiled, be sure your efiled state return was accepted.  If you used Online TurboTax, you can check by looking at the Tax Home in your Online account.   Or did you choose to file by mail instead?  TurboTax does not mail it for you.  If you chose that method, you have to print, sign, date, and mail it.   The FAQ below tells how to check on a state refund.   When you scroll down further there, you will see a link for your state.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

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.