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Did you already e-file?   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 March 4.  The date is subject to change, so check on 3-4 to see if it is ready.   Before that, do not change anything at all on your return.  

Yes, it is necessary to mail your return when including Form 3115. The rule is as follows - To file IRS Form 3115 for an automatic accounting method change, you must file in duplicate:  attach the original, unsigned form to your timely filed federal tax return (including extensions), and  mail a signed copy to the IRS National Office or Ogden, UT office. Form 3115 Instructions (page 2) @mikejunior211 

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

They tell us it will be this week. (Feb 25, 2026)  Online users usually are updated first.  Desktop users should check for updates.    Online users are updated every time the program is opened Desktop users should select "Online" located on the top right and then "Check for Updates"    Thank you for your patience. 

Using your federal refund to pay your TurboTax fees does not make your refund arrive early.   You will get your refund after it has been issued by the IRS AND after the third party bank has taken out your TurboTax fees and the refund processing fee of $40 ($45 in CA) and they send you the remaining refund.     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.    

No, e-file is not an option with Form 3115. The rule is as follows - To file IRS Form 3115 for an automatic accounting method change, you must file in duplicate:  attach the original, unsigned form to your timely filed federal tax return (including extensions), and  mail a signed copy to the IRS National Office or Ogden, UT office. Form 3115 Instructions (page 2) @mikejunior211 

One additional clarification:  If the financial institution does finally recognize their error and issues a corrected Form 1099-R showing a gross distribution of $0, you would still omit the corrected form from TurboTax.   Make sure that you retain all documentation relating to the movement of these funds, particularly anything that shows that the payment was made directly to the new Roth IRA, in case the IRS questions the reporting of the transaction.  Absent such documentation, the IRS could assume that a distribution occurred.  Because it was a trustee-to-trustee transfer, there should be no Form 5498 from the new IRA reporting receipt of a rollover, so you'll need to have documentation that supports your position that the transfer was completed.

For calculating estimated tax payments -  Click on Federal on the left side of the online program screen Click on Other Tax Situations Under Other Tax Forms On Form W-4 and Estimated Taxes, click on the start button

The investment type Other at the screen OK, let's start with one investment type is a catch-all category that includes the sale of land, the sale of second homes, the sale of personal items, sales that may or may not have been reported on an IRS form 1099-S.  This is the correct category.   Continue on to the screen Review this XXX sale.  Under What type of investment, you may select Stock or many other investment types.   Enter 'worthless' in the Description of the item.  At the next screen, select This was a worthless security.   @ravibhatta007 

You can file your return without concern using the 'Other Adjustments' since you have the documents and information reflected as your accrued interest. Keep all the information with your tax file and you will need it when you redeem the bond because it will be part of your purchase price.   @user17720242157 

To amend your 2024 return, you will need to only make the changes necessary to the information from your 1099-MISC.  To enter the form in your return and report this income on your 2024 return, follow these steps:   Go to Wages & Income  Scroll to Other Common Income Select Revisit next to Form 1099-MISC and enter the information from your form Enter the info from your form, enter "Paid Family Leave" or "FMLA" for the description Select "None of these apply" for Uncommon Situations Select "No, it didn't involve work" Select "No, it didn't involve an intent to earn money" See the following TurboTax help articles with steps on how to amend and more information:   How do I amend my federal tax return for a prior year? Do I need to amend?   Please reach out again if your issue continues and give us more details so that we can assist you.     @iceberg08 

I guess it's still a bit confusing. Even though $3100 is all the qualified education expenses, only $1800 are out of pocket. The rest is covered by the scholarship. So That's all I can use for AOP , right?