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Only the IRS is in control.   TurboTax gets no information from the IRS after you file your return.   Watch the IRS refund site for information.   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  

Just delete the form- see How do I view and delete forms in TurboTax Online?   IRS Form 8615 ("Tax for Certain Children Who Have Unearned Income") calculates the "kiddie tax" for children under 18 (and some older, dependent children) with over $2,700 in unearned income (e.g., interest, dividends, capital gains) for 2025. It applies the parents' higher tax rate to this income.

You will report your 1099-R (including the lump-sum)  on your 2025 return, but you do have two options regarding the tax treatment.   1.) You can be taxed on all the income on your 2025 tax return at your 2025 tax rate OR 2.) You can opt to pay the tax on your 2025 return, BUT AT THE RATE YOU WOULD HAVE PAID ON IT HAD THE INCOME BEEN PROPERLY PAID IN THE PREVIOUS YEAR(S). If you have no tax on your Social Security Payments, it doesn't matter, but if the additional income puts you into a higher tax bracket, you might want to use that second option. Basically you figure the tax you would have been charged on your 2024 return for that income and then pay that dollar amount on your 2025 return. TurboTax can help you determine if this is advantageous for you.   Designate the 2024 amount as a lump-sum payment and proceed through the interview.  TurboTax will ask for certain numbers from your Tax Year 2024 Federal return (1040) such as the amount of  Social Security you received in 2024 (line 6a) , 2024 taxable Social Security (line 6b) your Adjusted Gross Income (AGI, line 11) and if you had any Tax-Exempt Interest (line 2a)     HERE is a link with more information.

Follow these steps: Note: Be sure your federal is completely done before doing MI. Open to MI interview Look for the Income Allocation and verify MI income is correct Look at Sch NR, line 19 - this should be the correct percentage The program will use that percentage. In MI, you are asked if you want standard deduction or Pension/ Retirement subtraction. The standard deduction will default sometimes to the full amount of the deduction on Sch 1, line24 without prorating your Sch NR percentage. On the MI Retirement and Pension Benefits schedule - be sure you didn't accidentally elect to take a different retirement deduction to block the tier 3 standard deduction. One more possible issue: For tier 3, your standard deduction is reduced by any taxable Social Security or Military Retirement benefits you receive. You may have used up your deduction with those items.

You absolutely do not need to upgrade to Premier to import the 1099-B, just hit "Continue" rather than "Upgrade".  As for trust, I would generally say Yes, provided that you update the software weekly as updates are released each Thursday, and file as close to April 15 as you are comfortable doing.  This is because Congress is always overhauling the tax code, and this year's changes with the One Big (Ugly or Beautiful, depending on your take) Bill, are particularly complex.   TT is the largest vendor of personal tax software, and presumably can dedicate the most resources to digesting what Congress throws at them every year.  This year a little patience is required, and I personally am waiting until early April to file.

To print your NYC-1127,  follow these steps:   In the menu, select File, then select Print Your Tax Return. Select the link to download a PDF copy of your return. Select the printer icon and select Print. You'll only see this option after you've paid for TurboTax. Once you have your return  ready to print, select the page where Form NYC-1127 is, and do the following:   Select File > Print In the print dialog, locate the "Pages" setting. Select From and enter your range (e.g., 1 to 3).  

In TurboTax Online, you may remove the IRS form 1095-A by following these steps:   Down the left side of the screen, click Federal. Click the down arrow to the right of Deductions & credits. Click the blue band that states Pick up where you left off. At the screen Your tax breaks, click the arrow to the right of Medical. Click to the right of Health Insurance Marketplace (Form 1095-A). At the screen Form 1095-A Summary, click the Delete trashcan to the right to remove the form. See also this TurboTax Help.  

I finally gave up. None of the recommendations worked. But TT said my return was accurate, I filed my taxes, and received a notice that I should have my refund before the week ends. I redid my taxes at least 3 times, wasting hours of time. Definitely rethinking TT for next year as they should be more active in resolving an issue like this. BS!