All Posts

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Follow these steps since line 2 additions is not line 3 subtractions: Let's enter your 1099 a little differently. Open to the federal income screen Locate the troublesome 1099 Edit and remove the box 3 amount. continue Add a new 1099 using the payer information, etc from the original and leave all the boxes blank except box 3. Continue do not check to adjust interest. Do check government interest or my state doesn't tax all of this interest. Now, you have two 1099 forms created from one form. One has box 3, the other has all but box 3. Continue through to your state return and see what happens. It should be correct now.

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.

TurboTax does the Alternative Marriage Calculation behind the scenes, and in many cases this does not reduce the amount of APTC to be repaid.  If the total household income prior to the marriage is above the limit, it doesn't reduce the repayment.    Here's more detailed info about the Alternative Marriage Calculation and IRS Instructions for Form 8962.   If you entered the 1095-A and related questions correctly, switching to TurboTax Desktop would probably not provide a better outcome; however, here's How to Switch from Online to Desktop.   @user17719824831 

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher. The Deluxe online edition is currently $49.  If you requested to have the TurboTax account paid from the federal tax refund, there is a $40 service charge for that option.   See this for removing the pay with refund from your account - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US

Reporting an additional $5,000 in income can lower your refund by possibly put you into a higher tax bracket. Also, when your total income increases, it can reduce your eligibility for certain credits like the Earned Income Tax Credit (EITC) or the Child Tax Credit.

I also had an issue with getting some 1099s from Schwab. If on Schwab it shows as only a pdf available then that seems to be the problem. Mine just got fixed yesterday so try again.  ALso, TT showed two Charles Schwab options for login. The second worked but not the first.  Additionally, if you have multiple 1099 Bs with Schwab you may have another issue. I downloaded one and then when the second one was ready it downloaded but overwrote the first even though they are different account numbers. No matter what I did downloading one overwrote the other. The solution was to download both simultaneously. It will overwrite existing data so you don't need to remove prior versions.

Good afternoon.  I updated my desktop version of TT Premier today and the 1040-ES continues prints not final.  Perhaps it will roll in with the next update?   Also, I found it odd when I computed my Federal estimated taxes for 2026, when arriving at the the part of the workflow where prompted to select "Which Method Do You Want to Use?", and the options are:   100% (110%) of your actual 2025 taxes ($xxx)   100% of tax on your estimated 2026 estimated taxable income ($xxx)        <==     this is the option I wish to use   90% of tax on your estimated 2026 estimated taxable income ($xxx)   66 2/3% of tax on your estimated 2026 estimated taxable income (farmers and fisherman only) ($xxx)   TT responds for the bottom three options that:   No payments Based on your entries, you have no estimated tax payment liability. We have not prepared vouchers for you.   The only option that returns data is the first one (110% of 2025 taxes).  Since I retired I don't want to use this option vs the second option (which returns no data or forms - I don't need the forms just the amounts by QTR to pay).   Is this a bug related to the form not being final?   Much appreciated!🙏