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Things were finally fixed to allow the input of qualified education expenses again, so I had hoped it would address this inexplicable error too. But no -- still getting "Information Worksheet: Form 1099-Q is still being worked on. Please return after it has been updated.." on the "First Name" field of the "Oregon Information Worksheet" form.  (The double-period is not a typo, yet another example of sloppiness in this software.)   Feb 28 and still can't e-file because of this. Shall we all charge Intuit interest on our refunds? :(

"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. 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  

Did you use the AGI from line 11 on the Joint return?   Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.   ps.....Also did you set up  your own new account this year?  You should not use the Joint account or transfer from the Joint return.  

It is possible that you are not getting the credit for the heat pump due to a lack of tax liability. The heat pump water heater credit is part of the Energy Efficient Home Improvement Credit. This is a nonrefundable credit that cannot be carried forward.  Which means it is a use it or lose it credit.  So if you do not have a tax liability in the tax year you are filing for on line 16 of your form 1040 for it to offset, or you already have enough other non-refundable credits to offset it, you will not be able to claim this credit. The solar credit on the other hand is able to be carried forward, so whether or not you have enough tax liability, you would be able to claim this credit if you other wise qualify for 2025.  It is very possible that this credit wiped out your tax liability so you would not have any tax left to use for the heat pump. 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   @IDME-DJV3-Q3RI-YLY2

This is working correctly. The IRS does not accept decimal values, and will expect the final totals on your tax return to be rounded by the tax software. The rounding is taken care of for you automatically in TurboTax.    You should try re-entering all the numbers as rounded whole numbers to correct the error message.

Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.

I just wrote you up an inclusive note about the W9 form.   There are 2 reasons you might need a W-9 form. The W9 does not go to or come from the IRS. It's between you and the person you pay or who pays you. #1 If someone gives you a blank W9 for you to fill out. That's because they need your ssn and info to issue you a 1099NEC if they pay you $600 or more.  Or you can get the blank W9 to fill out  below.   #2 If someone gives you a W9 with their info on it, that's so you can give them a 1099NEC for what you paid them. Or you need to give them a blank W9 to get their ssn & info. You should not pay anyone until they give you a W9 with their ssn (or EIN) on it. IRS W9 & 1099NEC information http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Forms-and-Associated-Taxes-for-Independent-Contractors Here is a blank W9 https://www.irs.gov/pub/irs-pdf/fw9.pdf W9 Instructions https://www.irs.gov/pub/irs-pdf/iw9.pdf  

Hello Vanessa,   Thank you for your help. I selected "amend using turbotax online". Then I changed my filing status, then when the process told me to delete the 1095-A form, I did so. Despite this it continues to tell me that I can't submit electronically.  Thanks so much for your patience and responses.  

TurboTax will often ask these questions when Box 2a if blank, to determine if any of your pension is tax-free.   For the annuity questions, you already have the answer for several, so let's walk through each:   Annuity start date is when you received your first pension payment from CALSTRS Plan cost is the total amount of after-tax contributions you made to CALSTRS during your teaching career Note: If you have been receiving the pension for years and never claimed a tax-free portion, then your plan cost is possibly zero (0) If you did not make any additional after-tax contributions (common), then you can input a zero (0) Tax-free amount previously recovered is asking for the total of all tax-free portions of your pension that you have excluded from your income in previous years' returns Note: If you have not been tracking your tax-free portion, you can input zero (0)   Therefore, if you have no after tax contributions, you can input zero (0) for the plan cost and tax-free amount previously required questions.

Is this K-1 marked as final with a check in the final box at the top? If so, you'll need to account for the increase/decrease in your partnership basis immediately when calculating your taxable gain/loss on liquidation of PTE. A similar principle applies if you received cash distributions above basis during the year that you anticipate reporting as taxable.   If you don't understand what this amount represents, you'll want to reach out to the tax return preparer for more clarification about why this adjustment was created. Learn more: FAQs for Internal Revenue Code (IRC) Sec. 754 election and revocation   If you received a distribution of partnership property during the year, you may need this amount to complete Form 7217 reporting the distribution and your basis in the property.    Otherwise, this adjustment is not used immediately for tax return input. This is informational for you or your accountant to update your basis calculation of the valuation of your share of the partnership investment.