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 MN state says if it is not processed within 10 days, to contact the state, The date you selected means not before that date.  If they processed the zero, that would be a good sign for soon.   Email Go to Contact Form   Phone 651-556-3000 800-657-3666

Is anyone else experiencing this? On the Federal Taxable Income (FTI) Smart Worksheet, the validation rule for Line 2b ("Allowable depreciation for assets on Line 2a") requires the value to be less than 0 (a negative number/subtraction). However, TurboTax is populating this field with $0 and has locked the cell. Because it is not a negative number, I cannot pass the final error check to e-file.   I think the root cause of this is  that the State Depreciation Worksheet is not calculating the 20% "allowable" depreciation for the OBBBA-specific portion of the basis, or the link between the State Asset Entry Worksheet and the FTI Smart Worksheet is broken.   The error only clears if I perform a manual Override on the "Adjustments to FTI" Smart Worksheet, Line 2b (or the source Line H) to a negative value (e.g., -1). But then I'm prevented from e-filing, and I am not confident that the proper state depreciation will be taken in subsequent years. So this workaround seems rather sub-optimal...

Maybe you are also being charged for a state return?   Federal & state are separate fees.   How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353    

Since you have so many transactions, use the Summary Method to report category totals.  This is perfectly acceptable since the IRS already has copies of all your 1099's.   Form 8453 is confirmation for Efiling.  Keep it for your records.   @Ambilobe 

Prior to your father's death, did your parent's own the house as tenancy in common, or as joint tenants with right of survivorship?  If the later, then your mother would would have been the sole owner.  But it sounds like you are treating it as tenancy in common, and the sale of the house generated a $100,000 gain for your father's trust.  Check to make sure the sale is reported as a long-term gain.  With the limited information in the question, the only reason I can see for a 40% gain is that the gain is being treated as short term.  

To find out the amount of interest IRS paid on the refund, subtract the amount of refund shown on your father's final tax return from the amount of the refund check.  The difference is interest.  If you still have a copy of the refund check, the amount of interest is probably on the check.   Since there is no 1099-INT, I'm assuming the amount of interest paid was less than $10.  In that case, I wouldn't worry about reporting the total amount of interest and then deduct half of it as nominee interest.  I would simply report half of the interest on your 1040 and advise your sibling that s/he also needs to do the same.   If the amount of interest is over $600, the estate may need to file a 1041 fiduciary income tax return.  As far as the IRS is concerned, the interest income probably belongs to your father's estate, not you.  But an estate doesn't generally need to file a 1041 unless it has more than $600 in income.   To answer your question on entering nominee interest deduction, you would enter the total amount of interest, then tell TurboTax you need to adjust the taxable amount under the "uncommon situations screen, then select "I received all or part of this interest for someone else (I am a nominee".   It doesn't sound like you need to do that though.

Look at your last pay info for the year.  It may break out your OT amount for you to enter for the Overtime Deduction.  If not, continue through the interview after entering your W-2 and TurboTax helps calculate the amount for you.   @Jpardoe1984 

It sounds like you might be in Expert Assist instead of do it yourself.   TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US   

Many older Coverdell ESA's do not track the basis, it was on your shoulders for years and you were able to send numbers when needed. There have been a lot of nonqualified errors so the program is trying to correct the issue for those not as savvy as you. You have two options: 1. You can truthfully enter the correct numbers from your records. Box 3 is how much you put in through the years towards this distribution. Box 2 is the earnings or difference between the basis and distribution. 2. The IRS instructions for Form 1099-Q, About Publication 970, Tax Benefits for Education state: "Nontaxable distributions from CESAs... are not required to be reported on your income tax return."   I understand you want to continue tracking with your return. So using your numbers may be the best option for you. @j0mike1993

Turbotax Premier (and other verions) basically are WORTHLESS for downloading data.  You can go through all the hoops, giving Turbotax access to your financial institutions forms, but they download NOTHING and still force you to enter all data manually.  Since ANY tax software can do this, why spend money on Turbotax at all when there are free options available.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   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.  

When you use online TurboTax there are separate charges for federal and state returns.   How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund