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It never should have been this difficult. I completely agree with you that this has been ridiculous and incredibly frustrating. I really appreciate your persistence in pushing for answers to get this resolved.   Between your experience and mine, this has been exhausting. Because of the impact this issue had — including delaying my refund and triggering a manual review by the State — I felt it was necessary to escalate the matter through formal complaint channels. After that, I received outreach from the Office of the President Escalations Department.   At that point, everything had already been documented, and there wasn’t much more to add. What concerns me most is that this appears to be a programming issue affecting multiple people. I genuinely hope TurboTax addresses it so others don’t have to go through the same thing.

California does not allow bonus depreciation.  If at any point in the life of the assets you are depreciating you took bonus depreciation then the California depreciation is different because you are required to depreciate your asset over a longer period and the TurboTax system has calculated that for you.    

@lgissentaner    States vary all over the place on when they issue refunds...some take several weeks longer that for Feds.   Jus make sure, when you log into your account/file....that your state has actually "Accepted" your tax return.

Many government and private agencies are switching to paperless this year. Instead of mailing statements, they expect retirees to log into their website and obtain the information from the website. As a result, here is information you may use to access your 1099 R information.   OPM has a tool that lets you request a download link for your 1099-R—no password or full account needed.   Go to: servicesonline.opm.gov/1099-request  What you need: Your CSA/CSF Claim Number and your ZIP code.  You enter your info, and they will email you a secure link to download and print the form. If you cannot access a computer or the online tool isn't working, you can call OPM’s Retirement Services.at Phone: 1-888-767-6738,  Monday – Friday, 7:40 a.m. to 5:00 p.m. ET. You may experience long wait times if you call. you may need your CSA/CSF Claim Number. Your claim number starts with CSA or CSF followed by 7 digits. You can find it on your retirement card, your initial welcome letter, or any previous annuity statements.   You can mail in a request to have your 1099 R sent to you but this could be a tedious process, especially if you don't receive your 1099R by April 15. The address is:   U.S. Office of Personnel Management Retirement Operations Center Post Office Box 45  Boyers, PA 16017    Include these details in your letter so they can locate your file and send the form to the right address.   Your Full Name (as it appears on your retirement records).  Your CSA or CSF Claim Number (this is vital). Your Date of Birth. Your Current Mailing Address (if it has changed recently, clearly state that this is a new address). Your Phone Number (in case they have questions). Your Signature. @judybyrnes           

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

What type of help do you need?   You can enter the W-2 by selecting the following: Federal Income Wages and Salaries W-2 You can then choose to either upload your W-2 or manually enter it into the program  

@TaxPlethora ,  (a) first , the Box 1a heading on the form 1099-DIV has a problem  ( IMHO) -- it says  "Total Ordinary  Dividends ".  It should say  "Total Dividends " .   I say this because Box 1b amount is a subset of Box 1a i.e. of the total dividend income reported in Box 1a,  the amount reported in Box 1b is qualified dividend. (b) I am not sure I understand  your issue ( and/or why Turbo is complaining ).  What I would expect  ( for example :(                Box 1a ---- 1000,  of which  1000* .95 = 950 is foreign source  ( Total ) dividend income                Box  1b ---- 1000  ( all dividend is qualified )  of which  1000 *  .80 = 800 is foreign qualified   dividend. To  me this implies     World  dividend income  is  $1000 ----- Foreign Source  dividend income (RIC ) is  $950                                        World  Qualified Dividend  is $1000 ----- Foreign Source Qualified  income is $800                                                                                              ---------------Foreign Taxes paid ( RIC) ------ amount in Box 7 Am I missing something here ?   If I am,  tell me more , please.  

Intuit customer service is a joke. "Clear your cache?" Numerous people have been reporting this issue over the course of days. You can see multiple posts recently on the discussion. I've personally tried 4 different browsers on 3 different devices. And being outside of the country, turbo tax customer service won't recognize an international phone number as "valid" to connect with anyone for further assistance. The fact I paid to file, and now am unable to, is infuriating. After being a customer for 7 years, this experience may turn me away for good.

To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

What is the status of your e-filed tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/check-e-file-status/L9XhHDPtD_US_en_US   What is the status of your federal tax refund - https://www.irs.gov/refunds