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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   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_...

I did receive a social security lump sum payment in 2025 for 2024.  I followed all the directions you gave for entering the information in Turbo Tax.  However, Turbo Tax will not accept the number I entered for taxable social security in 2024, line 6B on 1040 form. Turbo Tax says something about the number can't be more than 85% of something...  Back in 2024, Turbo Tax calculated that very number.  Please help me understand.

So I am generating form 8606?.  Also, some of the other IRAs I have are in the form of annuties. So when the software asks for a value on 12/31/25, Is an approximate valve then good enough? My broker is not required to send out any 5498 forms until May 2025 and they are not ready yet.  I found values for the annuities, and the traditional IRA for 12/31/25.  Of course when they are ready, the value they give maybe different than what I report as year end values now.  Does this matter? Any AFTER tax contributions that I made to traditional IRAs through the years is a very, very small amount. Since I wrote this reply I made an error putting in the value in the software.  How do I change this value? The screen will not come up again  for me to correct the total value on 12/31/25.

Yes, you will receive a couple of 1099-Rs in 2027 for 2026. One will be for your 2025 Return of Excess Contribution made in 2025. Only the earning will be taxable. You will also receive one that will be reporting your return of contributions from 2022-2024. Since those are returning your original contributions, they are not taxable, but it will be reportable.

Once your return is accepted for processing by the IRS and/or State, TurboTax has no control over the processing of your return and/or release of your refund. If you have any inquiries regarding any delay, you should contact the IRS or your state Department of revenue directly for further assistance.   There is a couple of FAQs to help you track your refund   When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?    

Thank you for letting us know.   I would imagine that the proper QMID would be part of the tax form validation in Turbo Tax.  I searched online but I never found any information to indicate a QMID of L7Q6 for Daiken residential products.   Do you happen to know if there is any information online to indicate L7Q6 is the Daiken Qualified Manufacturer Identification Number?   Thank you.

I don't have any real good suggestions.  I looked at the Optum Financial form that I think was used and is says that Optum Financial will not calculate the NIA.  I don't think that it's practical to simply obtain a distribution of an amount equal to the NIA that should have been distributed then and distribute that now, particularly because that amount has remained in the account experiencing investment gains and losses.   What might make sense is to treat the original distribution as a distribution of some combined amount of excess contribution and NIA, then obtain a return of excess contribution or the remaining excess.  For example, if the percentage of NIA at the time of the $2,150 distribution was, say, 15%, that distribution could be treated as a return of $1,870 of excess contribution plus $280 of NIA.  In this example that would result in $280 of excess left to be returned, subject to it's own separate NIA calculation (a different percentage due to gains or losses in the account subsequent to the first distribution).  With both distributions done, they will be combined on a single code 2 2026 Form 1099-SA which will show the correct total amount distributed in box 1 but an incorrect amount of NIA in box 2a.  This approach would require entering into 2026 TurboTax a Form 1099-SA showing the correct amount for NIA, then printing and mailing the tax return with an explanation of why the amount reported in box 2 is incorrect and explaining calculation of the actual NIA on the two distributions.  (Unlike for Forms 1099-R, there is no substitute form like Form 4852 that can be used to report an erroneous Form 1099-SA.)