All Posts

It depends.  It sounds like "other/not classified" would be the appropriate choice for these line items. If HR is not being helpful, you could try looking at your last paystub of the year to find out what these items are.     My assumption would be: "TaxDef" (Tax Deferred) is likely retirement or 401(k) contributions and Pretax" (Pre-tax) might be health insurance premiums.   Other/Not classified would be correct for these categories, unless you live in a state like NY - there are special dropdowns for NY specific Section 125 (Health/FSA) that must be added back. If you live in NY, you do need to make sure you carefully review your paystub to determine what these amounts are.

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.  

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.  

TurboTax gets no information from the state after you file your tax return.  No one at TT knows you had to provide documents or that your refund was reduced.  The state will send you a letter to explain.   It may take several weeks to get the letter.   Only the state can explain.

Hi Guilherme   First, congratulations on getting the MSCA, it is very competitive!   I see you are also in quite a complicated tax situation. Based on my experience (but I am not a tax expert or anything), I'll give my best guess. You should be able to invoke the US-Swiss tax treaty because you, like me, had a residency in Switzerland prior to moving to the US. However, this tax treaty is useless in our case because, unlike treaties that have been (re-)negociated more recently (like the Swiss-Belgian one), it only exempts students (e.g. F-students), but not researchers/trainees (J-1). Hence, you will have to pay taxes on your US-linked income.   It seems like income from grants like MSCA is taxable in the US, so you'll have to dig into the US-Italian tax treaty to find out who it applies to. If it only applies to people who used to be residents of Italy before moving to the US, you may be out of luck.   Regarding your Swiss residency, I think you indeed need to deregister and give up your B-permit if you leave Switzerland and move to the US.   A small silver lining: if you stay in the US for more than two years on a J-visa, you will be taxed as a resident. If you have neglible foreign income, your tax burden will likely be lower because residents can claim the standard deduction.

Don’t know.  Maybe you accidentally started another Schedule C?   Have you downloaded or printed out the whole return with all the worksheets?     1040 Schedule SE https://www.irs.gov/pub/irs-pdf/f1040sse.pdf   1040 Schedule SE instructions https://www.irs.gov/pub/irs-pdf/i1040sse.pdf see bottom of page 3 for Other Income and Losses included in net earnings from self employment 

After review of the return in TurboTax Desktop (based on information above it appears this is what you are using), I did the following.  I advise you to do the same before you file your return. First did the Federal Review with no errors. Looked at Forms and reviewed the Form 5695 and confirmed your screenshot. In Forms, I changed the answers from No to Yes on line 17a, b & c.  Then I clicked the box in 17d. After making these changes, I went back to Step-by-Step to again do the Federal Review. I had the same results with no errors.  This will be reported and thank you for sending your token.   @Phil9981 

UPDATE MY ACCOUNT https://ttlc.intuit.com/community/account-updates/help/how-do-i-update-my-turbotax-account-information/00/25927   Make sure that when you prepare your tax return you enter the current mailing address in MY INFO so that your mailing address will be correct on your Form 1040.   The address on your Form 1040 is the one the IRS will use if they have to mail you a letter or a check.

Is there an update?  It is March 7th, and I'm still receiving this message:  The New Mexico tax return has not been e-filed due to a pending product update related to Form PIT-ADJ capital gains. This update is scheduled for release on February 26, 2026. On or after that date, please log in to ensure your product has been updated (online versions update automatically). Once updated, review the New Mexico capital gains deduction by going through the New Mexico return and clarify the type of capital gain deductions, complete a final review and resubmit your return.   Please provide information on how to resolve this and file my NM state taxes.  I've already paid turbo tax for state tax filing, and this is holding up the completion of filing. 

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.   @Courtneybarrett1722

If you worked in Georgia, you will want to report and pay tax in Georgia.  (Income is sourced to the state where the work was physically performed in general.)  You will also have to report the income in your resident state of Missouri, but you will be able to apply the credit for the taxes paid to another state so you are not double taxed.  Because the Georgia rate is higher than the Missouri rate, you most likely will not need to make estimated tax payments to Missouri, but will need to make them to Georgia.     Georgia utilizes a flat individual income tax rate, which is scheduled to be 5.19%.  Important Tax Updates | Department of Revenue - Georgia.gov For 2025, Missouri has a graduated individual income tax rate ranging from 0% to a top rate of 4.7% for taxable incomes over $9,191.  2025 Individual Income Tax Year Changes