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To get started with the TurboTax web browser app, you can visit TurboTax.com, and click "Sign up" or "Start for free" to create an account, then you will be asked guided questions about your income and deductions. This TurboTax version also allows you to import forms, and upload your Form(s) W-2.   The browser application saves your data automatically as you go along. You can choose to file on your own or get help from a tax expert (Expert Assist), or have a tax expert do your taxes for you (Full Service).   For TurboTax Online: Go to TurboTax.com/activate. Select I have an account or Create an account based on your situation. TurboTax will help you sign into or create your Intuit account. On the screen that says Welcome to TurboTax--let's get started, enter you activation code under 2. ... Select Continue. Select Finish activation. Click here for How do I get started with TurboTax Online that I purchased from a retailer? Click here for Video: How to File Taxes Online in 3 Simple Steps Click here for How to File Taxes Online     Please return to Community if you have any additional information or questions and we would be happy to help.  

The way that this is being reported in TurboTax is correct.  Following are the instructions for Massachusetts Form 1-NR/PY of page 29 for line 6a of Schedule B:   "Interest on U.S. debt obligations. Enter interest received on treasury bills, notes and bonds, savings bonds or other obligations of the United States, including its territories or dependencies. Such interest is tax-exempt in Massachusetts. For further information concerning exempt obligations of the United States, see TIR 89-8"   This instruction doesn't specify that this interest income needs to be apportioned for the amount of time of Massachusetts residence, so the full amount gets reported on that line.   There are places to apportion your wages in MA in TurboTax as well as the total income earned while you were a non-resident of the state to get the correct amount of total income apportioned to Massachusetts.  If you go back to the State section of TurboTax, then edit your MA return, you can click on Update for the Adjustments section which will take you through the screens to apportion your income to you non-residency of MA.   Massachusetts forms and instructions can be found here.  Scroll down on the page to get to the link for Form 1-NR/PY instructions.

The amount shown in the Federal Refund window is an estimate, not a final number until you actually get ready to file your return. Many factors contribute to the calculation of the refund shown.   Does your Rental Property show a profit for the year? You might review the Schedule E worksheet for this property to see how depreciation was reported and confirm the expense reduced the income for that property. An overall loss for the property may have been suspended as a carryover, as rental properties are subject to the passive loss rules.   See IRS Topic 425 - Passive Activities – Losses and Credits

Yes, I did  see the screen "Do any of these situations apply to [name]?" Yes , I did check the line  "[name] overfunded their HSA last year" Yes, I did see a screen with the title "Enter last year's excess contribution" . I entered the value of $ 3000

Yes, you can amend an amendment, but you should not amend until your first amendment is completely processed.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Thanks for your response.  You must be referring to the online version, because I am using the desktop version, and I don't get exactly the same responses.  I believe that I followed your guidance to the letter, but Turbotax is still telling me I am missing the exact amount of the QCD distribution and that I owe a penalty.  Looking at the 1040 form shows that it is taking the QCD amount into consideration between 4a and 4b.  Am I still missing something in how I have entered my 1099Rs?

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS or State releases your refund.    Here are a few 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?

Box H indicates a direct rollover of a designated Roth account distribution to a Roth IRA. Because a Designated Roth Account is an employer sponsored qualified retirement plan, it shows up on the 1040 as a pension or annuity distribution.  

@dslsb wrote: Is the determination of whether it is a business or I am an active participate made when Turbo Tax asks if I am a Real Estate Professional? The question asks if I spend more than 750 hours involved. Short-term rentals are not a Schedule C-type business unless you provide significant services to your renters.   See https://www.irs.gov/instructions/i1040se#en_US_2025_publink1000152097   However, your losses are not limited with a short-term rental if you materially participate and you don't necessarily need to be a real estate professional for that treatment (again, you need to take any personal use into consideration).   Active participation merely allows any real estate investor who rents their property to deduct up to $25,000 in losses against nonpassive income, which is limited by MAGI.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few 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?

No, that question is just to determine if you are a real estate professional. The loss carryover would not show on Schedule E, it would show on Form 8582 Passive Activity Loss Limitations, on line 1(c).  TurboTax calculates and tracks it automatically and carries it over year to year. I suggest you look on that form to see if there is an amount there.

You can review your fees by following the instructions below.    After signing in to TurboTax, open or continue your return.  Select Tax Tools on the left side of the screen and then Tools.  A Tools Center box will pop up on your screen.  Select the My Fees box on the right.    If your TurboTax fees are higher than expected, you can reduce them by removing add-ons:  Remove PLUS Help & Support  Remove Pay With Your Refund  Remove Premium Services  Remove MAX Defend & Restore  Remove a state 

Make sure to select RL1 in your tax profile.  Go to the Income section and select T4 - Employment Income. On the T4 entry page, look for Box 10 (Province of Employment). Select QC - Québec from the dropdown menu. Once you select QC, the software will automatically expand the bottom of the page to show Québec-specific boxes. Enter your RL-1 Box E (Québec Tax Withheld) here. This is the most important box for you, as it ensures the CRA gives you credit for the taxes you paid to Revenu Québec. Please see the attached screenshots for reference.          Thank you for choosing TurboTax.    

The IRS issues most refunds within 21 days, assuming that there's no delay and nothing is holding your return. Some returns are subject to an automatic hold when certain credits are claimed.  If your return appears “stuck” in processing, it generally means the IRS has received the return but it still reviewing it. This can happen due to errors, missing information, or a security check.    Open the next link, so you can see more possible reasons why your refund appears “stuck”: Why Is My Tax Refund Taking So Long? 7 Reasons for Delays If you want to keep monitoring your refund directly in the IRS website, see the link below: Where's my Refund  

There was an update to this. Make sure your software is up to date.   If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.   If you are using the online software, Clear Cache and Cookies.    Not all instances have been resolved for form 5695. If you are claiming a credit for an external door, you will need to wait until March 13 and try filing again.