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Thank you so much for your answer.  I hadn't considered that the basis deduction was included in the federal AGI.  It also looks like the correct amount for the IRA distribution is included on page 2 of the retirement income exclusion worksheet.  But I don't quite understand why line 7a of the Income and Retirement Worksheets includes the $4000 credit for the disallowed contributions in 1985 & 1986 as well as being shown on line 7d.  Since the total appears to be correct, I guess I should just not worry about it!   Again, I very much appreciate your explanation.  It's very, very helpful!

Within the Illinois individual income tax return interview in TurboTax, there is a section entitled Education Credit with a series a questions.    If eligible for the credit, the following screen will show Education expense credit - eligible dependents. This area lists your dependents and asks you to indicate whether or not each dependent is eligible for the credit. (The credit is for dependents in school between kindergarten and twelfth grade.)    The next screen will be the Student Expense Summary, which lists each eligible dependent (from the previous screen). Click on the pencil icon beside the dependent's name to open a screen where you can indicate the student's grade, information about the school, and total tuition, book and lab fees.    The next screen will show your calculated education credit, which will carry to Schedule ICR (Illinois Credits) and Line 16 of your IL-1040 (Illinois Individual Income Tax Return).   See this link for more information on the Illinois Education Expense Credit

 If your 2023 return was not filed, the only way to file it now is by mail.  E-filng is permanently closed for 2023 returns.   You need to print it, sign and date it in ink, and mail it in.  If you did not pay your TurboTax fees, you will need to pay before you can print the returns.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.     @user17709151500

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

 TurboTax does not issue your refund.   Only the IRS is in control of issuing your refund.   Once you file your tax return, TurboTax gets no information from the IRS.    It is all up to the IRS.   You can track your refund on the IRS refund site.  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.     @Jornate89

  Received this response from CatinaT1 Employee Tax Expert on Feb 12 about 9 AM EST.:        This was submitted to the software team and they are working on it. Thank you for reporting your experience. 2 hours ago  

In the Virginia state tax return, look for the "Additional Tax Situations" section. Here you can set up estimated tax payments for the following tax year. Once you complete that section, it'll ask if you want to apply an overpayment for this year to next year's estimated taxes.   

@melindablay wrote: When I did this it brought my return down by around $500 for $2266 in income. Does that sound right? Yes, because there probably was not any federal taxes withheld from the income reported on the 1099-NEC.  So your income increased but your federal taxes withheld did not increase with the additional income reported.