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Your capital gain income will be included in your taxable income as per IRS guidelines. However, when your tax is calculated, it may not be taxed based on the amount of your adjusted gross income. When you finish your return and pay for it, you will be able to see the Qualified Dividends and Capital Gain Tax Worksheet which will indicate how your tax was calculated.

No,  that letter does not mean you are being audited.   It means your return is under review.     The IRS is getting more and more vigilant to prevent identity theft and fraud.   People who file very early in the season are sometimes scrutinized more.  Do not take it personally.   TurboTax does not get any information from the IRS after they accept your return, so no one at TT knows that your refund is delayed or why.  All you can do is wait for the IRS to finish processing your return.  Watch the refund site.  If the IRS wants more information from you they will request it. If they want you to verify your identity, you must follow the IRS’s instructions in order to do that.   In many cases they will send you a letter—and you will have to wait for that letter.  

@hillaryvargas67 You are misinterpreting "five days early" to mean get a refund in five days.   It does not mean you get your refund within five days after filing.     "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. 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      

Schedule K-3 reports foreign activity for the purposes of the Foreign Tax Credit. For this reason, there are no entry points for US income in TurboTax. However, you may need to refer to this information to complete Form 1116 or Form 1118. See the IRS Instructions for Schedule K-3 for further assistance.

It's not clear what you mean by "show" Schedule A. Where are you looking for Schedule A? Are you using TurboTax Desktop or TurboTax Online? What is the exact amount on your Form 1040 line 12e? Look at the actual tax form, not a summary screen in TurboTax. Are either you or your spouse age 65 or older or blind? Each of those factors adds another $1,600 to the standard deduction.  

Is it showing up under something else like IRA on 1040 line 4?   Delete that 1099R and enter it again Manually.   That usually fixes it.   Be sure the little IRA box after box 7 is NOT checked.  And check your actual 1040 return line 5a & 5b for pensions.  

Hi there - yes, I've done all of those steps.  Today I went ahead and just filled in the form manually on the State of CT DRS web site so that I could meet the 3/16/26 filing deadline and make our payment.  I was able to use the info from the CT 1065 forms in Turbo Tax to complete the manual filing - but would be ideal if Turbo Tax could address this issue for others, and for 2027. It's been a problem for several years now.  Thanks! 

To move the TurboTax program to a new computer, you must install the software again using your original CD or download link.  Sign In to your Intuit Account, and access 'Your Products/Downloads'.    You can copy your tax data files (ending in .tax20XX) to a removable drive and transfer them to your new computer. Look in Documents > TurboTax for your files, or search your computer.    Here's more info on Moving Tax Files to a New Computer.   @jgorski     

Ok, thank you so much. You helped me find it.  As you can tell this is the first time I am a beneficiary.  Could you please help me with this? On Schedule E, why was the portfolio income classified as nonpassive?  This is income from an estate; I wasn't an employee at the place where ever this $ came from, and I don't recall Turbo asking me if this income was passive or nonpassive.