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Have you used this IRS tool Where's My Refund? to check on the status of your refund. It provides updates regarding the processing of your tax return.    You can also sign in to your IRS Online Account using ID.me on the IRS.gov website to see if there are any letters or notices.   If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity. You can use this link to create an online account Online account for individuals.   If this shows that his refund was issued but not received, you can start a trace with the IRS by filing Form 3911. Refunds can be claimed for up to three years after the tax deadline.   You can also call the IRS: 1-800-829-1040 Hours 7 AM - 7 PM local time Monday-Friday. Make sure to have a copy of your tax return available.     Click here for Missing your Tax Refund Payment? File Form 3911   Click here for Form 3911. Click here for Why Is My Tax Refund Taking So Long? 7 Reasons for Delays   Click here for "How to Track an Income Tax Refund"   Please return To Community if you have any additional information or questions and we would be happy to help.  

Once you have filed your return, you can't change your banking info.  Look at the 'Filing Instructions' page of your PDF copy of your return to see the banking info for your return.  If the IRS can't deposit your refund to the account shown on your return, they'll mail a check to the address on your return.   If you got a message from the IRS that you need to add a bank account and can't get into your IRS account, call them at 800-829-1040.   @Itsjstme41 

If you aren't receiving a TurboTax email code, check your spam/junk folder and make sure that the email address is correct.   Also try:   Do not request a new code right away/ This can cause delays. Wait at least 5–10 minutes. Add do_not_reply@intuit.com to your email address book to make sure the email is not being blocked Temporarily disable your VPN, as it can block validation servers. Clear your browser cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies. Try using an incognito/private window. Use a different browser, such as Chrome or Firefox. For additional information: What if I'm having trouble with my filing verification code?  If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

To do this, sign in to your account, go to the Tax Tools menu, then click Tools, and select Delete a form. Locate Form Form 8915-F and click Delete. Confirm the deletion.   Then go back to your return and when the program asks about this form, simply answer No.   For more information, open the link below: How do I view and delete forms in TurboTax Online?  

Your question asks about non-passive income. Non-passive income is income worked like a business and is deducted against wages. Normally, a rental house is passive income and limited by the passive activity rules. Please review your answers, if this was actually a passive rental.

If you are using TurboTax Desktop, you will need to correct your return and/or update your program by following the onscreen instructions.   If you continue having issues you can check some of our common solutions.  If your tax return can't be e-filed for some reason, TurboTax will let you know.   If your issue continues, contact us again and give us more details.    

Thankyou so much for your detail response. I do understand the reason for the capital gain rate differential adjustment. I just feel that .4054 (which is based on 37% (15/37)) should really be .625 (15/24) to reflect the tax bracket I am in. Anyway, that is just a gripe, .4054 is the number we have to use and I know I can't change it.   I did simplify a few things in my original discussion. My actual gain was only $92,000, but I had $8,000 of depreciation which is where I got the $100K amount. I can see that turbo tax completed the "unrecaptured Section 1250 gain worksheet" and put this $8K amount in line 19 of Schedule D.   I went back to the Foreign Tax section and ticked the "some of my foreign source capital gain are unrecaptured" box and entered the $8k as the amount. This immediately increased the FTC to over $9K taking around $1,200 off my tax bill! Thanks!!   I did notice that the NIIT was not included the FTC calculations. I looked for information on using the treaty but didn't find anything concrete.   I already have some previous year foreign tax carryover, but now I'll have a lot more. I can't see situation where I'll ever be able to use it, but it's good to know it's there, at least for a few years.   I still feel I'm paying too much (but then again, who doesn't), but as long as I am not missing anything obvious, I guess I'll just have to pay it.   Thanks, Stephen

@DanaB27  Thanks again for your help with my 2024 return. I am now in the process of doing our 2025 tax year return and was reviewing the 2025 1099-R's sent by the financial institution and noticed an issue compared to the 2025 1099-R that I filed in TurboTax last year.    The 1099-R amount from the financial institution was $500 higher than the 1099-R I set up in TurboTax last year. It looks like either I made a mistake on the filing and now need to correct it or the financial institution sent an incorrect 1099. The $500 difference could be because there was a $500 excess Roth IRA contribution that was made in calendar year 2024 that related to the 2023 tax year that I did not catch for the 1099-R (but I did catch it in terms of the amendment that I filed for 2023). See details below.   How do I fix this in the 2025 tax filing? Do I need to amend the 2024 tax filing? Or is it possible that the financial institution made a mistake on their 1099-R? Can I just correct the 1099-R I filed last year somehow so that it matches the 1099-R from the financial institution?   Background info below.   Excess ROTH IRA contributions by tax year: 2021 = $6,000 2022 = $6,000 2023 = $6,500* 2024 = $7,000 *Includes $500 which was contributed in calendar year 2024, but related to tax year 2023   Last year I filed amendments for the excess contributions above as follows: 2021 = $6,000 reported on Form 5329 and 1040-X with Schedule 2 for additional taxes on $6,000 total excess contributions 2022 = $6,000 reported on Form 5329 and 1040-X with Schedule 2 for additional taxes on $12,000 total excess contributions 2023 = $6,500 reported on Form 5329 and 1040-X with Schedule 2 for additional taxes on $18,500 total excess contributions 2024 = $7,000 reported on 1040 line 4a an IRA distribution of $14,200 and 4b Taxable Amount of $7200 (earnings on excess contributions). Form 5329 line 1 was $7,200 and $18,500 reported on lines 18, 22 and 24.   For 2025 I received two 1099-R's from the financial institution: 1099-R #1: $18,000 in box 1, $0 in box 2A and box 7 has a code J. 1099-R #2: $14,700 in box 1 and $7,200 in box 2A and box 7 has code PJ.   For the 2024 tax return I created a form 2025 1099-R with gross distribution of $14,200 in box 1 and taxable amount in box 2a of $7200 . Line A5 was checked (indicating year 2025 form 1099-R).  The $14,200 consisted of the $7,000 excess contribution being a "Corrective Distributions made before due date of return" (code J) and $7,200 being taxable earnings (code P).  On Form 5329 line U was $7,200 for corrective distribution made before due date of return.      

The first step should be to get your IRS transcript to compare the numbers to your TurboTax return. If your tax return has been accepted you might also be able to access your transcript from the IRS now. Get My IRS Transcript Current Year Transcript Availability The letter may give an indicator about what was changed. Once you are able to compare and see the differences, or add additional details please update here and we will help.

If your bank rejects a refund used to pay TurboTax fees, the funds are returned to the third-party bank (Santa Barbara Tax Products Group).  They will either mail you a check for the rest of the money or  Give the money to the IRS.  This will take a few weeks or more to get to the IRS. 

Your son has a k-1 which is normally reported on his return. A child must file his own return, if investment income  is over $1,350. Unearned income is subject to the kiddie tax. Since you are using the desktop version, you can file up to 5 returns so there will not be an additional charge to create his return, if needed. Reference:  IRS Table 2 What is the Kiddie Tax?