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Here are the similar steps for TurboTax Online:   1. When you get to the screen Let's Have Pennsylvania Calculate The Penalty answer No.   2. Click through the next two screens to get to Do you want to see if you qualify for any exceptions to the penalty? and answer Yes.   3. Answer questions on exceptions to penalty and if 2025 estimated payments were required. You will then see a screen showing if exception was met.   4. The following screen asks Did you earn your Pennsylvania income unevenly during 2025? Answer Yes then click Continue to get to screen where you can show annualized income.   I tested these steps in my TurboTax Online account and it worked, but reply if you are still having issues after going through these steps.

I called TT support and while we were waiting for WI state return reject for the fourth time, I asked what triggers an investigation to resolve this problem.  She indicated the more people that call about the same problem, the chance of an investigation increases.  I would recommend for those who have not yet done so, call Intuit Support at 1-800-446-8848 to report this problem. And ask if an investigation can be opened up or refer them to this thread.  Thanks.

@LEMAY50 First, please make sure that you have purchased the right product. The codes for TurboTax Do It Yourself (Online) will not work with TurboTax Desktop & vice-versa.   Second, if you bought TurboTax at a retailer (Costco, Walmart, Staples, etc…), please make sure that you are using the code that came in the package. It may be on a slip of paper or on a scratch-off card. It is not on the outside of the box or on your receipt.   If you have bought TurboTax Do It Yourself (Online), please go to turbotax.ca/activate to use your code before you start your returns. You can see this TurboTax FAQ for step-by-step instructions: In TurboTax Do It Yourself (Online), how do I use a prepayment code? Please note that you can only use the code once in one account. Using the code again will give an error message.   If you have bought TurboTax Desktop, you will be asked for the licence code when you install the software. Please see this TurboTax FAQ for more information on the licence code: Where is my TurboTax licence code? You can download the current version of TurboTax Desktop edition here: Choose the current TurboTax Desktop edition you need (for Windows). You can download older versions of TurboTax Desktop edition here: Where can I download the Desktop edition of TurboTax?   If you are still not able to resolve your code issue, please contact our phone support team phone support team for more assistance.  

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

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.  

@seasonsowither wrote: I’ll have to see if H&R Block offers what I need.  H&R Block desktop versions support Windows 10.   Just use caution if you need to import 1099s from your financial institution(s) as Block offers a few that TurboTax does not and vice versa.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

If you received interest you would not have this on a 1098 reported to you.  You would issue a 1098 to the people who are paying the mortgage payments and interest to you if in the course of your trade or business you received interest of more than $600.  If this was not related to a trade or business, then you would not need to issue a 1098.   Is the mortgage you are holding an installment sale or just a regular, you financed the home for someone and they are paying you back principal and interest.    If it is an installment sale, then to enter in TurboTax you will select the following: Federal Income and Wages Installment Sales Under Miscellaneous Income Walk through and enter all of the information for the entire property Enter the payments received in 2025 and enter the amount for interest received and hit continue. TurboTax will do the calculations from there If this is a finance and you are just receiving interest you will enter it by selecting the following: Federal Income  Interest and Dividends Start next to interest on 1099-INT

When the program asks for a %, leave it blank or enter you standard local rate. Enter actual dollar amount paid from your receipts for major purchases.   To verify if an item does qualify as a major purchase in the eyes of the IRS, see line 7 for the rules which include motor vehicle, plane, boat, or home. Things like jewelry and furniture don't count.

First of all, You can only efile state if you first efiled federal from the same account or program and federal was accepted. If you didn't use Turbo Tax to do your federal return, you would first have to fill out a federal return (don't file it) to match the real return you did file and you would have to pay for federal for it to flow into the state return. Then you would have to pay for state and mail the state return. https://ttlc.intuit.com/community/filing-and-paying-taxes/help/can-i-prepare-and-file-just-my-state-return-using-turbotax/00/26408