All Posts

TurboTax only provides an estimate, it cannot track your return or refund.   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.

The instructions are accurate from our Tax Expert @DavidF1006. The IRS may look for the 1099-K, however you have reported the income and cost as appropriate for the tax return accuracy. The most important action is to file a correct tax return and many situations, due to the nature of the tax law and filing requirements for payers will cause a change in the entry actions.    The process of actually entering a 1099-K, or other tax income forms, is for the taxpayer and not the IRS. The IRS already has a copy of your income.   Keep the 1099-K in your tax files and have it available should the IRS request any information later.    @TA58 

You can check the status refund as soon as you'd like, but the state will not have updated the status until they have received and processed the return, so just be aware that if nothing shows up, you may just need to check back again.   Check your Individual Tax Refund Status at the Department of Hawaii Taxation here: Tax Refund Status site.

Hi @MaryK4 . Thank you help - very much appreciated.   My "Easy Step" workflow doesn't follow yours. After I click on "Add investments", it takes me a "Let Us Enter Your Bank and Brokerage Tax Documents" screen (screenshot below). I then click on "Skip this Import" as I don't have a 1099-B for these selling expenses. The next screen (screenshot below) says "OK, let's start with one investment type". It only gives me choices related to a specific 1099 form. No where does it give me an option to "Type it in myself" or anything similar. I've tried entering a fake 1099-B, but after entering that, it just brings me back to this "OK, let's start with one investment type" screen. I can't figure out where I should go.   Thanks for any additional help you may have, Gary  

@Nicolebenedetto , you are very welcome to put your question(s) here and one of us surely can help you prepare and file a correct return.   I am assuming from your post that you are self-employed and deal with cash only i.e. you do not get a 1099-NEC or 1099-MISC or 1099-INT / DIV etc.    Also if you are uncomfortable putting the details here on the public board you always have the option of  using PM  ( just NO PII -- Personally Identifiable Information ) -- except for you and the addressee no one sees the contents. But first do a search based on your  issue and see if this has already been addressed on the board.

The additional enhanced senior deduction of $6,000 per taxpayer over age 65 is new for tax year 2025; you wouldn't see this on prior year tax forms. For this year, you would see it on Schedule 1-A Additional Deductions Line 37.   2025 IRS Form 1040 and 1040-SR instructions, What's New

@sixiang1986   Even though it shows up as income on the first page,if you have capital gains or qualified dividends the tax on line 16 is not taken from the tax table but is calculated separately from schedule D.  The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet.  It does not get filed with your return.    In the online version you need to save your return as a pdf file and include all worksheets to see it.   IRS Qualified Dividends and Capital Gain Tax Worksheet—Line 16 on 1040 instructions page 36.  And you will need the IRS Tax Tables starting on page 64 or the Tax Computation Worksheet on page 76. https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @Phil9981