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Yes, thought it was listed as that. I want to get back on and add more.  I need to fill out another form so that we can both deduct $6000 for out social security.  Probably need to pay a little more access. Also need help accessing my account.

Aha!  I suspect u may be right and that it's a vestige that is hanging around for the Max version.  Based on the fact that XX was not flagged in the single state 1099-INT, but in the 8-state 1099-INT, I think I'll edit the form entry from MX to XX and see whether that gets me past Smart Check.  The total for the 8-state is correct.   Thank you in advance for your persistence, SteamTrain.  Much appreciated!  Ed 

Has it been more than a day or two since your IL return was accepted? Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0      

Again...do not indicate separate states other than your own  (unless you live in UT)   In the main breakdown box : (your state)..... $$  and XX.......all remaining $$  (though I guess MACs might still be using MX there)   which must total to the box 8 $$ amount __________________ In the bottom line in my picture..that might be an XX or MX  (on Windows, it' XX only)  

Hi. I gave your advice a try. I think the problem is a bug. There is a summary page in TurboTax that says my income increased by about $1000 from the submitted value to the corrected one. When I save the pdf to mail it, the income listed for the started point is about $30,000 higher. The corrected value is correct but the request for a $9000 refund is a problem.  I can supply more information in a secure manner if needed.  thanks  

If you acquired the shares under the 1st scenario, where you got a discount, then the cost basis would be what you paid for the shares plus the discount. Under scenario "B" you didn't receive a discount, so the cost basis would be what you paid for the shares.   A qualifying disposition means you held the stock for more than two years from the grant date and one year from the exercise date before you sold the stock. In that case, the discount would be calculated based on the market value at the grant date versus the exercise date if it went up. Since you have those figures on the Form 3922, you can input that in TurboTax and you should arrive at the correct cost basis.   When you enter your Form 1099-B reporting the stock sales, you will see an option that says the cost basis is incorrect or missing on my Form 1099-B. It is on the screen where you enter the proceeds and cost basis. If you check that box, TurboTax will allow you to either enter the correct cost basis or will offer to help you determine what it is and then enter it for you.            

Since you worked for the Massachusetts Department of Revenue, your pension would be fully excluded from Massachusetts tax because it is a Government pension.  Go back to the Federal section of your return, and edit your 1099-R for your pension.  Click through until you get to a screen that says "Where s your distribution from?" and select the circle for Qualified government retirement distributions to make your Massachusetts government pension non-taxable.   You may need to delete and restart your MA return.  If you're using the online TurboTax version:  Click on State on the left side menu. Click the trashcan to the right of your Massachusetts return to delete it Click click +Add a State to add Massachusetts back to your return. For the desktop TurboTax: On the state taxes screen, click state Taxes, then click Continue. Click File in the black banner at the upper left of your screen. Select Remove State Return, select the Massachusetts return, then click Remove.  Then click Edit on the Massachusetts return to get started on it again.

To remove the $15 maximum refund guarantee charge (often labeled as MAX Benefits, PLUS, or Audit Defense) in the desktop version of TurboTax before submitting your order, you must re-navigate the review and filing sections to explicitly opt out of the add-on.   Follow these steps to clear the charge:   Select the Review tab at the top of your screen. Select the Audit Protection sub-tab. Proceed through the interview screens (including the Audit Risk Meter) until you reach the purchase screen for the service. Uncheck the selection box or select No thanks to decline the coverage and remove the fee.

We do not set up calls to users. Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

you may bne able to file as Head Of Household if you lived apart from your spouse for the last 6 months of 2025 and had a qualifying dependent. Combined taxes are generally higher than filing jointly. you can check here. https://www.irs.gov/help/ita/what-is-my-filing-status 

Para verificar cuand le llega su reembolso, el IRS ofrece la herramienta "¿Dónde está mi reembolso?" para verificar el estado de su reembolso de impuestos federales. Para usarla, tenga lista la siguiente información de su declaración de impuestos:   Su Número de Seguro Social (o ITIN)   Su estado civil para efectos de la declaración   La cantidad exacta en dólares enteros de su reembolso   Acceda a la herramienta en el sitio web del IRS en IRS.gov/Refunds o a través de la aplicación móvil IRS2Go. Las actualizaciones generalmente se realizan una vez cada 24 horas, típicamente por la noche.   Si no tiene acceso a internet, llame a la línea directa de reembolsos del IRS al 800-829-1954, disponible 24/7 para información automatizada. Tenga en cuenta que el servicio de atención al cliente puede investigar su reembolso si han pasado 21 días o más desde la presentación electrónica o 6 semanas después de enviar una declaración en papel por correo.   Tenga en cuenta que los reembolsos que reclaman el Crédito por Ingreso del Trabajo o el Crédito Tributario Adicional por Hijos pueden no emitirse antes de mediados de febrero.   Esta herramienta no rastrea los reembolsos de declaraciones enmendadas (Formulario 1040-X).  

In the FHSA section of TurboTax (under Deductions > RRSPs & Registered Savings): Locate the field for "Unused FHSA contributions from prior years" (this is the $4,500 you didn't claim in 2024). Enter $4,500. You can verify this number on your 2024 Notice of Assessment from the CRA.   Enter the $8,000 you contributed during 2025 (as shown on your 2025 T4FHSA slip). TurboTax will calculate your "Maximum FHSA deduction available," which should now show as $12,500. On the screen that asks, "How much of your FHSA contribution do you want to deduct this year?" ensure the value is set to $12,500. (Sometimes the software defaults to only the current year's amount, so you may need to manually type in the full $12,500).   $12,500 will appear on Line 20805 of your T1 return. By entering the $4,500 as "Unused," you are telling the CRA: "I already put this money in the bank last year; I just didn't take the tax break for it yet."   If this workaround does not work, we recommend contacting our product support team by phone.    https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/tax-return/contact-us/L1h8P3E0x_CA_en_CA?uid=m4j5o7no   They have access to tools we don't have here in the Community, like screenshare, and see the issues to escalate into an investigation if needed.   Please let us know how things turned out.    Thank you for choosing TurboTax.