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It is very common for state and federal results to differ, even if you’ve always received refunds from both in the past. Because federal and state tax laws are separate, a change in one doesn’t always trigger a change in the other.   A few common reasons for this include: You may have had enough withheld from your paychecks for state taxes, but not enough for federal. Many credits (like the Earned Income Tax Credit or Child Tax Credit) are much larger at the federal level. If you no longer qualify for one, your federal refund drops significantly, while your state refund might stay the same. Federal and state governments use different standard deduction amounts. Double check that you have entered the withholding from your W-2s correctly.   We do also offer a final review as part of our Expert Assist products. You can request a Final Review where the expert will check your entire return for accuracy, help you fix any errors, and confirm that you have claimed all available credits and deductions before you hit the transmit button.   To get your review started in TurboTax Online, follow these steps: 1.  Complete entering your information, and as you proceed through the Review section, we'll check that all your calculations are correct, you have all the required tax forms, and there's no missing data.  2. If your return doesn't have errors, on the A tax expert can answer any final questions before you file screen, select Yes, I have questions about my return. If you do not already have an Expert Assist product, you'll first see an opportunity to upgrade. 3. Tell us that you'd like a final review when asked if you have any areas of concern. 4. Select your preferred way to connect.

You can enter this income by following these steps in the software:   If you received a 1099-MISC Go to Federal > Wages & Income. Scroll down to Other Common Income and select Start or Update next to 1099-MISC. Enter the information exactly as shown on your form, specifically the amount in Box 3 (Other Income). If you received a W-2G: Go to Federal > Wages & Income. Under Less Common Income, select Start or Update next to Prizes, Awards, and Gambling Winnings. Answer Yes to winning a prize and follow the prompts to enter your W-2G details. If you did NOT receive a form: Go to the search bar and type "other reportable income", then click the Jump to link. Follow the prompts until you reach the Other Taxable Income screen. Enter a description (e.g., "Raffle Prize - Truck") and the Fair Market Value of the vehicle.   

Here is the snip of the conversation... From the AI: TurboTax Online allows you to prepare a return for someone else, and when the preparer and taxpayer are different, it identifies the third-party preparer scenario. In this case, TurboTax securely sends the taxpayer a link to review the return, provide their eSignature (such as on Form 8879), and submit the eFile themselves. This process happens relative to the prepared return and originates from the preparer's TurboTax account. Thus, TurboTax facilitates secure taxpayer authorization and filing while maintaining compliance with IRS rules for third-party eFile authorization.   From Me: So they don't need to open their own account?   From the AI: When TurboTax sends the secure link to the taxpayer to review, eSign, and eFile a return prepared by a third-party preparer, the taxpayer typically does not need to create their own separate TurboTax account. They can complete these steps through the secure link provided by the preparer. This process allows the taxpayer to authorize the filing while maintaining IRS compliance without opening a new TurboTax account. However, the exact experience may vary slightly depending on the specific TurboTax product and workflow being used.

If your amended refund was sent to the wrong address and never reached you, you must initiate a refund trace with the IRS to cancel the original check and have a new one issued. Because refund checks are almost always sent via paper check for amended returns and cannot be forwarded by the post office, they are often returned to the IRS as undeliverable.    To report the missing refund:    Use the Where’s My Refund? tool at IRS.gov or the IRS2Go mobile app. Follow the prompts for a missing refund. Call the IRS Refund Hotline at 800-829-1954 and use the automated system or speak with a representative. Download and mail IRS Form 3911 (Taxpayer Statement Regarding Refund).

You may need to explain that more.   What exactly are you looking at to see those 2 figures?   Have you printed your actual state return to look at the refund amount?   Have you already filed your state return, or is it still in the preparation stage?

Nevermind!  I worked it out.   Took all my income as adjusted on the 1040.  (W2, Interest, Dividends, IRA, SS etc) I reviewed when that income was earned.  I compiled those figures in the appropriate date column. The sum of those figures equated to my AGI.   All good.  No more penalty. (Posted this for the next person that might have trouble with this Annualized Income situation.)

TurboTax Home & Business does support entering Form 1099-PATR. When you get to Your Farming Income and Expenses, you can enter your 1099-PATR info in Livestock, grain, produce, custom work, co-ops, which is listed in the Farm Income section. You don't see it in the list of Forms in Forms Mode because it is not a form that TurboTax has produced, but one that you use to make entries in TurboTax.   See this TurboTax help article for more information.   @sprouty   

Yes, based on the facts provided, you are eligible to claim the Residential Clean Energy Credit on your 2025 federal income tax return.    For tax purposes, the placed in service date is the criteria for eligibility, which the IRS defines as the taxable year in which the installation is complete and the system is ready and available for its specifically assigned function.    Since your array was fully installed and actively generating power for onsite battery storage in December 2025, it achieved operational status within that tax year regardless of the pending utility provide approval. 

In TurboTax, Form 1099-S is used for reporting proceeds from real estate transactions, while Form 1099-B is for stocks and investments sales. If you select 1099-S but the program shows 1099-B, it usually means TurboTax combines or routes you through the investments area where 1099-B entries are made. To properly enter a 1099-S: 1. Go to the Federal Taxes section, then to Wages & Income. 2. Scroll to the section for Other Common Income, and look for the option to enter Form 1099-S (often labeled as "Proceeds from Real Estate Transactions"). 3. Enter the details from your 1099-S form as prompted. Don't enter your 1099-S under the stock or investment section, which is for 1099-B. Entering it under the right section ensures correct handling of your real estate proceeds.

This error occurs because TurboTax has identified a special tax credit, payment, or adjustment on Line 76 of your California Form 540, but the specific "code" or "description" required by the state is missing. Line 76 is a "catch-all" line for Other Payments. It is typically used for things like  Real Estate Withholding, Resident and Nonresident Withholding, or Excess SDI if you had two or more employers and overpaid your State Disability Insurance.   If using TurboTax Online:   Go to State Taxes > California. Navigate to the "Credits and Taxes" or "Take a look at California payments" section. Look for any entry related to Real Estate Withholding or Withholding from a K-1/Form 592. Ensure that the Description field is not blank. If it asks for a "Reason" or "Type," select the one that matches your situation (e.g., "Real Estate Withholding").

This would explain my experience: TurboTax (desktop) correctly said I had the option of using my 2025 tax liability (yes please), but then concluded I did not need to make a payment. I did not understand why that would be. I am now doing it manually and do owe a payment. 

@rajeshlhegde ,  1. if the prop was never used as income property during your holding period and therefore there is no depreciation to deal with, and the US filing shows a loss , there is NO US tax  since there is no positive foreign income to deal with.  Thus there is NO Foreign Tax Credit available for the  tax year. 2. I don't know what happens  if you have TDS but you never file a return  --  as in UK does it become final or what .  I suspect there is a small possibility that if  your CA  finds that  the older system of  indexed valuation and  tax at 20% reduces the  final tax, you reduce your overall tax situation  ( at the additional cost of CA filing  the return ). But note that no matter what you do there is no FTC --- so it is just any possible reduction in Indian tax outlay. 3. The  LTCG in India for real-estate  for years  had been indexed i.e. basis indexed by CPI and the  diff then taxed at 20% Cap Gain. The current  system is  like the US -- no indexing of basis and cap gain taxed at 12.5%.  But I though the transition period  is till 2025-2026 tax year. 4.  Also since your TDS was at 12.5%, there is probably not much chance of  ITR being different and the CA may be reluctant to spend time and try.  Plus there is no US FTC available.   Is there more I can do for you ?   Namaste ji