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Actually, I was able to see the running totals of federal and state refund, using Turbo tax online.   When I drilled down to the detailed steps and navigated to a section in between (by selecting all topics), the refund counter came up!  And it stayed.  

Both you and your daughter need to enter a copy of the Form 1095-A that you received on your tax returns. TurboTax will ask you questions about if the policy was shared with someone and how to allocate the costs and credit. Follow the instructions below. Login to TurboTax and select Federal and Deductions & Credits. Scroll down to Medical and select Show More. Select Start/Revisit next to Affordable Care Act (Form 1095-A). Answer yes, I received Form 1095-A. Enter the information and select Continue. Select I shared this policy with another taxpayer who’s not on my taxes and Continue. On the next screen you will enter the SSN for your daughter and the start and end months that you shared the policy with your daughter. You will also choose the percentages of the amounts you want to claim on your tax return. The percentages that you should enter for your premium, your SLCSP, and your advance payment should be an amount that you and your daughter agree on. It could be 50/50, 100/0, or another amount. Make sure you are in agreement and that the percentages on both tax returns add up to 100% together.  TurboTax will calculate the information that should be on your return based on your answers. Share this TurboTax article with your daughter: I'm on my parents' 1095-A form. What do I do on my return? so she can correctly enter the 1095-A      

Ditto here - then I read the "Expert" reply - are you kidding me?!!  In all other programs and applications I use, you can select a "Save and Exit" button then when you log back into the program, there is some link, button, ICON, that is obvious and takes you to a "Return Last" or some verbiage where you left off.  I freaked out over that too - My wife found it after pecking around while I dialed the 800 #. Bad on TurboCraps for not keeping up with a best practice.

Q. Exactly how should we approach amending our return to recoup the additional refund amount?   A.  When preparing the amended return, you simply delete the 1099-Qs, since you know none of it is taxable.    The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses,  to cover the distribution or the 1099-Q was issued for a rollover.  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms.  References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

Will TurboTax reward me for solving their own problem that NO ONE wants to actually pay? Or support us in figuring out? Doubtful. They make it so convenient to pay their ridiculous premium fee with your federal return but don’t inform you it costs FORTY DOLLARS. They sneak the fee in there it’s so shady. 

Select the option to pay by check. That doesn't mean that you actually have to send a check. It means you are not using direct debit. Instead of sending a check you can set up a payment plan, if your state offers that option.  

Deduct in 2025.  The tax credit can be taken in the year the windows are “placed in service” (installed) – not the date of your purchase.   IRS - Home energy tax credits    For 2025...   Entering Energy Home Improvements: Open your return (if not already open). Enter "energy improvements" in the Search box. Click on "Jump to energy improvements" link. Enter "Yes" to the question, "Did you make any energy efficient improvements in 2025 or have a carryforward from 2024?". Click on Continue. Enter energy improvements information, and Continue.  

I figured it out! I was having the same trouble of the fee not removing itself. I had selected the pay with federal return option, not realizing the fee and submitted my return. It was rejected thankfully so I wanted to make sure this time around I wouldn’t be charged. Nothing was working then I clicked downgrade, went to file and was prompted to upgrade to premium. When I returned to the page it had removed itself. Hope this helps. 

Form W-9 is a form a contractor sends to their sub-contractors to get their tax ID information.  Form W-9 does not go on a tax return, could you mean something else?  Form 1099-NEC or 1099-MISC maybe? 

You will file a part year return for NJ and SC reporting the amounts earned in while living in those states. Since you work remotely, chances are you don't owe NY but you might be that one that should.  Review the source income rules and determine if you are required to file.   Since NY taxes were withheld, you will file as a nonresident and claim either: no taxable income and get a full refund claim the income, pay tax and then get a credit on each part year return for the matching portion that is double taxed. You must file NY Form IT-203 if you meet any of the following conditions: You have income from a New York State source (see Nonresidents: New York source income) and your New York adjusted gross income (Federal amount column) is more than your New York State standard deduction. Complete Form IT-203, lines 1 through 31 and compare the line 31 Federal amount to your standard deduction from the New York State standard deduction table. You want to claim a refund of any New York State, New York City, or Yonkers income taxes withheld from your pay or from your unemployment insurance benefit payments. You want to claim any of the New York State, New York City, or Yonkers refundable or carryover credits. Nonresidents: New York source income For nonresidents, New York source income is the sum (with adjustments for special accruals) of income, gain, loss, and deduction from: real or tangible personal property located in New York State (including certain gains or losses from the sale or exchange of an interest in an entity that owns real property in New York State or owns shares of stock in a cooperative housing corporation where the cooperative units relating to the shares are located in New York); services performed in New York State; a business, trade, profession, or occupation carried on in New York State whether or not as an employee (see TSB-M-10(9)I, Income Received by a Nonresident Related to a Business, Trade, Profession, or Occupation Previously Carried on Within New York State); and a New York S corporation in which you are a shareholder (including installment income from an IRC § 453 transaction). New York source income also includes: your distributive share of New York State partnership income or gain; your share of New York State estate or trust income or gain; lottery winnings won in the New York State lottery, if the prize was won on or after October 1, 2000, and the total proceeds of the prize are more than $5,000; gambling winnings in excess of $5,000 from wagering transactions within New York State; any gain from the sale, transfer, or other disposition of shares of stock in a cooperative housing corporation in connection with the grant or transfer of a proprietary leasehold, when the real property comprising the units of such cooperative housing corporation is located in New York State; any income you received related to a business, trade, profession, or occupation previously carried on in this state, whether or not as an employee, including but not limited to, covenants not to compete and termination agreements (for additional information, see Form IT-203-F, Multi‑Year Allocation Form, and its instructions); in the case of a shareholder in an S corporation that has made the election to be a New York S corporation, and the S corporation has distributed an installment obligation under IRC section 453(h)(1)(A) to the shareholders, any gain recognized on the receipt of payments from an installment obligation for federal income tax purposes; in the case of a shareholder in an S corporation that has made the election to be a New York S corporation, and the S corporation has made an election under IRC section 338(h)(10), any gain recognized on the deemed asset sale for federal income tax purposes; in the case of a shareholder in an S corporation that has made the election to be a New York S corporation, and that S corporation terminates its taxable status in New York, any income or gain recognized on the receipt of payments from an installment sale contract entered into when the S corporation was subject to tax in New York; and any gain recognized by you for federal income tax purposes from the sale or transfer of a partnership interest, where the sale or transfer: is subject to the provisions of IRC § 1060, and occurred on or after April 10, 2017.

It sounds like you filed your Amendments before your original returns were fully processed.  if that is the case, then you should receive the refund amounts reported on your original Federal and NY returns and then owe some of that back by direct debit (NY) and sending in a check (Federal) for the Amended returns.   In TurboTax Online, follow these steps to print/view your returns and TurboTax instruction sheets after you have filed:   Sign in to TurboTax  Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include government worksheets Select View or Print Forms