All Posts

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.

You can look on your state tax summary where that will be listed as follows:   While working on your state tax return in TurboTax:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.

This error indicates a rejection in your tax return related to Form 8915-F, used for reporting qualified disaster or coronavirus-related retirement plan distributions. The field indicates a discrepancy in the prior year's selected distribution amount for SEP/SIMPLE/Roth groups.   It will likely be best to print your return for mailing. The IRS may not be quite prepared for this since the One Big Beautiful Bill Act (OBBBA) changes. How do I file by mail?

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

My last answer was incorrect.  Opus 17 is 100% correct.  The 401(k) treatment of the earnings on the excess contribution is in the regulations, while there are no regulations for the earnings from the excess HSA.  Even though withdrawn in 2026, as Opus 17 stated, the earnings on the excess HSA contribution should be reported in 2025.

Pensions and annuities are similar in that they provide a steady stream of income monthly income throughout your lifetime, so in a sense your NY pension is an annuity.  This pension would not be a 403(b) plan, but it would be considered a Qualified Plan.   Go back into your 1099-R in the Income section.  On the Your 1099-R summary page, you can click on the pencil icon to edit it as follows:   On the Enter your 1099-R details from [custodian name] screen, verify that everything is correct there.  Click Continue. Is the IRA/SEP/SIMPLE box on this 1099-R checked? - No, the box is blank Did this money come from a Roth IRA?  No Where is your distribution from?  If it's from US Government, NY state & city education, etc.  click the circle in the top box for this to qualify for a pension exclusion in New York What kind of retirement plan do you have with [custodian name]? - check Qualified plan (most common) Do any of these situations apply to you? - likely None of these apply (unless you were a public safety officer) Tell us if you moved the money through a rollover or conversion - check I didn't roll over or convert this money Annuity information - check Yes for periodic payments Did you start getting these payments in 2025? - select the correct option Yes or No Was the total the amount you paid tax on? - likely Yes Once this is entered, if your pension was a government pension (based on the question in #4 above), TurboTax will automatically apply the NY state pension exclusion to that pension income.  

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?