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@sureshbk    You wrote: "Social Security will be taxes between 50% to 85%." That is not correct. The percentage of your Social Security benefits that is taxable can be anywhere from 0% to 85%. The only absolutely certain way to calculate the taxable amount of your Social Security benefits is to use the IRS worksheets. Note that the calculator that you referenced mentions some situations that it does not handle. However, if your Form 1040 or 1040-SR in TurboTax has zero on line 6b, the most likely explanation is that you made the error that DoninGA described above.  

Line 9a Form 2441 is saying 200. I mean, Line 2 of Schedule DC says Enter 9A of form 2441, so it is also 200. What I am asking is that I thought the Law says a minimum of 20% of the 6k Expense Cap. (We're way over that number.)    Does the PA $1,200 floor apply to the gross expenses before the DCA subtraction, or only the net credit after?  That's not how I would be interpreting this--- I mean, why sign up for a DCA if I'm leaving a grand on the table?

no one on this forum or TurboTax knows why. Only the IRS. you can wait for the letter/notice of explanation which will include instructions on how to challenge the IRS findings and what documents to provide or you could call them. 800-829-1040

Your passive carryover loss should be reported on the Activity Worksheet for the rental property under the Hawaii forms. Line 7 reports Passive disallowed loss (carryover to next year).   Since your federal return uses the Hawaii rental losses to offset other income, you won't have a carryover loss on your federal return next year. But the disallowed passive loss can be used on your Hawaii return in the future when you have passive income.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

My status on the IRS site also now says "We have reviewed your return and any information we may have requested from you and are now processing your return. Any changes to the status of your refund, including any new refund date, will be reflected here when any new update is available."  This was after receiving my letter, then saving the Form 5695 ONLY (not my entire return) as a PDF from the TurboTax site and uploading it, along with the copy of the letter, as instructed.  Hopefully my status changes from "Return Received" to "Refund Approved" soon!

  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

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

I know the state matches the federal percentage, but if you have 3 or more kids, isn't there a $1,200 minimum floor on the PA Schedule DC? Even if our federal credit is lowered by our FSA, the state credit for families with 2+ kids shouldn't drop below $1,200?

If you paid for expert help, you were entitled to use that feature. You can request a refund for unused TurboTax Expert Help if you haven't filed yet, but it requires contacting customer support directly. If you have already paid for the service, the fee is generally considered non-refundable.   Except where otherwise specified, versions of TurboTax Online can be used at no cost up until the point that you submit payment. Once payment has been received, the product is considered to have been used to prepare your taxes, regardless of whether you print or electronically file your return, or if it's rejected. Submitting payment reflects your satisfaction with TurboTax Online preparation of your taxes, and is non-refundable. Refunds for TurboTax Online fees are generally available only in the following circumstances:   You accidentally selected and paid for the wrong state. You are seeing duplicate charges for the same product or service. Your filing was impacted by a known product defect that was unable to be fixed before your filing deadline. For more info, see How do I request a refund for my TurboTax product? Expert Assist must be removed prior to paying for TurboTax Online; see How do I remove TurboTax Expert Assist?