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Yes, your son will need to amend his tax return and select that he can be claimed as a dependent on someone else’s tax return. ‌ Refer to the TurboTax article: How do I indicate that I can be claimed as a dependent on someone else's return?   You son should wait to file an amendment until his tax return is fully processed and he receives his refund or his balance due is deducted from his account.    Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once he files his amendment, he can check the status of his amended tax return at Where’s My Amended Return?   Once his amendment is completed, you can file your return adding him as a dependent.

It isn't necessarily a bug in the sense of broken code, but more of a workflow limitation. TurboTax is designed to build Form 8889 based on a 1099-SA, which you won't officially receive until January 2027. Without that form, the software doesn't "see" the withdrawal.   Here is the cleanest way to satisfy the IRS requirements:   Switch to Forms Mode. Find Form 8889 in the list on the left. Scroll to Line 14b. Even though you received $3,109.84, you should enter $3,183 here. Line 14b is meant to "cancel out" the excess contribution you reported on Line 14a. By entering the full principal amount, you are telling the IRS you removed that entire contribution (and its associated earnings/losses) from the account. If the field is yellow/calculated, Right-click and select Override. TurboTax does not have a header field for Form 1040-X, so you will want to print and mail it. Once you print your Form 1040-X, write “Filed pursuant to section 301.9100-2” at the very top of the first page.

Sorry, my files have "Yes" Selected for what - exactly?  The product is Turbotax Premier for Mac 2025.  You do understand that the product calculated a refund that the IRS rejected with a letter 12C?  The refund amount calculated was 26% above the IRS figure.

This has to do with the answer at the end of the Social Security entries.  When someone answers the wrong way which indicated they did not live in the US but were a US Citizen, the taxable amount is accurately calculated as $0 based on that answer.  That is why you see $0 in the box.      This feedback from users has been passed onto the engineers so it is possible that the flow of this section will be improved to make the question clearer.   

To clear this, make sure the Sale of Business Property section knows this vehicle is a heavy SUV. If you’ve already done that and it’s still flagging, use these workarounds:   Navigate back to the Sale of Business Property section (where you are entering the recapture).  Look for a screen regarding "Special Rules" or "Vehicle Information."  Make sure you indicated the vehicle is a heavy SUV or truck over 6,000 lbs. 

If you are using the desktop software, go to Forms Mode and find the Asset Entry Wks (worksheet).   Scroll down to line 43 and select YES to use the IRS tables for MACRS property.     If you are using TurboTax Online but want to switch, see How do I switch from TurboTax Online to TurboTax Desktop?      

Based on IRS code 1.904-4(c) “If, after application of this paragraph (c), passive income is zero or less than zero, any taxes imposed on the passive income are considered related to the same separate category of income to which the passive income (if not reduced to zero or less than zero) would have been assigned had the income been treated as high-taxed income (general category, foreign branch category, section 951A category, or a specified separate category). For additional rules regarding losses related to passive income, see paragraph (c)(2) of this section.”   it contradicts with what you said. It sounds like the unused foreign tax should be carried over under General category?

It will take at least 4 weeks after mailing before the federal tax refund status will be available on the IRS website - https://www.irs.gov/refunds   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.   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.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

This is a result of a major 2025 Wisconsin tax law change that forces you to choose between two benefits.   Starting with the 2025 tax year, Wisconsin introduced a $24,000 retirement income subtraction for individuals aged 67 or older. However, there is a "catch" built into the legislation: If you claim the $24,000 retirement income subtraction (on Schedule SB), you can't claiming the School Property Tax Credit, the Married Couple Credit, and several other state credits.   TurboTax is programmed to perform a "Best Interest" calculation. For most taxpayers, subtracting $24,000 from their taxable income saves significantly more money than taking a $300 credit off their tax bill.   If you or your spouse are 67 or older, TurboTax likely applied the $24,000 subtraction automatically because it resulted in a lower total tax.    Here's how you can verify this is what happened: Go to Forms Mode. In the list of forms on the left, find Schedule SB. Look at Line 16 (Retirement Income Subtraction). If there is a number there (like $24,000 or $48,000), that is why your Property Tax Credit is missing. Also, check your WI Form 1, Line 17. If your "Tax from tax table" is already $0 because of the retirement subtraction, the property tax credit (which is non-refundable) would have nothing to offset anyway.

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.   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.   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday   Or you can contact your local IRS office.  See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment You may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate - https://www.taxpayeradvocate.irs.gov/ or call 1-877-777-4778

No.  You would not move it to the general category.  Since your foreign sourced income is $0, the High Tax Kickout does not apply to this situation.   The foreign tax credit limitation for 2025 will be $0, however, you can carry the unused amount back one year or forward up to 10 years.

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - 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.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. 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.

For those talking about changing the "I" to an "L"...  Per the official Goodman website (https://www.goodmanmfg.com/resources/tax-credit), the "I" is correct.  (I'm sure that Amana and Daikin have similar sites.)  I would highly recommend not putting an "L" just because someone said it might have worked for the time being.  I'm not a professional tax person but "L" is NOT CORRECT and I assume it could only cause you more headaches later.