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The two tax systems are entirely independent so refund times depend upon their staffing, policies and often what credits and other information is reported. 
The IRS website FAQ says that after ID verification, it can take "up to 9 weeks" to finish processing the return.  However, it can often be less than that.  I guess that's why they say "up to."  Ther... See more...
The IRS website FAQ says that after ID verification, it can take "up to 9 weeks" to finish processing the return.  However, it can often be less than that.  I guess that's why they say "up to."  There's no way to know in any one case.
TurboTax entry on Minnesota state form was full year resident. Should this be changed?
I have a 1099R with 200,000 in box 1, and 50,000 in box 2a (obviously fake numbers).  In the 1099R Summary form, lines 25 and 25a seem correct.  They show 200,000 and 150,000 respectively.  I rolled ... See more...
I have a 1099R with 200,000 in box 1, and 50,000 in box 2a (obviously fake numbers).  In the 1099R Summary form, lines 25 and 25a seem correct.  They show 200,000 and 150,000 respectively.  I rolled over 150,000 of the 200,000, and the remaining 50,000 is taxable.  However, lines 26a and 26b seem incorrect to me.  26a shows 50,000, but 26b is 100,000.  It seems to have subtracted the 50,000 taxable amount from the amount rolled over.  32a and 32d both show $0, which also doesn't seem correct.  Is it possible that lines 26a and 26b are not calculated correctly?
@amy  815PM Mar 6 - still no update, problem still persists.   Spoke with a TurboTax support rep who was extremely nice and tried very hard to help. But they gave a lot of incorrect and misleading... See more...
@amy  815PM Mar 6 - still no update, problem still persists.   Spoke with a TurboTax support rep who was extremely nice and tried very hard to help. But they gave a lot of incorrect and misleading info: 1) blamed the version of the computer OS (!), 2) blamed a mismatch in the name/middle name on the Federal info with what was on the 1099-Q (there wasn't one), 3) tried to say one could upload a PDF of the 1099-Q rather than direct entry (you can't), and so on. Overall, over an hour on the phone (again). They did, however, get confirmation finally from their backend support that this really is a Turbo Tax bug and not a State of Oregon issue. Like others have said, they were not able to offer a timeline for the fix. She gave me refund in excess of what I was asking for the grief. I'm probably going to file this return by mail.   I suggest every single person experiencing this problem do what I just did and demand a partial refund as well.   I remain appalled at how bad this has been.
So glad to find this thread. This happened to me too.   At every turn, Turbo Tax tried to upsell me from DIY to Expert Assist. I kept declining, but somehow when I paid, I was charged for Expert As... See more...
So glad to find this thread. This happened to me too.   At every turn, Turbo Tax tried to upsell me from DIY to Expert Assist. I kept declining, but somehow when I paid, I was charged for Expert Assist. I noticed this *before* I filed, called customer service and was given a link to request a refund for the extra amount charged beyond the DIY price.   Despite *never* using Expert Assist and requesting a refund before filing my taxes, Turbo Tax denied my refund claiming I'd used the Expert Assist service. 🙄 There seems to be no recourse: no one to call or file a complaint to.    I've been a loyal Turbo Tax customer for over a decade. But like others on this thread, I will no longer be using Turbo Tax in the future. 
1.  I am the trustee of my uncle's (passed away). 2. His trust owns a percent ownership of a shopping mall (mall) 3. The mall management co. (mgtco) sent me a K-1 (K-1 Mall) to use for the Trust's ... See more...
1.  I am the trustee of my uncle's (passed away). 2. His trust owns a percent ownership of a shopping mall (mall) 3. The mall management co. (mgtco) sent me a K-1 (K-1 Mall) to use for the Trust's taxes. 4. I then received a K-1 for the beneficiaries (K-1 Benef) 5. Question: Do I need to send all beneficiaries BOTH K-1s or only the K-1 Benef?   First time with K-1s and it's so confusing (at least to me). Thank you in advance to anyone that can help me!   Best Regards. 
In what situations does one choose "Yes" to the question:   Answer Yes if there is basis that carries forward into the current year (from line 14 of the individual's most recently filed prior Form ... See more...
In what situations does one choose "Yes" to the question:   Answer Yes if there is basis that carries forward into the current year (from line 14 of the individual's most recently filed prior Form 8606), otherwise answer No.    "Did [Name] make any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?  What does selecting Yes vs No do here at the form level?"   Selecting Yes allows you to enter or confirm the amount that carried forward to the current year so that it can appear on Form 8606 line 2.  Selecting No causes 2025 TurboTax to silently delete any basis information that carried forward from 2024.  (TurboTax should probably eliminate this question and just ask for the amount of basis that carried forward from the previous year.)   If an  individual has a zero balance in traditional IRAs at year-end, there will be no basis left for that individual to carry forward to the next year.
Para poder hacer la declaración de impuestos de un año atrasado
Will the bottom-line refund actually increase by $12,000 (for my spouse and I) once our return is submitted and distributed?  Or did it only lower my calculated income by $12,000 increasing my refund... See more...
Will the bottom-line refund actually increase by $12,000 (for my spouse and I) once our return is submitted and distributed?  Or did it only lower my calculated income by $12,000 increasing my refund.   Looking at it pre submit it does not reflect the total amount the $12K increase.   Appreciate your input as this is a bit confusing.....    
I removed the form by going through the review again indicating I did not have an energy credit.  I confirmed that form 5967 was removed by going to tools and print center to print preview the return... See more...
I removed the form by going through the review again indicating I did not have an energy credit.  I confirmed that form 5967 was removed by going to tools and print center to print preview the return and confirm it was gone.  I then used an alternate browser and went through the energy credit review again and everything did work and I was able to file my taxes and have the federal tax submission accepted within a few hours.  I hope this helps someone having the same issue.  
1. I have to file an amendment for my Tax Yr 2024 return. 2. Since I filed the original returns - both the IRS and the State sent me a letter that I needed to pay more taxes which I did.  3. Questi... See more...
1. I have to file an amendment for my Tax Yr 2024 return. 2. Since I filed the original returns - both the IRS and the State sent me a letter that I needed to pay more taxes which I did.  3. Question: In the amended return, where do I enter the additional taxes I paid AFTER my original returns were accepted?  It's not under "Estimated" and it can't be "$ filed with my extension..."   - so I have no idea where to enter this info.   Please advise. Thank you in advance. 
@ yasinsalukb wrote: I want to change my 2024 tax pin  Please explain what you're doing, and which PIN from 2024 are you referring to?       Are you referring to a 5-digit signature PIN use... See more...
@ yasinsalukb wrote: I want to change my 2024 tax pin  Please explain what you're doing, and which PIN from 2024 are you referring to?       Are you referring to a 5-digit signature PIN used to "sign" your return?    If so, you can create your own 5-digit PIN every year, if you wish.   You can use the same one as last year, or you can make a new one.   The page where the 5-digit PIN is entered is on a screen with your birth date and today's date.   It will say you can use any 5 digits you want, except it can't be all zeros.   Or are you referring to a 6-digit IP PIN (Identity Protection PIN) required by the IRS for some victims of ID Theft, or for some users who opted-in to the IP PIN program?   For those who have to use an IP PIN, a new IP PIN is required each calendar year.  Some people will get an IRS letter with the IP PIN, while others have to retrieve theirs from their online IRS account.