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Once your return is accepted, TurboTax is completely out of the picture. It has no authority to do anything about a delayed refund. Only you can act. What does the IRS My refund site say? If it's been processed, you'll need to contact the IRS to find out what happened or check the status of your account on the IRS website 1-800-429-1040 https://www.irs.gov/refunds refund status to access your account, you'll need to enrol in ID.me if you haven't done so already https://sa.www4.irs.gov/sso/?resumePath=%2Fas%2FG8NUk7lS3U%2Fresume%2Fas%2Fauthorization.ping&allowInteraction=true&reauth=false&connectionId=SADIPACLIENT&REF=16FEF7A273F9EA7D59A22AC27B874C69AA5A053B6495E3044A90000000CF&vnd_pi_requested_resource=https%3A%2F%2Fsa.www4.irs.gov%2Fola%2Ftax_records%2Ftranscripts&vnd_pi_application_name=OLA&redirect_uri=https%3A%2F%2Fsa.www4.irs.gov%2Fpa%2Foidc%2Fcb&state=eyJ6aXAiOiJERUYiLCJhbGciOiJkaXIiLCJlbmMiOiJBMTI4Q0JDLUhTMjU2Iiwia2lkIjoiUFY0R0RIMDZkX1M2cmE2elJMM2hja3VuSE5BIiwic3VmZml4IjoiZUo1MjUwLjE3NzY0MDU5ODMifQ.._fZgp8RdPpOgQjj3MSbgvg.t3AEv5YZzkdYgG4F-KsF48_epY2X6cAufx8GFwY61T9QMmAfhsISSg4dtcZk3tY1fC-ze33BoclgWxr_CTHZrnIw9K4L-3cI-MuvAXR0lsOqCeWc-EPRAmVuScCt59kn90w1qjqkYffuyLyqn4UVYgMb3CzO6jY3rztMOijLHPc.NCv4_0leHfWhW3GFjg9d-g   

I will say I found a workaround for my problem, however this will not work for everyone.  It is still most definitely a TurboTax problem.  I did a system restore on my computer for my current return as I waited almost two weeks before I started back in working on my return.  Luckily, my computer was able to revert back to a restore point from 12 days earlier.  This also brought back all of my previous years returns that had been lost.   I then saved all of them on a flash drive and took the flash drive out.  Unfortunately, I lost some other files I had saved on my computer during that 12 day period as well!   While continuing to leave the flash drive not inserted, I reopened TT and it did the update again.   This time all my files were there and it didn’t delete them permanently.   This was a couple weeks ago and but I did not jump back into this forum thread until now.  This may be helpful for some still working on their returns.  The caveat is- not everyone will have system restore set up on their computer and the restore point may be too old to even capture the work they recently completed on their return.  This workaround doesn’t take away from the fact that clearly there is something wrong with the software and it deleting saved files on firmware updates!  What I don’t understand is why it deleted the files the first time I updated but not the second time with the same update.   Obviously it was still happening to many people after I did the update the second time successfully without losing all my returns.   Something is definitely wrong and Intuit hasn’t owned up to it.  There is no way they do not know about this!   After I was able to get current return and previous returns back, I said enough is enough and hired a CPA to finish my taxes.  I will never again use TurboTax moving forward!   

Thanks so much! As life would have it, my refund showed up the next day. However, it was $2,000 less than what was expected. I got a new high efficiency heat pump last year that promised a $2,000 tax credit, maybe the IRS didn’t like it? I haven’t received any communication from them.

@BillM223    Hi Bill, That makes sense, and I will definitely save all my math and documentation. I'll also show this thread if anyone asks anything. 😃 And before I submit the second form for $1.25, I realized there is a timeline gap in my Worksheet 1-3 calculation that I need your advice on. My $1.25 calculation is based strictly on my last official statement ending 3/31/2026. However, the $4,300 wasn't actually removed until 4/13/2026. (I had submitted the excess removal form on 3/31/2026.)   Here is the timeline of my confusion: Period 1 (Sept to 3/31): Earnings (interest) calculated exactly via statements and Worksheet 1-3 up to 3/31/2026= $1.25. Period 2 (4/1 to 4/12): The $4,300 was still in the account. Do I also need to calculate the interest it made during these 12 days? Period 3 (4/13 to Future Processing Date): The $4,300 excess is gone, but the earnings are still sitting there. Do I need to calculate the interest the remaining balance generates up until they process my second excess removal form? My dilemma: If I have to include Period 2 and Period 3, the calculation becomes tough. I would have to guess the Average Daily Balance and my variable APY for April without actually having my April statement yet. Because of this, is my $1.25 calculation strictly "incorrect"? Does the IRS expect me to do this complex mid-month math to capture the amount from Period 2 & 3, or is using the end-of-month statement prior to the withdrawal the standard, acceptable way to handle this?   Is there an easier way to get this final number without having to guess my Average Daily Balance and APY for April?   Thanks again for sticking with me on this. 🙂

Skip the W2 section and questions.     Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start