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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... See more...
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  
trying to claim $2000 credit for heat pump and return is being rejected by turbo tax
@stugaville    Some states are particularly picky about box 14 having a value without a value in box 16....even though it's empty on most 1099-R forms.   The solution is to enter the box 2a value... See more...
@stugaville    Some states are particularly picky about box 14 having a value without a value in box 16....even though it's empty on most 1099-R forms.   The solution is to enter the box 2a value into box 16, if box 2a has a real non-zero value in it...otherwise copy box 1 into box 16.  
I suggest that you call the IRS.  You can call toll-free at 1-800-829-1040. There may be a significant wait time. 
@user17756285304    I use Desktop.....so I'm not sure it is in the same place as the "Online" software.   But in my Desktop software this works...try it in the online version. 1) Open your tax r... See more...
@user17756285304    I use Desktop.....so I'm not sure it is in the same place as the "Online" software.   But in my Desktop software this works...try it in the online version. 1) Open your tax return 2) Go to the Federal "Other Tax Situations" page 3)  Scroll to the bottom and hit Continue or Done....(whatever Online uses to step to the next page) 4)  #3 Starts you thru some follow-up pages.  Step thru those until you get to one "Let's take a second look at your info",  with your Name, BirthDate, SSN, and a checkbox for having lived in the US....uncheck that box and then hit "Continue"
On the screen, 'We recommend Efiling your Federal Return', choose 'File by Mail'. then on the following screen 'We recommend Efililng your state return' you should now see the option to File By Mail.... See more...
On the screen, 'We recommend Efiling your Federal Return', choose 'File by Mail'. then on the following screen 'We recommend Efililng your state return' you should now see the option to File By Mail.   Here's more info on Filing Federal and State Returns Separately.
@MNSE_gal , if the amount shown in box 2a of the code-JP Form 1099-R was not reported on your 2024 tax return, you need to amend your 2024 tax return.   With code J instead of code JP, if the 2024 ... See more...
@MNSE_gal , if the amount shown in box 2a of the code-JP Form 1099-R was not reported on your 2024 tax return, you need to amend your 2024 tax return.   With code J instead of code JP, if the 2024 tax return did not report the excess contribution on Form 5329, one needs to submit a substitute 2025 Form 1099-R (Form 4852) to show that this constitutes a return of the excess contribution before the due date of your 2024 tax return.   If the 2024 tax return did not report the excess contribution on Form 5329 and one simply report the code-J Form 1099-R as received, one would need to amend your 2024 tax return to pay the 6% excess-contribution penalty.
I've entered all information correctly on my 1099R but turbo tax is questioning the state tax withholding
Agreed.  TT needs to up their game and add a notification page detailing all of the current year's changes, and whether TT plans to adjust or ignore.  Seems to me they just ignore a lot of important ... See more...
Agreed.  TT needs to up their game and add a notification page detailing all of the current year's changes, and whether TT plans to adjust or ignore.  Seems to me they just ignore a lot of important changes the Fed announce.
To fix the issue, try the next:   On the Tax Home screen select Add a State (‌You aren't adding a state. This will just open your return again). Also, this could refresh the session. Then try p... See more...
To fix the issue, try the next:   On the Tax Home screen select Add a State (‌You aren't adding a state. This will just open your return again). Also, this could refresh the session. Then try printing again.   Log out of TurboTax, clear your browser's cache and cookies, then log back in. How do I delete cookies  How to clear your cache    If you are using Chrome or Edge, try switching to Firefox or using an incognito/private window to bypass stored session errors.   If you still need assistance for help, contact us: TurboTax Phone Number  
We recommend opening the PDF version using Adobe Reader rather than a browser. If you don't wish to install Adobe Reader, try using Firefox or Safari rather than Chrome/Edge.   Also, check this a... See more...
We recommend opening the PDF version using Adobe Reader rather than a browser. If you don't wish to install Adobe Reader, try using Firefox or Safari rather than Chrome/Edge.   Also, check this article for more help: How do I fix issues while printing my return?
Note that From 4852 cannot be e-filed.  If your tax return includes Form 4852, you must print and mail your tax return.
Did he receive the premium tax credit? I am assuming he is not a green card holder.  If he is a non-resident alien, then he would need to file a 1040NR if he has a filing requirement.  TurboTax does ... See more...
Did he receive the premium tax credit? I am assuming he is not a green card holder.  If he is a non-resident alien, then he would need to file a 1040NR if he has a filing requirement.  TurboTax does not handle the 1040 NR but sprintax.com does.  He would need to file if he did receive the Premium Tax Credit as he would not be eligible for it and would need to pay it back.  In order to qualify for the Premium Tax Credit, you must be a US Citizen, or Resident Alien. 
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule... See more...
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedu
The free edition has special rules.  If these conditions are not met, there will be a cost for the software. If you have a simple Form 1040 return only  The most common exceptions are ... See more...
The free edition has special rules.  If these conditions are not met, there will be a cost for the software. If you have a simple Form 1040 return only  The most common exceptions are No forms or schedules except as needed to claim the Earned Income Tax Credit,  Child Tax Credit,  Student loan interest, and  Schedule 1-A,  See the TurboTax guide regarding Details about Filing Simple Form 1040 Returns  
@user17756986397    Strange one...probably not accounted for and not easily fixed at this late date...they usually turn of updates for the last week.   10.5  ? 10andHalf?