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@user17757653977 wrote: Now I want to use my pc instead of online  See https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/switch-turbotax-online-turbotax-cd-download/L8oxEJNu5_US_en_US

The Taxpayer Advocate Service for IRS says, Once you have signed up for your online account, you can check your tax transcript for updates to your tax return. If you see code 570, that means that there is a delay in processing your return. This doesn’t necessarily mean that there is anything wrong with your return, but you may receive a request for additional information – including a request to verify your identity. Once the IRS has sent a notice or letter asking you for additional information, you may see code 971. Make sure you check your mail to ensure that you receive your letter or notice and respond in a timely fashion so that your tax return can continue processing. And don’t forget to report any address changes to the IRS to make sure that your letter can reach you. If you feel that you have not missed any IRS communications, then please see the Taxpayer Advocate Service Contact us page.

Thanks for the quick reply.  I forgot to mention that I obtained the online transcript and it shows on Line 41 the entire overpayment (not adjusted for interest owed using either my calculation or the DOR's calculation) and fails to state how much, if any, was applied to TY2025.  I also tried running the "Where is my refund?" tool on the DOR portal, but it only works with the current (TY2025) tax returns, not any prior years.  Any other suggestions?

Please note that the TurboTax desktop software editions all include the same forms, schedules and worksheets.  The higher editions only provide more help and guidance.   If using the TurboTax Deluxe desktop editions for Windows, click on the Upgrade TurboTax link at the bottom right of the desktop program screen.

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.  

the company that manages the fund(s) (e.g. Nuveen etc) will issue a supplemental tax letter which breaks down the state %s so check their website for this information and use that to calculate the amount by state.   you don't ned to enter every state into Turbotax just your home state, territories (e.g. Puerto Rico) usually exempt from state taxes, and the rest that is taxable in your state you can input as "Multiple States".  Check the outcome on your state return usually handled as an "addition" adjustment to Federal income for the amount that is state taxable.

Here are the procedures for both the computer and the phone.   TurboTax Online Sign in to your TurboTax account. Go to My Info and look for the File an extension option. In some versions, it appears under Tax Tools in the left menu. Follow the prompts to e‑file your extension (TurboTax submits Form 4868 for you). TurboTax Online Sign in to your TurboTax account. Go to My Info and look for the File an extension option. In some versions, it appears under Tax Tools in the left menu. Follow the prompts to e‑file your extension (TurboTax submits Form 4868 for you).

When using tax software such as TurboTax, be sure to select the correct credit type for qualifying Solatube products. ✅ Use: Residential Clean Energy Credit (IRC Section 25D) ❌ Do not use: Energy Efficient Home Improvement Credit (IRC Section 25C) If your tax software is asking for a QMID (Qualified Manufacturer ID), you are likely in the wrong section. Solatube solar-powered products do not require a QMID number.

Your best option to resolve this form error is to remove the QBI carryover amount (and the regular tax dollar) on your current year return then re-enter the QBI carryover amount next year for this rental property. TurboTax asks about carryovers during the rental property info interview, where you can enter the total carryover amount and each specific amount by year.   @sho20bhit 

If your parents plan on claiming you as a dependent, you will need to indicate that you are a dependent of someone else on your return. If your parents claim you as a dependent, you should NOT mark that you “support yourself.

403(b), according to the 2025 Annual Report.   "Information about the activities of the retirement annuity, health insurance and life insurance trusts and the 403(b) Tax-Sheltered Trust as a whole is provided in the Statement of Fiduciary Net Position and Statement of Changes in Fiduciary Net Position (on pages 26-29)"