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How to check in TurboTax Online: Sign in to your TurboTax account. Scroll down to the bottom of the screen and select Tax Tools, then Print Center. Choose Print, save or preview this year's return. Look for the Federal Information Worksheet (or the State equivalent). Scroll down to Part V (Electronic Filing and Direct Deposit/Debit Information). This will show: Direct Debit- if you see your bank account number and a specific date, the IRS will pull the money automatically. It will say "Check or Money Order" if you chose to mail it. It will list your monthly payment details if you applied for an Installment Agreement.

so note (for anyone else reading this), it duplicates and doubles your wages for the state you reside in! I had to go to that state and update the wages after and specifically check off a switchbox to "remove wages" of the other state!

The quickest way to do this is look at your prior year 1040.  If you did not already save a copy, you can obtain one in your TurboTax account.  To do this, sign into your account, go to Tax home, scroll down and select Your tax returns & documents. Select 2024, then choose to Download/print return (PDF).   Now in the 2024 return, find Schedule C (Profit or Loss From Business). Go to Part IV on the second page of Schedule C. Part IV asks for your mileage. If you provided mileage and did not fill out a Form 4562 (Depreciation), you used the Standard Mileage Rate. 

TurboTax may say you contributed excess to your HSA if the total contributions reported (from you, your employer, or others) exceed the IRS limits for 2025. Important points: 1. The maximum combined contribution limit is $4,300 for self-only coverage and $8,550 for family coverage if you are under 55. 2. Limits are prorated based on the number of months you had HDHP coverage. 3. Ensure you haven't accidentally entered the same contribution twice, for example, manually and via your W-2 Box 12 code W. 4. Check all HSA entries carefully in the contribution section to avoid double-counting. If you find an error, correct or remove duplicate entries. If your contributions did exceed limits, you may need to withdraw the excess amount by April 15, 2026 to avoid penalties.

Since the Estimates method under Other Tax Situations doesn't specifically include a screen to enter pension income and withholding, you can add items in the Wages screen, label them as "pension", and enter the amount you expect to receive in 2026 as well as the amount of taxes you will have withheld.   See this TurboTax tips article for more information.  

To enter your dependent's Form 1095-A when it is shared with a non-custodial parent, you must use the Shared Policy Allocation feature in TurboTax. Even though the father is the policyholder and pays for the plan per court order, you as the custodial parent must report your dependent's coverage on your tax return.   Step-by-Step Entry in TurboTax Go to Federal > Deductions & Credits > Medical > Affordable Care Act (Form 1095-A). Enter the data from the father's 1095-A exactly as it appears, including his Social Security number in the "Recipient" field. After entering the form data, look for the screen titled "Was your health plan shared with someone who is not on your tax return?" and select Yes. You will be prompted to enter: The other taxpayer's (father's) Social Security number. The Starting Month and Ending Month your son was covered. On the "Shared Policy Allocation" screen, you must enter a percentage for your share of the Premium, the SLCSP, and the Advance PTC.  You and the father can agree to any split (e.g., 0%, 50%, or 100%) as long as your combined percentages equal 100%.  If the father is paying for the coverage and claiming 100% of the credits, you should enter 0% for all three categories on your return. This satisfies the IRS requirement to show where the child was covered without affecting your final tax total.

One page on your state tax section asks you for total WAGES, another page is asking you for total INCOME. I bet you put the same number on both because they frankly look like the same question.    However, income = wages + whatever extra $$$ you received (interest from bank accounts, stocks you sold, etc).    Your 123 line reflects the WAGES, but if you scroll down a little bit you'll see that they added more $$$ to that amount to account for all the extras. So your total INCOME should be (123 + $$$).   So you gotta go back to the beginning of the state return and make sure that when they ask you for INCOME, it includes (123 + $$$)   Putting this here because I had the same question, and the other responses here weren't helpful at all lol. You're like "It looks like 1a and 1b are the same" and they're like "But you have to make sure that 1b IS THE SAME." Totally unhelpful, jfc. 

It is very common for state and federal results to differ, even if you’ve always received refunds from both in the past. Because federal and state tax laws are separate, a change in one doesn’t always trigger a change in the other.   A few common reasons for this include: You may have had enough withheld from your paychecks for state taxes, but not enough for federal. Many credits (like the Earned Income Tax Credit or Child Tax Credit) are much larger at the federal level. If you no longer qualify for one, your federal refund drops significantly, while your state refund might stay the same. Federal and state governments use different standard deduction amounts. Double check that you have entered the withholding from your W-2s correctly.   We do also offer a final review as part of our Expert Assist products. You can request a Final Review where the expert will check your entire return for accuracy, help you fix any errors, and confirm that you have claimed all available credits and deductions before you hit the transmit button.   To get your review started in TurboTax Online, follow these steps: 1.  Complete entering your information, and as you proceed through the Review section, we'll check that all your calculations are correct, you have all the required tax forms, and there's no missing data.  2. If your return doesn't have errors, on the A tax expert can answer any final questions before you file screen, select Yes, I have questions about my return. If you do not already have an Expert Assist product, you'll first see an opportunity to upgrade. 3. Tell us that you'd like a final review when asked if you have any areas of concern. 4. Select your preferred way to connect.

You can enter this income by following these steps in the software:   If you received a 1099-MISC Go to Federal > Wages & Income. Scroll down to Other Common Income and select Start or Update next to 1099-MISC. Enter the information exactly as shown on your form, specifically the amount in Box 3 (Other Income). If you received a W-2G: Go to Federal > Wages & Income. Under Less Common Income, select Start or Update next to Prizes, Awards, and Gambling Winnings. Answer Yes to winning a prize and follow the prompts to enter your W-2G details. If you did NOT receive a form: Go to the search bar and type "other reportable income", then click the Jump to link. Follow the prompts until you reach the Other Taxable Income screen. Enter a description (e.g., "Raffle Prize - Truck") and the Fair Market Value of the vehicle.   

Here is the snip of the conversation... From the AI: TurboTax Online allows you to prepare a return for someone else, and when the preparer and taxpayer are different, it identifies the third-party preparer scenario. In this case, TurboTax securely sends the taxpayer a link to review the return, provide their eSignature (such as on Form 8879), and submit the eFile themselves. This process happens relative to the prepared return and originates from the preparer's TurboTax account. Thus, TurboTax facilitates secure taxpayer authorization and filing while maintaining compliance with IRS rules for third-party eFile authorization.   From Me: So they don't need to open their own account?   From the AI: When TurboTax sends the secure link to the taxpayer to review, eSign, and eFile a return prepared by a third-party preparer, the taxpayer typically does not need to create their own separate TurboTax account. They can complete these steps through the secure link provided by the preparer. This process allows the taxpayer to authorize the filing while maintaining IRS compliance without opening a new TurboTax account. However, the exact experience may vary slightly depending on the specific TurboTax product and workflow being used.

If your amended refund was sent to the wrong address and never reached you, you must initiate a refund trace with the IRS to cancel the original check and have a new one issued. Because refund checks are almost always sent via paper check for amended returns and cannot be forwarded by the post office, they are often returned to the IRS as undeliverable.    To report the missing refund:    Use the Where’s My Refund? tool at IRS.gov or the IRS2Go mobile app. Follow the prompts for a missing refund. Call the IRS Refund Hotline at 800-829-1954 and use the automated system or speak with a representative. Download and mail IRS Form 3911 (Taxpayer Statement Regarding Refund).

You may need to explain that more.   What exactly are you looking at to see those 2 figures?   Have you printed your actual state return to look at the refund amount?   Have you already filed your state return, or is it still in the preparation stage?