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Customer Support should be able to verify how many actual Federal and State returns you have Efiled,  and reset your counter.  Could there be another reason you can't Efile your state return?   @unmesh59 

An underpayment penalty can exist even when there might be a refund. The IRS system is pay as you go, which means when you make money they want the tax dollar, so if the estimated payments were not enough in the required periods you may still have a penalty.   If your income calculation was used each period to determine if an estimated tax was required, then you may need to do the annualized method to reduce or eliminate the penalty.   You can choose to use the annualized income/tax method in TurboTax by using the steps below. Have  your 2025 return ready just to confirm your numbers. Open your  TurboTax Online or TurboTax Desktop return Search (upper right) > Type underpayment penalty  TurboTax Online: Click 'See More' at the bottom of the FAQ that pops up > Click on Go to annualizing your tax TurboTax Desktop:  Click the Jump to.. link Continue selecting to use the annualized method and enter the income in the slots where earned.  For wages, interest, dividends or anything earned equally through out the year divide by 12 and multiply by 3/5/8.  Continue to follow the screen prompts Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of: 90% of the total tax after credits for the current year, or 100% of the total tax after credits in the prior year See one exception below. You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely.   Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2024 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.

Steps to take: Check your refund status online - Enter your full state refund from Form IT2010, line 78, otherwise, you get no information found. Accepted status more than 45 days, call 518-457-5181 if needed, after checking your portal. Processing -forward movement Further Review -the state may adjust your return or ask for more information New York is using Form DTF-948 this year. If your return is stuck, they may be waiting for you to verify your identity or income. Check your Online Services account: Log in to your NYS Department of Taxation and Finance account and look for "Respond to Department Notice." Sometimes the digital notice appears days before the paper one. Check your mail: It won't always show up on the online tracker immediately.

When I go to Netfile it says CRA NETFILE: You Are Not Eligible. Now I have nothing unusual or different from any other years I've filed so I must have clicked, not clicked or entered something I shouldn't have maybe.  Is there anyways I can see why I'm not eligible?

Avec TurboImpôt en ligne, vous pouvez prévisualiser votre déclaration et l'imprimer en brouillon avant de la transmettre. Rendez-vous à la section Terminer et transmettre. Passez à travers quelques pages et vous arriverez au Centre de production.      Merci de choisir TurboImpôt

What is your state of legal residence (SLR)?  It generally is your home of record unless you changed it to another state.  Is Minnesota you state of legal residence?  Please clarify.   From a tax standpoint, your state of legal residency (SLR) is considered your "domicile" or "resident" state as long as you are on active duty. Even if you are stationed in another state, you are still considered a resident of your state of legal residence.    To find out if you need to file a state tax return when you are not stationed in your resident state, check out Military Filing Information on State Websites, which has links for active duty military and their spouses in each state.    If you have nonmilitary earnings, review Civilian pay earned by active duty military.   In some cases, if you have nonmilitary earnings, the nonmilitary earnings may be subject to the state income tax of the state where you are stationed.  See this TurboTax Help.  

Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran pour essayr de trouver le problème. Ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.

Hi Susan, yes of course class 54 is 30% but the 75% we are referring to is the net enhanced deduction. The factor in Turbotax desktop of 2 1/3 is only applicable to years prior to 2024. For 2024-2027 the factor should be 1 1/2. Anyone who filed using Turbotax desktop submitted incorrect returns if they used the enhanced class 54 deduction in 2024 or 2025 based on the 2 1/3 factor Turbotax is using right now. I'm sure any CPA on your team can confirm this and if not please reference CRA: https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/sole-proprietorships-partnerships/report-business-income-expenses/claiming-capital-cost-allowance/classes-depreciable-property.html#class54class55   Please look into getting this fixed asap. Thank you

We have three RMD forms (1099-R). Two of them say "7" for the distribution code. One says "G" for the distribution code.    The weird thing is, a week ago I was able to get through the RMD section without incident, but then I quit TurboTax without saving it. Now I'm re-entering info, and after I gave the name of one of the Payers as a life insurance company, TurboTax assumes it's an inheritance. When I deleted that entry and tried another Funds company, TurboTax still assumed it was inherited.

Are your using the TurboTax Desktop product? If so, you can see Item Dedn Wks (Itemized Deductions Worksheet) in the California forms. This worksheet may show that the amount of Itemized deductions allowed by California has been limited because of your federal adjusted gross income.

Artificial AI states this:  Ahh — this tells me exactly what’s happening. You’re being funneled into the 1099‑R workflow, which means TurboTax thinks you converted money, not that you recharacterized a contribution. That’s why you’re not seeing any of the nondeductible‑IRA questions. And that mismatch is what creates the phantom “penalty” warning in Deductions & Credits even though the 1099‑R section says “Good news, no penalty.” Let’s fix the root cause cleanly. 🎯 What’s going wrong A recharacterization should be entered in the Traditional IRA contribution section, not the 1099‑R section. But TurboTax only asks about recharacterization before you enter any 1099‑R. Once you enter a 1099‑R, TurboTax assumes: You did a conversion, not a recharacterization It skips the nondeductible contribution logic It skips Form 8606 Part I It warns about excess contributions or penalties in Deductions & Credits This is exactly the pattern you’re describing. 🛠️ How to fix it (step‑by‑step) You’ll need to delete the 1099‑R first, then re‑enter the contribution correctly. 1. Delete the 1099‑R Go to: Wages & Income → IRA, 401(k), Pension → Review → Delete the 1099‑R A recharacterization does not generate a 1099‑R in the same tax year. (You get it next January.) 2. Now go to the Traditional IRA contribution section Deductions & Credits → Retirement & Investments → Traditional IRA Contributions Choose Your Wife. Answer: YES she contributed to a Traditional IRA Enter the amount (e.g., 6,500) Now TurboTax will ask: “Did you recharacterize this contribution?” This is the screen you were missing. Select YES. Enter: The amount recharacterized Any earnings/losses (from the custodian letter) 3. TurboTax will then say: “Your IRA contribution is not deductible.” This is correct for a backdoor Roth. This is how TurboTax marks it as nondeductible and puts it on Form 8606. 4. Check the warning in Deductions & Credits again It should now disappear because TurboTax no longer thinks you made: an excess Roth contribution a deductible Traditional IRA contribution a taxable conversion 🧪 If you want, I can pinpoint the exact screen causing the penalty Just tell me which of these you see in Deductions & Credits: “You have an excess Roth IRA contribution” “Your IRA contribution is not deductible” “You may owe a penalty on your IRA contribution” “You contributed more than allowed to a Roth IRA” Each one maps to a different mis‑entry, and I can walk you straight to the fix. You’re very close — this is just a sequencing issue, not a real tax problem.   Please validate!