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My 2024 FED and State were received March 2025. Got my Virginia refund but not Federal. I have often over the 12 months checked the IRS refund tracker site but nothing. I have already received my 2025 refunds. Can INTUIT check the IRS for me?

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

I did a mock return and TurboTax correctly deducted the $24,000 Wisconsin in retirement income. Please ensure that your software is updated if using TurboTax Desktop.    When using TurboTax, you should see the screen Wisconsin Retirement Income Subtraction in the first few screens of your state return. Answer yes to the question Do you want to use the Wisconsin Retirement Income Subtraction and forfeit all other Wisconsin individual credits?    To qualify, you must meet the following requirements: You must be 67 or older as of 12/31/25 to qualify. Your retirement income must be from a qualified plan. If you are still having difficulty getting the subtraction off of your return, please tag me in a response so I can assist you further.   

My early distribution comes from an IRA.    I was able to add the exception by going to additional tax options, which saved me $1,000.  The system has not flagged the exception as not applicable.   In addition, there is zero information on form 5329 despite it showing as a prefilled option in the search field which is odd. 

It is Roth-like, but with higher limits.   The AFTAX is after-tax.   The Mega part happens when you take those after-tax dollars and move them into the after-tax side of your 401k (an in-plan conversion) or into a Roth IRA.    You will get a 1099-R that reports non-taxable income for the mega-rollover (conversion).     For the $7,000 Standard Backdoor to be tax-free, you must have $0 in total Traditional IRA balances across all accounts as of December 31, 2025. Show the basis; the 7k should be marked as non-deductible on Part 1 of Form 8606 and Part 2 will show the conversion.   How do I enter a standard backdoor Roth IRA conversion?

There is a question within the Arkansas State section.   At the start of the Arkansas interview, ensure you have entered your physical street address in Texarkana, AR. Do not use a P.O. Box here, as the exemption is strictly limited to the city limits. Continue through the Arkansas interview until you see a screen titled Border City Exemption. You should see a question that says, Did you live in Texarkana, Arkansas at any time during 2025? Select Yes and then you will enter your income earned while you lived in Texarkana.  Continue on answering the questions. 

What is YNP? Yellowstone National Park? Yosemite National Park? Something else? What are the two states on your W-2s? Parts of Yellowstone National Park are in three different states. When you are in Yellowstone National Park you are in one of those three states, depending on exactly what part of the park you are in. There is no place in the park that is not part of any state. If you worked in a part of the park that is in Wyoming, then you worked in Wyoming. The same is true if you worked in a part of the park that is in one of the other two states, Montana or Idaho.   Wyoming has no state income tax, but Montana and Idaho do. You have to pay state income tax to the state that you worked in, even if you live in a different state.  

NYS uses the New York Income Factor when determining your tax amount. At first, it may appear as if New York taxes all your income, but you can rest assured that they don’t. Their state return starts with all your taxable income and taxes it at the applicable New York State rate based on your total income.   Then, the state uses your New York sourced income (the amount you allocated) to determine your New York Income Factor, which is what percentage of your income was earned in NYS. Lastly, they multiply your total tax by the New York Income Factor to determine your NYS tax.    You will see New York prorating your taxes on the Let's Review Your New York Numbers screen at the end of your New York return. You will see this toward the bottom of the screen, under the header Taxes.     

I'm not sure how the STAR credit affects your state tax return (if you got it wrong).   The STAR credit is handled in 2 different ways.  If you bought your current home before about 2017, the credit is a direct reduction of your tax bill.  If you bought your house after that, you pay the full amount of your property tax and then you get a rebate check from the state.  I believe the instructions tell you to enter the amount of the rebate check, but to leave it blank if you are one of the older accounts that gets a direct credit on your bill.   Also remember, that when entering your property tax for your FEDERAL tax deduction, you should enter the net amount after subtracting the rebate (if you got one). 

No. On Schedule A, the full amount of SALT is entered on 5a. Then, on line 5e, the lesser of the total or $40,000 ($20,000 if married filing separately) is entered. This is different from the Virginia Schedule A, which limits Line 5a to the Virginia SALT cap amount.    In addition, if your income exceeds the threshold of $399,200 for married filing joint ($332,700 if filing single), your itemized deductions are restricted and you must use the Limited Itemized Deduction Worksheet to computer your itemized deduction limitation amount.    @wkatb 

I'd like to review your tax return that is experiencing this issue but will need you to create a copy that doesn't have any of your personal information.  To create this diagnostic file, follow the instructions below to send it to us.   For TurboTax Online:   Sign into your TurboTax Online account Scroll down to Tax Tools from the menu ‌ side Select Tools from the dropdown  On the pop-up screen, select Share my file with agent A message that a diagnostic file gets sanitized and transmitted to us appears Provide the Token Number that was generated in this thread.  TurboTax Desktop Steps Open your return Click Online in the top menu bar Select Send Tax File to Agent Follow the prompts to generate the token number Provide the Token Number that was generated in this thread. 

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

To avoid the excess contribution penalty on Form 5329, you must report the recharacterization in the IRA Contributions section of TurboTax.   Here's how: Do not try to edit Form 5329 directly. Instead, go to the section where you originally reported the contribution: Go to Deductions & Credits -> Retirement and Investments. Select Traditional and Roth IRA Contributions. Check the box for Roth IRA (and Traditional IRA if you now have one). On the screen "Enter Your Roth IRA Contributions," enter the full original amount you put in (even if it was an excess). Shortly after, TurboTax will ask: "Did you change your mind and recharacterize any of this contribution?" Select Yes. Amount Recharacterized: Enter the amount of the original contribution you moved. Note: Enter the contribution amount only (e.g., $7,000), not the earnings/losses. TurboTax will ask about earnings in the next step. The IRS requires a written explanation for every recharacterization. TurboTax will provide a box for this. You should write something similar to this: In 2025, I contributed $7,000 to a Roth IRA. On [Date], I recharacterized the full $7,000 plus [Earnings/Losses Amount] to a Traditional IRA. This transfer was a timely recharacterization of the original 2025 contribution.   Since you recharacterized in 2025 (or early 2026), your 1099-R forms can be confusing: If you recharacterized in 2025: You should have a 2025 Form 1099-R with Code N. You must enter this in the "Wages & Income" section. If you recharacterized in early 2026 (for the 2025 tax year): You won't receive the 1099-R until January 2027. You still report the recharacterization on your 2025 return now using the steps above. When the 1099-R (with Code R) arrives next year, you can simply ignore it because you've already reported the transaction today.   To ensure the penalty is gone, check your tax summary or print a preview of your forms: Form 5329: Part IV (Roth IRA Excess Contributions) should now be blank or zero. Form 8606: If your income was too high for a deductible Traditional IRA, you will now see the recharacterized amount appearing here as a nondeductible contribution.

I discovered the cause. I became eligible for a non-qualified pension during the year, and its present value was included in Box 11, so that FICA could be paid on it up front. Turbotax asked whether I had taken a distribution or made contributions to the pension (i.e. no option to choose deferred compensation). I chose "taken a distribution", and it then deducted the total Box 11 amount from my Box 1 wages, making Box 1 negative. This meant that it was showing the IRA contributions as excess, because they were greater than my (negative) earned income.   Changing the option to "making contributions" to the NQ pension removed the issue, and I can't see that it causes any issues elsewhere (yet), so that workaround seems to be OK.   It looks like Turbotax needs to be adjusted to deal with deferred compensation for NQ plans, where FICA is paid up front, but the earnings (and income tax) are deferred.   Rgds Martin

Dawn,   Thanks so much for your reply!  To ensure I understand what you are saying:  When you say to select multiple countries (and not various), are you saying to do that on the foreign income tax credit input screen, or when I input the countries on the 1099-DIV screen?     What I tried to do was enter "Various" on the 1099-DIV input screen (which is the way it's reported on my 1099-DIV), and then input all of the countries covered by that "Various" in the country selection screen in the foreign tax credit entry.  Is that the correct way to proceed??   Thanks!  Ed

To fix your rejected return, complete the following steps per this help article: Sign in to TurboTax. Select Fix my return to see your rejection code and explanation. Select Fix it now and follow the instructions to update the info causing the reject. Input the correct prior year AGI amount (as per your MyTax Illinois account) and drivers license number to ensure it matches to what the state has on file for you. Once you've fixed the error, select File and follow the instructions to e-file your return.