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Here is a FAQ: What's Will Builder by ARAG® in TurboTax?   When you purchase the Will Builder through TurboTax, you will receive an email from ARAG with the next steps. Please check your spam folder if they didn't receive it in your inbox.   If you have additional questions, reach out to ARAG directly. Here's their Contact Us page for assistance.  

Wondering if more people are also experiencing delays in having their NJ efile accepted this year. Filed NY and NJ on April 14th... it's the 17th today: NY accepted it on the 15th, NJ still shows it as "pending" on TurboTax. Appreciate any insight, thanks!

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

It's possible.   Another thought could be that your refund was offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.

Hi. I'm having the same issue. TurboTax Expert completed an amended return. I was able to open and sign the return. She later told me that I may need to print the state return and mail it in. But, I can't locate either the Federal or State return. Can you assist?  

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?

See this for how to connect with a tax expert - https://ttlc.intuit.com/community/expert-review/help/how-do-i-connect-with-a-tax-expert-in-turbotax-live/01/27282?search-action-id=623820513143&search-result-uid=27282

This is a public forum.  No on can call you from this forum.  Please remove your phone number.   See this for connecting with a tax expert - https://ttlc.intuit.com/community/expert-review/help/how-do-i-connect-with-a-tax-expert-in-turbotax-live/01/27282?search-action-id=623820513143&search-result-uid=27282

Here's a post on the five main points on form 1098-T and claiming a tuition credit: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114   and the TurboTax article: https://ttlc.intuit.com/community/college-education/discussion/education-deductions-credits-and-answers/00/3565294

It looks like there is no penalty unless you owe taxes.  https://www.irs.gov/payments/failure-to-file-penalty   But check my earlier comments - your retirement booklet from OPM should list your retirement contributions, those should also be in box 9b of your CSA 1099-R even if box 2a is blank or Unknown.  Use the calculator at the link I gave to figure 2025's nontaxable portion.  Unless you just retired in 2024 or 2025, or you're approaching 80 years old (age will vary depending on survivor benefits elected and your beneficiary's age) and this would be the last year calculated, 2025's nontaxable portion should be the same as 2024's.

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.