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unfortunately this is how they price the versions so it can be costly if you just miss the Free version yet not need the full functionality of Deluxe.  if your situation does require Deluxe you might want to explore other filing options like FreeTaxUSA which may still allow you to file for free or lower cost than Turbotax.  See https://apps.irs.gov/app/freeFile/browse-all-offers/

TurboTax gets no information from the state after you file your tax return.  No one at TT knows that the state changed your refund or why it was changed.   The state will send you a letter that explains, or you can contact the state yourself to find out.     MY STATE REFUND WAS LESS THAN I EXPECTED The state will send you a letter explaining the change.  TurboTax does not get any feedback from your state after your return is accepted, so no one at TT knows why your state refund was less.   Did you owe back taxes, child support, or student loans?  Traffic fines, etc.?     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

Because sales of Restricted Stock Units (RSUs) usually require an adjustment to the cost basis reported on Form 1099-B, it is best to enter these transactions manually.   To enter RSU sales in TurboTax Online:   1. Go to Income>Investments and Savings and Add Investments   2. Select Enter a Different Way and then Type it in myself   3. Select Stocks, Bonds, Mutual Funds   4. Type in the brokerage name shown on your 1099-B   5.Answer Yes to the question Do these sales contain employee stock?    6. Answer No to the question Do you have more than three sales on your 1099-B? TurboTax will then suggest that you enter each transaction one by one.   7. Enter the sales section total, type of investment, and information on the sale.   8. Check the box that the cost basis is incorrect or missing on Form 1099-B   9. When you click Continue you can either enter the correct cost basis (if you know it), or TurboTax will help you find it.   Here is a TurboTax article on how to report RSUs for more information.

How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,  

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?    Was there duplicate use of a SSN?    If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

paying with refund as you note costs extra $40 which is like a really bad loan on the Turbotax fees, and sends your return thru a third party bank which can cause delays and confusion.  Try to avoid these refund processing gimmicks, just pay up front if possible.

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,

In this instance you will not indicate that this is a 2026 1099-R in the program itself.  There isn't a place to enter that here.  Instead this is for your records - so that you do not enter the same 1099-R next year when you receive the physical copy.   @JBVTRC 

The tension you’ve noticed between Administrative Release 5, Administrative Release 11, and Section 10-207 is a common source of confusion in Maryland tax law. Your reading of "distribution" makes sense, but the Comptroller’s office tends to separate interest and dividends from capital gains, focusing on the nature of the transaction.   Maryland follows the federal lead on the "character" of income. Under Federal and Maryland law:   Interest/Dividends: This is the yield produced by the bond while it is being held. This is what Release 11 and § 10-207(c-1)(2) are protecting.  Capital Gains: This is the profit realized when a bond (or a share of a fund) is sold for more than its purchase price. Administrative Release 5 (Section C)  explicitly states that Maryland follows federal law regarding capital gains from mutual fund shares "without modification." The Comptroller’s long-standing position is that once a USGO is sold at a profit by a fund, that profit loses its identity as "exempt interest" and becomes a "taxable capital gain."   You correctly noted that § 10-207(c-1)(2) mentions a "distribution or dividend... of interest or dividends." The key legal distinction is that a Capital Gain Distribution (Box 2a) is technically a distribution of profits from the sale of assets, not a distribution of interest earned.   You aren't missing a "secret" law; you’ve discovered an area where the Maryland Comptroller uses Administrative Release 5 to narrowly define the scope of Section 10-207.   Essentially, Maryland treats the profit from the sale of a federal obligation differently than the interest paid by that obligation. Because Box 2a on your 1099-DIV represents the fund's internal sales of securities, Maryland views those strictly as capital gains—which they have decided "flow through... without modification."

If you want to use the standard deduction sign in to your account, go to the state section, delete your California return, and add it back to refresh the calculations.  Make sure you haven't entered large or unnecessary deductions in the federal section, as this can automatically lead to itemizing.    If you don't itemize deductions, the program will apply the standard deduction automatically.   Follow the next steps: Locate the Deductions & Credits section, then proceed through the interview, and, on the final deduction summary page, select the standard option and click continue.   Please, open the link below to see more information: CA Deductions  

PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/00/26244  

You have not mentioned who the disabled adult dependent is.    If that dependent is a GF or BF, then no, they are not a qualifying dependent for Head of Household filing status.   In order to file as HOH, you must have a qualified dependent.     Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.    

Do it yourself Deluxe is $79.   If you prepared a state return, that state return is $69.    If you choose to pay your fees by having them deducted from your federal refund --instead of paying upfront before you file by using your credit or debit card--- then the refund processing fee is $40 ($45 in CA) and you may also have to pay state sales tax. How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7  

If you have Not filed your tax return, then just go back to the Medial expense section and make your changes.   To enter your medical expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Medical Expenses, click the start or revisit button

@rockyleeworld If you do not have any foreign income, then delete the Form 2555, Foreign Earned Income   Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form   Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.   Additionally, tagging onto a post that is over a year old and has about 325 separate postings is not a good way to get a question answered on a message forum, TurboTax's or anyone else's.  You needed to create a new post just for your problem.