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The program should be optimizing your historic credit with other credits and your tax liability. Check a few things: The historic credit is nonrefundable - the most it can do is wipe out your tax liability, it will not give you a refund.  Federal income tax is also deducted from your income to lower your tax liability. Look to see if your liability was eliminated. Mo-1040 tax liability line 30 The credit can carryforward 10 years.

Paying the TurboTax account fees does not file a tax return.   Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product.

It sounds like you are stuck in the "gap" between the IRS's automated correction and the manual requirements of an amended return. To clarify the process and help you find that missing "error" in your net profit, here is the breakdown:   1. The AGI and the "Error" in Net Profit (Schedule C) To answer your second point: No, TurboTax will not automatically update your AGI based on the IRS transcript. TurboTax is a static calculator; it only knows what you type into it.   The IRS stated your "computation of net profit or loss was in error." This refers to Schedule C. Since your AGI changed, it means the IRS changed your Taxable Income, likely by adjusting one of these three things: Math Error: You may have simply added or subtracted your expenses incorrectly on Schedule C. Self-Employment Tax: If your Net Profit changed, your Self-Employment tax (and the subsequent 50% deduction of that tax on your 1040) also changed. Transcription Error: You might have carried a number from Schedule C to Schedule 1 incorrectly. How to find it: Compare your original Schedule C, Line 31 (Net Profit) to the IRS transcript line that says "Business Income" or "Statutory Profit/Loss." If those numbers are different, that is your "Error." You must manually go into the "Business Income" section of TurboTax and adjust your income or expenses until the Net Profit matches the IRS’s number. Once that matches, your AGI will automatically fix itself. 2. Where to report the Roth/IRA changes (Form 1040-X) Regarding your question about where this goes on the paper form (Form 1040-X:( The AGI Change: This goes in Part I, Line 1.   Column A: Original AGI you filed. Column B: The amount of the increase or decrease. Column C: The new AGI (matching the IRS transcript). The Roth Contribution/Recharacterization: * Roth contributions themselves are not reported on Form 1040-X because they aren't tax-deductible. However, if you exceeded the income limit and had to move the money to a Traditional IRA (recharacterization) or withdraw it, you must explain this in Part III (Explanation of Changes) on page 2. You would write: "AGI was adjusted by the IRS from [Old AGI] to [New AGI]. Due to this increase, my MAGI exceeded the threshold for Roth IRA contributions. I have [recharacterized/withdrawn] the excess contribution of $[Amount] plus earnings."   3. MAGI vs. AGI for Roth Purposes You mentioned you "guessed" that MAGI and AGI were the same. For most people, they are very close, but for a self-employed person, they can differ. MAGI for Roth purposes is your AGI before you take the deduction for the "student loan interest" or "tuition and fees," but after you take the deduction for one-half of your self-employment tax.  If you are using TurboTax, the software will calculate your MAGI for you once you fix the Schedule C error. Look for the "IRA Contribution Merit" or "Roth Contribution" worksheet in your "Forms Mode" to see the exact MAGI number the software is generating. Summary of your next steps: Fix Schedule C: In TurboTax, edit your business expenses/income until your Net Profit matches the IRS transcript. Verify AGI: Check that your New AGI in TurboTax matches the "Adjusted Gross Income" line on the IRS transcript. Adjust IRA: Go to the "Deductions & Credits" section, select "IRA Contributions," and enter the information about your Roth contribution. The software will tell you if you are over the limit based on the new AGI. Explain in Part III: In the 1040-X "Explanation of Changes" section, clearly state that you are amending to reconcile your records with the IRS CP2000 (or other notice) adjustment and to address the resulting excess Roth contribution.

Did you ever find an answer for this? Same situation for us. Just trying to figure out if all of our combined state refund is taxable or just a portion. TurboTax calculates the taxable portion based off the primary taxpayer listed as their information is used in the worksheet. 

When did you file the 2021 tax return?  If it was filed after April 15, 2025 then any refund has been forfeited since it is beyond the 3 year limit from the due date of the tax return.   Otherwise -   You may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate - https://www.taxpayeradvocate.irs.gov/ or call 1-877-777-4778

@Ribo I tried using FreeTaxUSA that and spent hours putting info in, and was impressed with the interface and that it had an interview process for the solar ITC. But it ended up that it couldn’t handle a couple one of my K-1 items and some of my CA state tax adjustments. :( I’ll have to start using a professional tax preparer going forward, I’ve lost so many hours (at least 4 with TT support getting nowhere) and had so much frustration.

En effet, jai la version bureau et je bloque parce que c'est déjà lié au compte d'un membre de la famille.   Je me demande si l'autre personne doit se déconnecter et le desinstaller au complet pour que ça fonctionne ensuite ???

@RbrtLoi , you have access to both  versions ( on-line and desktop )?  Neat. This may be superfluous --- IMHO, whenever I have had reason to change from "prepared for me " to "prepared by me "  ( like when returning from years of foreign assignment  to home base ), I have always  bought the  prior year  desktop software and prepared a "base" return to match  that prepared/filed for me.  This allowed me a base to start for the following/current year and also fully understand the work of the tax professional.  Hence, and if you have the time/desire , consider buying the  desktop TurboTax for 2024, duplicate the return ( in every detail ) prepared by the  CPA/Tax Professional  and use this as entry point for the 2025 return.   In your particular case this would allow for the accumulated depreciation to be correct for 2025.    Obviously this is more expensive path but gives one a solid basis for the future path forward.   Is there more one of us can do for you ? 

Transfer from a prior year is done at the start of a new return. Please follow this TurboTax community article for step-by-step instructions:  In TurboTax, how do I transfer my information from my previous year's tax return?   Thank you for choosing TurboTax.

The email from TT said "Arizona Schedule A, line 3A does not equal line 2A subtracted from line 1A; FRM - Error has occurred on the Arizona Adjustment to State Income Taxes Schedule. Reject Code 639"   Those numbers are all different and came over (correctly) from the Medical Deductions on the Federal Form.

If you’re still stuck at 25%, the form data may be corrupted in the background.   Delete Form 2210: Go to "Tax Tools" > "Delete a Form" (Online) or "Forms Mode" (Desktop) and delete Form 2210 and the Underpayment Penalty Worksheet. Re-run the Interview: Go back to the "Underpayment Penalties" section. Do not go straight to the worksheet; let the interview questions lead you there. This usually forces the software to re-link Line B to the Line 24 calculation. One last tip: Check your 2024 Prior Year Tax entry. If TurboTax thinks you owed $0 last year (or it didn't import correctly), it might be defaulting to a calculation based entirely on this year's 90% rule, which can trigger that stubborn 25% penalty if your Q1 withholding was even a dollar short. @Eric B 

If you are seeing a "Link to QBI worksheet" message during Review, you should also see an embedded form/worksheet for your business (Schedule C, Schedule E, K-1). The highlighted box for Question A is part of the Qualified Business Income Deduction Smart Worksheet.    Double-click inside the highlighted Question A box. When you see a pop-up asking you to link to a QBI component worksheet, create a new copy for that business by entering the name of that business.   Save and continue. Run Smart Check again to be sure the message has been resolved.   Your other option is to return the interview for that business/rental property/K-1 and revisit the QBI questions ("Is this Qualified Business Income?"). Be sure to finish the interview until you arrive back at the business/rental property/K-1 summary page. 

"Enabling property" refers to upgrades—specifically panelboards, sub-panelboards, branch circuits, or feeders—that are installed in conjunction with qualified energy-efficient improvements to meet National Electrical Code standards.   If you only installed windows, there is no enabling property.  Did you enter an amount somewhere else on the form for heat pumps, biomass stoves, central air conditioners, etc.?   If not, then for this issue it would be best if you deleted the Form 5695 and then re-enter.