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If your refund is delayed, TurboTax will still try to take out applicable fees on the scheduled date if you elect to pay using your refund even if it has not yet been received.    The IRS usually takes 21 days to process returns, and the payment withdrawal can happen 7–10 days after acceptance.   When 21 days have passed since e-filing, you should track your refund directly on the IRS website:  Where's my Refund  

You can file an amended return for 2024 to claim the capital loss carryover.  Then, if there is a carryover into 2025, you may need to amend that return as well to claim the loss and have the correct amount carried forward to 2026.     Take a look at the following TurboTax help articles for guidance to amend:   How do I amend my federal tax return for a prior year?   How do I amend my federal tax return for this year?  

Reject Code FPYMT-072-01 indicates an IRS rejection because the requested electronic payment date is invalid, typically set after the filing deadline or too far in the past. It occurs when the RequestedPaymentDt in the IRS payment record is after the due date (e.g., April 15, 2026). Fix this by changing the payment date to the current date or on/before the due date in your software's electronic filing (ELF) screen and retransmitting.

The form could have a typo for the zip code or in the program MA instead of IN. Edit the 1099-R.  Check city, state, zip match 1099--R. If they all match, Google the correct zip code for the city and state on the 1099-R. Enter 5 digits only.

Per Fidelity's website: "To give consent to share your Fidelity data, use Fidelity Access, which enables secure, tokenized connections to third-party apps without sharing your login credentials. You can initiate this by selecting the "Connect to Fidelity" option on the third-party app or website, which will prompt a secure login to your Fidelity account to authorize data sharing."   You would choose the "Fidelity Access" pathway. And then Log in with your credentials on the official Fidelity site and authorize access to specific account data.

The bank information and the date selected for payment will be on the Filing Instructions for your tax return and it will be on the Federal Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

To specify a 72(t) distribution (also known as SEPP—Substantially Equal Periodic Payments), you have to look for the "Penalty Exception" screens that appear after you enter your 1099-R.   Open or continue your return. Under Federal tab, Click on Wages & Income. Find Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter the information exactly as it appears on your 1099-R (even if you know it’s a 72(t) distribution, do not change Box 7 to a different code). Click Continue on the 1099-R summary page; the program will ask a series of follow-up questions.  Look for "Did you use your IRA to pay for any of these expenses?" (this screen lists various exceptions... e.g., Medical, Education, First-time Homebuyer). Look for the box labeled "Equal periodic payments (under section 72(t))" or simply "Substantially equal periodic payments.", and Enter the Amount: Enter the portion of the distribution that qualifies under your 72(t) plan. The program will then generate Form 5329 and apply Exception Code 02 to remove the 10% penalty. To make sure this worked before you file: Click on Tax Tools (left-hand column), then Tools, then View Tax Summary, and finally Click on Preview my 1040 on the left.  Look for Schedule 2, Part II. The penalty should be gone or reduced.

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. The bank information and the date selected for payment will be on the Filing Instructions for your tax return and it will be on the Federal Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Your Uber earnings should be reported as Self-Employment income on Schedule C. If you have already entered Form 1099-NEC or 1099-MISC for this income, TurboTax may have already started a business for you. Use this link to Go to Schedule C.   Either Edit (pencil icon) an existing business or Add another line of work. Then follow the interview to set up your business and report your income & expenses.

To file your taxes using turbotax for  2023 and 2024 you would have to purchase the TurboTax desktop programs for 2023 and 2024.  You can purchase and download the TurboTax Desktop 2023 software directly from the official Intuit website.  This link contains additional information about filing your prior year tax return. See: How do I file a prior year tax return?   Then you would: Download and install the software on a desktop or laptop Collect W-2s, 1099s, and deduction information for each specific year. Complete each return separately Print, sign, and mail each return. You must mail  your federal and state returns separately.  Use certified mail with a return receipt for proof of filing   You will have to mail your tax return as online filing for 2023 is closed. The return cannot be e-filed and must be printed, signed, and mailed to the IRS. See: How do I file my return by mail?     For 2022, the last day to file a 2022 federal tax return and still claim a refund was April 15, 2026. There is a three year statute of limitations. It would be three years from the due date of the 2022 tax return which would be April 15, 2026) If you file you may likely not get a refund due to the statute of limitations expriring and if you owe money for your taxes you could face a "failure to file" (up to 5% monthly) and "failure to pay" (0.5% monthly) penalty plus interest.   See Also:   Can I e-file 2024, 2023, or earlier tax returns? Please return to Community if you have any additional information or questions and we would be happy to help.

if you paid using direct debit, you haven't paid because the return was rejected. if you sent in checks or paid through Federal and state websites or by other means, then in the TurboTax file section, select that you'll pay by check. The program doesn't care whether you send in a check or not. 

Sounds like you have security issues with your browser that is preventing the "pop-ups". You might wish to switch to a different browser like Chrome or Microsoft Edge to log into your online account. If you are using one of these, try the other.   If you continue to esperience issues, write back and we can suggest more specific troubleshooting steps to resolve this. These are detailed so try switching browsers to see if this will alleviate the issue.

You must file Form IT-201-X if you need to correct an error on your original New York State Resident Income Tax Return (IT-201), report changes made by the IRS to your federal return, or claim a missed credit or deduction.  On the standard Form IT-201, Line 61 is found in the Voluntary Contributions section. If anything changed in your tax return which resulted in a change in your refund and you indicated that you wanted to make a Voluntary Contribution, you would be required to file an amended New York return to reflect the correct amount you are contributing.