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Para imprimir tu declaración, si aún no la has terminado, sigue las siguientes instrucciones:  Inicia sesión en tu cuenta de TurboTax. Selecciona Tax Tools (Herramientas fiscales). Haz clic en Print Center (Centro de impresión). Elige Print, save or preview this year's return (Imprimir, guardar o previsualizar la declaración de este año). En caso de que hayas presentado tu declaración: Entra a tu cuenta y localiza la sección Your tax returns & documents (Tus declaraciones y documentos). Selecciona el año fiscal correspondiente. Haz clic en Download/print return (PDF) (Descargar/imprimir declaración) para obtener el archivo que podrás imprimir desde tu computadora. Si necesitas instrucciones más detalladas, aquí te comparto el enlace: ¿Puedo imprimir una copia de mi declaración en TurboTax Online antes de presentarla?   Si necesitas una declaración de años anteriores, puedes ver las instrucciones en el siguiente enlace: ¿Cómo veo, descargo o imprimo una declaración de impuestos de un año anterior?   Para poder guardar tu declaración de impuestos, consulta el siguiente enlace para ver las instrucciones: ¿Puedo guardar mi declaración y volver más adelante?  

STEP 2 is not to be done in this case because STEP 2 only applies for a return of contribution before the due date of the tax return for the year for which the excess contribution was made.   TurboTax will automatically include the gross amount on line 20 of your 2025 Form 5329 to be subtracted from the excess on line 18, eliminating the excess.

the 32.64 is already excluded from Federal income so it won't be subtracted.  The $1640.07 should be an addition to income.   are you on desktop, there is an annoying bug in the entry form which can leave it stuck assuming all the income is VA even if you enter multiple states, if you look on the 1099-DIV worksheet in Forms mode, the very last line for Box 12 has "state where the dividends were earned" which should have XX to use the table not VA, see screenshots below   also note VA exempts territories do don't forget Puerto Rico etc if there is some % from those you can save a few more bucks.   error - will show all VA exempt corrected - will use the table

As I've noted repeatedly, using the "RIC" approach does NOT work for those of us who hold individual foreign stocks. It's probably fine for Registered Investment Companies (genuine RICs) such as mutual funds and ETFs, but those of us who hold shares traded solely on exchanges outside the US need to complete separate columns for EACH country involved – and Turbotax needs to incorporate that into its interview. Right now the only way to do it is choose the forms menu and manually complete as many Form 1116s as necessary (each can only accommodate three countries), checking very carefully to make sure all required info is entered. Each 1116 SHOULD then feed info to the totals shown on the first 1116, but CHECK TO BE SURE THAT HAPPENS. And Turbotax, FIX THIS!

If the IRS website for the status of your federal tax refund indicates the refund was issued on a particular date then the refund should be available in your bank account within 5 days from the date on the IRS website - https://www.irs.gov/refunds   Or did you request to have the TurboTax account fees paid from the federal tax refund?

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 can double check with the company who held the annuity to see if they did issue you a 1099-R.  By law, they need to issue one to you by January 31st.  It is possible that they do them electronically meaning you would have received it in email or  you would need to  log into your account to get it.   Yes, if you cashed in the annuity in 2025 and you did not include it on your return, then you will need to amend your return in order to add it.  If your return has not yet been completely processed it is best to wait until it is processed before amending in case the IRS catches the omission and makes the change.  If this happens, they will send you a letter letting you know what is happening and requesting additional info IF NEEDED.     As to whether or not you get a refund of the taxes you paid in will depend on your overall income and tax situation and the taxability of the annuity. 

@ajohn1985 You are misunderstanding the issue that this thread is about.    There is a big difference between expecting to pay a federal tax due from a state refund at the time you file your tax return and having a state refund offset by the IRS for back taxes.      You cannot choose to pay a current federal tax due by having the money come from a state refund.       If you owe back taxes, though, the IRS can seize your federal refund or a state refund in order to use it for the debt owed.

TurboTax does not pay the taxes owed.  Your bank information was sent with your state tax return if you selected to have the taxes owed paid by direct debit from the bank account.  The state will debit your account based on the date you selected to have the taxes paid or by April 15, 2026 if you did not specify a date.   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. 

This usually means that Expert Assist was selected at some point, even briefly, and the fee stays unless you remove it before filing. You can file without expert assistance by downgrading. Here's an article showing how to remove TurboTax Live.   

TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US    HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady

I put the number for my home state and Multiple States, but I don't see it carried over to my home state for the amount that I enter? My 1099 DIV - box 12 has $ 1682.71. I live in VA. I calculate exempt-interest dividends from VA is $32.64 and Multiple States is $1650.07. I put it as VA and Multiple States when TurboTax asks for where the exempt-interest dividends from. The $32.64 should be subtracted from VA income and $1650.07 should be added from VA income automatically when it's carried over to VA tax return correct? Why I see the AGI is the same as Federal level and there's no subtraction or addition for these amount on my VA tax? Is there a glitch in TurboTax or do I need to add/subtract manually in VA tax? Thank you.

TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US    HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        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=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/     No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

There is no actual "deduction" for educational expenses. Some expenses do count for claiming an education tax credit. Room  and board (including rent) do not count.   Room  and board (including rent) do count toward keeping a 529 plan distribution tax free.     

The free edition has special rules.  If these conditions are not met, there will be a cost for the software. If you have a simple Form 1040 return only  The most common exceptions are No forms or schedules except as needed to claim the Earned Income Tax Credit,  Child Tax Credit,  Student loan interest, and  Schedule 1-A,  See the TurboTax guide regarding Details about Filing Simple Form 1040 Returns