All After you file posts

Re: Filed, amended, direct debit is set to no

12q4 — Mon, 13 Apr 2026 17:14:47 GMT

@GabiU - Tool Center Docs shows the amended one. The direct debit set to No but Due Date is confusing.

IRS website doesn't have any info as the return has been accepted but not processed. No schedule due date either.

Any other ideas? Is there a way to get worksheets for the original return?

Thanks!

Re: is there a local tax id code i can use for line 21 prior year taxes paid?

CatinaT1 — Mon, 13 Apr 2026 17:08:27 GMT

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Re: I would like to cancel my tax refund order because i did wrong

CatinaT1 — Mon, 13 Apr 2026 17:02:46 GMT

If you already filed and it was accepted, you can not stop the filing. If your return is rejected, it is as if it wasn't filed.

Re: I amended my return and now its giving me a rejection code IND-027-02 -. I have tried and tri...

CatinaT1 — Mon, 13 Apr 2026 16:59:39 GMT

This is what that reject means:

Taxpayer's (or spouse's) Identifying Information is missing. In order to electronically file your return, Prior Year Identifying Information must be entered for the taxpayer (and for the spouse if applicable). Open your tax file and go to File. Proceed to the screen, "Review Your Federal Filing Choices". Review your Identifying Information (AGI). If you filed a prior year return, you must enter the Prior Year AGI for the Taxpayer (and Spouse if applicable). Do not use the tabs at the top of the screen to exit this interview. Once you have made the necessary corrections, you may resubmit this return for electronic filing. If the reject continues, you may need to print and file this return by mail.

Re: how do I locate my 2024 tax return on the Turbotax website?

MaryK4 — Mon, 13 Apr 2026 16:48:51 GMT

To locate your 2024 tax return and find your Adjusted Gross Income (AGI) on the TurboTax website, follow these steps:

1. Locate the 2024 Return

Sign In: Log in to your TurboTax account.
Navigate to Tax Home: On the main landing page, scroll down to the section labeled Your tax returns & documents.
Select the Year: Select 2024 from the list of available tax years.
Download: Choose Download/print return (PDF) to save a copy of the full return to your device.

2. Find your 2024 AGI

Once you have opened your 2024 tax return (Form 1040):

Specific Line: Look on Line 11 of your 2024 Form 1040 or 1040-SR. This line explicitly lists your "Adjusted gross income".
Quick View: In some TurboTax accounts, you can see this directly on the website by clicking View adjusted gross income (AGI) under the 2024 section without downloading the full PDF.

Re: I filed my NYS tax return on 2/25/26 and I still have not received my return $ - is this norm...

CatinaT1 — Mon, 13 Apr 2026 16:47:17 GMT

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.

Here are a few FAQs to help you track your refund:
When will I get my federal tax refund?
How do I track my state refund?

Re: Amend return button now showing up

CatinaT1 — Mon, 13 Apr 2026 16:45:30 GMT

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

Re: TT is forwarding a wrong refund amount to next year due to a IRS penalty

FLBuchholz — Mon, 13 Apr 2026 16:39:51 GMT

Thanks for the response. Yes, I found that I can change the amount forwarded to the next year by using the Forms view, and editing the amount to forward right there. Then the corrected amount is placed on the 1040, as desired.

Re: why isn't my QBI showing up on my return? It did in prior years. I am not over the 197,300 in...

AmyC — Mon, 13 Apr 2026 16:38:59 GMT

A few things:

Your QBI deduction cannot exceed 20% of your taxable income (calculated before the QBI deduction) minus any net capital gains
Check for prior year losses that went against this year's
Check your k-1 for Sec 199A or QBI supplemental information
Capital gains are excluded from QBI

Re: I file already married filing seperatly, forgot I had a 1099R, now want to file married filin...

MaryK4 — Mon, 13 Apr 2026 16:36:14 GMT

Yes, you can amend your tax return to change from Married Filing Separately to Married Filing Jointly. This is a common way to correct a missing 1099-R while potentially benefiting from the larger standard deduction and lower tax rates associated with a joint return.

You should pay what you owe first- if your original separate return shows a balance due, you should pay that amount first before or while filing the amendment. See How to File an Amended Tax Return with the IRS - TurboTax.

Re: Pop up comes up when I try to enter deductions, says I'm missing info on last topic I worked ...

CatinaT1 — Mon, 13 Apr 2026 16:33:56 GMT

Sounds like something got stuck. You can try these things:

Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.

Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Re: Filed, amended, direct debit is set to no

GabiU — Mon, 13 Apr 2026 16:31:56 GMT

You can try to view your files by going to
Tax Home > Scroll down to Tax Returns and docs > How can I access my return after I've e-filed or printed it?
You can also try: Tax Tools > Print Center > How do I get a PDF of my return?

If you're unsure about what the IRS has for your debit/deposit information, try creating an account and managing it through the IRS site: https://www.irs.gov/your-account

Re: Should I resend my return if I mailed it and it shows it was delivered Feb 22 but the irs ref...

JohnB5677 — Mon, 13 Apr 2026 16:28:03 GMT

No, don't refile the return. This is not unusual.

Paper tax returns generally take six to eight weeks or more for the IRS to process

Re: Estimated payments for next year

baldietax — Mon, 13 Apr 2026 16:15:15 GMT

To avoid underpayment penalty you need to pay thru the year via withholding or timely (usually quarterly) estimated tax (ES) payments, the smaller of - 100% of prior year tax (110% if prior year AGI was > 150k or 75k if filing MFS), or 90% of current year tax

Turbotax by default will generate vouchers based on the prior year tax method and assuming 2026 withholding is the same as 2025. If you expect a drop in income for 2026 then this is likely an overestimate as you would want to pay 90% of current year tax. These vouchers are not part of your filing and are not mandatory to pay you can ignore them or recalculate them (in any case try to pay ES electronically at irs.gov or your state tax website rather than mailing checks and vouchers).

Under Other Tax Situations / Form W4 and Estimated Taxes you can provide estimates for 2026. With a caveat there have been some complaints in this forum that it's not taking into account withholding estimate for 2026 - I don't use it so not entirely sure the issue, but just be careful to check the calculations. Or any tax calculator will do (see below), you just need to have a process to estimate your 2026 taxes then take 90% of that, subtract withholding and divide by 4. If in doubt err on overpaying earlier quarters and you can always reduce payments later in the year as you refine your estimate, any overpayments from earlier quarters will carry forward to later quarters, but you can't make up for an underpayment in earlier quarters (just resolve it as soon as you can to stop the penalty accruing). Any increase in withholding even later in the year is always considered "timely" and evenly applied to the entire year by the IRS, and will reduce your total ES due.

try this calculator

https://www.dinkytown.net/java/1040-tax-calculator.html

See also IRS instructions for Form 2210 and 1040-ES.

Re: Cancel payment with Turbo Tax, I am filing else where

JohnB5677 — Mon, 13 Apr 2026 16:14:14 GMT

Can you give us some more information to clarify your situation?

Have you made a payment to TurboTax?
Did you try to file the return?
Was there a message when you tried to clear and stat over?

Re: I am not able to e file the return for deceased and not able to get past transcript. How do I...

CatinaT1 — Mon, 13 Apr 2026 16:12:56 GMT

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Re: Paid taxes early after filing returns and amended returns that were accepted electronically. ...

CatinaT1 — Mon, 13 Apr 2026 16:11:41 GMT

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Re: Paid taxes early after filing returns and amended returns that were accepted electronically. ...

CatinaT1 — Mon, 13 Apr 2026 16:11:22 GMT

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Re: Forgot to include estimated payments, already e-filed. Next Step?

JBLAD — Mon, 13 Apr 2026 16:08:09 GMT

ok thank you for responding!

Re: How long before it accepted?

JohnB5677 — Mon, 13 Apr 2026 16:07:05 GMT

If your status is still pending i is because the IRS has not transfered it from TurboTax. It does not mean there is a problem with it.