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I still haven't heard anything on my nys refund 

CatinaT1
Employee Tax Expert

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Once your return is filed, TurboTax has no control over the processing or the timing when the IRS or 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?
Why does Where's My Refund say "approved" but TurboTax still says "accepted"?

Why do some refunds take longer than others?

What if my IRS refund is taking longer than 21 days?

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I have not received my refund. It says it was accepted. It has been over a month.

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@user17733262354 

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.

 

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.

 

If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds

If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

 

After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

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So I haven’t fully signed my taxes yet. When I went to see the fees coming out of my check I have a fee for premium expert help that I somehow accidentally clicked on. I was seeing what could be done to get that charge removed. 

ggniz
New Member

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sadly, I tried it now three times to call, but every time after about 3 minutes the line goes silent.

I don't do social media, so facebook or twitter is not an option as well.

What to do? Bought a product that is faulty, and no way to contact Intuit...

 

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@ ggniz wrote:

sadly, I tried it now three times to call, but every time after about 3 minutes the line goes silent.

I don't do social media, so facebook or twitter is not an option as well.

What to do? Bought a product that is faulty, and no way to contact Intuit...


If you have a question about the a product you purchased, you can start a thread and post a question in this forum so the issue will show up in the title, and someone may be able to help you here.  You can do that here:

https://ttlc.intuit.com/community/forums/postpage/board-id/202

 

The subject line is for a summary of your question, but the box underneath has room for details, if needed.  Do not post personal info in this public Internet forum.

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I need a loan until my income tax comes in 

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@deshonsanders662 The TurboTax 2025 tax refund advance was discontinued after 02/28/2026.

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i need a loan

vanclevebobby
Returning Member

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Curious if you offer discounts for Turbotax not meeting expectations compared to past interactions/tax years? Last year, I scheduled a phone appointment same day and spoke to a tax expert on the phone for ~1 hour prior to her completing my taxes and explaining my expected refund. Totally different experience this year. I had to call the TurboTax number because I did not receive a call at my scheduled time. I tried rescheduling to a different time a couple hours later on the same day and still no call. When calling Turbotax, I spoke with someone who informed me that she would assign me to a tax expert, which indeed did happen. Communication has been limited over the chat feature and I still haven't actually spoken with her on the phone nearly 72 hours after my original appointment was scheduled. Not to mention my price preview is showing an expected amount that is over 80% higher than what I paid last year. It doesn't sit right with me that I may potentially pay 80% higher rate for a lesser service. 

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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/L2y9...

@vanclevebobby

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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TurboTax is calculating a different taxable amount for my CSRS pension. A note said they are using the simplified annuity method. Will IRS not automatically reject a taxable amount shown on the 1099R

DaveF1006
Employee Tax Expert

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No, the IRS will not automatically reject your return, and in fact, you are likely doing exactly what they require.

For CSRS and FERS pensions, the IRS understands the "Taxable Amount" in Box 2a of your Form CSA 1099-R may be different from the actual taxable amount you report.  

 

Since your annuity started after November 18, 1996, the IRS requires you to use the Simplified Method to recover your "cost" (your after-tax contributions) tax-free. 

 

IRS Publication 721 specifically states: "If your Form CSA 1099-R or Form CSF 1099-R shows a larger amount [than the Simplified Method calculation], use the amount figured on this line [the worksheet] instead."

 

TurboTax follows this rule by running the worksheet. It calculates how much of your contribution is being "returned" to you each month, which reduces your taxable income below the "Gross Distribution" shown in Box 1.

 

 

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surely
Returning Member

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SCHEDULE B 1099 - DIV.  TAX EXEMPT INTEREST TOTAL MUST MACH % FOR EACH STATE.  MY FUNND HAS HAS 42 STATES--MUST MATCH TAX EXEMPT INTEREST==NOT ENOUGH ROOM

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