@macuser_22 Yours is the first answer I've seen to specifically address the issue of "splitting" a disability 1099-R between before & after minimum retirement age, which is an issue I expect to run into this year. (TurboTax claims to have a help topic on this issue, but it's one of those help topics that did NOT carry over to the IRS Free File version which I use.) My question to you is, will this work for ordinary 1099-Rs (like mine from Arkansas Public Employees Retirement System), or just the specialized 1099-Rs (CSA 1099-R, RRB-1099R, etc.) Aggregation of amounts may apply to the specialized 1099-Rs, but it's less likely to apply to the regular one.   @bonappi It probably isn't an issue for you anymore (only in the year you reach minimum retirement age), but can you confirm whether or not it ACTUALLY makes a difference on your state return? The distinction between different types of retirement may be different for state purposes than Federal purposes; my state (Arkansas) treats both disability & regular retirement as qualifying for the state exclusion of $6,000 in "employer sponsored pension plan" income (over & above any basis exclusion) as the IRS distinction in Arkansas only affects the occasional basis exclusion, which (with some exceptions) is same as Federal -- Arkansas currently has no state EITC. (I actually had to get TurboTax to fix this issue for Arkansas some years back.) The taxation of 1099-R income in your state is usually determined by follow-up questions after entering your 1099-R; for Arkansas taxpayers the relevant question for "employer sponsored pension plans" appears in the follow-up section *before* the minimum retirement age question. ... View more

@Fullerunit1 wrote: So I looked up Find my stimulus payment, entered my information the first stimulus was deposited in my account and had my account last 4 digits, the second one said it was going to be deposited on Jan 4 but when i looked at my last 4 digits of my account it was the last 4 digits of my SS#. So the next time i looked it up it said "Status not available" and its been saying since. My SS# really!! Obviously it didn't get deposited Where is it!   You were probably affected by an IRS error that is being corrected as we speak. See this TurboTax blog post: https://blog.turbotax.intuit.com/tax-news/why-havent-i-received-my-second-stimulus-check-48743/  ... View more

@Dinah Soto wrote: Will i be get my Texas    IDK. Are you moving to Texas?  😄   Seriously, no one here can see your return. What is your question? ... View more

@MayaD @Critter Also take note of this Treasury press release: https://home.treasury.gov/news/press-releases/sm972 . It tells what detailed information you'll need to use the "Filers: Get My Payment" portal once it opens. Also, it says that you will NOT be able to change existing bank info thru the portal for security reasons; you can only provide bank info there if you're scheduled to receive a paper check and it hasn't been issued yet. (Presumably if your stimulus was returned by your bank, once the IRS receives it, removes the bank info from its records & puts you in the paper check line, you should then be able to enter your new bank info.)   Also, this Treasury press release confirms the target date for completing stimulus direct deposits is Wednesday, April 15: https://home.treasury.gov/news/press-releases/sm975 . It doesn't say clearly, but I understand non-filers who receive Social Security or railroad retirement will be in a future batch and may not get their direct deposits by that date. ... View more

@Jaksuuu wrote: Did he receive a refund advance? I’m wondering how it’s going to work for those who have received one. That's treated the same as fees. Intuit provided your Turbo Card's direct deposit info to SBTPG to forward your refund after deducting the advance (and its own fee); SBTPG then provided the Turbo Card info to the IRS to issue the stimulus. ... View more