Is the link between "College Student Information and Student information worksheet broken?

[MarcosPass42]

I revised all entries. Problem persits

[RobertB4444]

Please clarify - what error messages are you seeing and what are you attempting to do that is not carrying over?

[MarcosPass42]

I am using the desktop  Premium version.

The entries in the college student information work sheet donot carry correctly into the student person worksheet.  Even if I entered correct entries  in the student worksheet to classify the student as eligible for the student credits,  the entries in the People student worksheet reverses the entries  and do not qualified the student for the credits.

I just spent 2 hours with customer support and tax expert. they shared my computer and saw the problem.

In addition the form 1099-Q  questionnaire has a section that is obsolete.  It asks for distributions before and after July 4, 2025.  The progarm does not let you answer. The program says that programmers are still working  on Obra recent law changes. 

For  your information:  The IRS does not have any law updates or  proposal to amend 1099-Q.  

OBRA  is a 1993 law.

If you are confused. so am I.  

The only help I received today is that there are two  program udates in February 2026,  the 18th and 25th.

Thank you for your message.

[cardsfor4]

I have been having the same issue for several days! I have tried overriding, and still will not take. I look for updates daily, but none yet. :(

[anonymouse1]

Part IV of the Student Info worksheet says you can't enter information there (you can, but sometimes it gets changed).  It says to use the People worksheet for the student instead - there's even a QuickZoom link to that worksheet so you don't have to scroll to the bottom of Forms to get there.  I haven't had a problem with TT changing my information after I entered Room and Board in the student's People Worksheet.  But you have to go to the Forms, which users are reporting is not possible in the Online version.  There is no interview process asking about qualified educational expenses.  There is supposedly a fix (for the desktop version?  Or online as well?) coming out tomorrow.

[anonymouse1]

Oh, and it doesn't apply to us this year so I didn't see the question about July 4 2025, but that's the date the OBBBA (or OB3A) was passed that expanded use of 529 funds for things like apprenticeships, licensing exams, technical education, and I think K-12 education?  So if you used it for college tuition and expenses like room and board for a college student in a degree program in the spring semester or a summer program, you're OK just like last year.  https://www.blackrock.com/us/financial-professionals/insights/529-plans-and-the-obbba-what-you-need-...