Buddy14
Returning Member

Deductions & credits

Hi ChrisO2, I hope this reply helps resolve your concern.  After posting my problem with Form 8615, I discovered the conversation on this topic was over one year old!  I finally called TurboTax Support, and I was very pleased with the experience.   I think my problem (and maybe the one you encountered) happened because I somehow skipped a few steps the software was expecting in the Education Expense area.  The TT Support person walked me back to the beginning of the Education Expense questions.  After I worked through them all again, the Form 8615 tax calculations were correct (including references to Schedule D). 

 

I hope TurboTax takes a good look at how their software handles Education Expenses before next year.  It seems "choosing what I want to work on" can produce incorrect results.  I also find it odd that most of the posts in this forum are so very old.  Maybe some clarification on where to go for help could be added.  But I won't hesitate to call TT Support  for help should I encounter a problem like this in the future.  The time I spent looking for answers in this forum was not productive.