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If the 1099-Q distribution was entirely used for qualified education expenses, you don't need to include it in your return.  However, if you have a 1098-T with a Box 1 (Tuition) amount that is larger then the Box 5 (Grants/Scholarships), then you may qualify for an Education Credit and would want to include the 1098-T in your return.   If you're using TurboTax Desktop, you can delete Form 1099-Q and the Student Info Worksheet in FORMS and step through the Education section again.    Here's more detailed info on Form 1099-Q and Form 1098-T.     @SueN24   

Since we can not see your tax return, I am assuming that you can not import any of your 1099-R forms.  Please provide additional information about your current input problem(s).   You can import or upload your 1099-R, or manually enter the information yourself.   Enter/Update/Delete a 1099-R: Open or continue your return. Under Federal tab, Click on Personal Income (or enter "1099r" in the Search box, then click the "jump to 1099r" link). Scroll down to Retirement  Plans and Social Security section, and Click on Start/Update. Import/Enter your information.   Here's how to navigate to the 1099-R section: TurboTax Online/Mobile: Go to 1099-R. TurboTax Desktop: Select Search Topics. Search for and select 1099-R.   TurboTax FAQ: Where do I enter my 1099-R?   You may also try closing your return, and restarting your PC and the program.  

Colorado added a line to its state tax form for “excess federal deduction for overtime pay.” Taxpayers must report the amount deducted for overtime from federal Schedule 1-A and add it back on the state 1040 form.   When you complete the Colorado state return (or any state return) in TurboTax, go through the interview screens provided carefully and answer the questions. It will prompt the user to identify income that is treated differently.  

Thank you for the reply. I earned this interest during the whole 2025 year. However,  I canceled the certificates on 1/14/26. I think the 1099-INT only will include the 2025 year. Do I have to wait until next tax year to receive a credit for the interest that was taken back by the canceling of said certificates? Thank you.  

I have exactly the same problem with TurboTax Premier for Mac. When I go to the Depreciation and Amortization tab for my rental it tells me that this section will be ready BY February. It is Feb 9 and I am still getting the message.   

There is more to it than just the room and board issue. As I was trying to enter manually the amount I withdrew from 529 account that I used to pay back FAFSA loan, I noticed a question about whether withdrawal was made before July 4th or after this date. Since I had all the data, I entered it manually and I got an error message saying turbotax is still working on this and a future update will have the details.   ERROR Message:   I am not sure what other update is lacking. I delved into the details because I got a large amount to pay to IRS.   SO I WOULD RECOMMEND YOU WAIT TILL THE END OF THIS MONTH OR NEXT to work on taxes.

No, you can report the sale of a second home in TurboTax Deluxe.  The upgrade is a recommendation that may help if the second home was also a rental property, or a vacation home that was sometimes rented, for instance.    In Deluxe, when you choose 'Stocks, Crypto, Mutual Funds.. Other' you'll get a screen where you can indicate a second home sale.   @mburchyett   

To review your Form 1099 entries, in TurboTax Online:   Open your return Select Wages & Income Check through the list of income items for those sections where you have entered a Form 1099. There may be several. Click on either Add/Edit or Review (whichever button appears) to open the section and review your entries.   See this TurboTax tips article for more information about Forms 1099.   @billcalab 

Thank you, it wasn't my insurance company that paid me back, but hopefully it cancels out the Premium Tax Credit that is being improperly applied (I'd love to have the extra $2500, but I'll be the IRS doesn't agree).  

You can enter your 1099-R by following the instructions here >>  Where do I enter a 1099-R? It gets entered in the Income section as Retirement income.   TurboTax will ask you all of the necessary questions as you go.    

hello. I do appreciate the step by step. I signed into intuit and I found the data privacy and the request for download. When I went to the page to select the account I was only offered MINT. I was not offered any other options that would allow me to request the ITs Deductible information. I only used ItsDeductible within my intuit account. is there a step I am missing. I so appreciate the help.

I figured out how to enter room and board expenses. These are the steps I took: 1) View -> Go to Forms 2) Select "People wks (xx)" form 3) Enter room and board under "Part IV - Education Expenses"  4) Select "Student Info Wk" form 5) Verify that room and board are listed under "Part VI - Education Expenses" and your 529 distributions are offset by your expenses in "Part VIII - Qualified Tuition Program (Section 529 Plan)