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If you're trying to enter overtime from your W-2, this is how you enter the qualified overtime premium: in TurboTax Online After entering your form W-2, you'll see a screen titled Let's Check for Other Situations Put a checkmark on Overtime and click Continue Follow the TurboTax questionnaire to enter your qualified overtime premium This deduction will transfer to Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.   Refer to the TurboTax article How do I enter overtime pay in TurboTax Online? and  I Worked Overtime This Year — My W-2 Pay Doesn’t Show it. for detailed instructions to enter your overtime.   For additional information, refer to the TurboTax article No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025.  

Ok.  So I don't have to deduct the 2800 distributed from the 529 to the school from the tuition paid 6204.00?  My confusion increased when I looked at 8863 the adjusted qualified education expenses Worksheet page 9. 1. Total qualified education expenses paid for or on behalf of the student in 2025 for the academic period  2. Less adjustments:    a. Tax-free educational assistance received in 2025 allocable to the academic period . . .                                          b. Tax-free educational assistance received in 2026 (and before you file your 2025 tax                                                return) allocable to the academic period . . .                                           c. Refunds of qualified education expenses paid in 2025 if the refund is received in                                                2025 or in 2026 before you file your 2025 tax return . . . . . . . . . . . . 3. Total adjustments (add lines 2a, 2b, and 2c) . . . . . . . . . . . . . . . . . . . . . . . . 4. Adjusted qualified education expenses. Subtract line 3 from line 1. If zero or less, enter -0- . . . . . . . Enter this on line 31 It makes sense not entering the 1098Q but I want to be clear that I don't reduce the 6204 by the 2800.  If I don't deduct it is it like double dipping some have called it?    and this is confusing as well from 8863.  Makes it sound like somewhere somehow but TT not doing it, I need to deduct that 2800. From form directions 8863 page 4 and 5 Adjusted Qualified Education Expenses..... For each student, reduce the qualified education expenses paid in 2025 by or on behalf of that student under the following rules. The result is the amount of adjusted qualified education expenses for each student. Tax-free educational assistance. For tax-free educational assistance received in 2025, reduce the qualified education expenses for each academic period by the amount of tax-free educational assistance allocable to that academic period. See Academic period, earlier. Tax-free educational assistance includes: 1. The tax-free part of any scholarship or fellowship grant (including Pell grants); 2. The tax-free part of any employer-provided educational assistance; 3. Veterans’ educational assistance; and 4. Any other educational assistance that is excludable from gross income (tax free), other than as a gift, bequest, devise, or inheritance It all

@ perrtree wrote: I'm having the same problem.  I finished my son's taxes and it says I need to upgrade to deluxe because he has a Foreign tax credit.  I double checked and cycled through that section (twice), he's not eligible for that credit.  I also looked at the delete forms page and I do not see that form listed.  But I can't get past this page to submit his taxes.  How do I refresh and get Turbotax online to realize that he should be eligible for the free version?   Does he have a 1099-DIV that has an amount in Box 7 for "Foreign tax paid?"  Or did he receive any other form that has "Foreign tax paid?"    If so, then the program may be trying to add Schedule 3 and giving the credit there. 

If you're using TurboTax Online, you don't want to jump to any conclusions about the refund estimator at the top of the screen, before you've finished inputting all of your tax return data, including your state tax information.    First, you should finish entering all of your tax info for both Federal and State Taxes, and then run the Review to catch any errors throwing off the calculation.   If you want to confirm that your business expenses are being picked up on your tax return Schedule C, you can print your return and inspect that form directly.  Note: If you haven't yet paid your TurboTax Online fee (or registered, if you're using a free version), you'll need to do so before you can save the PDF. If you want to check your business income before that, you can navigate back to the Your 2025 Self-Employed Work Summary screen (Tax Home > Federal > Wages and Income > Self-Employment) where your business net income is shown after expenses are subtracted.  Note: a common reason to owe tax on a return with business income is that you may not have made, or input, your quarterly tax estimated payments. Workers with W-2 jobs have their taxes withheld automatically from each paycheck, while business owners have to estimate their own taxes and pay them manually each quarter. And while workers only pay half of employment taxes (bosses pay the other half), self-employed people have to pay 100% of the liability. See- A Guide to Paying Quarterly Taxes   If you need to enter estimated tax you paid in 2025, follow this guide.

I've been using TT for over 30 years and started doing my kids taxes a few years ago too. When I started this years taxes I couldn't get out of the expert product. I just figured they renamed it this year. Fast forward 2 hours and now I'm stuck paying $209 or start over because I have stocks. Very shady Intuit, very shady. I can't wait for the class action suit notification. You should be ashamed of yourselves. I also helped my college age son use the free version and there are also tricks along the way where they make you think you need to sign up for stuff and services. There is nowhere to click skip. You have to go on the left menu and select something past it to get past the screen. It happened twice where it gives you 2 different choices and it has to do with not selling your data. You lost me, and my whole family for life as customers.

There is no error. Everything checks out fine. I get to the page where I can change the filing method for state. It defaults to "File By Mail". This is what the page message says below. There is no other info. I checked the items you said to check but employer state id is present. I'm not sure what you're talking about regarding the attachment. I don't see that I need to include an attachment anywhere. Change filing method 2025 Minnesota Return E-File is not available because your tax return includes a tax situation that can't be e-filed. Make sure to mail your return by your state's due date. If you want more details, select the Review tab and continue through Final Review. File by mail  

You can enter your 1099-MISC as "Other Income" . First, delete the original 1099-MISC that you entered, then enter it again.    Follow the instructions in the TurboTax article How do I edit or delete a 1099-MISC? to delete your original 1099-MISC.   You can enter the income as “Other Income” so it won’t be subject to self-employment taxes.  Follow the steps below: Open TurboTax Select Federal Taxes Select Wages & Income select Start by Form 1099-MISC under Other Common Income Select Yes to Did you get a 1099-MISC? Follow the prompts to enter your 1099-MISC Enter the reason to Describe the reason for this 1099-MISC  Select None of these apply to Does one of these uncommon situations apply? Select No to it didn’t involve work like your main job Make your selection to How often did you get the income? Select No to Did it involve an intent to earn money? For additional information, review the TurboTax articles What's the difference between self-employment income and other income? and Where do I enter a 1099-MISC?

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January 2025 (for 2024) go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimated Taxes - click the start button   You have to enter the dates you actually paid the estimates and pick the right state from the drop down box   For Online,  When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

Yes you should be filing a Joint return.   When you enter the first person under My Info it will ask if you are married.  Say yes.  Then it will ask if you want to file together and open a spot to add Their name and ssn.