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@Hal_Al  So I have been going back and forth with the University, AI, past PHD student experiences and the Tax Code on this, but cannot really get any clarity on the inclusion of University provided Health Insurance in taxable income.  The school says it is mandatory and students are auto-enrolled.  Because of this, many believe that this makes it QTRE and therefore not taxable (even though it is not included in Box 1 of the 1098-T).  Further, on the student account, it shows an expense for healthcare, then immediately after that a credit for the same amount, net-zero. Would you consider this taxable income?  If so, this would mean the 1098T is incorrect and we would have to manually calculate the taxable income by reducing it by the amount of Health Insurance Premium that was not included in Box 1, overstating income by the same amount.  (Box 5 much larger than Box 1, FYI).  Thanks for any help here.   Rich    

If you are claimed as a dependent, and it is asking for a 1095-A, it sounds like you did not check the box that says someone WILL claim me as a dependent on their return this year.     If you are claimed as a dependent, then you do not need to enter any type of information regarding insurance.   Two things to do to get rid of this error. Go back to the personal info section and walk through the questions.  Be sure that you say that someone WILL claim you as a dependent on their return this year. Go to the delete a form section and look for form 1095-A or form 8962 and then delete the form.     From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.   

Based on your last question entering your withholdings is what is needed. The selections are definitely there and it's a matter of scrolling and selecting what you need. I managed to figure out how to report the income but I haven't found a way to report the tax withheld.  The options I see under Deductions & Credits have more sections than you show: Both TurboTax Online and TurboTax Desktop (I am assuming you are using TurboTax Online) Scroll until you see Estimates and Other Taxes Paid > Select the arrow at the end of that line to open the list Select Income Taxes Paid > Scroll to Other Taxes Paid > Select the arrow at the end of that line to open the list Select Withholding not already entered on a W-2 or 1099 > Revisit or Start  Enter an amount in the box for Federal withholdings > Continue > Continue Land back at the Deductions & Credits screen @frands 

Have you told the system that you plan to mail in the return?  If you are filing electronically the statement is all that needs to be included.  If you are printing and mailing the system should include the form for you.

Rollover contributions do not qualify for the credit. The program is seeing a $7k contribution to ROTH and making sure you do not exceed your limits with another contribution. It has missed the rollover part.   Go back through the rollover entry and be sure to select money was a rollover from another account. Look at your Form 8880, line2 for the rollover $7,000. Line 1 is for contributions and wrong in your case.   To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now.

Go to the Savers Credit and tell the software you are a student.  The credit will be disallowed and let you use Free Edition.   Federal>Deductions and Credits>Retirement and Investments>Retirement Contribution Savings Credit

You need to edit your 1099-DIV entries that were imported. Go to the Wages and Income section in the federal portion of TurboTax. Find the Interest and Dividends section and choose the Dividends reported on Form 1099-DIV option. On the next screen you will see your interest and dividend entries listed. Click on the down arrow next to the one that has the US government dividends listed and choose the edit option. That will bring up the dividend entry screen and on the next screen you will see the questions regarding interest on US government securities. Choose that option and on the next screen enter the US government interest that will then be tax-exempt on your state tax return.

In TurboTax Premium, use these steps to correctly report the SDI tax.   Federal Other tax situations>Nanny and Household Employee Tax. Scroll to a screen called Employee wages and withholding Now look for a line that says “Social Security and Medicare tax withheld by state (withholding on state disability payments)” This is the screen where you previously entered Schedule H lines 2 and 4. This is where you now enter:   Only the CA SDI amount actually withheld from your employee’s paychecks or Zero, if you did not withhold SDI. In this instance, the field "Social Security and Medicare tax withheld by state" in the California household employee section is only for California State Disability Insurance (SDI) or Paid Family Leave (PFL) that you withheld from your employee’s paycheck, not for Federal Social Security or Medicare taxes (which are reported on Schedule H lines 2 and 4), which aligns with the information I reported in my previous post.   @Mishonio     

I bought the condo in 2024 and used the price I paid for it on the 2024 form, which is the first time I reported this home office. I didn't change any numbers related to the purchase, so TT shouldn't have changed that entry--as the instructions make clear it should be the same as the first year I used the office. Today I discovered--after a LOT of digging around--that I can change the amount on the asset worksheet. So I think I'm good--but still puzzled about why TT changed it. 

I am happy to report that we were able to get developers to update this in the software.    If you are using the desktop software, please check for updates and ensure the calculation is correct before filing.  Our updates are often "rolling" updates and it may take a day or two to reach you.  If you are using online TurboTax, we expect this to be resolved for most users by morning.  You may need to clear cache and cookies to see changes.   Thank you for your patience and for assisting us with resolving this issue by providing your diagnostic file. @babstax