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When I look on the schedule A it does show the medical expenses which are far in excess of the 7.5% but for some reason the program is not applying this, just states that I should use a standard deduction which is incorrect.

In the federal taxes, in the Income section, under Retirement Plans and Social Security, click Start for IRA, 401(k), Pension Plan Withdrawals (1099-R).  You will be able to import or enter your 1099-R information and TurboTax will guide you through the entry to get the income reported correctly.  If you have additional questions, please ask!     See Where do I enter my 1099-R? - TurboTax Support - Intuit

@user17736137346    So far TTX says they "expect" it to be ready 19 March  (that might really mean 20 march if it's late in the day on the 19th) BUT IF it gets too tough to work out the software details by then..it might slip another week to 27 March.  

This year there is an enhanced senior deduction that can add up to $6,000 to the standard deduction, which may make the standard deduction the better option.   If you still want to switch to itemized deductions:  Go back through the Itemized Deductions section. After navigating, you should reach a page that says.“Based on what you told us, the Standard Deduction is right for you.”  On this page, you will see a link or button labeled. “Change my deduction.” This is the only place where TurboTax lets you override the automatic choice.  Select it   For more information, see Deductions for Seniors.  

Q. Are those amounts really separate? A. Yes. It would be unusual for the school to include those expenses in box 1 of the 1098-T   Another issue: You said,  "we paid them directly to the college from our 529 plan."  You cannot "double dip" on the tax benefits of a 529 plan and a tuition credit.  But you do get to decide which expenses to allocate to which tax benefit for the best outcome.    Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion (unless your income is too high).  The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the earnings are tax free; 40% are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $15,750 of taxable scholarship (in 2025) and still pay no income tax.  '

Since you are using a Desktop version, please see this help article for troubleshooting steps for Windows products for Desktop. Sometimes just logging out, restarting your devices, and logging back in helps. Some users have found that restarting their wi-fi connection resolved this issue.   If this issue occurs when you are trying to enter your billing address, check to see if the address you are using matches the Post Office designation for the address and zip code for the location. You can check zip codes at this Post Office webpage.    If you are paying for filing your state return, and you are using a Windows device, try going to Settings, System, Displays and adjusting the scale or resolution. First try the scaling setting.  In your Windows Settings, if you have scaling set to a higher value than the normal 100%, try changing it back to 100%.    If lowering the scaling to 100% didn't help, then it may be screen resolution.  Try a lower screen resolution such as 800x600.  You can change your settings again later if needed. If you are using a Mac, the button to complete the payment may be outside the viewable screen. Connecting to a larger monitor can resolve the issue.   @Jamiemvp 

So, on your Massachusetts return how are the fields finally supposed to be filled out or appear, when it's a rollover from a 401 to a Traditional IRA?  Is the type in the boxes left unchecked, under Part 3 on form 1? And the amount to the right of where the distribution was sent from left blank.  This is how mine appears now, but NO one from TurboTax wants to answer me.  Thanks in advance for any help.

@ritaterhorsttax The program will use the higher of the Standard Deduction or the Itemized Deduction.   Is the amount on Schedule A Line 17 greater than the amount of the Standard Deduction for the filing status?   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older

@Videogamer123 wrote: If I file a contempt of court motion, will the IRS consider the judges decision?    No, the IRS is not bound by a family court judges ruling.  They are bound by the tax code.

Yes. You do need to input the information from your Form 1099-B. However, use care when inputting the information because standard 1099-B forms for employee stock often lead to double taxation.   When your wife's company does something with the stock, they will usually include those shares in her W-2 wages. Therefore, because she has already paid income tax on the value, her true cost basis is higher than what the 1099-B shows. That Supplemental Form is important because it contains the adjusted cost basis.    To find out if your Form 1099-B includes ESPP, RSU, RS, NQSO, ISO, you usually need a package of four things, not just your 1099-B:   Form 1099-B: Shows what you sold it for (Proceeds) The Supplemental Account Statement lists the Adjusted Cost Basis, which includes the income already reported on your W-2 Your W-2 (Box 12 or 14): This confirms the income was already taxed as wages Form 3921 for ISO (if applicable), provided by your employer   What to look for on your W-2:   RSUs/RS: Look at Box 14. Many employers will label it "RSU" or "Vested Stock." This amount is already included in your Box 1 "Wages," so if you don't adjust your 1099-B basis, you pay tax on that amount twice. NQSO (Non-Qualified Options): Look at Box 12 for Code V. This tells you the profit at exercise that is already in your wages. ESPP: This is the trickiest because it doesn't always have a specific code. You often have to look at your final paystub of the year or a Form 3922 provided by your employer. ISO: Form 3921 provided by your employer   It is very important that you determine the basis on your own using the above statements, rather than only relying on your Form 1099-B, because it does not have the complete story and you may end up paying more taxes than you should otherwise.   When inputting your Form 1099-B, TurboTax will have specific questions pertaining to your employee stock. Be sure to carefully read each question as you go. You will need your Supplemental Form, but first, enter the information from the Form 1099-B exactly as it appears on the document.    Click on Income Scroll down to Investments and Savings and click down arrow Select Stock, Crypto...(1099-B...) Select Add investments, then Enter a different way Select Stock, Bonds, Mutual Funds (1099-B), Continue Enter brokerage information, then Continue In the "Tell us about the sales..." section, then Continue In the "Now choose how to enter your sales", select one at at time (since you don't have a lot), then Continue   Note: using your Supplemental Form's information, check the box just below the sales section that reads, "I need to adjust my total cost basis". It is here that you will adjust the numbers on your Form 1099-B to accurately reflect the supplementary information.   Regarding the forms you will need to file, TurboTax will generate the required Schedule D and Form 8949 once you have completed your entries.