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If you selected Married and that you wanted your spouse included on the return in the My Info section, then when you access Any income section in TurboTax, you will be asked specifically, by name, who the form or income belongs to.

I looked up the diagnostic file and checked through the PA return and found no reference at all to a Coverdell ESA.  The Smart Check for PA also did not return any errors for the PA return.   One thing to try would be to go to the Personal tab, and check for Education under the Deductions & Credits.  You'll see Coverdell ESA Excess Contributions and you can click Start or Update, then check No on the next screen about needing to enter Coverdell ESA information for 2025.   If you still believe there is an issue with your PA return, please provide detailed information about what it is exactly that you are seeing and where you are encountering the question about Coverdell ESA in PA.

Where are you seeing November as the month to amend?   The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

If you are using TurboTax Online, you should be able to select "done" on the page where you can enter Mortgage Interest or click the Back arrow. Otherwise, can select something else from the left side menu to leave that section, or:   To remove the reference to home mortgage interest on your return, please follow these steps: Click on Federal > Deductions & Credits. In the Your Home section, click on the Start/Revisit box next to Mortgage Interest, Refinancing, and Insurance.   Click Trashcan. Confirm deletion. Here is the general procedure for deleting unwanted forms, schedules, and worksheets in TurboTax Online: Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.) In the left sidebar, select Tax Tools> Tools. In the pop-up window Tool Center, choose Delete a form. Select Delete next to the form/schedule/worksheet (Form 1098)and follow the onscreen instructions.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Ok.  I am using the Downloaded version (not the online).   It does ask me for books bought from the school.  It does NOT have any option to enter other educational expenses (aka, R&B, books bought elsewhere, etc.) so my 1098-Q from the 529 ends up with taxable income (due to lack of ability to enter in the software those costs). I am amazed that in the 2026 version I am not even prompted to enter other costs.   Is there a update coming or can I just get a refund on the software and use something from a competitor!   If I hadn't done this last year, I would have thought my taxes were correct and that I owe money.    

I am using Chrome and have TT H&B and had the exact same issue. Searched for this online and got these two things which I did. I also disabled my adblocker and privacy badger extensions.  I believe the second one did the trick as I did not have any issue with the window popping up so I am pretty sure it was not allowing network access as you can see the site URL was blocked when you go to that setting. Simply selecting ALLOW for that URL did the trick for me.   1. Allow Pop-ups and Redirects (Crucial)  TurboTax opens a separate, secure window for you to log into your financial institution. Chrome often blocks this, causing the import to freeze or fail.  Fix: When the screen says "Get forms" or "Import," look at the far right of the address bar for a pop-up blocked icon (a window with a red 'x'). Click the icon and select "Always allow pop-ups and redirects from https://turbotax.intuit.com" (or similar, like fidelity.com or vanguard.com depending on the pop-up). Alternative: Go to Settings > Privacy and security > Site Settings > Pop-ups and redirects and add https://turbotax.intuit.com to the allowed list.    2. Enable Local Network Access  If you are using the TurboTax desktop version, or if the website requires connecting to a local security service to complete the authentication loop, you must enable local network access.  Fix: Click the View Site Information icon (the lock symbol) to the left of the address bar. Click "Site Settings". Scroll to the bottom and find "Local network access". Change the setting to "Allow". 

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

The link below will may assist in providing the transfer of your data from your 2024 tax return. How do I transfer last year's return into the 2025 TurboTax software for Mac? @user17711741483