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Which TurboTax program are you using?  Your post indicates the TurboTax online editions where there are no e-file fees, federal or state. Using the TurboTax desktop editions there is a e-file fee for a state tax return of $25.  This fee can be avoided by printing and mailing the tax return. If you are using the desktop editions, there was a screen for you to pay the state e-file fee either with a credit card or from your federal tax refund.  On the screen you were shown that there was a $40 charge to use this option to pay with the federal tax refund.    

My son claimed his student loan deductions on his personal return however he still fits the criteria as a dependent. When Turbotax asks me about my dependents he qualifies (lives with us, full time student, no one else can claim him, etc). What I have been reading says though he is not a dependent and cannot be claimed as such on my return because he claimed the student interest deduction. Any insight? Which is correct? It would seem Turbotax would ask that question to help determine qualification. Thanks! 

You can delete that Form W-2 and add another if you need to .   To delete a Form W-2:   If you are using TurboTax Online/Mobile: you can use this link W-2, or you can: Open your return. Go to "wages and income" Under W-2 select the garbage can icon next to your W-2 that you need to delete.    If you are using TurboTax Desktop: Open your return In the Search bar, enter "W-2" and select the link "Jump to W-2" link. This will take you to your W-2 entries  Select the (down) caret next to your W-2 and then select the garbage can icon next to the Form W-2 that you want to delete. To enter a Form W-2 manually:   If you are using TurboTax Online  you can: Sign into your return Click on" Pick up where you left off" Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"                Click on "Add a W-2" Select "Type it  in Myself"   Follow the TurboTax screens and answer all follow-up questions If you are using TurboTax Desktop, you can: Open or continue your return Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"              Your screen will say "We'll start with your W-2", click the box "Work on my W-2" want to file Your screen will say "Let's Start With a Bit of Info From Your W-2" , enter your Employer ID from Box b of your W-2" Click on "Continue" Select to type in your Form W-2. Follow the TurboTax screens and answer all follow-up questions.   Click here for additional information regarding editing your Form W-2.   Click here for additional information on importing your W-2.    Click here for additional information on manually entering your W-2  

You can delete that Form W-2 and add another if you need to .   To delete a Form W-2:   If you are using TurboTax Online/Mobile: you can use this link W-2, or you can: Open your return. Go to "wages and income" Under W-2 select the garbage can icon next to your W-2 that you need to delete.    If you are using TurboTax Desktop: Open your return In the Search bar, enter "W-2" and select the link "Jump to W-2" link. This will take you to your W-2 entries  Select the (down) caret next to your W-2 and then select the garbage can icon next to the Form W-2 that you want to delete. To enter a Form W-2 manually:   If you are using TurboTax Online  you can: Sign into your return Click on" Pick up where you left off" Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"                Click on "Add a W-2" Select "Type it  in Myself"   Follow the TurboTax screens and answer all follow-up questions If you are using TurboTax Desktop, you can: Open or continue your return Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"              Your screen will say "We'll start with your W-2", click the box "Work on my W-2" want to file Your screen will say "Let's Start With a Bit of Info From Your W-2" , enter your Employer ID from Box b of your W-2" Click on "Continue" Select to type in your Form W-2. Follow the TurboTax screens and answer all follow-up questions.   Click here for additional information regarding editing your Form W-2.   Click here for additional information on importing your W-2.    Click here for additional information on manually entering your W-2

Did you request a return of the excess from the retirement fund?  You must do that first.     This link will have the steps to report it, but if you did not request return, you NEED to do that first. What if I have a 401(k) excess deferral? - TurboTax Support  

The percent of business use of the home office is missing from the calculation and therefore the result is that the calculation shows a loss for your business.   When you go through the Federal Review of your return, this error will be flagged and you can enter the amount on that review screen.  The amount to enter is the percentage of time that you spend in your home office making money for your business.  If all of your time is spent working in your home office for your business, then enter 100%.   You can also make the correction to the calculation using Forms Mode.  Use these steps:   Click Forms on the top row of TurboTax. Go to Form 8829. Scroll to the section titled Line 8 Calculation Smart Worksheet and enter your percent of business use of the home office on line B. Click Step-by-Step at the top of the screen to go back to the input screens.   @jhottel 

No. Let's start with the 1099-Qs - you said it went straight to the college. I am going to assume this was room and board since there are scholarships. It may have gone to education expenses.   Step 1 - Did all of the Q get used on 529 qualified Room and Board  and Qualified Education Expenses - Internal Revenue Service? If yes, the Q should not be entered.  A nontaxable transaction should not be entered If no, then the taxable amount will be added to your return.   Step 2 - Do you qualify for education credit?  You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers).     No, Income does not allow the credit: the 1098-T is not entered on the parent's return the 1098-T is entered on the student return If the scholarships are not restricted to tuition and no Q income used on education expenses, the answers are: Yes, Income allows the credit: Enter the 10998-T tuition of $4000 on your return and everything else blank. Enter the 1098-T on the students return but take out $4000 from box 1 (since it is on your return). If you had restricted scholarships or some of the Q went towards education expenses, you will have to account for that and refigure your numbers. We are glad to help but we need to know more to move farther.  The IRS has a great brochure that explains how scholarships and tax credits interact.   Step 3 - Does the student need to file a tax return is the next question. Take this quick quiz, Filing requirement.    Reference: IRS Publication 970, Tax Benefits for Education states: Page 45: Don't report tax-free distributions (including qualifying rollovers) on your tax return.

Enter the IRS form 1099-NEC from within the self-employment activity on IRS Schedule C Profit or Loss From Business.   In TurboTax Premier Online, report the IRS form 1099-K as follows:   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click on the drop down arrow to the right of Self-employment. Click to the right of Self-employment income and expenses. At the screen Your 2024 self-employed work summary, click Edit. At the screen Here's your info, select Add income for this work. Select Form 1099-NEC. If the Review process still does not like the TIN or SSN number on the IRS form 1099-NEC, then select Other self-employed income rather than Form 1099-NEC.   Retain your paperwork with your tax return files should a tax authority have a question at a later time.   @taregas 

Delete the 1099-MISC and enter it as an Investment sale:   To enter an Investment sale: Under Federal Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings. Did you have investment income in 2024? YES Let's import your tax info  Enter a different way OK, let's start with one investment type Other Continue Tell us more about this sale  Sale of _____ Continue Now, enter one sale - enter info Continue