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I did not enter it as a negative value in a 1099 yet I have a subtraction on Schedule 1, Line 8 of my Form 1040. I assume this is because I selected Code II for Box 12 of the W-2 form.  So based on what you're saying, if I keep the value in Box 1 of W2 and Box 12 then the negative value in the 1099 would have to be double (the total of Box 1 and 12), to prevent being inappropriately taxed.  I think that's also what the IRS website says below.    [If box 1 is not zero]..."report the box 1 amount on Form 1040 line 1a, and the box 12 Code II amount on Form 1040 line 1d. Then, on Schedule 1 (Form 1040), line 8s, enter the total amount of the nontaxable Medicaid wavier payments reported on Form 1040, line 1a and 1d, in the entry space in the preprinted parentheses (as a negative number). " https://www.irs.gov/individuals/certain-medicaid-waiver-payments-may-be-excludable-from-income 

It would not allow me to remove expert assist. I did not use it, Every time it said chat with expert, I chose "dismiss". So in order to file my taxes I had to pay for Expert Assist.  I have used turbo tax for over 10 years. I will not be using them in the future!!!

The 8606 is part of the PDF.  It is NOT, however, in the list of FORMS in VIEW FORMS.  The Form 8606-T is in the "Forms in My Return" column, but the Form 8606-S is not in the list.  I kept looking in this list of forms and did not think to look in the PDF.

Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...    

That's just it. For this daughter, there wasn't a question about being a student under “Uncommon situations”. There was for my other daughter, hence my confusion. Another person posted an answer that may help answer why. Thank you

Q. Well, the child is not dependent anymore, got more than $5,200 for the internship. Right? A. Maybe. The $5200 income rule, alone, does not disqualify a student-child from being a dependent. There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year   So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants. The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html   Q.  I should still be able to claim 1099-Q distribution as tax free, since I used this money to pay for their qualified expenses (regardless of dependency status the child is still the beneficiary). Right? A. Yes. It even goes further. You did not have to actually use the money to pay education expenses. It is only necessary that he had expenses and did not use those expenses to claim another tax benefit (tax free scholarship and/or tuition credit), no double dipping. Room and board (R&B) are qualified expenses for a 529 distribution but not tax free scholarship and a tuition credit.   Q. The child will not be able to claim educational credit though, but this is OK, since I am getting tax relief, which should be bigger. Right? A. It depends on the numbers, including how much R&B there is.  Only the earnings portion of the 1099-Q is taxable.  So the taxable portion, of a distribution is only a fraction of the total distribution. So, it depends on the student's tax liability and which credit he is eligible for, whether you benefit is bigger. The tuition credit is usually the biggest benefit.  Tax free scholarship also usually beats tax free 529 distribution. The 10% penalty is waived in those situations. 

From IRS Pub 590-A: The IRS treats as compensation any amount properly shown in box 1 (Wages, tips, other compensation) of Form W-2, Wage and Tax Statement, provided that amount is reduced by any amount properly shown in box 11 (Nonqualified plans).