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We are updating the room and board section. If you have a taxable Q and need to enter that section, it will be updated this weekend, hopefully by Friday night. Of course, if your Q isn't taxable, you don't enter it at all.  IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. @thatrobert 

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

Thanks for your reply, Roger.   I replied yesterday with a running commentary of the various steps I took. The long/short of the process: the only time the amounts get carried over to Line 15 of AZ-140 from the 1099-DIV (for me) is when I put a state code other than "AZ" in this field:   State where the dividends were earned. Postal code (such as "CA" or "NY") ___   As the screenshots below show, I chose "AZ" for the field because I only lived in AZ during 2025. If I change it to "CA" (which I incorrectly did for the $465.36 amount the first time), then the amount carries over to both AZ-140 Line 15 and the explanation worksheet.   Now, if I'm misinterpreting all this (after checking the IRS site first), then I'd like to understand why, so I can correct it (again). But as it stands now, I had to fill out both the explanation worksheet and the total amount manually. The result is the same, but the methodology in the current case isn't automatic.   I hope that makes sense.    

It's possible your experience is unrelated to the depreciation updates that were recently released. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue for further testing. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.   @adamm3tax 

@VolvoGirl There is no screenshot with the subtraction per se, because the summary worksheet just does the math on 20% using the two methods and states the net QBI via Sch C (line 1 of the QBI Component worksheet) and via taxable income (line 23 of the QBI  Deduction Summary form - I'm using the desktop edition),  but the 20% it gives me is *exactly*  equal to (taxable income - 17,750 - 6,000) * 20%). Of course, using the net Sch C method gives a much higher QBI (all my income is via Sch C), so having that 6000 deduction effectively cancels out the advantage. I understand that this is probablyu not a mistae at all, but it's irritating to suffer for what was supposed to be nothing to do with business income.  Thanks all for your help 

If this doesn't apply to you, don't worry about checking any boxes.  If you need Form 8997 to report disposed investments in a Qualified Opportunity Fund for a tax benefit, you may need a CPA as TurboTax does not handle that.  Or, you can mail your return with Form 8997 attached.   Here's more detailed info on Reporting Form 8997 in TurboTax and IRS Instructions for Form 8997.   @kd_raj       

While unfortunate, I wouldn't worry about it. Just put in the address as best you can. I don't believe the address of the payor is transmitted to the IRS as part of your efile. Even if it were, it is unlikely that the IRS is using it in any way. What matters is the various boxes amounts and codes. Those determine where on your return income or deduction amounts go.  

You cannot prepare the Form SS-8 using TurboTax.   To complete the Form 8919 in TurboTax, you need to:   -  Go to the Wages and Income section -  Choose Other Common Income -  Choose Miscellaneous Income, 1099-A, 1099-C -  Under Miscellaneous Income choose Other income not already reported on a W-2 or Form 1099 -  Under Type of Wages Received choose Earned Income not reported on a W-2 or 1099   You will come to a screen entitled Report Wage Income on which you will choose the Code C option indicating the IRS informed you that you were an employee. You will enter the wages you received that were not subject to Social Security and Medicare tax and that will populate Form 8919.   To back out the wages you reported that are duplicated on the W-2 form, you will enter a negative adjustment to "Other Income" as follows:   1. From the Federal menu in TurboTax find Wages and Income  2. Find Less Common Income 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other Reportable Income 5. Enter a description of the adjustment and the adjustment as a negative number  

The program feels sure you need the form when it comes back after deletion. There is something triggering it to hold.    The kiddie tax includes scholarship income above education expenses. Many students trigger the kiddie tax. Since you are in the desktop version, switch over to Forms mode. The red exclamation on 8615 tells you there is an issue. There should be some pink boxes wanting information. For some lines, you can right click to see a data source. Which lines are giving you trouble and what are all the sources of student income and amounts from each?   Reference: What is the Kiddie Tax?

Although the year-end value of the IRA is required to be present on Form 5498, it's misleading of TurboTax to only suggest that you can find the value there when preparing your tax return since you are likely preparing your tax return before the deadline for issuing Forms 5498.  As an alternate source of this value, TurboTax should also be directing you to the year-end statement which the IRA custodian is required to provide for your IRA.

Right on cue!! 3,2,1 "Says the guy posting every few minutes to every user looking for answers "use H&R BLOCK SOFTWARE".   Yes, leave me and others trying to actually get their taxes done ALONE.  Your just an annoyance to the adults.

Yes. You can still summarize and list the short-term transaction with basis not reported to the IRS in its own category.   Based on what you wrote, your summary would look like this:   Short-Term Covered: (Box A) Basis was reported to the IRS Short-Term Non-Covered: (Box B) Basis was NOT reported to the IRS Long-Term Covered: (Box D) Basis was reported to the IRS   When you are inputting your stock transactions, look for short-term basis not report to IRS (noncovered) for your third category.

No, i'm focused on getting my taxes done with a product i bought, OBVIOUSLY.   I think you must be a H&R Block employee, OBVIOUSLY?!   I realize now, the inane posts give points and award levels.  So post more inane nonsense to annoy the adults trying to get taxes done with a product they paid for.