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mesquitebean - Thank you for that suggestion.  I found that, even after editing the value for 2024 Total Itemized Deductions in the Carryover Worksheet, it still required an Override to correct the value in the Two Year Comparison form.  Clicking on the number in that form to find out the data source of the value, it only defines the source for the 2025 value.  I suspect the problem is due to the change in treatment of state income, sales, real estate and personal property taxes from 2024 (where they were limited to $10,000) and 2025 (limit increased to $40,000).  At least that accounts for the difference in my numbers from the correct 2024 and the incorrect 2024 values I inadvertently imported.  

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button

You can preview the 1040 and schedules.  Before filing you can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

It depends. Check Box 2a of your Form 1099-R you received for your PERS distribution.   Box 1 will show your total distribution, while Box 2a will show your taxable amount, according to PERS.   If the amount in Box 2a is lower than Box 1, PERS has already done the math, and your answer would be "Yes" because the Form is already showing the taxable amount.   However, your answer should be "No" if the taxable amount on the Form represents the entire distribution (equal to Box 1) but you know that a portion should be excluded due to your disability status.   Also check if the Taxable amount not determined box is checked on your Form 1099-R. If it is, then you should answer "No" so that it can help you calculate the non-taxable portion manually.

Thanks - meant to add it was on the summary versus the actual forms to be submitted. - just called me to do a double take.  I don't think you can actually see/print the worksheets on the online version until you pay and file.

A common mistake for doubling the Foreign Tax Credit in T.T. is because the user unknowingly enters the value twice due to the wording on the user's Beneficiary Foreign Tax Credit Schedule that the user gets from the user's trust. Box 8 of the form says "Foreign taxes paid or accrued".  However, the T.T. input screen for Box 8 asks only for "Accrued" foreign tax. I had to look up the definition of accrued, which is taxes "not yet paid".  TurboTax needs a warning when Foreign Tax Credit is doubled that paid does not mean accrued.  My fix was to only enter the K-1 Box 14 B value for a paid Foreign Tax and ignore the Box 8 on my trust's Beneficiary Foreign Tax Credit Schedule.  

The work on that section of TurboTax (Rental and depreciation of rentals) is still in process. The updates are now scheduled to be released with next week's updates, which usually come through Thursday night.    Use this link Sign up for email notification which will let you know when the depreciation/amortization will be ready to file for Schedule E. This will be the most efficient notification. @booch1 

There's nothing wrong with that.  That is just a review and summary screen.  You are getting the Standard Deduction 17,750 on 1040 line 12e.  The savings penalty you get credit for it on  Schedule 1 line 18.  The Enhanced Senior Deduction is listed separately on 1040 line 13b.     The withdrawal penalty was included in your 1099INT box 1 as income.  So you get a deduction for the penalty.  

Thank you.  I'm definitely claiming him as a dependent.  I realize the 529 can be used for room and board.  But room and board cannot be counted toward the AOTC.  Only tuition and books and materials according to IRS publications.     I don't really have much out of pocket expenses.  Maybe a little for books.  But for simplicity I'm just looking at the tuition when related to the credit...which again was all paid with NC 529.    I'm looking at Publication 970, page 52, which discusses the 529 (QTP) in relation to the AOTC.   I've included this small section below for convenience.     I'm thinking based on their example.  I would use $4000 of the tuition paid by the 529 to use for me to get the credit.  Then on my son's return , I would add income based on the taxable portion based on growth earnings. .....I think :).    I'm looking for validation here :)....but maybe I'm missing something.   Thank you.   From Pub 970 , page 52   Coordination With American Opportunity and Lifetime Learning Credits An American opportunity or lifetime learning credit (education credit) can be claimed in the same year the beneficiary takes a tax-free distribution from a QTP, as long as the same expenses aren’t used for both benefits. This means that after the beneficiary reduces qualified education expenses by tax-free educational assistance, the beneficiary must further reduce them by the expenses taken into account in determining the credit. Example 2. Assume the same facts as in Example 1, except that the parents claimed an American opportunity credit of $2,500 (based on $4,000 expenses). Total qualified education expenses ......... $8,300 Minus: Tax-free educational assistance ...... − 3,100 Minus: Expenses taken into account in figuring American opportunity credit .............. − 4,000 Equals: AQEE ........................ $1,200 The taxable part of the distribution is figured as follows. 1. $950 (earnings) × $1,200 AQEE/$5,300 distribution = $215 (tax-free earnings) 2. $950 (earnings) − $215 (tax-free earnings) = $735 (taxable earnings) The student must include $735 in income (Schedule 1 (Form 1040), line 8z). This represents distributed earnings not used for AQEE.