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Hi, I understand what you’re saying, and why it’s incredibly frustrating to have people tell you to increase your withholding when you have no earned income (salary).   im going to suggest you contact AARP (too late for this year, but maybe talk to them to plan for next year). They have a program to do your taxes for you, and it’s no cost to you. I hope this suggestion helps, and that you actually get this message! “The Tax-Aide program is the largest free tax-assistance and preparation service in the U.S. Beginning in February, thousands of AARP Foundation volunteers who have been trained and certified by the IRS welcome older adults in various locations across all 50 states.“

@PeteC1 wrote:  I did this and it indicates wait of up to 9 months for processing. What number type of letter was it--such as 5071C, 5747C, 5447C, or something else?  The number is usually in one of the right corners, either top or bottom.   Are you sure it said "9 months?"   On the IRS website there are FAQs for those verification letters listed above that say after verifying it can take "up to 9 weeks" for processing.   But that doesn't necessarily mean it will take that long.    If you can still see what it mentioned about the time frame, I'd look again to be sure it didn't say "weeks."    I realize that 9 weeks, too, is a long time to wait, but better than 9 months.   I can provide you the FAQ link if you state the letter number type.   If you paid for the "get refund up to 5 day early" option, that charge may (hopefully) drop off, or if it doesn't,  you can ask for a refund.      Also be aware of this: Did you pay upfront with credit/debit card at the time of filing, or did you choose to pay your TurboTax fees out of the Federal refund?    The following only applies if you chose to pay out of Federal refund.   If you already paid upfront, this will not apply to you.       If you did not pay upfront and chose instead to pay  the TurboTax fees out of the Federal refund, then obviously the Federal refund is going to be delayed.   So when that happens, at some point in time TurboTax will want to be paid.  So if you used that option, they will likely start sending you emails instructing you to go ahead and pay the fees.  And if not paid after a certain time, they will debit your bank account for their fees.  So don't disregard any emails.   Phone TurboTax Support with any questions or problems concerning the fees.

  In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Education   --Education Expenses and Scholarships (1098-T)   Note that you will just enter the expenses paid. You do not designate that the expenses were paid with loans. That's not relevant, for tax purposes*   You will also not enter room,  board and/or housing. Those are not qualified educational expenses for a tuition credit or for scholarships to be tax free. The fact that you paid housing with student loans is not entered in TT.    Room and board (R&B) are qualified expenses for a 529 Plan or ESA distribution.  But to get the screen to enter R&B, you must first tell TurboTax that you had a 529/ESA distribution by  entering your form 1099-Q. Form 1099-Q must be entered before the 1098-T is entered.    *Except to claim the student loan interest deduction, which is entered separately. In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Education   --Student loan interest deduction

It doesn't let me not put anything.   I'm using tax act because it's actually free. I can't afford turbo tax (plus turbotax is showing a greater amount due) but this seemed like the right place to ask.   It doesn't let me not select anything though.

See if you can do it this way so TurboTax won't nag you for it:     Here's how to get back to the IP PIN interview.   Upon arrival at that section, you may see that question.  If so, you can say "no".   If you don't easily see the question, you may have to start (or revisit) the IP PIN interview to be asked again; i.e., it may ask you once you begin that IP PIN interview if you or a spouse or a dependent received one.   With your return open, click in the left menu column on TAX TOOLS, then choose TOOLS. In the Tools window choose the blue button TOPIC SEARCH. On the topic search line enter the term IP PIN without quotes. In the selection list highlight IP PIN and either double-click it or click GO.

most likely if you did a Roth conversion or other IRA distribution it's needed for the calculation on Form 8606 to determine how much was taxable (ratio of your basis to the total market value determines how much was non-taxable)   5498s are not generally mailed until May so you would use year-end statements to determine the value.   Form 8606 instructions:   https://www.irs.gov/pub/irs-pdf/i8606.pdf Line 6 Enter the total value of all your traditional, traditional SEP, and traditional SIMPLE IRAs as of December 31, 2024, plus any outstanding rollovers. A statement should be sent to you by January 31, 2025, showing the value of each IRA on December 31, 2024

@ynong0222  You posted your IP PIN in a public Internet forum.  You can edit it out.  To do that click the tiny blue 3-dot icon just to the right of your question title and then choose Edit.   What do you need help with in regard to a IP PIN?    Do you need to know where in the TurboTax interview it's entered?     Or did you efile and got a rejection notice that refers to an IP PIN?   If you got a rejection error code/message, please post the rejection error code or message.   If you need to know where to enter your 6-digit IP PIN,  here's a shortcut if you are using Online TurboTax: With your return open, click in the left menu column on TAX TOOLS, then choose TOOLS. In the Tools window choose the blue button TOPIC SEARCH. On the topic search line enter the term IP PIN without quotes. In the selection list highlight IP PIN and either double-click it or click GO. Or you can do it this way (in both Online and desktop TurboTax) Federal Taxes tab (it's the PERSONAL tab in desktop Home and Business) Subtab Other Tax Situations. Then scroll down to Other Return Info. Then choose Identity Protection PIN and then Start or Revisit/Update.

Don't post your pin or any personal info here.  This is a public user forum and everyone can see what you post.  Do you need to know where to enter a  6 digit IP Pin?   Enter a 6 digit ID pin https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/add-remove-6-digit-ip-pin/L1cz7f2zQ_US_en_US?uid=lusxdijb To enter your IRS 6 digit ID Pin number in TurboTax, please follow these steps: In TurboTax Online, open your tax return Click on Federal in the left-hand column, then on Wages & Income Follow the questionnaire until you arrive at the question: Did you experience identity theft and receive an Identity Protection Pin (IP PIN) from the IRS? Reply Yes On the next page, scroll down to Other Return Info and click Show More Click Start on Identity Protection PIN