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@DanaB27 correct, if "did not have an excess contribution" is the same as putting it in then taking it out again right away. Thank you for the instructions—seems like I can just delete all the IRA and Roth entries and be good to go. Thanks!

How was the stipend reported to you, on the 1098-T, a 1099 or some other way? In  general, Enter stipends at Educational Expenses and Scholarships, under Deductions and credits (not the income section). If you do have a 1098-T, one of the follow-up questions will be do you have any scholarships not shown on the 1098-T. Enter the additional scholarship/stipend there.  When asked if any was used for room and board, answer yes. Then enter the amount you want to be taxable (usually all of it), in the pop up box. R&B are not "qualified educational  expenses".  So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.  This will put it on line 8r of Schedule 1 (this line was added in 2022).   *  

Different forms of income are taxed at different rates. Your tax bracket relies on using your taxable income to determine your federal taxes owed.    Not all income is treated the same for tax purposes. Income you earn from your job gets taxed through the tax brackets used on ordinary income. Long-term capital gains, on the other hand, are taxed at a rate between 0% and 20%, depending on your income level.    No matter what type of income you make or the tax bracket you’re in, your goal should be to get your effective tax rate as low as possible.  The actual percentage of your taxable income that goes to the IRS is referred to as your effective tax rate. Your effective tax rates determine what percentage of your taxable income is being paid in tax.   A tax bracket is a range of taxable income that is subject to a specific tax percentage or tax rate.   The brackets used to calculate your income tax depend on your filing status. For the 2024 tax year, there are seven tax brackets. Each one has a different tax rate ranging from 10% to 37%.   Your tax rate comes from schedules that are published by the IRS and they are based on your taxable income.    Click here for What is My Tax Bracket?   Click here for What is a Tax Table?

Thank you. My computer sent my reply while I was still composing. Prior years included forms that allowed income from social security and IRAs as qualifying. Was there a legislative or rule change disqualifying those income sources? What happened to the work papers for this?

Taxable amount not determined means that the trustee is unable to reasonably obtain the data needed to compute the taxable amount.   If you continue in the TurboTax interview, it will ask you for the taxable amount.

To edit Social Security numbers in TurboTax, follow these steps: Open your TurboTax return and go to the About me,  then go to Personal Info section. On the Personal Info Summary page, find the person whose Social Security number you need to edit. Click Edit next to their name and update the Social Security number Original Post

I concur with HLAI. It feels like bad practice to enter a zero where there is none, and then later to correct the information when asked, but yes, this did get rid of the "needs review" flag, and correctly reports the cost basis. This one cost me a LOT of time to get past. 

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response. *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)