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Try Delete a Form:   Windows instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove. After the form is generated in the right pane, select the Delete Form button. Follow any onscreen instructions to remove the form or forms. Mac instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name]. Follow any onscreen instructions to remove the form or forms.

Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion. The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses(including room & board which is only qualified for the 1099-Q)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the earnings are tax free; 40% are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $14,600 of taxable scholarship (in 2024) and still pay no income tax. 

Same problem of requesting State ID encountered in 2024 return. In the last stage of transmittance of efiling it asked for Tax ID I opened the 1099 INT Worksheet. Entered zero in the places where it was blank In the State selection at the end I selected Multiple States from the drop down menu Went back to filing  It transmitted successfully  

Q. How do you report child’s college tuition fees and room and board? A. It depends on why you want/need to report them.    If the parent wants to claim the tuition credit, the 1098-T is entered on the parent's taxes. Room and board (R&B) is not entered if claiming the credit is all you need to do.    If the student needs to report excess scholarship as income, the 1098-T is entered on his taxes.    If there was a 529/ESA distribution, R&B is a qualified expense, for that R&B is entered.  You must enter the 1099-Q before you enter the 1098-T, to get the R&B entry screen.     Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/i-need-help-with-1098t-section-college-expenses/00/3451036

I am having the same problem and called customer support.  I tried disabling my antivirus, my firewall, rebooting, clearing the cache, updating my profile in intuit and no dice.  I still get the same message about hitting a snag and trying again.  This is very upsetting.  The customer service person said she could not see my name in the contact information on my Intuit profile, but it was clear on my side.  So, if their system is not communicating, then they need to fix it.  I asked her to notify the IT team.  I hope she will.  She seemed reluctant to go that route though.

Did you choose the annualized adjusted gross income method.  If you are entering different amounts in each quarter, or leaving a quarter off, it can flag and give the error.  Go back in the program until you see "Annualized Income Method" and select yes.  

Where are you making this entry? You might go back to the Federal return and make sure you have the correct information in the Personal Info/ My Info section regarding your state of residence.   In any event, if you left California during the year, then the state where you now reside is is where you file as a Resident, and California will be a part-year resident/nonresident return. You will use the same form, Form 540 NR, to report income as a California part-year resident or nonresident.    

If you had a mortgage previously or somehow accidentally created a blank mortgage interest form (1098), delete the form.   Here's how to check: Go to Federal > Deductions & Credits > Mortgage Interest and Refinancing (Form 1098)> Add/Edit Delete any information here

I am honestly very confused. It sounds like I kinda understand how to handle RSUs. For ESPP, discount may be reported as income the year you get them. Not the year you sell them? (That income is reported by brokerage- without adjusting cost basis for discount - and is where double taxing can come in) If they are held long enough they are treated as capital gains - so you can’t adjust the cost basis for discount as income?   So for example, one of my transactions was the sale of an ESPP from 2017 (half of the RSUs I got that year) on my 2017 W2 the only thing listed in box 14 is RS-STK (and the amount) this is different from what was on my 2023 (ESPP QD) and 2022 (no espp listed, only RSU PSU) W2s (the other applicable W2s for ESPP sales this year). I’m not sure how to handle RS-STK. I’m not sure what procedure I would need to do for each of the 3 ESPP sales for this year.  It doesn’t make sense it counts toward income one year when I acquire them and not count toward income the next? Apologies that I don’t understand

be a turbo tax user for years. I have the same problem .  Enter the 1099 R the same as last year. turbo tax  thinks  that   there is a problem. baily tp- 10188 which lower than the 108820.   How do i correct this problem to file my return before the deline.

You have qualified for the standard deduction, so that amount will be used in the computation of tax until you've entered enough itemized deductions to exceed the standard deduction.     Meaning, the deductions will not change the meter until they are over the threshold.  The standard deduction is $29,200 for a joint return and $14,600 for a single person.  Once your itemized deductions are more than that, the meter will change with each additional allowable expense.   Here is an article you may find helpful: Standard Deduction vs. Itemized Deductions: Which Is Better?