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To delete Form 1099-SA, you can do the following:   If you are using TurboTax Desktop version of TurboTax you can  do the following to delete the form: In the top right corner of your TurboTax screen click on "Forms" to switch to Forms Mode. In you left panel  scroll down to the Form 1099-SA and in your right panel near the bottom of the form select "Delete Form"  A box will appear to confirm the deletion, Click on "Yes"   If you are using TurboTax Online version of TurboTax you can  do the following to delete the form: Continue your return Click on "Tax Tools" then "Tools" and Under "Other Helpful Links"  Select "Delete a Form." This will bring up all of your forms and you can  Click on "Delete" next to the form you want to delete   Click here for "How Do I View and Delete Forms in TurboTax Online"   Click here for "How to Delete Forms in TurboTax Desktop

So I took a total withdrawal from my traditional IRA in Dec 2024 and PLANNED to do a rollover to a qualified plan within the allowed 60 day period which would have been in 2025. So in 2025, I received a 1099-R for this IRA distribution that show Box 2a (Taxable Amt) as $0 and Box 7 code as "G"-Direct Rollover.. Now, the distributed Trad IRA funds were NOT rolled over in 2025 as planned so is this Trad IRA money taxable in 2025?  If so How do I input the 2024 1099-R form in my 2024 TT software to show the money will be taxable in tax year 2025?  

Yes, you can remove a retirement form in TurboTax without upgrading your plan. Here’s how to do it: Steps to Remove a Retirement Form in TurboTax Sign In: Login to your TurboTax account. Navigate to Tax Tools: On the left-hand side, select "Tax Tools" from the drop-down menu. Select Tools: Under "Other helpful links," choose "Tools." Delete a Form: Select "Delete a form" and find the retirement form (e.g., Form 1099-R or Form 8880) you want to remove. Click "Delete" next to the form Impact on Filing: Removing the form should not impact your ability to file your return, as long as you do not have  to report any retirement income or contributions.

I understand what you are saying with the 1098-T on both the parent and child taxes.  I did that and am getting a little education credit returned to me.  Do you also need to add the non qualfied scholarship, used for room and board, to the MISC Income / Other Reported income?  (Where you add a Description of SCH and the amount used for the Room and Board.)

You can go back to the screen that is at the end of the "Wages & Income" section of TurboTax and answer the question "No".   You can delete Form 8915 from your return as follows:   If you are using TurboTax Desktop version of TurboTax you can  do the following to delete the form: In the top right corner of your TurboTax screen click on "Forms" to switch to Forms Mode. In you left panel  scroll down to ‌Form 8915 and click on it  in your right panel near the bottom of the form, select "Delete Form"  A box will appear to confirm the deletion, Click on "Yes"   If you are using TurboTax Online version of TurboTax you can  do the following to delete the form: Continue your return Click on Tax Tools" then "Tools" and Under "Other Helpful Links"  Select "Delete a Form." This will bring up all of your forms and you can  Click on "Delete" next to the form you want to delete   Click here for "How Do I View and Delete Forms in TurboTax Online"   Click here for "How to Delete Forms in TurboTax Desktop.

I have the same issue as the user above. I’ve filed as Head of Household since I was divorced a few years ago. I’ve entered my status as “divorced and not remarried”, confirmed that I have dependents, and it’s automatically changing my status to single and saying it’s because I didn’t provide more than 50% of support which isn’t accurate. Hopefully someone can help me fix this before I move on to another filing service. I’ve used TurboTax for almost 20 years now. 

I chose to have my tax return deducted from my checking account. However, at the end of filing I was sent 4 vouchers to return by mail dated one month apart. This has me questioning?? Will my return be taken out of my checking account or not by the deadline tomorrow 4-15-2025 pleade help thank you in advance  Pamula York