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You must have received a Form 1099-R for the withdrawal   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions - On the screen Did you get a 1099-R in 2024? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How do you want to add your 1099‑R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Your parents paying the tuition does not disqualify a non-dependent student from claiming the AOTC.   But, there's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit.  You cannot claim the (up to) $1000 refundable credit if you are, or can be, claimed as a dependent by someone else.   Reference: Line 7 instructions for form 8863. https://www.irs.gov/instructions/i8863#en_US_2024_publink53002gd0e674

Yes, but it must be mailed as Turbo Tax only has that option.  I just finished mine.  Finish your taxes and figure out what you must pay...if you have to pay , to avoid the penalty, you then send your payment with the extension document , Form 4868, to the address on the form.  You will have to have an idea of what the final amount of payment or refund is so you do not get a penalty.  So, if you owe money, to avoid a penalty, send a check with the Application for Extension.  If you have a refund, then just send the document.   Must be done by 4/15/2025.  Hope this works...it was very confusing to me!!  Good luck.

Do you have a qualified person you are claiming as a dependent?  If not you cannot have Head of Household filing status.   See this TurboTax support FAQ for head of household when you are married - https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m9hosz76   To change your filing status you will need to click on My Info on the left side of the online program screen, then edit your personal information.