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It's not clear why your son is even filing a tax return.  If he has enough income to have a tax liability, having him claim the education credit may be an option.    There is a provision that allows your student-dependent to claim a federal tuition credit, from a practical matter it seldom works out.  A full time student, under age 24, is only eligible for the refundable portion of the American Opportunity Credit (AOTC) if he/she supports himself by working. He cannot be supporting himself on student loans & grants and 529 plans and parental support.    But, if the student actually has a tax liability, there is a provision to allow him to claim a non-refundable tuition credit. But then the parent must forgo claiming the student as a dependent, and the $500 other dependent credit.  The student must still indicate that he can be claimed as a dependent, on his return. This is worth up to $2500 (AOTC shifts to all non refundable).  In your case, you would re-allocate some tuition from the  529 distribution to the AOTC. The 529 distribution earnings become partially taxable.  Still, the family usually comes out ahead. 

Per your reply, I have completed the "Send tax file to agent"    Token number: [removed]-33418694   Please see the second NJ-COJ form for taxes paid to the Pennsylvania municipality.    You can see that the current value in box 9a of that form is correct, but only because I modified Column B, Row B in the Other State Income and Tax Smart Worksheet.  If you remove the numbers from Column B, you will see that the value in Box 9a goes down significantly, which reduces the credit and increases my taxes due to NJ.   I look forward to hearing back on why this is happening.

For me, once I took out special characters out of my password it worked.  @MarilynG1 - please stop suggesting people can manually enter their information from their wealth advisors. We use this for the automation.  if you have any connection to Intuit you need to advise their Tier 3 support that the API they are using with WF doesn’t allow the use of special characters in the password. Given the fact that WF allows special characters when logging in to its website, or mobile app, or with other 3rd party interfaces, I’m pretty sure it’s a TT defect that needs to be solved ASAP.  telling people to comb through a litany of 1099-DIV information and manually enter is not helpful. 

Only the IRS is in control of how long it will be for your refund to be issued.  Typically it can take about nine weeks after identity verification to get the refund.  You can watch for information on the IRS refund site.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

Generally, income received or assets acquired during a marriage are considered community property. However, some states may have specific rules or laws about how certain community property is divided. What state do you live in?

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

@Sleet wrote: Thanks. I filed my return 2 months ago. I paid my fees, I printed out my return, didn’t get any worksheets.  So I don’t understand what you mean.  Use this procedure to get all your forms, schedules and worksheet -   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2024 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

Do you mean you do not have a dependent?  Or do you mean you have a dependent but they do not have a SSN?   Did you enter something about a dependent in MY INFO?   When it asked if there is someone else that you support how did you answer that in MY INFO?

After the explanation statement step.  It asks: Did you open a roth ira before 2024?  Yes because my income allowed me to contribute directly    Let us track your Roth IRA basis? Yes/no?    Do you have any excess contributions? (No)  Tell us the value of XX's Roth IRA.  Why is it asking my roth ira value?    On one page it says, You currently have a penalty  6% penalty every year that the excess money remains in the IRA.    There is a box for contribution withdrawn before due date of your return.  What should I put here?    I originally put $4400 in roth,  had to recharacterize it. The value went down to 4128 when I took it out of roth ira to regular ira.  when I put transferred back to roth, it was 4257. 

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

SSI is Supplemental Security Income and is not from the Social Security Administration. It is designed to help aged, blind, and disabled people, who have little or no income; and. It provides cash to meet basic needs for food, clothing, and shelter. SSI is not reported on a tax return.   Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.   Filing Jointly will have no effect on the Social Security benefits he receives.   To enter Social Security benefits reported on form SSA-1099 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 Social Security (SSA-1099, RRB-1099), click the start or update button   Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0

If you've already filed and your return has been accepted (or mailed), it's too late to change your bank account for direct deposit. Otherwise, you can change your direct deposit info by following these steps:   Open or continue your return. Select File. Select Start or Revisit or Continue next to Step 2 Your refund/payment info. Select See all options on the Get your refund up to 5 days early screen. Choose Direct deposit and follow the onscreen instructions. I you meant something else reach back out

If you worked for someone else who paid you in cash and did not issue you a W-2, then you were being treated as an independent contractor.  This means that you are self-employed and considered to own your own business offering your services to others.     You will use your own records to determine how much income to report.  Your income and any associated expenses will be reported on Schedule C Business Income and Expenses.  You will also be subject to self-employment tax if your net income is over $400.   See the following TurboTax help articles to learn more:   How do I report income from self-employment?   Am I considered self-employed?  

CAN I USE TURBOTAX TO AMEND IF THE RETURN WAS PREPARED SOMEWHERE ELSE?   If you did not use TurboTax to prepare your tax return, it is possible to amend the return using TurboTax but it will really be a pain.  It would be better to use the software or service used to file originally.  If a paid preparer made a mistake on your tax return, that tax preparer should do the amended return for you at no charge. In order to use TurboTax to amend your return, you need to purchase the desktop software for the tax year and re-create the return EXACTLY as it appeared when it was filed with the IRS/states.  Every line has to be the same.  Then you have to "trick" the software into thinking you filed by saying you will mail the return. (but do not mail it)   AFTER that, you use the software to prepare a Form 1040X, which has to be printed, signed and mailed to the IRS.  It takes the IRS about 4-6  months to process an amended return   https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.       For your 2024 desktop download:   HOW DO I GET STARTED WITH TT DESKTOP   https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US?uid=m5zp8c5h