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In some cases, TurboTax will make the calculations for you and allocate a portion of shared expenses to the rental property and to the homeowner deductions. In other situations, you must make the calculations yourself. This option depends on how the Property Profile was set up.   Return to your rental property and Edit (pencil icon) the rental property info. On the page "Let us calculate your expense deduction for you" you can choose to either allow TurboTax to make the calculations for you or to enter the split expenses yourself. This option appears only if you had zero Personal Use days.   If you choose to let TurboTax calculate the allocation, shared expenses will be pro-rated based on the number of rental days. Expenses that are specific to the rented portion of your home should be entered on the page titled "Any Miscellaneous Expenses?". Entries made on this page will not be allocated. 

Q.  As I understand it, you can take the tax-free scholarships and count as income, so that you receive a higher AOC amount, is that correct? A. Yes, as long as the scholarship is not "restricted" (it must be used for/allocated to tuition).    Q,  Does that apply if you get Chapter 33/GI Bill payments also? Can those be counted as income? A. No    Q. We are not going to claim her this year so she can get the AOC credit? A. You're essentially not allowed to do that.  If she CAN be your dependent, she cannot claim the refundable portion of the AOC, even if you don't actually claim her. While technically 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 (up to $1000) of the American Opportunity Credit (AOC) if he/she supports himself by working. She cannot be supporting herself on student loans & grants and 529 plans and parental support.  It is usually best if the parent claims that credit.   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)

You should get a 2025 Form 1099-R in 2026 with codes P and J. This 1099-R will have to be included on your 2024 tax return and you have two options:   You can wait until you receive the 2025 Form 1099-R in 2026 and amend your 2024 return or You can report it now in your 2024 return and ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding. Then you must enter the 2025 Form 1099-R into the 2025 tax return since the withholdings are reported in the year that the tax was withheld. The 2025 code P will not add anything to your income in the 2025 tax return but the withholdings will be applied to 2025.   To enter a 2025 Form 1099-R in your 2024 return please follow the steps below:   Login to your TurboTax Account  Click on the "Search" on the top right and type “1099-R”  Click on “Jump to 1099-R” Answer "Yes" to "Did you get a 1099-R in 2024?" Select "I'll type it in myself" Box 1 enter total distribution (contribution plus earning) Box 2a enter the earnings Box 7 enter J and P Click "Continue" On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"? On the "Which year on Form 1099-R" screen say that this is a 2025 Form 1099-R. Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".   Please be aware, code P will say in the drop-down menu "Return of contribution taxable in 2023" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 2024.

You may need to delete the forms and start over.   In TurboTax Premier Online, report the IRS form 1099-K for self-employment income within the self-employment activity reported on Schedule C Profit and Loss From Business.  Follow these steps:   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click on the drop down arrow to the right of Self-employment. Click to the right of Self-employment income and expenses. At the screen Your 2024 self-employed work summary, click Edit. At the screen Here's your info, select Add income for this work. Select Form 1099-K. If you delete, then re-enter the other two IRS form 1099-K, you should see the screen Which type of income is your 1099-K for?  Which income will you choose?  

Please try the following steps Log out of Turbo Tax. Clear your cache and cookies Delete Cache & Cookies Close Turbo Tax  Shut down the computer Re-start your computer Re-open the browser and log back into Turbo Tax. You can also try a different browser as well, If none of the above steps resolve the issue,    Please contact the TurboTax Support Phone Number  

You can check your payment with the IRS at the website Online account for individuals You can access tax records View key data from your most recently filed tax return, including your adjusted gross income, and access transcripts or tax compliance report Check your refund View digital copies of certain notices from the IRS View information about your Economic Impact payments View information about your advance Child Tax Credit payments View your audit status (currently available for certain audits conducted by mail)

TurboTax Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   TurboTax Deluxe online edition - https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp   TurboTax Premium online edition - https://turbotax.intuit.com/personal-taxes/online/premium/

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.   On the Tax Home webpage - Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)    If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

The Livestock, grain, produce, custom work, co-ops is under Farm Income.   To get to Farm income section, search for Farm Income, and Jump to Farm Income.   To enter your form 1099-PATR, please follow the instructions in this TurboTax Help article.

I too have this exact problem.   I am being forced to admit I had a high-deductible health plan to remove errors in Turbo Tax smart check.   What correction can my ex-company's payroll department make to get me out of this bind?   One thing I can think of is to remove code W entry in W-2. Then what happens to my FSA contribution?   Thanks

To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button   Online editions -  On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2024 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8