All Posts

If you are unable to scroll down through your brokerage forms, you can try using incognito mode (private window). Also, make sure your window's display scaling is not over 100%. This can help with scrolling. Make sure all pop-ups are allowed.  And try a different browser, such as Chrome or Firefox.   Please feel free to come back to TurboTax Community with additional information or questions.  

To enter a stipend received as part of a fellowship in TurboTax Online, follow these steps if you received a Form 1099-MISC:   1. Go to Wages & Income>Other Common Income   2. Look for Form 1099-MISC and select Start   3. Click Add Another 1099-MISC and enter the information from your form   4. On the next screen enter Stipend as the description   5. Select None of these apply then Continue   6. Select No, it did not involve work like my main job   If you did not receive a Form 1099-MISC for the stipend, enter the income this way:   1. Go to Wages & Income>Less Common Income   2. Select Start next to Miscellaneous Income, 1099-A, 1099-C   3. Scroll to the bottom of the list to Other Reportable Income and select Start   4. Select Yes on the first screen, then Add   5. Describe the income as a Stipend and enter the amount      

Q. The IRS wants to know the reason for filing an amendment, do I just type in I added 1098T? A.  Yes. Or maybe add taxable scholarship from 1098-T   Q. Do I add the $5853 to box 5 and leave box 1 blank?   A.  Yes   Q. Why would it ask me that information and then not print?  A.  Taxable scholarship is unearned income* for purposes of the kiddie tax (unearned income partially taxed at parent's highest rate) so form 8615** is generated.  There is no actual extra tax because her total income is so low. But the form is usually sent.  This is a federal issue. I don't know why it appears that you're being prompted in the state section.    Q. Also, will they be able to figure out what we did if they put our 2 returns together since I entered $4000 in box 1 on my return? A.  No. The IRS will not try to match her return to yours.   *Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions. Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income.   **https://www.irs.gov/pub/irs-pdf/f8615.pdf

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.