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You aren't required to report the 1099-Q in your tax return, if the entire distribution was used for qualified expenses.    However, this section is now available. If you still get the same message, and you are using TurboTax Desktop, please log into your program and select Online, Check for updates in the top menu.   If you are using TurboTax Online, please log out of the program, clear you cache, and then log back in.  This should allow you to proceed with transmitting your return.  

Last year it worked fine and this year not working at all. TurboTAX is far behind AI implementation and losing its technical strength. Very bad. consider other alternative. Its support also bad and these guys have no clue how Turbo TAX works (I was on the phone for overo 30 minutes with its support and went nowhere.) 

“Pending” just means your return is on the way or waiting for the IRS or the state to process it. Is totally normal during busy times or if you claim certain credits.   Sometimes the IRS may place a hold for identity verification to prevent fraud.   Keep waiting for the IRS to accept or reject it. If rejected, you may correct it and resubmit.  

Try going into forms and look at the student info worksheet.  then look in section VI line 18 and see of TT has put $10,000 here (assuming you have not taken AOC or LLC in past years).    they are trying to get you AOC money back by paying some taxes on the 529 gains.  I don't want this.  I zeroed out line 18 and everything then calculated magically as I want with no AOC (I dont qualify but TT is still trying to apply it) and my expenses fully cover my 529 funds.

You missed a deadline so you are not exempt from the penalty. You may qualify for no penalty:   If you were denied within the last 90 days, you can still send paperwork and can backdate your coverage. This would eliminate the penalty. MASS does allow a 3 month gap in coverage without a penalty. If you can prove unaffordable or you had a legitimate hardship, you may be able to waive the penalty. if you are low income, the program will compute to give you no penalty. Single below $23,475 or $31,725 for two. The numbers go up depending on the size of the household. hardship - administrative delay and/ or financial distress can qualify you to check box HC for hardship conditions The department of revenue will then send your case to Health Connector for review.  Before filing, you may want to call Mass Health about the 90 day reconsideration, if you qualify. If not, apply for a certificate of exemption. If they grant it, you can enter the certificate number on your tax return and the penalty is waived.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Are you sure that TurboTax isn't asking if box 2b Taxable amount not determined is marked.  For a distribution from an inherited traditional IRA, box 2b Taxable amount not determined should be marked, box 7 should have code 4 and the IRA/SEP/SIMPLE box should be marked.  If neither box 2b Taxable amount not determined nor the IRA/SEP/SIMPLE box is not marked, the distribution is not from any type of traditional IRA but is instead a distribution from an employer plan like a 401(k).   If the distribution is from an IRA, the marking (or not) of box 2b Total distribution is irrelevant.  It has no bearing on how the IRA distribution is taxed.

I'm not quite sure what you are referring to, but the IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return.