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If your Dividend income and your interest income total is over $1,500 then you need to use a Schedule B on your tax return.  The Free online edition does not support Schedule B, so that you will need to upgrade to the Deluxe edition. The Deluxe edition is currently $79.  You also seem to have used a state tax return program which is an additional $59.  For a total of $129

You can keep the same account and Clear and Start Over.   Sign into TurboTax. You may have to bring up the additional options on the left sidebar On the center panel select Personal Info [Continue] This will bring up additional options on the left sidebar. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. You can view the TurboTax Video How do I clear and start over?  

I spoke with another rep today.  They could not really help me and gave me the same info above about electronic transfer.  The rep did say they have been having a lot of problems with this year's turbo tax.  I asked to talk to a manager but got put on a callback list.  Wait is 55 minutes...

If the box is not checked after attempts to report it as a rollover, don't worry because the IRS is looking for matching amounts, so the important thing is to verify that your entriew were reported properly. If they are, your return is compliant, even without the box checked.   Line 5a should show your Gross Distribution and 5b should show zero (0) for the after-tax portion. If Line 5b is zero, your return is mathematically correct and satisfies the reporting requirements.

Hi BillM, and thanks for your reply.   First of all, I was indeed wrong about the numbers on the form I downloaded from Arizona website. The 2025 Schedule A worksheets from Arizona and Turbotax both agree, $40,000; $20,000 for married filing separate. (I had a lot of files open that day trying to find the problem and I must have been looking at the 2024 AZ Schedule A.  I apologize for that mistake on my part.)   That leaves us with the rejection due to subtraction error, which I can't explain by looking at my Schedule A worksheet. I'm uncomfortable posting my exact figures to a public forum, but here's the gist:   4A is $40,000 5A is an amount less than $40,000 but larger than $10,000 6A is $10,000 7A (5A subtracted from 6A) would then be a negative number. The number filled in on 7A is $0, which was entered on AZ Schedule A, line 7 as zero as well.   That calculation looks right to me, so I don't know what I can change to fix the 'subtraction error'.   I hope this helps; if you need more specific information from my tax forms I would prefer to discuss it privately. Please advise as to what I should do next.   Thanks!       5A

Personally, I would remove the T and Q. Here's why: The education credit is based on those answers. You don't want to claim an education credit on a high school student. It is only allowed 4 times. You want to spend $4k out of pocket to get the maximum refund/credit. If you have already filed and claimed the credit, please check form 8863 to see what credit you have. You may want to consider doing an amended. If the 529 completely covered the tuition, then you would not have claimed the credit. In fact, you would not need to enter the T or the Q and you would be set to claim the credit in future years. Your child probably has scholarships in place for college. Please see another post here to help you plan ahead.

It  depends. You can file your tax return even if Form 8949 is part of the tax return. It will not change your numbers or tax liability in any way. If you would like you can use the information below to send a copy of your file.    If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @gideonesq17 

Update to original post - I got both my own and my daughter's to work.  I just had to allow Intuit access in a pop-up.  I think they have changed it to something on a page after the Schwab accounts are linked in TurboTax now.

Thanks for your comment.  I am required to file 2026 Form 1040ES and TurboTax would generate the forms with the watermark "Do Not File Form Not Final.  My disappointment is simply that it took TurboTax 2wks after the IRS finalized the form to incorporated into their software when the only change that was made to the form was a corrected mailing address.

You can't email it, but you can e-file it.  Sign in to your TurboTax account and go to your Tax Home. Scroll down to the section titled "Your tax returns & documents." Keep in mind, you need to have e-filed your federal return first or at the same time as e-filing your state.   Click on "Add a State" (you aren't actually adding a state; this is just away to reopen your return). Once the return is open, select File from the left-hand menu. You will see a screen that says something like "Just one more step." Click Start or Revisit next to Step 3. On the "Let’s get ready to e-file" screen, select the option "I want to e-file." Follow the prompts to enter your bank info (if needed) and click the "Transmit Returns Now" button.

Form 5695 calculates a non-refundable credit.  In order to use it you have to have an income tax liability greater than the amount of the credit.  If your income tax liability is zero then you can't take the credit this year.

To claim no federal income tax on tips in TurboTax for the 2025 tax year, enter your W-2 as normal. If qualified (voluntary tips in traditional service roles), TurboTax will use the tip amount in Box 7 to calculate the deduction, up to $25,000, on the new Schedule 1-A.   If your tips are included in your Box 1 amount, but not reported in Box 7, you can enter the amount in Box 14 (which is informational), even if this is not on your W-2. After you enter the W2, there will be a screen titled Do any of these uncommon situations apply?   Choose Tips included in box 1 of my W-2, but not in boxes 7 or 14.      Here's more info on No Tax on Tips.       @prodalphaant