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Did the reply above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @napmeansmemorial! 

@MiamiVice99 wrote: Was the $6,000 temporary bonus automatically entered in Turbo Tax program @MiamiVice99  Are you referring to the deduction for seniors? TurboTax automatically enters it in your tax return, based on the birth date that you entered in your personal information. The maximum deduction is $6,000. It may be reduced or eliminated based on your Modified Adjusted Gross Income (MAGI), as calculated in Part I of Schedule 1-A.  

I went thru all of those steps.  The problem is that on my profile, the correct phone number appears.  Somewhere, is my old phone number that only appears on my spouse, Federal Form.   Please listen to all of us who are complaining about this issue and realize that there is a bug somewhere in the software that is retaining old phone numbers and is not updating them.  Stop making us with this issue go through these useless steps.

Thanks for your responses. Still not tracking with your last comment.  Q. Also, since our kid has tax-free scholarship more than triple the amount of 529 NQEE, I assume there's no 10% tax penalty on 529 NQEE?   A. Yes.  But, better yet, just allocate the expenses to the 529 distribution, not the scholarship taxable income.   Please confirm: So, are you saying taxable scholarship is just income, so we can use it for whatever we want and simply report it and it increases our 529 QEE? (Thus it helps reduce the corresponding total of our non-qualified expenses?)    I'm not sure what you mean by "just allocate the expenses to the 529 distribution," when we have no other expenses that are 529-allowed expenses. In essence, we are using the first $2K scholarship to cover meal plan costs (if allocating it to any one allowed expense matters), but the only other expenses we have are all housing or food costs above the school's COA, etc. So does the second $2K scholarship simply reduce that NQEE  total?    And how does this relate to the 10% tax penalty?    So would I assume my 529 QEE total from earlier stays the same, but my NQEE total is reduced to $747 after allocating the 2nd taxable scholarship. Is this right?     

Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @lmkfdk! 

Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @randyduclau! 

Check back on how to amend around mid-February 2026 for Tax Year 2025. Here's an article on how when the time comes: How do I amend my federal tax return for this year? How do I amend my federal tax return for a prior year?  Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @peterpaolera22892 ! 

The Refund Advance is not available to everyone. You must qualify to see this option.   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Thanks. I wonder when / why they couldn't e-File the amendment in this case, as I believe it did last time. In any case, one follow-up. The change was simple enough, and I expect the IRS to accept the change, however given there is a dependency on filing my 2025 returns (i.e. there will be a basis carryover from 2024), does this mean I have to wait until 2024 is accepted before filing my 2025 return?

No one in the user forum schedules calls.   Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Well...hard to know what the issue is in this Public Forum.   1)  Make sure you've entered all your income first.  Shouldn't matter but might. 2)  If you are married and filing separately (MFS), you do have to file the same as your spouse...either both Std Ded, or both itemized.....maybe you set that wrong. 3) If you made any stock donations to a charity, the Form 8283 isn't ready until 4 Feb.  Maybe that is affecting it "somehow". 4)   Unless some of the itemized deductions you think you have, really aren't. ....(added later)  Like any 2025 4th Qtr state tax paid in January 2026, those weren't actually paid in 2025 so don't get added to Federal 2025 itemized deductions....

Your amended return was not e-filed.    It has to be filed by mail.    Print it, sign and date it in ink, and mail it in.   Use a mailing service that will track it so you will know the IRS received it, like certified mail, because you will have a long wait.   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return  

See this IRS article for more information: What should I do if I entered an incorrect routing or account number for direct deposit of my refund? Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for visiting the community, @rnjajohnson !