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Here are the steps to delete form 2441 from the return:   Open or continue your return. Search for the form name in the search bar (2441) select the Jump to link in the search results to get to the summary screen. From here, you can select the trash can icon to delete. How do I view and delete forms in TurboTax Online?  

What’s most aggravating is that users kept talking among themselves while TurboTax support offered no resolution. While it might be a good way to vent our frustrations, everyone just wants the issue fixed. This particular thread is now 4 pages long!  I saw in the thread that one user was able to persuade TurboTax to change his/her activation code. Does anybody know how to jump start Customer Service call conversation to get to the proper level of support quicker? Like Level 3 support instead of Level 1, or manager, etc.?

Yes, it's poorly worded.  They are working on that section of the program. It's not clear if that particular question will be fixed. "Box 6: Is the recipient of the distribution the designated beneficiary?" Appears to be the category. and "Recipient is not designated beneficiary" is the actual question. In your case, answer yes.    Q. In TT it states who received the distribution.  I did and sent it to my daughter.  do I select "tax payer" or someone else? A. Taxpayer   Q. Goal of entry is this withdrawal was used for paying student loan, but TT is counting this a income and taxed, as my refund is reduced when entered.  If I delete this 1099Q, it goes up.    Did I  enter something wrong? A. Not entering the 1099-Q is actually an allowable (and recommended) option. See below.  Otherwise try this: After entering the 1099-Q  and following the interview, you will reach a screen "non-dependent Student information summary". Click on the pencil (edit) symbol.  That will give you additional screens, including one to enter the loan info.  There is a $10,000 (lifetime) limit for paying loans with 529 money, tax free.  _____________________________________________________________________________________________ The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

What state are you in?   There is not a rent deduction or credit on your federal return.  If your state has anything for renters you will be prompted to enter your rent info when you complete your state return.  As far as I know, the states that have anything for rent are Arizona, California, Connecticut, Hawaii, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, Rhode Island, Vermont, Washington DC, and Wisconsin.           You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.  

Are you reporting an Office of Personnel Management CSA-1099-R or a CSF 1099-R?  Are you able to reach the screens that show the Simplified method result?   Does your form report $0 in box 2a?  Or something else?   Does your form report code 7 in box 7 or something else?   Please post.  Someone here may be able to assist.   @CYorbaLinda 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2   Use a mailing service like certified mail  to track so you will know it was received since 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  

  To answer the digital assets question:   Go to the Wages&Income menu page and select  I'll Choose what I will work on if that appears.  The full menu will be displayed. A the bottom of the menu, choose Done with income.  Continue for another page or two and you will be able to change your answer. If you've already made Virtual Currency entries, you would need to remove them first. In either Online or Desktop, go through the Income menus to the end and the digital assets question is one of the follow-up questions that appear.   See this IRS webpage for more information about reporting digital assets.   @nic_ochoa

There was an update on February 13, 2026, for a recent change to Wisconsin's retirement income rules. Please log in on or after that date and resubmit your return. (Online versions update automatically.)   If you have no retirement income OR all of your retirement income is from qualified plans -- like a 401(k), 403(b), IRA, or government pension -- you can simply review and resubmit. Most workplace retirement plans are qualified.  If you have retirement income from a non-qualified plan (uncommon), go to Retirement Benefits Adjustments and follow the steps to update your amounts before resubmitting.  @ddkohwimi 

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.