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I tried this method and it does correctly add the tax credit as state taxes paid to the Federal Schedule A (Line 5a) as well as correctly adjust the AZ Schedule A (AZ Schedule A lines 7 & 10).  Unfortunately, Turbotax believes the State Withholding that I entered is really withholding and is incorrectly stating that I had state income tax withheld (AZ form 140, Line 53).  This results in receiving both the state tax credit (AZ form 140 line 59) as well as the withholding.  This is incorrect as it isn't state tax that was withheld.  It appears to me that entering the tax credit as "Withholding not already entered on a W2" does not work correctly.   I need a method to: 1.  Add the tax credit to the federal return as state taxes paid that will flow to my Federal Schedule A since I am itemizing my Federal (and State) returns. 2. Adjust my total itemized deductions from Federal Schedule A to reduce it by the state taxes paid on the AZ Schedule A.  3. Not include any state tax withheld on my state return.   The method you provided only addresses steps 1 & 2.  I need a method to accomplish all three steps   Ken

Q. Only $1800 are out of pocket, so That's all I can use for AOTC, right? A. No. It does not matter what money was actually used to to pay what.  You are allowed to allocate all the tuition & fees expenses to the AOTC  (and away from the  scholarship; essentially allocating R&B to scholarship).   A. You are saying to create my own numbers of qualified expenses and non-qualified expenses for 1098-T. Q. Yes. But, "allocate", not "create".   You have $3100 of qualified expenses. They can all be allocated to the AOTC (unless the scholarship is restricted to paying tuition). I have revised/corrected my answer above to: The parent enters the 1098-T with $3100 in box 1 and box 5 blank.  The student enters the 1098-T with 0 in box 1 and $5303 (the taxable amount of the scholarship, since there is no longer any tuition to allocate to the scholarship).  If the program asks (it may or may not) how much of the scholarship was used for R&B, answer $5303.   Q. So when TT asks what part of the scholarships covered room and board, do I show the full $4000 or only part that was paid by scholarships ($2500 or so)?  A. You show the amount you are allocating to room and board, $5303.  To make some of the scholarship taxable, you may have to tell TT how much you want taxable by saying it was used for (actually "allocated to") room &board. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.

I could not get import to work for Fidelity or Schwab.  I am using TT Premier and Edge browser.  I found that changing this in Edge Settings, fixed the issue.  Change this setting to "Allow" mine was "Default"   Internet Explorer compatibility - 1 result   Allow sites to be reloaded in Internet Explorer mode (IE mode)   When browsing in Microsoft Edge, if a site requires Internet Explorer for compatibility, you can choose to reload it in Internet Explorer mode         Internet Explorer mode pages     These pages will open in Internet Explorer mode for 30 days from the date you add the page. No pages have been added to the Internet Explorer mode list yet         Internet Options

@Hil555 wrote: Resolved? You didn't provide a solution.  There are replacements for ItsDeductible and Intuit plans to include a tool for use with TurboTax to determine the FMV of donated items. That's the extent of it at this point.

Already did that.  TurboTax online automatically adds the plus 4, no matter how many times I try to change it just the 5 digit zip code. Tried deleting it all and it still won't work correctly for that MI Homestead Property Tax credit form.

BillM223, thank you so much for going through the tedious task of replicating my situation.  To answer your question, I was NOT the primary taxpayer.... I don't think.  Gregory, my husband, always did the taxes.  He got sick a couple years ago and retired and started collecting Social Security on Disability.  In Oct 2025 he passed away.  Now I took over doing the taxes this year for 2025 (still filing joint-married).  Last year, Greg had me logon and create the Turbo Tax in my email address and we walked through doing the 2024 taxes together.  My husband wanted to teach me as he was suspecting that I will have to do taxes for the 2025 tax year.  So his name always came first as though he was primary tax payer and I was always "the spouse", if that makes sense.... although I was still working full time.    Will you be able to claim the deduction for Shelley of $355 on my behalf?   Thank you so much BillM223. I work in IT so I understand what you are going through to re-create the problem. I truly appreciate you for sticking with me!!

You must sign onto your online account with the exact User ID that you selected when you created the account. Do you have multiple TurboTax Accounts? See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

If you're using TurboTax Online, each Intuit account allows you to e-file one federal tax return, and up to five associated state returns.   With TurboTax Desktop, you can e-file up to five federal returns per software license, and each federal return may include up to three state returns.    How many tax returns can I file with TurboTax?  

Desktop download can be used to prepare and e-file up to five federal returns and the state returns that go with them; and additional returns can be filed by mail.  You need Windows 11 or a Mac that meets the system requirements.   If you use online TurboTax, you get one return per fee, and you pay separate fees for federal and state.   Each return needs its own email, account and user ID. https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/  

I don't see where the nominee process would be of any benefit, if it's even permitted.  Wouldn't doing a nominee of the income still require filing Form 1041 to remove the income from the estate?  The IRS still receives the original a Form 1099-R showing this as income to the estate which needs to be reconciled on the estate's tax return.   Also, I suspect that the Form 1099-R shows user17720250883 as executor, not as beneficiary.  The payer has no business knowing anything about estate beneficiaries.

@bobbyd16  Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X. Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf