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How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund

1099R became available yesterday January 29 in TurboTax for the Mac, running Tahoe 26.2. However, TurboTax did not alert me there was an update, like it usually does when you open the program. I had to go into TurboTax, and, under the TurboTax heading, check for updates. Once they got loaded, 1099R was there.  

The Federal Education credits would not apply in your situation.  There is no federal tax benefit and I assume you entered the information correctly.  If the student had graduated and started college full time in the Fall, the expenses paid earlier in the year would have counted.   Therefore, if the student takes college classes in 2026 in his senior year of High School, graduates and starts college in the fall of 2026, ALL the college tuition would be claimed, even that paid while he was a High School Student.   According to the IRS: Example 3. During the 2023 fall semester, Larry was a high school student who took classes on a half-time basis at College X. Larry wasn't enrolled as part of a degree program at College X because College X only admits students to a degree program if they have a high school diploma or equivalent. Because Larry wasn't enrolled in a degree program at College X during 2023, Larry wasn't an eligible student for tax year 2023. Example 4. The facts are the same as in Example 3. During the 2024 spring semester, Larry again attended College X but not as part of a degree program. Larry graduated from high school in June 2024. For the 2024 fall semester, Larry enrolled as a full-time student in College X as part of a degree program, and College X awarded Larry credit for the prior coursework at College X. Because Larry was enrolled in a degree program at College X for the 2024 fall term on at least a half-time basis, Larry is an eligible student for all of tax year 2024. Therefore, the qualified education expenses paid for classes taken at College X during both the 2024 spring semester (during which Larry wasn't enrolled in a degree program) and the 2024 fall semester are taken into account in figuring any American opportunity credit.

Yes - and it showed the carry-forward balance of the non-deductible contributions from my 2024 tax return.  It was preparing the 8606 using the 2024 Form 8606 contribution balance.   As a work-around, I manually entered the total market value of my IRAs on2025 Form 8606.

Are you scrolling down this page where you click on 1099-R to Continue at the bottom?  Next screen will ask who the 1099-R belongs to.   If you're using TurboTax Online, close the program, clear your  Cache and Cookies and return to this section.   If TurboTax Desktop, be sure your program is updated through the ONLINE link at the top.   @Lindajoseph 

TurboTax gets no information after you file your tax return and cannot find out anything about your refund.   Call the IRS to see what is going on.   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday   TAX ADVOCATE See this article for more info on how the Taxpayer Advocate Service works:: http://www.irs.gov/taxtopics/tc104.html   https://www.taxpayeradvocate.irs.gov/  

Your veteran husband requires more of an answer. If the 1099-NEC came VA family caregiver stipends, it is a non-taxable  benefit and you should not have the form.  Since you have a form, I think a state funded program like Medicaid Waiver or IHSS must have sent it to you- which makes it taxable income. Follow these steps to enter the income- programs vary: You have the form, so it must be entered.  Open your return to the income section Look for  Other Income, Common income or uncommon situations Locate 1099-NEC While entering, select  Medicaid waiver payments (hobby or not for profit could be used) If the 1099-NEC came from the VA, you can contact them to see if they will send a corrected form with zeroes but that isn't likely. Which means, you need to subtract the income back out. Follow these steps if the form is from the VA to subtract the income: Open to federal income Locate Miscellaneous Income, 1099-A, 1099-C, Start Scroll to the bottom Other reportable income, Start Other taxable income? Select YES Description 1099-NEC for VA care Amount, enter your negative amount, use a minus sign in front. Continue

Who is "they" that you think is shorting you?   We cannot see your screen, your return or your account.  Have you entered ALL of your 2025 information?  All your income, etc.?  Many tax documents that you need do not arrive until late January or even February, so maybe you do not have it all there yet.   There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc.  You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17?  If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC)  Are you 65 or older ?  If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.   And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41   Print out 2024  and 2025  and compare them side by side to see what is different.    https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN