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@travis3 wrote: Does this mean I am not able to take advantage of the tax deduction since I do not have a 1099? I have very detailed records of all tips and income.      Correct.  No 1099 equals no deduction.

I'm genuinely not sure what the confusion is. I have not contradicted myself at any turn and don't know how to make explanation any clearer. I never said or determined the deduction could not be done, I said the program did not handle the deduction correctly, which is still the case.   To recap the situation again: my state tax withholding is >$15,750. TT appropriately recommended I take this as an itemized deduction on my FEDERAL return in light of the SALT cap being raised. I have no other amounts from other sources to itemize, my SALT represents the full amount of my itemized deduction. TT erroneously deducted this full amount as an itemized deduction on my STATE return as well, but state taxes paid obviously cannot be deducted from a state return. I posted because wanted to alert that this is a possibility using this service and I didn't know how to fix it. On my own, having received no meaningful engagement here, I determined that itemizing only SALT on my federal return, if properly handled, would result in an itemized deduction of $0 on my state return (must itemize state if federal is itemized), ultimately negating the extra federal refund I would receive by itemizing in the first place. Therefore, it made more sense to just take the standard deduction instead of spending more time on this. But I still thought it was worthwhile to alert about the error in case others experienced it.   So initially my aim was to get the problem fixed, and then I realized I'm my situation it wasn't worth it and said as much. I don't know how to explain it any better, but it's a moot point. 

Yes, it is entirely reasonable and legally permissible to file using your spouse's ITIN-assigned maiden name for the 2025 tax year. Skip the W-7 for now: Do not submit a name change request yet. It'll only trigger the manual mailing/agent requirement you are trying to avoid.    Once your spouse arrives and gets their SSN in their married name, the ITIN becomes invalid. Use the SSN/Married Name for all future years.      

Additionally - What is the amount on your Form 1040 Line 15? Do you have any other amount shown on Lines 17 thru 23?   If you are using the TurboTax online editions - 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.

 I update TurboTax with the 2/4/2026 Minnesota update. I launched TurboTax and got the snag message indicating I should revisit my previous entry every time I selected a new source of income or deduction for Federal. When I started the Minnesota portion, it seemed to work okay. I saved my return and quit TurboTax. The next time I launched TurboTax everything worked correctly.

If you want to enter the Form 1099-Q you can do so and then go to the Expenses and Scholarships (Form 1098-T) section in TurboTax and enter your education expenses. You don't need a Form 1098-T to enter your education expenses there.  

Did you enter qualified dividends or capital gains on your tax return?  If so, the tax tables are not used. The Qualified Dividends and Capital Gains Worksheet is used. IRS Form 1040 instructions for the worksheet page 38 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=38

@dmc48 @DaveF1006 @GabiU    Seen this question/problem a LOT this year..so I checked with a new file, but carried over an overage 73 person's file from last year   What I found: Interesting...that question comes up right after some of the SSA-1099 entries.. ......but if you start from the beginning of an empty file and use the Walk Me Thru method of entering all your data in the Desktop software.....such that it starts from the very top of the menu of Income items as the software Walks Me Thru each income item.   1) When Walk Me Thru got me down to Entering data on the SSA-1099 page, I entered the SSA data and hit the "Continue" 2) Saying NO on being Resident in certain foreign countries "Continue" 3)  Saying NO to the Lump-sum payments question "Continue" 4)  Next page...see below:   One way I got rid of it was to simply hit the Back key right away. Then an empty no-name Canadian pension show up in a table ....and if  you hit the trash can to get rid of it...and move on and I don't ever get the question again.   (might be other ways to get rid of it....I think I tried just hitting "Continue"  But software just bumped me back and  insisted on a Custodian Name....would have to start a new file from scratch to try it again) _______________________________ I think it's the Walk me thru that is causing the problem....in that the  Canada pension is in the Menu right after the SSA-1099 entry..  The Walk Me Thru really needs to ASK if you have a Canada Pension of some type first.   Also not sure if this is just a "Desktop" Walk Me Thru issue or whether the "Online" folks are encountering the same problem.   _________________________

why should it take so long once the forms are released.  Weeks to make an update to one form.  I understand the back and forth with India to make these corrections and the repeated errors from an obviously incompetent Indian programming team, and even the time change issues with a near 12 hour difference, but still, over 2 weeks?  Totally unacceptable.

I need to correct what I wrote here - you are not locked into paper if you switch from efile to paper. You go back into the dashboard, scroll to the bottom, click add state and it begins the state process again. It doesn’t have you start from scratch, it just takes you back into your return. You go through the workflow and eventually get to a screen where you can switch back to efile - if I remember correctly it may actually just default back to Efile.