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Please share a little more information to clarify whether you believe this is causing an issue within your tax return.  Knowing the place in the inputs where you are seeing this message, or any possible issues resulting from this message could be useful to determine why the message is there.  Otherwise, it could simply be a result of you entering a Form 1098 showing mortgage interest into your return.

The following information explains when a portion of social security income might be taxable.  Review the numbers with your total income for a better picture of your situation   .When will some social security income become taxable? if half of your social security, combined with your other taxable income is below the following base amounts, then none of your social security would count as taxable income. The base amount for your filing status is: $25,000 if you're single, head of household, or qualifying surviving spouse, $25,000 if you're married filing separately and lived apart from your spouse for the entire year, $32,000 if you're married filing jointly, $0 if you're married filing separately and lived with your spouse at any time during the tax year.  Social Security Income FAQs @ky690600 

Also, your comment regarding “go to Other Tax Situations and review the Underpayment Penalty just in case - it's possible in some cases for the penalty to apply even if you have a refund” is something we should ALL  review BEFORE submitting our taxes!   Again, thank you!

You will have to contact TurboTax support for assistance with this problem. See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

That is my understanding, but after entering both mine and my wife's SS 1099 info the 1040 is not showing any taxable amount on line 6b, it does have the amount entered on 6a, but I thought it would show 85% of that number in 6a in the 6b, but it has nothing in there ?

Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the program is updated.

If I change the total contribution (I increased it by $50), that number stays at $457. If I change the gross distribution by $50 it also stays at $457. This feels like a bug. Where might I enquire to customer service?

Did you receive a breakdown of the fees? How to Review my Fees in Turbo Tax.    Is it possible that you used forms that aren't included in the free version when you filed your taxes?    Additionally, when filing with TurboTax, you have the option to pay for your fees with your federal or state (if applicable) refund. If you choose this option, there's an additional refund processing service fee which will also be deducted from your refund.   [Edited 2/3/26 | 3:22 pm PST]

AFTER February 13???  What does that mean?  Is that February 14?  I just don't understand why you cant give us REAL answers about this?  Please tell us the truth.  We are adults and can handle the truth even if its not what we want to hear. The communication about this topic has been abysmal.    

You do not claim VA payments for education or training from the Veteran's Affairs as income on your return.  These benefits are tax free.   On the flip side, since you are not including them in your income, you cannot take any type of education credits for the payments made by the VA for education. This would be considered double dipping (getting a benefit for something you didn't pay for with taxable income) which is not allowed. If the VA benefits only covered a portion of your education expenses, you may still be able to claim a credit for the amount you paid, that was NOT covered by the VA.  Example,  Your Tuition is $20,000 The VA paid $10,000 You can claim the remaining $10,000 for an education credit if otherwise eligible.   Lifetime Learning Credit You can take this for an unlimited number of years Twenty percent of expenses up to $10,000 (Maximum credit is $2,000) Non-Refundable meaning this can reduce the amount of taxes you owe, but if your tax liability is less than the LLC, your tax will be reduced to $0 and the rest of the credit is lost.  Cannot be claimed as a dependent on any one else's return (The person claiming the student on their return may claim the credit) Be enrolled for at least one academic period beginning in the tax year. Academic Period can be semesters, trimesters, quarters, or any other period of study such as a summer school session. The school determines academic periods. For schools that use clock or credit hours and do not have academic terms, the payment period may be treated as an academic period. Be enrolled or taking courses at an eligible educational institution. Be taking higher education course or courses to get a degree or other recognized education credential or to get or improve job skills. To claim the full credit, your modified adjusted gross income (MAGI) must be $80,000 or less ($160,000 or less for married filing jointly). You receive a reduced amount of the credit if your MAGI is over $80,000 but less than $90,000 (over $160,000 but less than $180,000 for married filing jointly). You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers). You cannot be Married Filing Separately American Opportunity Tax Credit. Available for the first 4 years of college Max amount is $2,500 per student Partially refundable credit meaning if your tax liability is $0, 40% (up to $1,000) is refundable Be enrolled in a degree or credential seeking program Not have a felony drug conviction Be enrolled at least half time Cannot be claimed as a dependent on anyone else's return. (The person claiming the student may claim the credit) To claim the full credit, your modified adjusted gross income (MAGI) must be $80,000 or less ($160,000 or less for married filing jointly). You receive a reduced amount of the credit if your MAGI is over $80,000 but less than $90,000 (over $160,000 but less than $180,000 for married filing jointly). You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers).

Because the IRS received the return & rejected it, I think that they will reject anything other than that file with the corrected info.  I'm not sure, haven't gotten through to IRS yet.  Please let us know if you find out that's a possibility!   In my opinion, TT should have caught the error, if there was one, before transmitting returns.  Since we didn't use the ACA insurance in 2025, it shouldn't reject only because we used it in 2024.  

Q1. Is he required to file, federal or state? A1. Maybe not. Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions. Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income. I'm not from  California, but my reading of the rules is there is a $5706 (2025) income filing requirement, which he appears not to meet.   Q2. Does the kiddie tax pertain to him? A2. Technically, yes. But, effectively no, because his standard deduction wipes out all his taxable income.   I can't comment of the APTC issue.

Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We are currently investigating this issue. We will notify you once the program is updated.

If you are having issues in Step 3 of the filling process and are trying to pay your TurboTax Fees with our refund transfer program, there's a known issue that it won't let you move forward if your State refund doesn't cover TurboTax fees. Even though, you might have enough on your Federal portion to cover it.   The issue has been identified and the program should be functioning properly very soon.  Please update your software and try again later today.    However, if you would prefer to file now, you can do so by using your TurboTax fees with a credit card instead of using pay with my refund.