All Posts

Form W-2c is used to correct a previously issued W-2 and lists only the boxes where there is a change from the original W-2.   You enter the form W-2c exactly as you enter a form W-2. Use the information on your W-2, except for the boxes where information is corrected, then use the correct information listed on your W-2c.   In TurboTax Online, after entering your form W-2c, follow the interview until you reach the page titled Let's check for other situations. Put a check mark on W-2 was corrected by my employer (Form W-2c) then click Continue.

TurboTax only prepares a few city or local tax returns as an extra step in your state return.  For most local tax returns you are on your own.  You may have to ask around amongst your neighbors, etc. to find out if you have a local tax and how to pay it. “Google “ local tax for your area.  Call your city government, etc.  Your only record of paying your local tax will be your own bank/credit card records     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/city-tax-returns-turbotax-state-program/L0fev7XS3_US_en_US?uid=m69jiu1e

@Gweman    Supposedly, either 19 or 20 February.   You can't stop your original tax file, so wait until you get the original refund (or have paid the original tax due) before you start preparing an amended tax return. __________________ BUT....if your original tax filing is not yet "Accepted" or "Rejected" yet....especially don't do anything right now.  IF it's "Rejected"   then you just EDIT your tax file after the rejection and re-submit.

If you are referring to the questions that pop up at the beginning of the tax return process when you are using TurboTax Online, you cannot go back through those questions to make a correction and a correction to those answers is really not necessary.  Those are only used to determine what sections will be shown to you later so that you can enter your data.   Since you don't have any dividend income or Form 1099-DIV, you will not need to go through that section when you see it on the screen.  If you see the question pop up again, just indicate that you do not have that information to enter.

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     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/

Q. I am a part time student and received a form 1098T. do I file this on my income taxes? A. Probably. See point #3.  The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly you  have taxable scholarship income.    Here are the five main  points on the 1098-T: 1. The parent usually claims the tuition credit, if the student is their dependent, not the student himself. This is true, even if the parent was not the one who paid the tuition. So, the 1098-T usually gets entered on the parent's tax return. This credit is worth up to $2500. Most parents get the full $2500 and almost all parent's get, at least, $1000.    2. There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit.  You cannot claim the (up to) $1000 refundable credit if you are, or can be, claimed as a dependent by someone else*. Reference: Line 7 instructions for form 8863. https://www.irs.gov/instructions/i8863#en_US_2024_publink53002gd0e674 *If the student actually has a tax liability, there is a provision to allow him to claim a non-refundable tuition credit. But then the parent must forgo claiming the student as a dependent, and the $500 other dependent credit.  The student must still indicate that he can be claimed as a dependent, on his return. This is worth up to $2500 (AOTC shifts to all non refundable).   3. The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means the parent is either eligible for a tuition credit or the student has taxable scholarship income (and sometimes both).  If you claim the tuition credit, you do need to report that you got one or that you qualify for an exception (the TurboTax interview will handle this) You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2025 expenses". Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS. There are situations where the 1098-T will be entered, with adjustments, on both the parent's and the student's tax returns.    4. There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship. The student reports all his scholarship, up to the amount needed to claim the American Opportunity Credit (AOC), as income on his return. That way, the parents  (or himself, if he is not a dependent) can claim the tuition credit on their return. They can do this because that much tuition was no longer paid by "tax free" scholarship.  You cannot do this  if the conditions of the grant are that it be used to pay for qualified expenses. Using an example: Student has $10,000 in box 5 of the 1098-T and $8000 in box 1. At first glance he/she has $2000 of taxable income and nobody can claim the American opportunity credit. But if she reports $6000 as income on her return, the parents can claim $4000 of qualified expenses on their return. Books and computers are also qualifying expenses for the AOC. So, extending the example, the student had another $1000 in expenses for those course materials, paid out of pocket. She would only need to report $5000 of taxable scholarship income, instead of $6000.   5. Scholarships that pay for qualified educational expenses (QEE - tuition, fees, books and other course materials) is tax free.  Scholarship amounts that exceed QEE is taxable income, on the student’s tax return. Room & board are not QEE. If box 5 of the 1098-T exceeds box 1, TurboTax (TT) will treat the difference as taxable income, unless you enter additional QEE at books and other expenses. If you (the parent) are entering the 1098-T, on your return, TT will advise  you that your student has taxable scholarship income.  It will not (and should not) enter the taxable scholarship on your tax return.    But if that is the student's  only income, and the taxable amount is less than $15,750 (2025), it does not have to be reported (he does not have to file a tax return). 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.   .    

Each those amended returns must be filed by mail.   Print, sign and date them in ink and mail them in.  Do not try to combine them in the same envelope.  Mail each one separately.   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  

@aburke1836    Federal taxes: Yes State taxes:  Maybe, depending on which state you live in.   Normally handled by your answer to follow-up questions immediately following the 1099-R form itself, or during the State Q&A section.

We do not know what state you are in.   And we do not know why you think his age has anything to do with whether he needs to pay state tax.   Being claimed as a dependent does not exempt him from paying his own tax.    Provide some details.