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@KrisD15    On your following comment: DO NOT ENTER EXPENSES SUCH AS ROOM AND BOARD WHICH DO NOT APPLY TOWARDS AN EDUCATION CREDIT.   Your comment is only partially correct because it is short-sided. In almost all of employee responses in various posts, they focus on the education credit but missing another very important element which is about offsetting the 529 distributions against ALL of qualified education expenses, including Room & Board. If the taxpayer does not include the Room & Board expense (as you suggested) which is a huge amount, any 529 distributions used to pay for this qualified expenses will not only become taxable income but also subject to 10% penalty!   Room & Board expenses, up to the amount published by the college as part of the Cost of Attendance (COA) are QUALIFIED education expenses, allowing one to use their 529 distributions toward it. Therefore it is imperative for TT to allow the user to enter their Room & Board expenses [as well as any other qualified expenses].   The image below explains the QUALIFIED expenses for the purpose of 529 distributions that the taxpayer should be allowed to enter. The red box shows what is now missing. It worked perfectly well up until this year.  

Try these options to fix the issue you are having:   If you are using TurboTax Online Check ‌your browser's settings. (Clear your Cache and Cookies) Check on your internet connection Try using a different web browser  If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.  ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.    If you are still having issues after trying these options, contact Customer Support by clicking the link below:   TurboTax Phone Number ***If it look like everything is gone, don't worry. It is probably a display error, and your information is still safely stored in the TurboTax system.

Those non-dividend distributions (NDD) are treated as a return of capital (ROC), reducing your tax basis. Once basis hits zero; any further NDDs are long-term capital gains because the stock has been held more than a year.  Each ROC distribution is prorated among the shares held. If you held 1000 shares all year, and the ROC was $1000, each share would be reduced by $1.

Hello James,   Thank you. From the Income Summary page, when I scroll down to Investment Income > Stocks, Crypto, Mutual Funds, Bonds, Other to the right, I see "Update" not " Review/Edit" to see my 1099-K entry. When I do click update, it brings me to my Interest Income 1099-INTs, NOT my 1099-K entry. When I scroll down to the bottom I do see a + Add investments button, not sure what I should do there but gave it a shot. I bought me to investment types "1099-INT, 1099-DIV, 1099-B, 3922, 3921, 1099-DA & 1099-S. Still nothing about 1099-K or my specific entry of my 1099-K.  Can you provide further guidance?

Turbotax does not currently have an assistant to help you determine the value of your items.  However, you can enter the value yourself if you know it.  You do not need to list every individual item that you donated.   You are required to have your own accurate records that includes a list of items (inventory) with sufficient detail to be able to determine the value-- at a minimum, a short description and the condition (good or fair, you can't claim a deduction for items in poor condition unless you have a signed appraisal.)   Then, you can enter group donations and assign a group value.  For example, if you donated a group of used clothing items with a combined value of $100 on June 6, you can enter that as a single donation.  You don't need to list each item of clothing.  You can get the values yourself by checking the prices in local thrift stores, or for higher quality items, maybe look at Thredup or consignment stores. 

I can't tell you how to get back to that question as it may have only been asked once, but it will not affect the accuracy of your return. It was asked just to make your navigation through the program better, perhaps by taking you through steps in a certain order. If you enter all of your tax information in the correct sections of TurboTax, your tax return will be accurately prepared.

The estimated payment that you made in January 2025 was for your 2024 taxes and would count toward state taxes that you paid in 2024, while the estimated payment for January 2026 would have been made for 2025.   As for the state refund you received in 2025 for your 2024 tax return:  That would not get subtracted from 2025 tax payments as it was a refund of overpaid taxes in 2024.  Instead, the 2024 state refund amount might get included in taxable income for 2025 if you had itemized deductions and your state income tax payments plus your property taxes were under $10,000 in 2024.  Judging by your 2025 estimated payments, it seems likely that your state and local tax payments for 2024 were more than $10,000, in which case you would not need to report your 2024 state tax refund as income on your 2025 taxes.  If you took the standard deduction in 2024, there would also be nothing to report for your 2024 state tax refund.   For 2025, the state and local tax deduction cap increased to $40,000, so you may need to report a 2025 state tax refund on your 2026 return.

No.  Your workplace premiums are deducted from your paycheck on a pre-tax basis.  Since you are already not paying tax on the premiums, you can't also take a deduction.  There should be a help link or explanation link on the page that explains this.

Are you looking at the TurboTax estimate, which can be off by days, or the date on the IRS refund website? Even that can be off if you've elected to have your TurboTax fees paid out of your refund or got an advance. In this case, the refund goes to a third-party bank to be split between you and TurboTax. In some cases, your  FI will hold your refund for a few days before clearing it.    

If the amounts for your contribution are being combined, this is likely due to not selecting the person who it belonged to.   You will need to go back and check the owners of the W-2's.  If you each have a W-2 with code D or AA in box 14, and you did not choose that one W-2 belonged to you and the other belonged to your husband, then this would create this error.   To fix this, simply go back to the W-2 section and select his name for his W-2 and your name for your W-2.  By default when you enter a new W-2, the primary tax payer is selected, so if you do not answer that question, it goes to the wrong person. It is easy to click through that spot.   If this does not work, you can delete both W-2's and re-enter them paying special attention to who's name they are listed under.