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March 8, 2026
6:15 PM
1 Cheer
You can enter this in the Education section. In TurboTax Online:
Navigate to Federal > Deductions & Credits > Education > Expenses and Scholarships (Form 1098‑T).
Check the box Received a s...
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You can enter this in the Education section. In TurboTax Online:
Navigate to Federal > Deductions & Credits > Education > Expenses and Scholarships (Form 1098‑T).
Check the box Received a scholarship, grant or other aid on the screen Did you have any of these common situations in 2025?
Continue through the interview, answering the questions and input information from the 1098-T, if you have one.
Continue and enter the other education expenses like books and materials.
Continue and you will see the screen Add any other financial aid. Here, you can enter the stipend as "Other scholarships, grants, or fellowships"
Continue and answer the rest of the interview questions.
TurboTax will treat any amount exceeding qualified expenses as taxable scholarship income.
Note, if you are not required to file a return, this may not be necessary. See the current filing requirements here: Who must file
March 8, 2026
6:14 PM
it was for access for electrical pwr.,water and road access to do the work. I still pay taxes and own the land
March 8, 2026
6:13 PM
Thank you for the answer.
March 8, 2026
6:11 PM
Federal pension is excluded from taxable income for NJ. Is this correct
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March 8, 2026
6:10 PM
It depends. The amount of California Earned Income Tax Credit (CalEITC) you may receive, if qualified, depends on your income and family size. CalEITC may provide you with cash back or reduce any tax...
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It depends. The amount of California Earned Income Tax Credit (CalEITC) you may receive, if qualified, depends on your income and family size. CalEITC may provide you with cash back or reduce any tax you owe.
To qualify for CalEITC you must meet all of the following requirements during the tax year:
You’re at least 18 years old or have a qualifying child
Have earned income of at least $1 and not more than $32,900
Have a valid Social Security Number or Individual Taxpayer Identification Number (ITIN) for you, your spouse/RDP, and any qualifying children
Live in California for more than half the filing year
Not be eligible to be claimed as a qualifying child of another taxpayer
Not be eligible to be claimed as a dependent of another taxpayer unless you have a qualifying child
Earned income is defined for this purpose as wages, salaries, tips, and other employee compensation that is subject to California withholding, or net income from self-employment.
In the California state return interview, look for the page "Take a look at California credits and taxes". Under Personal, Home and Family Credits, select California Earned Income Tax Credit and complete the questions to confirm whether you qualify.
For a quick estimate, you can also use the California FTB EITC calculator.
March 8, 2026
6:10 PM
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March 8, 2026
6:09 PM
The payments you made using VA-5 and FC-20 are household employer payroll tax payments, not personal estimated income tax payments. They shouldn't be entered as estimated taxes on your Virginia or fe...
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The payments you made using VA-5 and FC-20 are household employer payroll tax payments, not personal estimated income tax payments. They shouldn't be entered as estimated taxes on your Virginia or federal return. The software is asking about personal estimated payments made under your SSN, which are separate from deposits made under your EIN for household employment taxes.
March 8, 2026
6:05 PM
Hi, I tried on Friday but was still getting the error, but I just tried again this evening, and it went through. Thank you!
March 8, 2026
6:04 PM
So I just re-counted and I was actually in UT for 7 months. In AZ however, I had rented an apartment and even got my car insurance done for AZ. My ID, car plates were still TX. Since my 'home' wa...
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So I just re-counted and I was actually in UT for 7 months. In AZ however, I had rented an apartment and even got my car insurance done for AZ. My ID, car plates were still TX. Since my 'home' was in AZ would that still make me non-resident?
March 8, 2026
6:04 PM
See How do I get a copy of the 2024 return I filed in TurboTax Online?
March 8, 2026
6:04 PM
@LeticiaF1 I did. And others have reported trying it too. It now says March 13. And I got an email from TurboTax apologizing that they still don’t have a solution. It’s complete BS.
March 8, 2026
6:01 PM
See What if my federal refund is taking longer than 21 days?
March 8, 2026
6:01 PM
@TMuck wrote: We donate many items every year. The previous feature was very helpful. You can try one of the alternatives. Do a Google search using "ItsDeductible alternatives" as the searc...
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@TMuck wrote: We donate many items every year. The previous feature was very helpful. You can try one of the alternatives. Do a Google search using "ItsDeductible alternatives" as the search terms. Also, take a look at Deductible Duck; it can export data in the TXF format which, supposedly, can then be imported into desktop versions of TurboTax. https://deductibleduck.com
Q. When we enter the 2025 1098-T, that he received for the scholarship, he does not get the $1k college credit. Is that right?
A. Probably. Spring 2025 tuition paid in 2024 is only eligible for the...
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Q. When we enter the 2025 1098-T, that he received for the scholarship, he does not get the $1k college credit. Is that right?
A. Probably. Spring 2025 tuition paid in 2024 is only eligible for the tuition credit on your (or his) 2024 tax return, not the 2025 tax return.
On the other hand, was the spring 2025 tuition actually allocated to the 2024 1099-Q or was it allocated to the 2025 scholarship. If the scholarship, then you can manipulate the entries to reflect that.*
But there are several items that aren't clear.
1. If the tuition was paid by either the 2024 1099-Q or 2025 tax free scholarship, how is he eligible for the tuition credit.
2. College usually takes 4 academic years, but 5 calendar years. This usually means the parents have already claimed the American Opportunity credit (AOC or AOTC) the maximum 4 times. He would not be eligible for the AOC, but might be eligible for the lesser Lifetime Learning Credit (LLC), which does not have a refundable part (he must have a tax liability to offset). Getting only $1000 AOC indicates he does not have a tax liability.
3. If he has that little income, he may not qualify to file as a non-dependent.
4. He must be over age 23 or have provided more than half his support with his earned income to qualify for the refundable portion of the AOC.
*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 your student has taxable scholarship income.
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 2024 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.
March 8, 2026
6:00 PM
If you have not received your New York state tax refund, you will need to contact the New York State Department of Taxation and Finance. Call 518-457-5181 (8:30 a.m.–4:30 p.m. weekdays) or check ref...
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If you have not received your New York state tax refund, you will need to contact the New York State Department of Taxation and Finance. Call 518-457-5181 (8:30 a.m.–4:30 p.m. weekdays) or check refund status 24/7 at 518-457-5149. Assistance is also available via their online portal.
March 8, 2026
5:58 PM
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March 8, 2026
5:57 PM
This site helped me: QMID Lookup 2026 | Complete IRS QMID Code List for Form 5695 | Rebate.Blue My furnace brand is just one of many brands made by the manufacturer Carrier, and by searching my b...
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This site helped me: QMID Lookup 2026 | Complete IRS QMID Code List for Form 5695 | Rebate.Blue My furnace brand is just one of many brands made by the manufacturer Carrier, and by searching my brand name (Bryant), it found Carrier and showed a list of all the Carrier brands which included Bryant. (This was helpful and very reassuring, as I failed to find Bryant in other lists, not realizing it was not the manufacturer.) The QMID refers to the manufacturer, so it is the thing you want, but I was impressed that the search at the link found it by brand name.
March 8, 2026
5:57 PM
1 Cheer
Yes, it sounds like you need to amend.
The W-2 Box 12 Code W has all payroll contributions, from you, your employer, or both. The only place the payroll contributions should be entered is the...
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Yes, it sounds like you need to amend.
The W-2 Box 12 Code W has all payroll contributions, from you, your employer, or both. The only place the payroll contributions should be entered is the W-2 section.
In the deduction section, this is correct that HSA contributions belong here, however you will only manually enter any contributions you personally made (not through your employer). You will only enter the amounts you directly contributed outside of paycheck withholding in the deduction section. Otherwise, it is double counting the amounts you contributed via your paycheck.
Both personal contributions and payroll contributions appear on the 5498-SA.
Here is some more information on filing amendments: How to File an Amended Tax Return with the IRS
March 8, 2026
5:56 PM
You will need to contact TurboTax Customer Support to verify your purchase (have your Amazon order number ready) to have them reset the code or issue a new one.