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The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2024 tax return, started with the online editions, you will need to download the 2024 tax data file.  Then you will need to purchase, download and install on a personal computer, Windows or Mac, one of the 2024 desktop editions.  Once installed you need to open the 2024 tax data file you downloaded by clicking on File and then on Open Tax Return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download .tax file   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax

You can't enter room & board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year.    The 1099-Q and 109-T are  only an informational documents. The numbers on them are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form."  As for the $10,000 toward the credit, it may just be matter of entering more income info to disqualify you. 

You may be referring to a deduction for overtime earnings. They may be listed in box 14 on your W-2 form. After you enter your W-2 form in TurboTax, you will be asked if you have overtime earnings and will see questions regarding that to see if you can exclude part of your overtime earnings from taxation.

Yes.   As a retired Public Safety Officer, you can deduct up to $3,000 for Health insurance from your pension.   The law no longer requires that the pension fund directly deduct the amount paid for health insurance.   If this is the case, this is how to enter the amount of health insurance you paid in TurboTax.   In TurboTax Online, please follow these steps:   After you have entered your form 1099-R, continue the questionnaire until you arrive at a page titled Do any of these situations apply to you?  Put a check mark next to This money was from being a Public Safety Officer and click Continue On the next page, click on the box Yes, money was taken out to pay for Health Insurance On the next page, enter an amount up to $3,000 and click Continue The amount will be excluded from taxation.

Go back to your 2025 online tax return.  Click on File on the left side of the online program screen.  Click on Revisit for Step 2.  How you selected to receive the tax refund will be shown.  Then click on Sign off at the bottom left of the online program screen.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return.

In the Online version, you will go to Deductions & Credits. Select Donations to Charities Add/Edit If this is new, do [Add another charity] If you already have it listed, select that record and click the pencil to the right. Enter a name Church will do You may give a specific name Select the box for Cash [Continue] Enter the total cash donation. [Continue] will bring you back to the charities menu  

I have this same situation and need further help please. FAMLI Paid Family leave was handled by third party insurance who issued a 1099-MISC. IRS guidance does not make FAMLI benefits subject to state income tax. However, after entering the 1099-MISC per this posts guidance, my Colorado Refund went down. I can not find a way to make this not taxable for Colorado state return. Also, this link does not exist:  "See Colorado does not tax FAMLI benefits."

It is not a Tax ID. It's a tracking ID (some firms use the term Document ID) for ML it's located on its Tax Info statement at the bottom of page 1. You may need to access that statement directly to find the 24-character code. Then go back to TurboTax to enter it.     Some firms use the normal login to access the tax documents to be imported. Others like ML use a different method that requires a document or tracking ID that you won't have unless you got the document through the mail or can access the document through an e-mail link (can't import from this - only for getting the iD.  

You can't enter those expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year. 

I received the 1099-R, but it only showed the taxable interest, not the refund of my post-tax contributions. I cannot get through to OPM on the phone. Literally every time I call, a recording says due to high call volume, they cannot take my call at this point. 

If you are over age 64, there is never a 10% penalty for early withdrawal, so you won't be asked about penalty exceptions.  All withdrawals from a pre-tax 401k are always subject to regular income tax and there are no special exemptions.