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This needs to get fixes ASAP.   I never took either ed credit for my kids but my daughter graduated last spring, is now no longer a dependent and is not eligible for the credit.  The inability to enter he expenses via the conversation is prohibiting me from entering this data into her forms and taking the credit.   TT needs to publish a date when they are going to fix this and soon.

Q, Is this done by allotting the full amount of my grants/scholarships as "amount paid toward room and board" on the TurboTax platform? A. Yes. Not the full amount, but $11,500 in the first example and $10, 500 in the 2nd.   Q. Does it matter if I did not actually make a payment of tuition, since my university deducted the cost of tuition from my scholarship/grants and disbursed the excess grant money to me? A.  No. For tax purposes, you DID make a payment with your  $4000 of tax reportable money.

Thanks for the reply.     I did the same thing but am concerned there might be other spots on other forms I need to enter the R&B amounts?  Also need to be careful that you don't enter any amount through the questions for books as this will then go wipe out the entry manually entered into the form.

Para radicar tu W2 del 2024, tendrás que descargar TurboTax Desktop.  Si no habías empezado tu declaración, simplemente sigue las instrucciones del programa, pero si ya habías comenzado tu declaración y no la terminaste puedes seguir los pasos siguientes:    Inicia una sesión en tu cuenta de TurboTax Selecciona Continuar en la pantalla que muestra tu resumen del año anterior. Tienes que usar la misma cuenta de TurboTax que usaste el año anterior En la segunda pantalla, que muestra productos y precios, desplázate hacia abajo y selecciona Tus declaraciones de impuestos y documentos. Selecciona el año que quieras y, luego, selecciona Descargar/imprimir declaración (PDF). Si el año que estás buscando no está allí, es posible que esté en otra cuenta. Ve aquí para buscar todas tus cuentas. Regresa al programa de TurboTax Desktop, selecciona Buscar un archivo .tax y busca el archivo de datos tributarios que descargaste en el paso anterior. Selecciona el archivo y haz clic en Abrir. Ahora puedes terminar de completar tu declaración de impuestos. La declaración del 2024, no es elegible para ser enviada electrónicamente, el programa dará instrucciones de como imprimirla y mandarla.    Como es una declaración de impuestos de un año anterior no califica para hacerla gratis, tendrás que comprar el programa y enviar tus impuestos por correo.     Si ya habías presentado una declaración, y necesitas agregar una Forma W2, vas a tener que preparar una enmienda.  Ve al siguiente artículo de ayuda de TurboTax para más información:    ¿Cómo enmiendo mi declaración de impuestos federales de un año anterior?  

Are you closing the pop up browser window before going back into TurboTax tax maybe? Other than that, I’m out of suggestions. I left the window open and went back to TurboTax and and had an import button next to the continue button.

The 8862 is a Form completed by TurboTax. You are asked questions in the interview under the Deductions & Credits  Specifically in the Earned Income Credit (EIC) section.  To enter or correct a Form 8862 in TurboTax, you can follow these steps              Select Tax Tools from the left sidebar. On the drop-down select Tools There will be 2 green boxes Select Topics Search Type  8862 Continue through the interview  indicate that you received an IRS notice,  This will allow TurboTax to generate and file the form alongside the tax return to reinstate credit eligibility.  As @DoninGA stated, You must have TurboTax Desktop to view all of your Forms.

If your overtime is already included in box 1 of the W-2 or is shown in box 14, after complete entry of your W-2, on the following screen check the Overtime box and then follow the instructions for entering your overtime.    

It depends on how your overtime pay is reported on your paystub.     If your overtime is all on one line, and you are paid time-and-a-half, divide the amount by 3 to compute the deductible overtime.     If the overtime premium has a separate line (and is only the half portion of the time-and-a-half) you should enter the total overtime premium as deductible overtime.     How to report in TurboTax Online: After you input your W-2, continue through the interview, and you will have a list of uncommon situations to choose from- overtime is one of them. Check the box.   Then, follow these steps:   1. On the screen "Let's see if your overtime qualifies as tax-free," either select "Help me calculate my eligible overtime" or "No help needed—I know what to enter."  2. No matter which option you selected in Step 1, the next screen will ask if you were or were not an exempt employee.  Note that you must be non-exempt in order to be eligible for the overtime deduction. 3. Next, if you chose that you know what to enter, you will be asked to enter your deductible overtime from your employer, you can continue on, and TurboTax will compute the deduction, if you are eligible.  If you chose that you needed help, you will be asked what info you have about the overtime and will be guided through the computation.  Since your overtime was not on your W-2, you may have a letter from your employer, and if not, it is highly recommended to obtain and save your last paystub of the year.   The last paystub of the year is important to help you compute this, because only the overtime (the extra "half") in time-and-a-half is deductible.   Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

Q.  I have been paying back a debt I owe to a different university for tuition for a course. I paid $120 toward this debt last year. Would this be included in my educational expenses?  A. No. The reason is that the payment are not for current year education.    Q. Is it still possible for me to claim the AOTC, on 2025 return,  by taxing the full amount of my scholarship/grant money? A. Yes, but probably not the full amount.    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 $17,500 in box 5 of the 1098-T and $10,000 in box 1. At first glance he/she has $7500 of taxable income and nobody can claim the American opportunity credit. But if she reports $11,500 as income on her return, she can claim $4000 of qualified expenses on her return, for the AOC. 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 $10,500 of taxable scholarship income, instead of $11,500.

Try using the steps outlined in the following TurboTax help article to choose to use Itemized Deductions for your return:   How do I change from the standard deduction to itemized (or vice-versa)?  

Possibly.  If you purchased the desktop specifically for school and that is it's primary use, then you would be able to claim it for the American Opportunity Tax Credit.     A desktop would not be deductible for the Lifetime Learning Credit as only expenses paid directly to the school are deductible for this credit.    See below for more information on the AOTC and Lifetime Learning Credit.  Lifetime Learning Credit You can take this for an unlimited number of years Twenty percent of expenses up to $2,000 that are paid directly to the school 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 (if you are claimed as a dependent the person claiming you may be able to 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. (if you are claimed as a dependent the person claiming you may be able to 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).