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This same information appears on p. 55 of Publication 970 Tax Benefits for Education.  However, the Qualified Education Expense website states that an eligible education institution is a post-secondary school, which would contradict the above information.  I agree with you that the information you found in Publication 590-B (echoed in Publication 970) would appear to indicate that qualified education expenses can be extended to elementary and secondary school, however, there is contradictory information out there, so it is difficult to advise which position should be taken on this topic.

1120S 2025 Desktop Turbotax - is showing an error on the prior year asset sheets.  I have reviewed all of them and they are correct.  I searched the web and found that others have been having the same issue.  When will this error be corrected.

You would enter Idaho as your resident state as of 12/31/2025 since you worked there after graduation. On your tax year 2026 return, to be filed in 2027, you would be a California resident, provided you do not move out of state in 2026.

I am not sure which question you are referring to in the Adoption Credit section of TurboTax. There are several questions in the interview that help the program determine whether you qualify to take the credit this year.   There are special rules that determine when you can claim the Adoption Tax Credit. The most important factor is whether it's a domestic or a foreign adoption. But the year you pay adoption expenses and when (if ever) the adoption is finalized also make a difference.   For domestic adoptions (within the US), if you pay qualified adoption expenses in any year before the year the adoption becomes final, you can claim the credit for those expenses on your tax return for the year after the year of payment.    For foreign adoptions, you can’t claim the credit for any qualified adoption expenses until the tax year the adoption becomes final. If you paid qualified expenses in any previous year, you have to wait to claim the credit for them until the year the adoption is finalized.   The Adoption Tax Credit is only available for “qualified adoption expenses.” Basically, this includes any reasonable and necessary out-of-pocket expenses directly related to the legal adoption of an eligible child. For example, you can claim the credit for:   adoption fees attorney fees court costs travel expenses while away from home (including meals and lodging) Expenses paid in the year the adoption is finalized or later can be claimed for the tax year payment is made.   Please see  this TurboTax help article and also IRS Tax Topics 607 for more information.  

thanks for your help MinhT! I am still curious what the note means when in the TT program there are no follow up questions regarding my other retirement accounts. Do you have any idea what that is about? Note: Do not include the RMD for other retirement accounts you my have. RMDs for other accounts should be entered separately.

The TurboTax guide is a good measure, but the official site is the IRS, Taxpayers should use the Where’s My Refund Website. You can use this site to understand the status of a refund,  There may be several reasons that your return may be delayed.  If you filed for Child Tax Credit, or Earned Income Credit, there will be a delay. The IRS has also offered guidance on what may cause delays. Things that can delay a return 

Para llenar tu 1095-A:   Abre o continúa la declaración. Selecciona Buscar e ingresa 1095-A Selecciona Ir al Formulario 1095-A Responde Sí e ingresa la información de tu Formulario 1095-A en la pantalla siguiente. ¿Dónde ingreso mi Formulario 1095-A?