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Q. Well, the child is not dependent anymore, got more than $5,200 for the internship. Right? A. Maybe. The $5200 income rule, alone, does not disqualify a student-child from being a dependent. There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year   So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants. The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html   Q.  I should still be able to claim 1099-Q distribution as tax free, since I used this money to pay for their qualified expenses (regardless of dependency status the child is still the beneficiary). Right? A. Yes. It even goes further. You did not have to actually use the money to pay education expenses. It is only necessary that he had expenses and did not use those expenses to claim another tax benefit (tax free scholarship and/or tuition credit), no double dipping. Room and board (R&B) are qualified expenses for a 529 distribution but not tax free scholarship and a tuition credit.   Q. The child will not be able to claim educational credit though, but this is OK, since I am getting tax relief, which should be bigger. Right? A. It depends on the numbers, including how much R&B there is.  Only the earnings portion of the 1099-Q is taxable.  So the taxable portion, of a distribution is only a fraction of the total distribution. So, it depends on the student's tax liability and which credit he is eligible for, whether you benefit is bigger. The tuition credit is usually the biggest benefit.  Tax free scholarship also usually beats tax free 529 distribution. The 10% penalty is waived in those situations. 

From IRS Pub 590-A: The IRS treats as compensation any amount properly shown in box 1 (Wages, tips, other compensation) of Form W-2, Wage and Tax Statement, provided that amount is reduced by any amount properly shown in box 11 (Nonqualified plans).

From the Income Summary screen, click Start/Update to see the source of income listed on the page. On the Form 1099-OID summary page, look for a pencil icon to the right of your entry (screenshot below).   If this is missing, go to Online in the header and check for updates. You may need to manually update per this article: Manually Update TurboTax for Windows Software     [edited 3/5/2026 | 2:01 pm PT]

If you can save your CSV as a PDF or JPG, in TurboTax Online you can drag/drop it into your return.  You'll still enter summary totals.  If you decide to use TurboTax Online, you can Get a Refund from TurboTax for your desktop product.    @cybui1       

Does someone have to file 2025 form 1127 if they work for the department of education (S.I. school) since 2018 and recently got married in 2025 and lived in NJ for most of 2025? She had NYC and NYS withheld taxes. thanks  

Page 26 of the Oklahoma Instructions says, "Provide W-2s, 1099s, or other withholding statements to substantiate withholding," implying that only Forms 1099-R that show state tax withholding are required to be included with your filing.  If they wanted all Forms W-2 and 1099 to be included, they should have omitted "to substantiate withholding."

Thanks Marilyn, It does seem that expert opinion on this differs though - here's a different opinion.................   https://ttlc.intuit.com/community/retirement/discussion/imputed-income-ira-contribution/00/3536144  

  @VolvoGirl All entries and calculations on the forms view is correct.  My issue is when Acrobat converts to a PDF it is rendered improperly.  This is not a tax or "how to use TT" problem.  This is a tech issue.   What lines are wrong?  Are these lines wrong?.....  When Acrobat "renders" (converts) the forms view to a PDF...  what it is now on PDF           what it should be     line 20   123.                            blank (or zero)     line 21   123.                            123.     line 22   is blank                      123. It's like line 20's data got left out during PDF conversion and the rest of the data got moved up (filled in).  And yes, I tried to put a zero in line 20 to force everything down.  No success. Note (if you pass this on to the tech side for trouble shooting) some of the form info (below line 23 bottom of the page below "work area") is overwritten/garbled.  Page 2 is ok   Thank you for taking the time to help out!

NYS is very busy between:  the NY inflation checks -taxable on fed but not state enhanced fraud filters for EIC and child tax credit NY may have your return set aside for one of the above reasons. They request 4-8 weeks officially so you are only half-way through the potential wait. Many of the states are experiencing delayed refunds this year also due to the tax law changes last summer. Refunds are up and so it the wait time.   If you do want to reach a human - do not choose the refund status option. Pick another option - general or account. Taxpayer Assistance Line at 518-457-5181 (8:30 a.m. – 4:30 p.m. ET).