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I suspect the point of the QMID was to reduce fraudulent claims, and to make sure that legitimate claims actually qualified (for example, I installed a new A/C last summer but it was non-qualifying, for various reasons.  Someone with less tax knowledge than me might have tried to claim it.  Not to mention salespeople who are misinformed or just lie to their customers.)

I was on the phone with TT support this afternoon and walked them through the issue via a shared screen.  She was super friendly and acknowledged there was a problem after we stepped through the process (toggling between the interview and the worksheet was helpful).  She elevated the issue and shared a note from her system that indicated the issue has been fixed in the latest update.  I was told to install the latest update and delete the 1098-T and 1099-Q and re-enter them.  Well, I did both and the issue is still not fixed.  Perhaps the update is still being rolled out.  Good news- we aren't all crazy and a fix is in the works.  Bad news-  who knows when the patch will be rolled out.    In case others want to call-  I used this support number: one eight hundred 4 INTUIT.  Waited a half hour on hold and talked to a very nice human.      Who wants to bet Intuit vibe coded the revisions to TT this year : )  I love AI!       

First be sure you have the correct birth date for yourself or each spouse on a joint return. Next you can preview your tax return because it's not part of the standard deduction. It is a separate deduction from income and not a credit. See the instructions below to check for it on your tax return. To qualify, the following must apply: If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those over 65, it does not apply to those who are blind and under 65.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  See Line 13-B on your 1040 for the amount. Additional deductions from Schedule 1-A, line 38 For TurboTax Desktop, change to 'Forms' and review the forms.   @CindyBrock61 

Can you clarify if you are referring to Quick Employer Forms?  Quick Employer Forms (QEF) is primarily designed for electronic filing (e-file) of W-2 and 1099 forms with the SSA and IRS, not for generating paper copies for mailing. When using QEF, Copy A is transmitted electronically, meaning you do not need to mail paper copies to the SSA.  See Quick Employer Forms FAQs.

Amending will be available later this month. The IRS is not ready to accept amendments this quickly in the tax season.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. Be sure your tax return is accepted and processed.  The 1040-X is scheduled for later this month.  The IRS is not yet ready to accept amendments. The link below will keep you updated on the release date. Check to see if you need to amend your state as well. Do not change your original return until you have reviewed the information so that TurboTax knows the original numbers and the corrected numbers.   You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Amend a tax return for the current tax year Tax Form Availability

It depends. If you enter your 1099-DIV then any capital gains distributions will be listed in box 2a and TurboTax will tax those amounts at the capital gains rates. Where do I enter 1099-DIV?  In TurboTax Desktop > Search (upper right) > 1099div > Jump to... begin your entry the same way If you did redeem some of your mutual funds and help them long term, then you will enter them as an investment sale from a 1099-B. If you choose manual entry - I will type it myself - be sure you use the correct holding period (correct dates) that will reflect the capital gain treatment. Where do I enter Investment sales? Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

Here in the TurboTax Community, you can post questions and Community members, which include other users, expert users, and Intuit employees, can answer them.    See this help article for directions on how to enter information from Form 1095-A TurboTax. If you had Marketplace / ACA insurance, you will need to enter the information from in TurboTax.   If you wish instead to chat with a representative you must use TurboTax Live's chat feature.     To access the chat feature:   Sign in to your TurboTax Live account. Select Live Help on your screen. Select Connect with live help, enter your question, and select Continue. On the next screen, select Chat. Enter your details and select Get a chat. You will be connected with a specialist as soon as possible. When you’re finished, close out of the chat box and select Exit chat. If you minimize or lose your chat conversation, select Live Help to reopen your chat window and continue.  

Thank you for your reply. However, that is not what my online TurboTax looks like. There is no "business" menu option. You go Wages & Income>Self-Employment Income and Expenses and then you either see your "lines of work" or "add another line of work".   This is a navigation issue. I literally spent a couple of hours looking for the spot after accidentally having gotten there before.  Here is how I actually resolved this: I clicked Search and typed in "1099-NEC" and clicked "Jump to 1099-NEC". I might have found it earlier but I tried searches such as "enter 1099-NEC" and was NOT offered the option to jump to the form. How about a navigation option on the left side with direct links to all forms. It would help for situations like this.