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Hi NicolleR1,   Thank you - this is how I ended up "fooling" the program to accept the correct routing information, using new account instead of existing data; note that I used the same account so this should not have been necessary.  I had used this account previously, and have never used wire transfer, so this is a software bug that should be addressed for others. Thanks, KingKabing

Generally, Social Security will report the benefits in a separate form for each person.  You can see who the form belongs to by looking at the form SSA-1099 box 2, this box will show the social security number of the person that the form belongs to.  If the form reports both of your benefits, then you will need to separate what belongs to each person.  You will not report your child's Social Security benefits on your return.  In TurboTax you will only enter the amount that is part of your back pay.   Retro payments are taxable and reported on the year they are received.  You have the choice to determine the taxable amount but choosing to use your current year income or using your income for an earlier year.     The taxability of Social Security benefits depend on if the  person received other income in addition to the Social Security.  If the only income received is Social Security then it will not be taxable.      

A solution is to use the square feet of each office divided by the total square feet of the home then multiply that by the property tax total, enter that amount as a miscellaneous expense on the business. On Schedule A enter the balance of property taxes that apply to the home living space.   This will produce all the necessary results.   @slohtia  @marc1974 

The easy step interview will not ask about anything other than Books and supplies under the 1098-T part. And the 1099 Q easy step does not ask about any other expenses like room and board. When I attempt to override by entering the expenses manually on the student info work sheet, the entry is in blue and it is not saved. because after closing the program and restarting it, the entry on the form vanishes. There seems to be no way to get around this bug.  But we can leave 1099 Q out because that is not sent to IRS anyway I believe.  

  Here is the step-by-step path to ensure the software recognizes those 2024 payments properly.   Since you are filing your 2025 return, TurboTax will usually reject any birth year after 2025.    Enter 2025 as the birth year.  For a non-finalized adoption, this entry is simply a "folder" for your expenses on Form 8839. It does not grant you the Child Tax Credit (which requires an SSN and a real birth date).  When the child is actually born/placed in 2026, you will update the permanent records on next year's return so that you will be able to report them as a dependent. TurboTax asks for expenses based on the year they were paid. Because of the IRS rule for domestic adoptions, expenses paid in 2024 are claimed on the 2025 return.   In the Adoption Credit interview, look for the screen titled "Enter Expenses Paid for [Child's Name]."  Do not enter the amount in the box for "Expenses paid in 2025." Look for the box specifically labeled "Qualified expenses paid in 2024 (or prior years)." Enter your 2024 total there. TurboTax will then apply the "Year After Payment" and pull that amount onto your 2025 Form 8839.  If you do not have an ATIN or SSN yet, do the following:   First Name: Enter "Unknown" or "Baby." SSN Field: Leave it blank.  TurboTax will flag this as an "error" during the final review. You can ignore this. The IRS instructions for Form 8839 explicitly state that for a non-finalized adoption where a child hasn't been identified, you should leave the identifying number blank or enter "Unknown."  This is located in part 1, paragraph 1 of the instructions. Even though the adoption isn't final,  TurboTax should now show you a refundable credit of up to $5,000 for these 2024 expenses. If you don't see this, double-check that you selected "No" to "Was the adoption finalized in 2025?"   You will need to print and mail this return since there is no SSN issued for the unborn child.

Financial institutions make their own decisions as to whether they will partner with TurboTax to allow imports of information into tax software.   If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.    

No one can call you from the user forum; we do not arrange calls to users.   It is too soon to amend a 2025 return; the Form 1040X needed is not available yet.   It will be available in later February.     Did you use "Live Assist" to prepare your return?   If so, contact your expert later when you are ready to amend.         Or.....When your 2025 return has been fully processed if you want to pay to upgrade to "Live" assist to get help you can try to do that.   I am not certain if upgrading just to amend is allowed.   @GabiU Can a user who used "do it yourself" upgrade to Live to amend?       LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm  

If you itemized deduction on your federal tax return but TurboTax is choosing the standard deduction on your Maryland tax return, it's likely that the subtraction for state and local income taxes or the new-for-2025 phaseout of Maryland itemized deductions is resulting in the Maryland standard deduction being higher.  You are permitted to use the standard deduction on your Maryland tax return even though you itemized on your federal 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/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

This is very misleading because these sections of the document don't seem to exist.  I checked the 1099-Q instructions thoroughly.   I read every word.  It does not say what you have quoted.   I checked the Form 970.  The part about not reporting non-taxable distributions only seems to apply to Coverdell ESA and not 529 QTPs.   I do not see any language that tells us not to include it.   So, I think Turbo Tax needs to fix the program to allow Room and Board as per IRS form 970 (as long as the student is enrolled half time)

In TurboTax Online, follow these steps to access previous years tax returns:   First, make sure that you are in the same Intuit account where the previous years tax return was prepared.  Down the left side of the screen click on Tax Home. At the bottom of the page, click to the right of Your tax returns & documents.  Select the year. Select Download/print return (PDF). Access your previous year’s tax returns to view tax information.  See also here.

It depends. Unreimbursed medical expenses incurred during pregnancy are deductible on your tax return if you have itemized deductions versus taking the standard deduction. And only those medical expenses over 7.5% of your adjusted gross income are deductible on Schedule A.   In your case, the challenge may be figuring out which expenses will remain out of pocket and which expenses will be reimbursed, since those are not deductible.   See this TurboTax article for more information: Tax Deductible Pregnancy Medical Expenses

If you continue to update TurboTax Desktop and open your TurboTax Online (automatic updates) and you still see the 'ready by February' message, it's not yet finalized. Sign up for the update so you will be notified the most efficient and timely way.  It is posted for convenience here.   Please use this link Sign up for email notification which will let you know when the depreciation/amortization will be ready to file with Schedule E. The target date is still February 11th, however the notification will let you know.   @mguerreroj 

Thank you for the response.  I was afraid you were going to say that.  I have 3 separate donations this year with probably 100 items in each donation.  I know Its deductible made it soooo easy as we could add the items and then import the grand totals.  Appreciate the input.