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The educational expenses interview part in TT is terrible and easy to get confused or make an inadvertent mistake.   The Room and Board enter will be part of the 1098T section and not the 1099Q part.      This is what I do when I do this section.  First I make sure this is the only thing I am going to work on.  If you're doing other parts of your return, complete those, save the return, quit a restart.  I will only do the 1099Q and 1098T, and if I believe I got everything right, I will save/quit and restart to give me a clean starting point to continue other items.  If something looks wrong, I literally quit, do not save and restart the 1099Q and 1098T all over.   First do the 1098T.  I'll assume your 1098T is correct (what is reported for Tuition and Scholarships match what you paid / received in in 2025).  Start by entering this exactly as shown on your 1098 into TT .   In the education section on Deductions and Credits, select Expenses and Scholarships (Form 1098T).   You may get  first window that tells you that you are not eligible for AOC/LLC, but still enter your expenses so your 1099Q is not taxed.  you should then be able to get to a screen where you can either update your students 1098T info or add a new student if not in here.  if your student shows up in the education summary, be sure to click the little pencil to edit and this will walk you through entering the 1098T details.  if you need to add a student. click add new and it'll basically do the same thing.   you then should get to a point where they ask you about schools - you can add a school or edit a previous year school -again if you need to edit and existing entry click the pencil.  After answering all the questions about your 1098T details, then you'll get back to the summary screen of all your students 1098T's.  if you have more than one, repeat by adding another.  once you are done with all your 1098T info, click continue.   This then takes you to the screen where it says time to enter your childs expenses and this now has the room and board added to it.   Time to Enter XXX Educational Expenses Required Books Optional Books Other Course related mats Room and Board Computer software and internet Special needs.   Complete this section and continue to finish the rest of the section.   Make sure when you get to the ed summary page for your student you also click the pencil here and answer the questions about your student - this is an easy place to miss.   If that works for you, then go enter your 1099Q and you should be good.   One last tip - keep track of your refund/owed amount before you start.  when you are done, if your 1099Q is all covered as you expect you will not see any changes in amount owed (you might get an AOC/LLC credit but thats a good thing).  

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

We do not know who you are referring to---are you filing a joint tax return and referring to your spouse?  Or to a dependent?   For disabled adults:   There is an extra amount added to your standard deduction if you are legally blind.   Your federal return does not provide any other credits or deductions for saying you are disabled, with one possible exception.     There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.   ELDERLY OR DISABLED CREDIT https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled   There are some states that provide various credits to elderly/disabled folks, so watch for that when you prepare your state return.   The states that I know of that have anything for elderly/disabled are AZ, CT, DE, IA, MO, ND, NJ, NY, VE.   There may be others.  

  Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

This has happened every year since I took my disaster distribution. Since this is my last year to repay the split payment I took the 2024 8915-f and fiddled around until 2025 TT filled out the form to match the 2024 version. It's not the form that's the problem, it's the incompetent programmers doing the code. That said, my income>1099-r line stills says "needs review" in green type no less but smart check says no errors. Intuit screwed up Quicken for years before spinning it off and it is much better for it and turbotax is much worse. If the company had devoted some of the millions they spent lobbying to kill the IRS Free File program TurboTax might be worth the money. As it stands it is not and I am done being ripped off.

Seems like both experts have different opinions. I am retired and have a W2 with imputed income in Boxes 1,3,5 for a life insurance policy paid for by the company I worked for that is taxable for Federal, Social, and Medicare. Can I use that to make an IRA contribution against. Thanks, Dave

The only reason I can see for displaying amounts with in dollars and cents is because some taxpayers want to see it like that.  I see no reason to enter or display anything but whole dollar amounts.  It is perfectly acceptable to round all amounts and enter as whole dollars, so there are no cents entered or displayed.  In fact, all professional tax software I've ever seen rounds every entry if cents are entered.    

Unfortunately, Massachusetts uses a ratio formula to determine your tax- so you must allocate what income is Massachusetts source income.  Your total income is used to determine the tax then the percentage of Mass income is taxed.  The only way I could think to make it easier would be to enter the summary amounts so there would not be so many transactions.  See  Entering 1099-B Summary #'s.   If you're a nonresident of Massachusetts, you must file a Massachusetts Income Tax Return if you received Massachusetts source income in excess of your personal exemption multiplied by the ratio of your Massachusetts source income to your total income, or your gross income was more than $8,000 – whether received from sources inside or outside Massachusetts.  Personal Income Tax for Nonresidents

Because you are taking the Standard Deduction, your Qualified Charitable Distributions (QCDs) are not entered in the "Deductions & Credits" section where you normally enter donations (it is an exclusion from income).   Enter 1099-R (with QCD): Open or continue your return. Under Federal tab, Click on Wages & Income. Scroll down to Retirement Plans and Social Security, Click on IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter your 1099-R exactly as it appears.  Be sure the IRA/SEP/SIMPLE box is checked.  Be sure that  Box 7 has a code 7 (Normal Distribution) or 4 (Death/Inherited). Click Continue and proceed through the follow-up questions. **Do not click through these too fast. Look for "Do any of these situations apply to you?" (or "Uncommon Situations"), and Check the box that says "I transferred all or part of this money directly to charity." On the next screen... when the program asks "How much of this distribution was transferred directly to a qualified charity?", Enter the amount of your RMD that was a QCD. Verify your entries on your 1040 form (Desktop version) by: Switch to Forms Mode (top right corner). Open Form 1040. Line 4a should show the Total IRA distribution. Line 4b should show the Taxable amount (Total minus QCD)... the letters "QCD" printed next to Line 4b. Verify your entries on your 1040 form (Online version) by: Click on Tax Tools, and then Print Center (bottom left). Click on "Print, save or preview this year's return." Click on Federal 2025 return, and then View or print forms. Line 4a should show the Total IRA distribution. Line 4b should show the Taxable amount (Total minus QCD)... the letters "QCD" printed next to Line 4b.