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In the Federal Interview when you entered your 1099-R there should have been a screen that said:    Where is your distribution from?  Select the source of this distribution and enter any other North Carolina information.  With the options to select:  Bailey settlement retirement benefits Railroad Retirement or Social Security Benefits United States Armed Forces retirement benefits None of the above It's possible you missed that screen but I'm glad you were able to adjust it on the form.

If you have filed your 2025 tax return you will need to amend the return to add them as a dependent.   The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return.  An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Q. TurboTax showing a tax/education credit for a grant to pay for the tuition of his dual enrollment course. Am I entering something wrong?. A. Probably.  The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.  You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. If you know that neither is true, just don't enter the 1098-T.    Scholarships that pay for qualified educational expenses (QEE - tuition, fees, books and other course materials) is tax free.  Scholarship amounts that exceed QEE is taxable income, on the student’s tax return. Room & board are not QEE. If box 5 of the 1098-T exceeds box 1, TurboTax (TT) will treat the difference as taxable income, unless you enter additional QEE at books and other expenses.  It's unusual that it would give you a credit, but not unheard of.      Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114 ______________________________________________________________________________________________ The ability of the parent of a high school student to claim the education credit is limited.  If these courses are provided by an eligible college, this cost qualifies for the Lifetime Learning Credit (LLC). The school must have policy of granting college credit for that course, already taken, if the student ever enrolls there. In other words, it is a requirement that the course be a college credit course, even if the student isn't currently a college student. It’s not that the student is post-secondary, it’s that the course is post secondary. Books are not a qualifying expense, unless included in the course fee. You must have paid tuition to the college and not the high school in order to claim the expenses on your return. https://www.taxact.com/support/22177/2023/education-credits-high-school-student-taking-college-classes?hideLayout=False High school students are not usually eligible for the more generous American Opportunity Credit (AOC), unless they are officially enrolled as a degree candidate.  If you are eligible for the AOC, be advised that you can only claim it 4 times on a student.  It is worth up to $2500/year.  You may want to save you four times for actual college if dual course/high school gets you less. 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 26.   The date is subject to change, so check on 2-26  to see if it is ready.   Before that, do not change anything at all on your return.  

Are you able to change the code back to blank and remove the amount?  Then change the code back to Z - Section 199A information and a blank in the amount box.   Or you may be able to go back to the screen Check boxes that have an amount or are checked on the form and remove the check for Box 20.  Then re-check the box.   Have you reported Section 199A information at the subsequent screens?  If not, follow these steps:   At the screen Enter Box 20 Info, select Z-Section 199A information.  Leave Amount empty.  Click Continue.  This tells the software that Section 199A information will need to be entered for the income previously reported. At the screen We see you have Section 199A income, select the appropriate income description.  Click How would I know this? for more information. At the screen We need some information about your 199A income, select the appropriate income description and amount from the statement of Section 199A income provided with the K-1.  Click the small box to the left of each income item to open up entry boxes to record the income from the statement of Section 199A income. In some cases, you will also select and enter values for other data points.  Click Continue.

This rejection code is due to ‌part-time residency in two states. Based on your residency in two states, you are required to file as a Part-Year Resident for both Virginia and the state where you currently reside. For Virginia, this means you will use Form 760PY (Part Year) instead of the standard resident Form 760.   Here's an the steps to make sure TurboTax gets your residency correct:   TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly for us to do so. We'll ask about where you lived in 2025 when you set up your personal information. If you need to add this information after you've begun your return, using TurboTax Online: Go to the Personal profile screen. Under Your info, select your Name and select Edit. Continue to the Let's check for some other situations screen. On the line for I lived in another state: Check the box. Select your previous state of residence. Enter the date you became a resident of your new state. If the rest of your information is accurate, select Continue. After you finish entering your federal return info, you'll automatically move to the State Taxes section, where you'll see your part-year states listed. We suggest you prepare the return for your former state first, followed by the return for the state you currently live in.  

No, you do not need to complete PA-41 manually offline.  You can complete the Pennsylvania return PA-41 by going to "STATE TAXEX" in the horizontal menu strip at the top of the page.  You can also access the PA forms and schedules and make direct input by going to "Forms" view.  If you have not done so already, you will have to download and install the PA state return.  Once the PA state is installed, data from the 1041 will flow to PA-41 and other state schedules and forms. 

Clarification.  Did you enter his 1098-T on your return?  Is the grant included in box 5 of his 1098-T?  Did the grant get included in his taxable income? Did you report that it was covered by a grant?  What was the grant from?

Yes, he is likely considered self-employed.   If your husband is delivering flowers for your nieces shop just when he wants to do it, she pays him and she is not his employer, then he would be considered an independent contractor which is the same as self-employed.   So you would not check other, you would check the box for self-employment.  The income and expenses as an independent contractor  will be reported on Schedule C which is part of your overall tax return. If he is using his vehicle to make the deliveries than he would be able to claim vehicle expenses or mileage as well as other expenses he may incur with doing deliveries.   This also means he will be subject to the 15.3% SE Tax if his profit was more than $400.  If he did not pay Self Employment (SE) Taxes in 2025, and if you plan to do this again and will make more than $400 in 2026, it may be a good idea to make estimated quarterly payments to avoid penalties  and interest. Taking Business Expense Deductions  

The Work Opportunity Tax Credit (WOTC) is a federal tax benefit for employers who hire people from certain groups.    You can see the TurboTax description of  What is the Work Opportunity Tax Credit (WOTC)?

Thank you. Your reply worked.  Do I need to turn the security toggle back on after turning it off via the third-party dialog box OR was the permission a one-time event? If security toggle needs turned back on, what is the procedure?