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Thanks but that didn't answer my question.  Let me clarify please.  I lived in the home for half the year and rented for half the year so if I researched it correctly, I have to prorate the mortgage interest based on the number of days to each (which I loaded in TurboTax).   Some of the prorated mortgage interest can be applied to the federal taxes (for the time I lived there) and the rest of the prorated interest can be applied to the rental expense.  My question was does Turbo Tax calculate the prorated interest (after I load the 1098 data) or do I need to prorate it and then input into TurboTax in each of those areas?   Thanks again

A form 1099-R reports the pension distribution in box 1 and the taxable portion of the pension distribution in box 2a.  The difference is because you contributed some portion to the pension fund and the IRS presumes that you pay back a portion of that contribution on each year's income tax return.   The amount previously recovered is how much of the pension contribution you are considered to have paid back through the prior year's income tax returns.   You may be computing the taxable portion of the pension distribution in box 2a.  You are likely using the simplified method of computing the taxable portion.

Two years in a row I struggle to enter in my kids college expenses and it takes me hours to get my non taxable 529 distributions to not be taxed.  I can't even see how to enter expenses paid for a non dependent.  It used to be easy.   This will my last year using Turbo Tax, after about 20 years.  The only reason I'm finishing is I'm trapped in the Stuck Cost Fallacy- 1 hour to do everything else and 2 hours and 21 minutes trying to do this, so far!  

To designate the RMD amount from your two Form 1099-Rs, and delete the Form 5329, do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the first 1099-R Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil) Do this for both of your Form 1099-Rs   Next, you can delete your Form 5329 by doing the following:   Go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 5329

See if this method allows you to input your foreign interest—I found it to be successful just now.   Entering Interest Income in the TurboTax:   Locate the Search box in the upper right of the program screen and enter interest income. Click on Jump to interest income. On the Did you have investment income in 2025? screen, select Yes. When you reach the Let's import your tax info screen, click on Enter a different way. On the OK, let's start with one investment type screen, select Interest and then click Continue. Finally, on the How would you like to upload your 1099-INT? screen, choose Type it in myself. Remember to bypass the EIN step. @bhagalx 

That is hilarious, my wife dealt with me venting for 4 years over 1099-Q's and the tax program. In all fairness, the tax law is insane for college accounts. It stinks TT made the program more confusing by eliminating "other expenses". It's also confusing coordinating the returns between child and parent and I understand the order you enter data can impact results. To make matters worse, my kid's college did not correctly report 1099-T amounts for a couple years. Rant Over.

Review the entry to make sure that the sales tax was entered correctly.   You can deduct either state and local income taxes or the sales tax you paid during the year—but not both. TurboTax compares them to see which one saves you more.   [Edited 02/23/2026 | 5:12 AM PST] @djhoffpauir

Follow up with this topic in 2026 as my scenario is unbelievably similar.   1. I put about $4,000 (rough number for easy math example) into my DC FSA - This number shows on Box 10 of my W2. I used it all to pay for day care. But that was not enough as the total came to close to $10,000. So I thought I couldn't claim some tax benefits on the difference $6,000. But when I tried to enter the provider information in the Dependent Care Credit section, my refund actually went up. So that mean I'm eligible for some tax benefits from the $6,000 difference?   2. Do I need to upload the receipts? I requested my relatives to help watch out my kid (all boxes are checked such as they didn't live with me, etc.), so it wasn't a formal business with EIN.   Please help. Thanks!

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:    TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on Send and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.     *(If using a MAC, go to the menu at the top of the screen, select Help, then, Send Tax File to Agent”)  

I am using the desktop deluxe version and I cannot input Form 1099 B information either.  When I click on Stocks, bonds, etc "Review" it just goes in a loop back to "Let's finish pulling in your investment income".  I have the latest updates loaded.