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You can complete a Form 5329 for the first time homebuyers exception to the early withdrawal penalty (first $10,000) Click on Federal Taxes (Personal using Home & Business) Click on Other Tax Situations Under Additional Tax Payments On Extra tax on early retirement withdrawals, click the start button

Are you Single or Married?  The phaseout  for Single starts at 75,000.  What is your AGI on 1040 line 11b?  I can put it into my spreadsheet.  Phaseout means the Senior Deduction starts getting reduced at 75,000 for Single or 150,000 for Joint.   If your AGI is 250,000 then you are at the Max and shouldn't get the 6,000 at all.      For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000   For Single with AGI of 92,000 I show $4,980 deduction For Joint with 1 over 65 I show AGI of 167,000 = $4,980 For Joint with both over 65 is AGI of 208,500 = $4,980

If you are a non-spouse and inherited a Roth IRA, there would be no RMD. The only requirement would be to liquidate the account within 10 years.    If you inherited a Traditional IRA, RMD would be required.  You cannot change an inherited Traditional IRA  into a Roth IRA.    Can you clarify your situation?  What type of IRA did you inherit?  What type of Inherited IRA do you now own?  (If only one was/is Roth, how was that changed?)    Are you considered a "Non-spouse" beneficiary, and therefore required to liquidate the account in 10 years?     

@PatriciaV I would like a refund for the upgrade to the premier version becasue the form is not available on either version. Mid February is not an acceptable timeframe especially when other tax software have had it available since January. Please provide the best customer service number to obtain a refund.

First, both Arizona and North Carolina have a 183 day residency rule which says if you were a resident for more than 183 days then you are a full-year resident.  So when exactly did you move?   Whichever state is the one you end up being a resident of for the year is the state that you should do last.  Do the other state as a part-year resident first and adjust the income in that state.  Then when you do the full year resident state you will take a deduction for the taxes that you paid in the part year residency state.

Hi @DanaB27, I followed the instructions in this thread for how to enter a back door Roth using Turbo Tax Online Deluxe. The outcome of form 8606 looks correct, i.e. $0 for taxable amount on line 18. However, the form looks like it's only partially filled out. Lines 6-12 are blank, and lines 13, 15c, and 18 have an "*" icon that says "From Taxable IRA Distribution Wkst (per IRS Pub. 590-B).   Is this form filled out correctly?   Token 1329413    

If your question is related to a 1099-R giving an error because the state withholdings are greater than the state distribution, you can go back to the 1099-R.  On the screen to "Enter your 1099-R details from [custodian]", you can enter the Box 1 Gross distribution amount in Box 16-State distribution and that should clear this error.

Thanks for the Reponses.  At times, it seems like there are glimmers of hope, followed by a sense that TurboTax isn't even aware that the online version is still totally broken when it comes to education expenses.   I did see that someone mentioned the 2/13/26 update has not taken place yet.  I don't know because I haven't logged in for the past few days.  I plan to try it out Monday night and see if any progress.   I am flagging @MarilynG1 as I am not sure she is aware that: 1) The drop down / field for room and board does not appear in the online version for TT.  Apparently it is in desktop version only. 2)  Even if it did appear on the online version, is not applicable to offsetting 529 distributions as outlined in this thread.   @MarilynG1

You may need to step through the State interview again to find the page that asks if you want to apply some or all of your refund to your 2026 taxes.  It may be towards the end of the interview, depending on your state.    You should get a screen where you can enter an amount to apply to 2026 tax, or use 'back' to indicate NO to the question.   @klfritts     

I am also having this exact same issue, even when I manually enter the values on the student info worksheet the updates in the forms are not correctly applying.  I updated the TT Premier and no updates to enter expenses correctly.

A student loan interest payment does not negate the military discount.  If you are only using one of the TurboTax online editions of Free, Deluxe or Premium there will be no charge.  If you use any of the Live editions those are not free for you to use and you will be charged.   In the My Info section of the program, when entering your personal information on the screen Let's check for some other situations you must select Active duty military and Enlisted.  You are also asked Which combat zone or hazardous duty area did you serve in during 2025? and Where were you stationed?   After you have entered your military W-2 you are asked Is this W-2 for work you did as active duty military? answer Yes and continue   In the File section of the program on Step 1 you should see a $0 for your Subtotal for the fees.   What TurboTax online edition are you using? See this TurboTax support FAQ for how to view your TurboTax account fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US  

I was using Home and Business 2025 version 025.000.0247 (this can be found by clicking on Help, then selecting About TurboTax Home and Business 2025.  Click the version tab to see what version you are running.   I was able to access Form 4562 for Depreciation and Amortization for both a rental property and a self-employed business this morning.