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Q. When will the QTP/529 expense issue be resolved? A.  A few days ago, they said it should be today.   The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated (even before it got broken) and it's easy to make mistakes. Avoid it if you can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

I received a call back from a TurboTax specialist this morning.  She told me that now an interview question asks about if any room and board (I can't remember if it asked this question previously), she said when you click "yes" there is a drop down that allows you to enter the amount.  I'm holding off on trying again until Monday night to allow the dust to settle since I've already burned too much time on taxes this year.   She also said that while it does not specifically ask about other education expenses such as Computer, Software and Internet Service as it did in year(s) past, she says I can enter those types of Education expenses where it asks, "Books and materials not required to be purchased from the school."     She assured me that when you enter the various education expenses on that line, even though I did not purchase from the school, the amount on the form is always lumped together anyway, so it is okay to do so, if that makes sense.   For those who work on their taxes tomorrow (after the Friday 2/13/26 TurboTax update, I'm looking forward to hearing if it works or not; specifically, if it now allows you to enter an amount for Room and Board.

Yes, you are correct - if you received a distribution from your late father's Roth IRA and he satisfied both the age and holding requirements, there will be no taxable income from this distribution.  If this is income your father had received prior to his passing, it should be reported on his return, while if this income was received by you as the beneficiary of the Roth IRA, it will get reported on your return.

It's Feb 13 and I am still getting the message that depreciation forms are not ready.  How is this possible even the free tax filing companies already have this done???  How do I get a refund for what I paid for Turbo Tax?

I received a call back from a TurboTax specialist this morning.  She told me that now an interview question asks about if any room and board (I can't remember if it asked this question previously), she said when you click "yes" there is a drop down that allows you to enter the amount.  I'm holding off on trying again until Monday night to allow the dust to settle since I've already burned too much time on taxes this year.   She also said that while it does not specifically ask about other education expenses such as Computer, Software and Internet Service as it did in year(s) past, she says I can enter those types of Education expenses where it asks, "Books and materials not required to be purchased from the school."     She assured me that when you enter the various education expenses on that line, even though I did not purchase from the school, the amount on the form is always lumped together anyway, so it is okay to do so, if that makes sense.   For those who work on their taxes tomorrow (after the Friday 2/13/26 TurboTax update, I'm looking forward to hearing if it works or not; specifically, if it now allows you to enter an amount for Room and Board.

I received a call back from a TurboTax specialist this morning.  She told me that now an interview question asks about if any room and board (I can't remember if it asked this question previously), she said when you click "yes" there is a drop down that allows you to enter the amount.  I'm holding off on trying again until Monday night to allow the dust to settle since I've already burned too much time on taxes this year.   She also said that while it does not specifically ask about other education expenses such as Computer, Software and Internet Service as it did in year(s) past, she says I can enter those types of Education expenses where it asks, "Books and materials not required to be purchased from the school."     She assured me that when you enter the various education expenses on that line, even though I did not purchase from the school, the amount on the form is always lumped together anyway, so it is okay to do so, if that makes sense.   For those who work on their taxes tomorrow (after the Friday 2/13/26 TurboTax update, I'm looking forward to hearing if it works or not; specifically, if it now allows you to enter an amount for Room and Board.

I received a call back from a TurboTax specialist this morning.  She told me that now an interview question asks about if any room and board (I can't remember if it asked this question previously), she said when you click "yes" there is a drop down that allows you to enter the amount.  I'm holding off on trying again until Monday night to allow the dust to settle since I've already burned too much time on taxes this year.   She also said that while it does not specifically ask about other education expenses such as Computer, Software and Internet Service as it did in year(s) past, she says I can enter those types of Education expenses where it asks, "Books and materials not required to be purchased from the school."     She assured me that when you enter the various education expenses on that line, even though I did not purchase from the school, the amount on the form is always lumped together anyway, so it is okay to do so, if that makes sense.   For those who work on their taxes tomorrow (after the Friday 2/13/26 TurboTax update, I'm looking forward to hearing if it works or not; specifically, if it now allows you to enter an amount for Room and Board.

When you enter your Form 1099-MISC, you need to indicate that the rental income was from rental real estate on the screen that says Source of Form 1099-MISC. You need to then go the Rental Property section in Wages and Income. There you can edit the property created from the Form 1099-MISC entry and enter in the expenses you had that are associated with it.        

I have the same problem, @htgreen3, on the same type of system - Surface ARM chipset, Win 11. I've tried the same things, including your suggestions, @mesquitebean. I've had TTax installed for over a month and nearly finished my taxes. I'm guessing this was either a TTax or Windows update that caused a conflict with the ARM chipset. It's not the first time I've run into a problem with the ARM chipset compatibility. Sure hope this gets fixed quickly!  

Turbo Tax, you went from saying before Feb, to Feb 13, to after Feb 13.   The forms are out and work with CPA's and every other program.  Perhaps I should switch to a new program that lets me actually work on my taxes.