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Yes. Using monthly statements would be the most accurate way to allocate unearned income such as stock sales and dividends between multiple part-year state tax returns.   If your dividends were earned fairly evenly throughout the year, you could allocate them based on the number of months you lived in each state.   Here is a TurboTax article with instructions on how to allocate income for a part-year state return.

Your question is not clear.   What are you trying to do?    Are you trying to find your tax return?   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   And....not sure what you mean by "partial custody"----custody of who?    Do you mean some children?   How long did they live with you?   Are you trying to claim them as dependents.?    

Hi,    I received no income from any foreign entity. My university in the USA paid my salary while I was at the foreign university involved in learning new scientific methodologies that I can then bring back to my lab back in the US university to educate my US graduate students. I paid all my own expenses for my stay abroad from the salary paid by my US University.  My contention is that the salary paid by my US university was my only income for 2025 and it was for my overseas activities performed on behalf of my US university employer.   Thanks!    

Thank you for responding to my question, but I am still having a problem.  I am using the Desktop Home & Business version of Turbotax for 2025 taxes if this makes any difference.  First of all, it won't delete the 1099-R for my RMD even if I delete it and go to Deductions & Credits, when I return to the IRA section, it's still there, and it's still there even if I delete and save and close and reopen the return.  I even opened a new tax return but the input and result were exactly the same.  Also, for some strange reason it shows a taxable amount 9.18% lower than the actual distribution on both the original tax return and the new one even through lines  1 and 2a are the same amount.  If I put a zero in the box for RMD required by December 31, 2025 it wants to know the balance of my IRA on 12/31/25.  I'm afraid if I leave the zero in the required RMD box I will have a problem with it expecting two RMDs in 2026.  If I mark my 2025 RMD as due by December 31, 2025 (even though Turbotax says not to if its not technically due until 4/1/2026), does this create any problems for me this year or next?  I need to get this correct,

Q. Can someone help me to figure out how to correct in Turbotax? A. One problem, I've seen, and it carries over from last year, is that TT has allocated $10,0000 of expenses to the tuition credit, even though the student is not claiming the credit.  In the past, TT provided a screen  titled  “education expenses used for a tax credit”. It was usually prepopulated (often with $10K). You could change it for the amount you want to allocate to the ed credit (probably $0 in your current scenario). So far, this year, I haven't found that screen, even after the Feb 26-27 updates. If you don't get that screen, you can check the student information worksheet. You can manually change it there (line 18*). Make the change in the first column, on the left   *line 17 prior to 2025

Here is the good news: You do not need Form 5498 to file your taxes.    Since you don’t have the physical form, you shouldn't be looking for a place to "upload" it or "import" it. Instead, you just need to enter the dollar amount you contributed.   Find your own records: Look at your bank or brokerage statements (Fidelity, Vanguard, Robinhood, etc.) from the past year. Find the total amount you deposited into your Traditional IRA. Look for "Deductions & Credits": In your tax software, navigate to the section labeled "Retirement and Investments" or "Traditional and Roth IRA Contributions." Answer "Yes" to contributing: When the system asks "Did you contribute to a Traditional IRA?", say Yes. Enter the amount manually: The software will ask how much you contributed. Enter the total from your bank records. Skip the 5498 screen: If the software specifically asks you to "Enter details from Form 5498," look for a button that says "I'll enter this myself" or "Skip." As long as you provide the contribution amount, the software has what it needs to calculate your deduction.

Dear Karis_F,   I agree: what you recommend "should work", but it doesn't.   When I enter the screen asking me to allocate my W-2 wages, I have boxes to enter the correct allocation of (a fraction) of the year-long income into the NC PY time period. I do enter this amount, and TurboTax notes the correct tax due in the state pop-up. But, when I do a final review (or a state review) TurboTax change the PY amount that I entered into the box and substitutes the full amount. (Obviously, this increases my tax due amount.)   When I look at NC Form D-401 (NC Instructions) page 21, NC instructs how Form D-400 PN Line 1 should be entered. In Column A, enter the full amount. In Column B, enter the NC allocation. Well, no matter what I have tried (and I've redone the state taxes many times), Column B on Form D-400 PN Line 1 always is equal to the full year amount in Column A.   This is a TurboTax error. I suppose that I have no choice but to complete my NC State Return Manually.   Any advice would be very much appreciated!   Sincerely, Mike

That's the way it works. In TurboTax Online there is no way to do what you want. "Cancel Amend" removes the Form 1040-X, but it does not undo the changes that you made for the amended return. You have to go back to any entries that you changed and manually change them back to the way they were before you amended. In TurboTax Desktop you can save a copy of your original tax return with a different name, then use the copy to prepare the amendment. You still have the original tax return with no changes. If necessary you can make another copy of the original to start the amendment over again.  

Confirming what @MinhT1  said,  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 and it's easy to make mistakes. Avoid it if you can and you probably 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."  Another thing for consideration; room and board are qualifies expenses for a 1099-Q (529 distribution). Rather than using all the after scholarship tuition for the 1099-Q, allocate his room and board to the distribution (also books and computer)  to free up some tuition for the Lifetime Learning Credit (LLC).  Grad students are not eligible for the more generous American Opportunity Credit (AOC or AOTC).  

Form 8615 is triggered if you meet all of these conditions:   Age: You were under 19 (or under 24 and a full-time student) at the end of 2025. Income Type: You have more than $2,700 of "unearned income" (this includes taxable scholarships used for room/board, interest, dividends, or capital gains). Support: Your earned income (wages from a job) did not provide more than half of your own support. Parents: At least one of your parents is alive. The software won't let you submit because Form 8615 requires your parent’s taxable income and filing status to determine if your investment/scholarship income should be taxed at their (usually higher) rate. As a result, you would need to get this information from your dad.   His Taxable Income (appears as AGI on Line 11 on the 1040) His Filing Status (e.g., Married Filing Jointly) His Social Security Number (for the form's header)        

Why was 3,420 on the 1099-SA form? Was this the amount in box one? What was the distribution code in box 3?   I am not sure what you are trying to ask. How did you use the 1,163 for medical expenses? Did you use a debit card given to you by the HSA custodian? Have you already spent the money on medical expenses and you are trying to reimburse yourself?   Did you ask to withdraw 3,420 from your HSA? If so, for what reason? Please clarify what you are trying to do.

  In TurboTax Online, this is how to get to the estimated tax payments screen: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

To clarify: what state tax return are you filing? And what section of the return includes hyphens that are causing an issue?   If you have not filed your state return yet, you can go to the State Taxes area in TurboTax Online, select Edit next to your state return, and make any necessary changes within the return.