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If you are sure you don't need this form, you can delete it.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button. Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. 

Mike 9241's reply and the tax rules cited support my contention that all the proceeds received on redemption of a treasury note should be considered as interest, not a capital gain. I still cannot understand why my (major) brokerage firm incorrectly counted some of my 2025 treasury note redemptions as capital gains. Now I have to decide if I will use the erroneous capital gain numbers on my tax return (versus converting them to interest) so there is no discrepancy between my return and the numbers submitted to the IRS by my brokerage firm.

The button that is checked there applies to all 6 types on retirement income under the heading "Retirement distributions from:", starting with "US Government (including military)" through "Other Pensions of New York State and Local Governments".

As I was informed, the work around is to put the room and board, computer expense and ( I think books/supplies etc) in the Peoples worksheet. Don't put Tuition paid in Box 1. That info gets transferred to the Student Info worksheet. TT puts the info from 1098 T in box 1 of the student work sheet, and presto you should be good to go. At least for me, it seems to work even after closing and reopening the program. Having said that TT is very buggy and hopefully one day the eduction expenses will be fixed. The work sheets ar a mess and the instructions stink. 

This workaround works fine but beware that the change is not saved.  Every time I open my son's tax return in TurboTax I have to reenter the Room & Board on the form.  And yes, I am explicitly saving the return before I exit TurboTax.

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

None of these work-arounds worked. Luckily I had a Debit Card with an  acceptable Expiration Date to complete the transaction.   This has been an issue for 2 years with multiple comments on this website.    Request that Turbotax fix this problem.  Thanks.

I don't know of a fix that'll resolve this in the short term, but there's an alternative.   There's a website under construction that you can go to: Trump Accounts jumpstart You can request updates from this site.   @Cessational   

Here are two FAQs to help: What if I'm having trouble with my filing verification code? and How do I get a verification code if the email address is wrong?   You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

@mhdecastro Did you read the reply that was already given to you regarding having the same expert?   No one in the user forum knows who the "Live" experts are or if they are working with TT this year.   You can call customer support to ask if that expert is available.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Do you not see the option?  When you get to the screen that says, "Get your federal refund faster" and it gives the option of Fast deposit to Credit Karma or a bank account, select "No thanks". The next screen is "How would you like to receive your federal refund?" If you are eligible for the Refund Advance, you will see this as an option.   The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

When the issue persists, the information will need to be entered manually.   On the other hand, you can see the links below for more detailed information:   When will I be able to import my 1099? How do I import my 1099s? Otherwise, contact one of our tax representatives at:  Turbo Tax Customer Service