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I spent two hours trying to transfer my data and each time it would say it's successful What a waste of time, I saw this pop up TurboTax wants to connect to any device I said "no" it seemed like a security issue I don't want it to connect to "any device" I did not know I would have such consequences. How are we supposed to know from that your data won't transfer now I've got to figure out how remove my "no" responce because it seems to remember it.

You can edit your entry:   Go to Wages & income Scroll to Retirement Plans and Social Security Select Start  next to IRA, 401(k), Pension Plan Withdrawals (1099-R)  Select Edit  next to the 1099-R that you need to correct  When you get to the screen “Let's get more information about your Required Minimum Distribution (RMD)?", enter the correct amount of the RMD from this distribution When you get to the screen “How much of this distribution applied to your December 31, 2025 RMD?”, make your selection. For more information, please refer to the IRS FAQs Retirement Plan and IRA Required Minimum Distributions FAQs.  You can also review the TurboTax article What is an RMD? 

IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)

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You are correct, if his education expenses were more than he received in scholarship money then he would not have scholarships in excess of his education expenses. I suggest you review the entries in the Education section in Deductions and Credits and make sure all of the questions were answered correctly. 

BEWARE of anyone who calls and claims to be Jennifer.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.     Contact support to see if the expert you want is available this year.  The "Live" experts are seasonal employees who may or may not be working with TT this year.   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    

If my understanding is correct, and you're referring to the 'Election to Claim the Foreign Tax Credit Without Filing Form 1116' (see: IRS instructions) as the simplified method, then you would follow the navigation steps below to instead populate Form 1116: TurboTax FAQ - Where do I enter the foreign tax credit (Form 1116) or deduction? Enter all your foreign income in the Wages & Income section if you haven't already Navigate to the foreign tax credit section: TurboTax Online/Mobile: Go to the foreign tax credit screen under Deductions & Credits TurboTax Desktop: Search for foreign tax credit and select the Jump to link or, Go to Federal Taxes. If asked, How do you want to enter your deductions and credits?, select I'll choose what I work on. Under Estimates and Other Taxes Paid, select Start or Update next to Foreign Taxes.         3. When you reach the screen Do You Want the Deduction or the Credit? select the option you prefer for your situation         4. If you select Take a Credit: Select Continue on the next screen, then select No to fill out Form 1116. The instructions indicate that the software will then use your inputs to determine if filing Form 1116 is required; you can check Forms mode in the upper-right on TurboTax Desktop to verify that Form 1116 is attached to your federal return (left-hand window).    See also: TurboTax - Claiming the Foreign Tax Credit with Form 1116   Glad the Community link was of help! And don't worry, you're doing the tagging thing correctly. 

You do not say what mistake you think TT made.    If you owe federal tax:   Mail a check or money order with your amended return.   Or pay directly on the IRS payment site. https://www.irs.gov/payments   https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card    https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212  

What you did was just editing your form 1099-SA.   After entering your form 1099-SA, you'll arrive at a page titled 1099-SA Summary. Click on +Add. Then on the next page, choose the name of your spouse to enter her 1099-SA.