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@2108768822 wrote: How can I get my w2aig from 2024 TurboTax does not have a copy of the W-2 or Form 1099. It would have a Form W-2 Wage and Tax Statement that included the tax data from the forms that were entered. The forms would be included in the PDF of the tax return in the tax year the return was completed. Copies of a Form 1099 would have to obtained from the issuer of the form.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)   If you cannot obtain the W-2 from your employer, then for a fee you can get a complete copy of a W-2 from the Social Security Administration - https://faq.ssa.gov/en-us/Topic/article/KA-02501   You can get a free Wage and Income transcript from the IRS - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return to include copies of W-2's, if you mailed the tax return and included a paper W-2, from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf   See this IRS Tax Topic - http://www.irs.gov/taxtopics/tc159.html

Yes, enter the 1098-T on your return with $4000 in box 1 and box 5 blank.   On his return, enter the 1098-T  with only $8895 in box 1 ($4000 less than the actual amount). Enter the full box 5 amount. He will have $8017 of taxable scholarship, rather than 4017. In his interview, he will be asked if any of the grant was used for room & board. Enter $8017 as the amount used for room and board.   If he had and book and computer expenses, the taxable amount can be reduced.    A couple of caveats: 1. Graduation year is usually the 5th calendar year of schooling.  You are only eligible for the American Opportunity credit (AOTC) 4 times in your student's schooling.  If you already claimed the AOC four times in the past, you will only be eligible for the lesser Lifetime Learning Credit (LLC), which takes $10,000 of tuition (not $4000 like the AOTC). The credit is 20% of tuition paid.  Depending on you and your son's tax rates, you may need to re-think who claims it.   2. If he finished school before May 1, 2025, he may not qualify as your dependent. To qualify as a "qualifying child" dependent, he must have been a full time student for parts of 5 calendar months. He can still be a "qualifying relative"/other dependent, if his income was less than $5200.  See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html     Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions.   Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114 See #4 for the "loop hole" discussion The IRS actually encourages use of this technique. From the form 1040 instructions: “You may be able to increase an education credit if the student chooses to include all or part of a Pell grant or certain other scholarships or fellowships in income. For more information, see Pub. 970, the instructions for Form 1040 and IRS.gov/EdCredit".  PUB 970 even has examples of how to do the “loop hole”.      

Intenta seguir estos pasos una vez más:   Inicia sesión en TurboTax Online y selecciona Corregir mi declaración (Fix my return). En la pantalla Arreglemos tu declaración y la nueva presentación (Let's fix your return and the refile), selecciona Arreglar ahora (Fix It Now) o Revisitar (Revisit). Compara la información en la pantalla Corregir nombre/desajuste de Número de Seguro Social (Fix name/Social Security mismatch) con la que figura en tu tarjeta de Seguro Social. Si hay alguna diferencia, selecciona No. En la siguiente pantalla, ingresa tu número de Seguro Social y apellido exactamente como aparecen en tu tarjeta de Seguro Social y selecciona Continuar (Continue). Si la información es correcta, selecciona Sí. Te ayudaremos a imprimir y enviar por correo tu declaración, ya que no podrás presentarla electrónicamente (e-file). Selecciona Continuar (Continue) cuando hayas terminado y luego selecciona Continuar para nueva presentación (Continue to refile). Si esto no funciona, tendrás que imprimir y enviar por correo la declaración al IRS.  

Visit TurboTax Free Edition.  The TurboTax Free Edition is for taxpayers who have a simple Form 1040 and don't need extra schedules. Roughly 37% of taxpayers qualify. If your tax situation involves things like home ownership deductions, unemployment income, or self-employment, you'll need to upgrade to a version like Deluxe to make sure those specific forms are handled correctly.

Try going back to that section of your return to be sure that nothing has been entered there.  If you see a summary page where it looks like a document has been entered, click the trash can icon beside it.     Otherwise, as long as you do not have any errors come up in the Review process before filing, having the box checked with no data being entered, you should be fine since it is not actually reporting anything on your tax return.

Siga los siguientes pasos para modificar su número de cuenta:   Abre o continúa la declaración. Selecciona Presentar. Selecciona Comenzar o Volver a revisar o Continuar junto al Paso 2 Información de tu reembolso/pago. Selecciona Ver todas las opciones en la pantalla Obtén tu reembolso hasta 5 días antes. Elige Depósito directo y sigue las instrucciones en pantalla. Si ya presentaste la declaración y esta fue aceptada (o si la enviaste por correo postal), ya no puedes cambiar la cuenta bancaria que se usa para el depósito directo. Esta es una regla del IRS para evitar cambios no autorizados y actividades sospechosas.   Si tu información bancaria es incorrecta en tu declaración, lo que hace que tu depósito directo falle, recibirás un cheque en papel por correo postal. Este artículo de ayuda tiene más información.  

If you are increasing your itemized deductions (like mortgage interest, charitable contributions, medical expense) and your taxes are not changing, then it could be that you have lowered your income tax all that you can, but your self-employment tax is staying the same (if you have a Schedule C with a profit).     Or, if you are increasing your property tax deductions, then you may have reached the limit for the state and local tax deduction, which would prevent the itemized deductions from increasing any further to lower your income tax.    

I found no way to initiate a chat back to my Expert. I sent a new appointment request and connected with a new Expert. Both Expert were very helpful. However, I saw no way to initiate a chat to the second expert either. We have set up another appointment to reconnect. 

@ ruthann213  wrote:  "Tax returned was accepted O refund,..how to find out if it was arrpoved?"   If your efile status is "accepted", and if you have no Federal refund on Form 1040, Line 35a, then try using $1 at the IRS "Where's My Refund" tool to see if it was at least received and processing.  I'm not sure if it will work for you, but it usually does work for me when I don't have a refund on my return.  This is anecdotal for my own experience, so other people's mileage may vary. https://www.irs.gov/wheres-my-refund

@bbesseling Windows 10 is no longer supported by MS, and Intuit is not supporting Turbotax on it, with less than 2 months left for tax season it's pretty much end of story.   If you don't want to upgrade to Win 11 or use online, you can either use a Win 11 VM to run Turbotax, or switch to HR Block or TaxAct who are still supporting Win 10 this season.   Good luck.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...