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That is hilarious, my wife dealt with me venting for 4 years over 1099-Q's and the tax program. In all fairness, the tax law is insane for college accounts. It stinks TT made the program more confusing by eliminating "other expenses". It's also confusing coordinating the returns between child and parent and I understand the order you enter data can impact results. To make matters worse, my kid's college did not correctly report 1099-T amounts for a couple years. Rant Over.

Review the entry to make sure that the sales tax was entered correctly.   You can deduct either state and local income taxes or the sales tax you paid during the year—but not both. TurboTax compares them to see which one saves you more.   [Edited 02/23/2026 | 5:12 AM PST] @djhoffpauir

Follow up with this topic in 2026 as my scenario is unbelievably similar.   1. I put about $4,000 (rough number for easy math example) into my DC FSA - This number shows on Box 10 of my W2. I used it all to pay for day care. But that was not enough as the total came to close to $10,000. So I thought I couldn't claim some tax benefits on the difference $6,000. But when I tried to enter the provider information in the Dependent Care Credit section, my refund actually went up. So that mean I'm eligible for some tax benefits from the $6,000 difference?   2. Do I need to upload the receipts? I requested my relatives to help watch out my kid (all boxes are checked such as they didn't live with me, etc.), so it wasn't a formal business with EIN.   Please help. Thanks!

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:    TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on Send and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.     *(If using a MAC, go to the menu at the top of the screen, select Help, then, Send Tax File to Agent”)  

I am using the desktop deluxe version and I cannot input Form 1099 B information either.  When I click on Stocks, bonds, etc "Review" it just goes in a loop back to "Let's finish pulling in your investment income".  I have the latest updates loaded.

For RMD due by Dec 31, 2025, if you withdrew enough to satisfy your RMD from all accounts you just enter the same amount of that withdrawal, even if it's more than the RMD.  IF different, you can also take the sum of all three RMDs and enter that amount.  The amount you enter is only used to determine if you met your RMD, and then if you didn't to calculate the penalty.  

This is first year I have had a credit card with an expiration date after September, so I ran into this problem as well today!  Most irritating to discover it was an issue last year as well!  I have TurboTax2025 Deluxe and running Windows 11 on HP PC.  After viewing the work-around suggested, I ignored my mouse completely and used my touch-screen monitor and touch-screen keyboard and was able to easily select September (09) as my expiration month and continue with payment.  After spending almost 2 hours trying to figure out what was wrong and jumping through all kinds of hoops.  I should have done an on-line search right away.  Beyond irritated.  There are already many glitches in TT2025 that were annoying.  It's as if TT is deliberately trying to dumb it down and create issues to force users to their LIVE agents.  This whole effort is to just let TurboTax charge my card the exorbitant $25 to file my State Income tax return.  I am so annoyed, but it is done now and I hope others can try this work-around as well.  The issue again is the expiration month drop-down to pay Intuit for filing your State tax return would not allow selection by mouse beyond August (08), preventing entry of valid cards expiring in September or later. The only way I was able to complete the payment was by avoiding mouse clicks entirely and using my keyboard navigation/touchscreen input, as suggested by other users. This is clearly a recurring UI rendering defect in the embedded payment module and should be addressed, what a waste of people's time during the filing process and even more so if was was happening previously.  There should be no need for a work-around.  

was the total amount shown in the form the amount you paid tax on?    The pension distribution is reported on a form 1099-R and may report an amount in box 1 and box 2a.  Box 1 is the pension distribution and box 2a is the portion of box 1 that is reported as taxable income.   This question is asking whether, on prior year tax returns, you reported the amount in box 2a as the taxable amount.   The question refers to cases with the Office of Personnel Management forms CSF-1099-R or CSA-1099-R when a taxable income in 2a is not reported and the TurboTax software is used to compute a taxable amount using the simplified method.   

The Head of Household designation is very specific, and is determined when you enter the My Info section of your return. Go to My Info on the left sidebar Click [Edit] next to your name. On the "Let's confirm your marital status" screen, Select you are considered unmarried. Add your child or qualifying person in the dependents section. Continue through the interview until asked if you paid more than half the cost to keep up your home, and Answer [Yes.] TurboTax will update your status to Head of Household if you meet the criteria. Key Requirements: You were unmarried on December 31st. You must have paid more than half of the dependents expenses. You must have a qualifying dependent (usually a child) who has lived with you for more than half the year.   Yes, your taxes will likely be higher with a filing status of Single as opposed to Head of Household.

You will allocate (separate) your state income by where you were a resident when you earned it. If you moved to a different state in October, you only pay state taxes on the income you earned in that state not my entire income for the year.     Correct, you will file a Part year Ohio resident tax return and report only the income you earned while you were an Ohio resident for 2025.  You do not have to pay state taxes on your income for the whole year- but Ohio uses your total income for the year to determine your rate, then applies that rate to the Ohio- only income.