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Thanks again for your help. As discussed yesterday this was how we would enter info based on 1098: 1098 T Box 1= 12,895 Box 5= 16,912   Entering on ours: Box 1= $4k Box 2= 0   Entering on dependent students: Box 1= 8,895 Box 5= 16,912   I have another question...My son also took a 3 credit course from SNHU (required for his UG) and we paid $2k but received no scholarship/grants for this. We had briefly forgotten about this and just emailed the college to check on the form. Would inputting this 2nd 1098 affect the numbers we input on Box 1 from the 1st 1098 (as shown above)? I wasn't sure if it's just considered an additional QEE that will reduce the excess taxable amount between QEE and scholarships overall or if I need to adjust the $4k (from the 1st 1098) we are freeing up to then be considered out of pocket so we can claim the AOTC? I'm sure I'm making it all more complicated than it is, but figured worth asking. Thanks!!

Follow these steps:   Go to My info section of your return. Revisit your info questions and go through the filing status questions carefully. Make sure you have selected the Married box and also select the Plan on Filing separately box. Revisit the your household questions and answer those questions carefully. If TurboTax still isn't treating you as married filing separately, try selecting "none of these apply" when asked about your spouse.  Don't mention anything about someone else being able to claim your husband.  

Thank you for your response.  I didn't know TT is known for calculating penalties incorrectly, but double checked with another method and the TT amount is correct.  After going through all the way to the end.....e-filing with payment for State, I discovered I can choose when taxes are to be withdrawn from checking.  

Okay so I figured that out and I will add the son and daughter these questions are for are Cornell students so perhaps that a bias there too.    And it's fine if they are subject to the medicare taxes etc, (they are exempt for their university jobs) because if I use 1h (which of course the list in the instructions is quite limited and non refer to internships or anything close), then then still owe nothing because the standard deduction goes up significantly based on total income and zeroes out. Thanks for the engagement. I will figure this out sooner or later.  

@17717205229    Yeah, for a 1099-DIV the summary amount on the Desktop Menu page shows the full amount, but clicking on it only shows the Ordinary dividends  (haven't checked to see what the "Online "software shows).   The $$ tax-exempt are still included in the 1040, line2a value.   Even so, make sure you edit that 1099-DIV form...and on the page that asks what state the tax-exempt dividends came from, make sure the first  bullet point is selected as "Multiple States" ....do not select your state on this bullet, unless you are sure that 100% of the tax exempt $$ came from your won state (that is extremely rare....to non-existent).    Even if you use the second bullet point to break out your own state's $$ from the other states, it is CRITICAL that the first bullet be set to Multiple States on a 1099-DIV.  

These updates should be available as of today, so you should try manually updating your TurboTax Business software first before logging back in. Instructions: TurboTax Business 2025 If you're having trouble updating your TurboTax Business 2025 software using the "Check for Updates" method, you can get the latest federal program update here: Close TurboTax Business and all other programs except this browser window. Select this link to download the 291 MB update. Save the update file to your Windows desktop. Double-click the update file w_bizrelsuperpatch... on your desktop to install the manual update.

This reject happens when the IRS database has record that you had health coverage through the marketplace.  If you did not have coverage you will have to contact Marketplace to find out what needs to be reported on your return.    Health Insurance Marketplace Statements | Internal Revenue Service   If you did have coverage and you need to report information for a Form 1095-A:   Go to the Do you have Form 1095-A info ready? screen Answer the questions and enter the details from your Form 1095-A When you’re done, select File from the left menu and continue through to re-file your return If there was no coverage, you can follow the steps below to certify that you did not receive a 1095-A:   Select Federal from the left menu, then Deductions & Credits. Navigate to Medical and select Show More. Select Start or Revisit next to Affordable Care Act (Form 1095-A). You'll be asked if you received a 1095-A. Select No. Select the statement indicating you did not receive a 1095-A. By selecting this certification, you will be able to e-file your return and meet the requirements of reject code F8962-070. Select File from the left menu and continue through the process to resubmit your return. How do I fix e-file reject F8962-070?   Health Insurance Marketplace Statements | Internal Revenue Service  

If you are using the desktop version, you must enter your DoorDash income and mileage directly onto Schedule C.   If you are using the online version, you will first need to upgrade to TurboTax Self-Employed and follow these steps:   Navigate to Federal. Select Income and Expenses. Click Show More next to Self-Employment. Select Start or Revisit next to Self-Employment. Answer Yes when asked if you have any self-employment income or expenses. Enter the type of self-employment work you do. Click through the next few screens until you reach the screen titled "Your XX info". Click Looks good. On the "Let's enter the income for your business" screen, select the applicable option for your income source: 1099-NEC Other self-employed income (including 1099-K, cash, and checks) Note: You must select an option to proceed with entering your income. Enter your self-employment income on the subsequent screen. Continue through the process and select add expenses. TurboTax will automatically suggest vehicle expenses once you have entered DoorDash as your business type. @Lockyard 

@lori-i-drum Received and Accepted are the same thing.   The IRS has these stats on their website - https://www.irs.gov/refunds When to expect your refund Processing your refund usually takes: Up to 21 days for an e-filed return 6 weeks or more for returns sent by mail Longer if your return needs corrections or extra review After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

It is possible that you might have answered that you received a Form 1095-A.  You should go back your return and delete Form 1095-A.   Open or continue your return. Navigate to the 1095-A section: TurboTax Online/Mobile: Go to 1095-A. TurboTax Desktop: Search for 1095-A, then select the Jump to link. Select ‌Add/Edit ‌ Click the Delete next to the 1095-A form you entered, confirm that you are deleting the form    How do I delete a tax return that was created in TurboTax Desktop for Windows? How do I view and delete forms in TurboTax Online? If you deleted your form and still have the error: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".    

Thanks for this. For the record, it does seem if I went the scholarship route that still goes in as unearned so it wouldn't solve, my problem anyway? And the issue with not filing is that if this 1099 MISC is truly unearned, they would have to file!    Ugh. I can only edit this comment and not delete it. I have two accounts (parent and son) so this reply is going under a different account even though I have signed out and back in under Jakeado! it's still me.   

This indicates that the bank account number you entered wasn't recognized by the bank. This may be because of: Improperly formatted, or  It does not exist at the receiving financial institution.    The refund was returned because the bank couldn't locate the account. This will go back to the IRS, and a paper check will be issued and mailed to the address on the tax return.  

Based on the scenario you described, there are some assumptions to consider which I will explain below.  But, if the assumptions are correct, then the TurboTax calculation is correct.   The first assumption is that the money put into the Roth account came from a conversion of money in another retirement account.  The total value of the account seemed high for it to have been deposited through regular contributions because the contribution limit per year is well under the amount in the account.  Either way, the original amount converted to the Roth IRA and/or contributed directly to the account make up the basis in the Roth IRA.   Next, assuming the basis in the Roth IRA is at least $5000 (probably more), then the $5000 distribution from the Roth IRA would not be taxable.  That means that the $5000 amount should not be included on line 4b of Form 1040.   Then, if $30,000 was 'contributed' back to the Roth IRA, it must have been done through a conversion of money in another retirement account since it is to high to be considered just a contribution to the Roth IRA.  The amount distributed from the other retirement account and converted to the Roth IRA would be taxable and shown on line 4b of Form 1040.   It appears that the Roth IRA basis may not have been taken into account by the other tax company and therefore the $5000 distribution from the Roth IRA was shown as taxable.