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thank you SO MUCH.  Hugely helpful!!    I did enter in the 1099 Q and it suddenly reduced our tax refund, so I went through questions carefully and no where did it ask for additional expenses such as room and board.  so it was assuming it was not used for additional educational expenses.    I noticed through a search this:   Known 2025 Glitch: Some users report that the 2025 TurboTax interface fails to prompt for additional (non-1099-T) expenses like room and board. If this occurs, switch to "Forms Mode" in the Desktop version to manually enter these on the "Student Info Wk".   I've got a spreadsheet so I am not going to bother entering in the 1099 Q at all.   thanks again!

After you enter your Form 1099-INT, you will come to a screen that says Do any of these uncommon situations apply? Check the option that says I need to adjust the interest reported on my form. On the next screen you can enter your adjustment.

From the IRS Instructions for Form 7206:   The insurance plan must be established, or considered to be established, as discussed in the following bullets, under your business.   For self-employed individuals filing a Schedule C (Form 1040) or Schedule F (Form 1040), a policy can be either in the name of the business or in the name of the individual. For partners, a policy can be either in the name of the partnership or in the name of the partner. You can either pay the premiums yourself or the partnership can pay them and report the premium amounts on Schedule K-1 (Form 1065) as guaranteed payments to be included in your gross income. However, if the policy is in your name and you pay the premiums yourself, the partnership must reimburse you and report the premium amounts on Schedule K-1 (Form 1065) as guaranteed payments to be included in your gross income. Otherwise, the insurance plan won’t be considered to be established under your business. Based on the facts as you stated, assuming the policy is in your name, the qualifications are met to consider it established under your business.   @hereinhelena 

I believe you should enter positive 5,000, since this is the amount of the tax treaty benefit deducted from your federal adjusted gross income. When you file your state tax return, you need to add the 5,000 back to your gross income, correct? I entered 0 here, but the TurboTax system did not automatically add the $5,000 back to my state gross income.

Agreed. I most definitely have income tax liability and that’s why I said when I do the manual calculations for form 5695, I calculate I do get the non-refundable credit (it’s a pretty easy check, honestly).  I have seen elsewhere that TurboTax has a calculation and/or a QMID issue with the home energy improvement credit and want confirmation that it’s being worked and a due date for it. 

The conversion date usually refers to the specific day you transferred funds from a traditional pre tax retirement account over to a Roth IRA.   Where to Find Date of Conversion:   Select the search bar in the top right and click the Jump to 1099-R link. Enter the details from the 1099-R you received from your financial institution. The "Date of Conversion" for tax purposes is the calendar year the distribution occurred. After entering the 1099-R, follow the instructions until you reach the screen: "Tell us if you moved the money through a rollover or conversion." Select Conversion: Choose "I converted some or all of it to a Roth IRA." TurboTax will automatically use this data to generate Form 8606. You can preview this by going to Tax Tools, then Tools and Tax Summary. To see more detailed information, please refer to the link below: Reversing a Roth IRA Conversion  

That sounds strange.     Don't do anything without confirming the source.   The check would have gone directly to you.  The IRS wouldn't send a check to the bank. If you put in for a direct deposit, and the bank refused it. The IRS will mail the check to you at the address listed on your tax return. Contact the IRS so you can understand what is going on. You can call toll-free at 1-800-829-1040 or visit a Taxpayer Assistance Center Local IRS Office  @Jviolante       

Enter your mom's state ID if you have it, then file the return if it goes through. If not, you can always try yours. As a last resort, you can always print and mail the tax return.   Be sure to file a Form 1310, if there is a refund on your mother's return.  Can I file Form 1310 in TurboTax?

@midsgt Disappeared?  So it is no longer showing on your tax return Form 1040 on either Line 4 or Line 5?   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Thanks Renve. For question 3, I already marked each asset under depreciation section as sold and added the date including the HVAC and Patio. That is why I asked, it asked if it required special handling and I said no and still it asked for business portion of sales price and expense, i left them at 0 and moved ahead in the GUI. Then in the federal check/review process it took me to form and said they need a price and cannot be 0. For now I put $1.