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It appears that they are now working on their third round of repairs.   The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

Q. Why am I filling out a RITA form here, and then I have to re-enter my information on their site? A. You don't do both.  You make a choice of which way you want to do it.  If you have TurboTax (TT) do it, you will have to print and mail your return.  It can not be e-filed.  For that reason, many people don't use TT and file at the RITA site.   TurboTax (TT) does not automatically prepare a city return, you must initiate it. At the screen, in the Ohio program, titled   "A few things before we wrap up your state taxes"       scroll down to Ohio City taxes.  Or, later "Your 2025 Ohio Taxes are ready for us to check"     -Click Other situations     -Scroll down to Ohio City taxes.  TT cannot e-file an Ohio City or RITA return. It must be printed and mailed. I actually find it easier to fill out a city return by hand or at the city, CCA or RITA web site, than to use TT. Things don't happen automatically and you need to know what you’re doing. The actual  RITA/city forms are easier to follow than the TT interview..

If you're using TurboTax Desktop, select Forms view, under Forms In My Return, select Depr Wkst to see what assumptions the software is using to calculate these assets. You have the first 2 categorized as 7-year property, and the computer as 5-year (seems correct), but your answers to interview questions may have accidentally led to different inputs.    You may need to manually add the state depreciation worksheet to view it for comparison with the federal; this option will be the first depreciation page on the Forms In My Return list.    If you're using TurboTax Online, continue to print and view the PDF return as you have been, but select the print option for all TurboTax worksheets to find your federal and state deprecation calculations. You can also search for "4562" in the return PDF to view the assumptions on the Federal depreciation form, if needed.   This doesn't seem to be the issue, but general reminder that a major difference in federal/state depreciation for PA purposes is that bonus depreciation (Special Depreciation Allowance) is disallowed by PA Dept of Revenue.

Because you repaid the long-term disability overpayment in early 2025, this repayment can be claimed on your 2025 tax return. Repayments of benefits are generally deducted in the year that they are paid.   The amount that you repaid is under the $3,000 threshold. That means you can not use the Claim of Right credit or deduction method. Depending on how it was handled by the insurance company, you may have received a 2025 tax form that reduces your taxable income for 2025 by the amount repaid.  If this did not happen, you can report it in TurboTax as follows:   Click on Federal and then Deductions & Credits. Go to Other Deductions and Credits. You may have to go to Deductions & Credits Summary and scroll down to find it. Click on Start or Revisit next to Other Deductible Expenses Your screen will say Did you pay any generation-skipping taxes in 2025?, Select No Your next screen will say Did you have any of these less common expenses? The last item listed is Repayments of $3,000 or less (previously included in income), answer; Yes Your screen will say Tell us about your less common expenses, you can type something like Repaid disability income reported in 2024 and the amount $2,800 Continue through your TurboTax screens and answer any follow-up questions to complete your entry   Make sure to keep any records for your $2,800 repayment for documentation for your 2025 tax return.    Please return to Community if you have any additional information or questions and we would be happy to help.  

Yes,   There is no federal deduction for making a contribution to a 529 plan. Some states allow a deduction on the state return.  Colorado is one.    In the Colorado interview, on the screen with the heading, "Here's income that Colorado handles differently, " Scroll down to the subheading Education and click on Start for 529 CollegeInvest Program Contributions.

Thanks for all those things to check! On the IRA Contribution Worksheet, line 10 is checked (incorrectly). I work temporary W-2 and 1099 jobs, so have no access to a workplace retirement account.  I bet the problem is due to the fact that I entered a self-employeed health insurance deduction before I realized that I should ONLY enter the premiums in the ACA insurance section and check that I was self-employed.  I removed the deduction, but something is probably left over from that.    The W-2's look ok.  

So if I inherited an IRA that I have received distributions from, I only need to enter the "total distributions received in previous years" because I made no contributions to it? The "other contributions previously taxed" box should be 0?