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Sorry for your loss.   Read the terms of the trust. If the trust makes you the sole owner upon the passing of your husband, then you acquired half of the property from him and can use a stepped up basis for his half that you acquired. That means your basis for the 1/2 you acquired by virtue of his passing is the fair market value on the date of his passing.    The other half would be your original cost basis plus the cost of improvements and you could use the home sale exemption for yourself of $250,000. You could also use the entire $500,000 exemption but you need to see which method works out best for you.   All of this assumes the trust was a grantor trust and you were 50% owners of the assets or at least the house. If you live in a community property state, the entire basis of the house would be stepped up to the fair market value on the date of your husband's passing.

@MarilynG1 - but it uses the total withdrawn minus the total accounted for in qualified expenses in the computation of tax owed, correct? I totally agree with keeping them for records, but in the case that these other expenses still don't add up to the total withdrawn, it's important to be able to tell TT somewhere that there were qualified expenses. The only box I'd seen was one to enter other supplies and materials (nothing for room and board). Even if there had been another box that was "other qualified expenses" with a note to keep records of these, I'd have been happy!

Thanks for your help but it didn't help. I looked at the form again and found that I can edit the individual lines on line 15 which are blank  BUT there is a zero 0 on the total space of line 15 that I can't delete which is causing the problem. I found on my own where I could delete form AR3 but I'm nervous to do it since that form contains my itemized deductions. So as you said I can delete the form and re-create it. But I am hesitant to do that because I don't want to mess things up.    

The "substitute" Form 1099-R that you enter for tax year 2025 reports contributions for that year. You will ignore the 1099-R (if any) reporting those contributions that is prepared for tax year 2026. As previously mentioned, Code G informs the IRS this amount is a designated Roth nonelective contribution and/or designated Roth matching contribution for the year in which the contributions were allocated.   @AKBunk 

The scroll bars are there.  You will have to adjust your screen to see them.   For Windows  Go to Settings  Ease of Access Display and  Make sure that the Automatically hide scroll bars is set to Off.   For macOS,  Go to System Settings Appearance Show scroll bars Always.

if you work(ed) for Turbotax for 11 years perhaps you an tell us why it's more expensive, doesn't have Forms mode, and only good for 1 return...   if you're still on Win 10 your options are - set up a Win 11 VM and run TT desktop there - switch to TT online.  Intuit had an offer this year to switch a desktop license for Online Premium Fed+State - get a refund and switch to HR Block or TaxAct (or a cheaper online service like FreeTaxUSA)

Yes, but there are other qualified expenses for a 529 distribution (computers, books/materials not from the school) that are not accounted for in TurboTax.  If your 529 distribution was used for a combination of these, TurboTax does not track whether you have any 529 unqualified expenses to make any of your 1099-Q distribution taxable, and in fact, does not report it to the IRS, but only prepares a worksheet for your use. That's why it's best to have your own records.    Here's more discussion on 1099-Q Distributions.   @soccerhack