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Somehow, you may have made an entry that makes TurboTax think you need the form. Review your entries by following the instructions below:   Certify in TurboTax Online/Mobile that you don’t have a 1095-A form Follow the instructions below: Open or continue your return In the left menu, select Federal Select Deductions and credits summary under Deductions & Credits Scroll down and select Medical Next to Health Insurance Marketplace (Form 1095-A) section, select Start/Revisit You'll be asked if you received a 1095-A. Select No. Refer to the TurboTax article How do I fix e-file reject F8962-070? for instructions to fix your return if it’s rejected because the IRS is looking for a 1095-A.   You can also check to see if the 1095-A Form and Form 8962 Form are attached to your return. To delete a form in TurboTax Online follow the instructions below:   Open TurboTax and your return Select Tax Tools from the menu on the left side Select Tools In the pop-up window select Delete a form Check to see if you see Forms 1095-A and 8962 and select Delete.  Refer to the TurboTax help article How do I view and delete forms in TurboTax Online? for more details.

Following this thread for years but not sure what the status is now,  In 2021 the "solution" was to go back into your federal return and re-enter your 1099-r and tell it that the distribution was    https://ttlc.intuit.com/community/state-taxes/discussion/incorrect-nys-pension-exclusion/00/1640826   This would in turn "fix" your state return to exclude the pension.  The section in post 1650826 that tells you to adust your 1099r no longer seems to apply.  In addition, when I go back to my state return I get a Pension Deduction Summary page that shows my pension payments (and my wife's) being applied ... saying "We automatically calculated your New York pension deductions" and the full amount of our pensions do appear to be deducted.   If Intuit and Turbotax can certify that the entire underlying problem as fixed, maybe it would be a good idea to "close" this thread with a note to not try to apply the suggestions in it.  Something in bold text and/or closing off the option to post more here.??  If there is still a problem with State pensions amounts not being completely or properly deducted from NY State taxes, users should instead be warned about that.

You would not normally qualify for an education credit if your scholarship income was more than your tuition expense. The reference to someone else claiming him as a dependent may just be telling you that is one reason he may not qualify, but the primary reason is the scholarship income paid for the tuition, so that portion of it is not taxable. So, you can't get an additional tax benefit by receiving an education credit.

This is incredibly helpful - thank you for taking the time to lay this out so clearly. I was actually initially interpreting the Line 12 instruction the same way (i.e., excluding amounts already included in Box 1), but I was hesitant to go down that path because I was worried it might trigger an IRS notice given the mismatch with Box 10. Your explanation gives me a lot more confidence that this isn’t a “wacky” position if that’s truly how the benefits were treated. Really appreciate you walking through both scenarios (qualified DCAP vs. taxable benefit) — that gives me a much better framework for how to approach this with my employer and how to think about reporting. This is exactly what I was looking for - thanks again for the thoughtful and detailed response.

I am using the downloaded version, not online. I added all the number in both federal and state, updated software and still no luck with flow through.      I am depreciating a heavy SUV over 6k lbs.  I found that section 179 deduction flows to CT property (adding 80% back) so I used the max there and then used the balance as bonus (168k). CT treats 179 different than bonus which is why I split it up.  Bonus is full add back so slightly worse treatment. the bonus doesn’t flow to the CT tax return as a add back so I had to manually add it in the forms section. I asked chatGPT why I had to do this manually and it says it is a “known issue for listed property”. 

Using the TurboTax online editions -   Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

While working on your current return, TurboTax allows you to create 2026-payment vouchers by selecting the “Other Tax Situations” area.   Open the link below to see further instructions: How do I make estimated tax payments?  

Using the TurboTax online editions your information is saved as it is entered.  You can sign off at any time and then come back to your return with the same User ID and Password used to create the account.   Click on Sign off at the bottom left of the online program screen.