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Thanks, that's true and a good lesson.  But given all the prompts in the TurboTax program, why didn't they ask the question - 'Did you make any estimated quarterly tax payments?'   Anyway, the full refund has now gone through so everything is good.

I don't understand how Medical and Dental expenses appeared on lines referring to state income taxes. This does not happen on my test.   If you like, you can send us a "token", which is a number that points to a sanitized version of your return, so we can see what you're seeing. By "sanitized", this that all of your personally identifying information is redacted, so we have no idea who you are.   For TurboTax Online:   Sign into your TurboTax Online account Scroll down to Tax Tools from the menu ‌ side Select Tools from the dropdown On the pop-up screen, select Share my file with agent A message that a diagnostic file gets sanitized and transmitted to us appears Provide the Token Number that was generated in this thread. TurboTax Desktop Steps Open your return Click Online in the top menu bar Select Send Tax File to Agent Follow the prompts to generate the token number Provide the Token Number that was generated in this thread. Be sure to add "@" "billm223" (without the space in between) so that I will be notified.

No, you do not need to report the 1098 T on your return. The reason why you are showing that error is that TurboTax is trying to determine if the 1098 T belongs to you or your spouse. Lessen the confusion by deleting the 1098-T completely from the return.   If you use TurboTax Online, the best method to use to delete is to go to tax tools>tools>delete a form> delete 1098 T and all associated worksheets. Also delete the 8863 if it is listed in your forms. Log out of the return and log back in again to save the change.   If you use desktop software, go to the form mode in your return. Look for 1098 T, 8863 and any worksheets.  Close the return to save the changes and log back in again.    

Delete Form 5695, then do a Manual Update.  In FORMS mode, check the box the form to 'use the address from your Federal Information Worksheet'.  If this address has any special characters, edit them (use Unit 19, instead of #19, for example).   If all looks well on your view of Form 5695, skip the final review, and go directly to File.   @R0siebg00d   

I've been asking friends who also received the PCTC 1099-G what their tax professionals are telling them.   So far one of them sounds like he just pretended like both 1099-G forms were for the previous year as if for a tax refund. That's obviously wrong, so I hope it was just a miscommunication, since I wasn't able to speak with him directly.   I also called the local H&R Block and the person I spoke with had clearly dealt with this for several people, including their own child in private school, and said that their office had also communicated with other H&R Block's in the state and all agreed that the new 1099-G needs to be added as taxable income under the "Other Income" section (Schedule 1, Line 8 ). There's about 30 different sub-items on "Line 8", so I assume they put it under 8z, which allows you to write in whatever you want with a short explanation. Their view was that the instructions on the 1099-G itself, which say the form can be disregarded unless itemizing, is probably not correct and that Oklahoma is mis-using the 1099-G form or using the wrong one. But they also acknowledged that this is just their best advice at this time, and it could be wrong. It will require law suits and court rulings to sort this out, and no telling when that will actually happen. Amended returns may be in our futures 🙂   One point H&R Block made was that the Oklahoma tax form (section 511-C) gives a spot to deduct the amount from the 1099-G back out of the federal AGI so that it is not taxed by the state. And you couldn't deduct it out of the AGI unless it was in there in the first place. I think that's a valid argument, except for the detailed OK 511-C instructions include the caveat "... to the extent such payments are included in your Federal AGI. Provide documentation to support the amount claimed and a copy of your federal return." That clause in the instructions leaves the door open for interpretation or including none, some, or all of the PCTC amount in the federal AGI. Still, my solution of simply opting for the state and local sales tax deduction instead of state and local income tax deduction would not do anything to change my federal AGI, so then that's also easy to just skip the box on the OK 511-C as not applicable.   I'm not convinced that the "Other Income" approach is correct, but it is conservative in the sense that it should give you your worst case tax scenario, and if the law is clarified in the future, you might be owed a refund, but definitely wouldn't owe anything additional. It also simplifies the OK tax form, in that you can simply claim the full PCTC amount in section 511-C without having to figure any partial amounts that need to be deducted.   If you want to do the "Other Income" approach in TT, then you would find that at the very end of the Personal Income, under Miscellaneous Income, and the very last section called "Other reportable income". I tried it both ways, and in my case, my tax refund only goes down by about $500 compared to electing the state and local sales tax option. I think the impact is mitigated because of the (new in 2025) higher SALT cap in effect this year, so I can deduct the full state income tax amount rather than it being capped as in years past.   I'm really not sure anymore - I don't think treating the PCTC as "Other taxable income" makes sense, but it is a conservative approach. I've read through the relevant sections of Publication 525, but all of the instructions are written based on the premise that the 1099-G is reporting money that you deducted in a previous tax year, which is not the case here.   This law firm (https://www.dsda.com/oklahoma-parental-choice-tax-credit-update/) pointed out a couple years ago that it ultimately depends on whether the federal government characterizes the tax credit as a scholarship or a grant. Basically, they should be looking at it in terms of its actual implementation, regardless of what the OK state legislature chooses to call it, and making a ruling based on that. As such, there is a real possibility it could be deemed a taxable grant and be fully taxable. But no need to speculate too much on what we have no control over.

See this for moving TurboTax files from one computer to another - https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/01/26128?search-action-id=614950737742&search-result-uid=26128