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Unless you were never billed for this amount, it seems that the university mistakenly omitted from box 1 the amount in box-5.  If mistakenly omitted, you should request that the university issue a corrected Form 1098-T .  The IRS instructions for box 1 of Form 1098-T:   Box 1.  Payments Received for Qualified Tuition and Related Expenses Enter the total amount of payments received for qualified tuition and related expenses from all sources during the calendar year.  The amount reported is the total amount of payments received less any reimbursements or refunds made during the calendar year that relate to the payments received for qualified tuition and related expenses during the same calendar year.  The amount reported is not reduced by scholarships and grants reported in box 5.  Include in this box the receipt of a payment of past-due qualified tuition or related expenses from a previous calendar year, but only if the educational institution previously billed the student for such amount(s).

Microsoft has announced their Extended Security Update program to provide security updates for Windows 10 until 10/13/2026. In light of this program, I think Intuit should reconsider their decision and provide TurboTax Desktop software for year 2025 for Windows 10 users.

When you talk to the Audit Defense people (and I suggest calling them because they will be able to answer all of your questions), you can buy the full audit defense, but it only covers you for any IRS letters received AFTER the day you buy it.  So if you already received an IRS audit letter for a tax year where the Audit Defense expired, then buying the perpetual version direct from Audit Defense is not going to get you coverage for that letter.  I think I recall that they can still represent your case, but it costs $2500 or similar.  

I never know ahead of time if there are any updates.  And I would think that late into the year there won't be any that affect my return.   But, if I allow the update to complete and allow it to launch TurboTax, doesn't that update the return?  So, in order to know if I need to file an amended return once the update has completed I have to display a PDF preview of the new return and compare it to the PDF return already on my system.  And, how much do I have to compare?  Is it enough to just compare the taxes dues from the 1040 and the 540?  Do I have to worry about any of the schedules?  How would I even compare them?  That is not a task any human can easily perform.   Instead, TurboTax itself should be able to store the existing return before applying the updates then do its own comparison after applying the updates and pop up a message something similar to:  A) no amendment is required or B) an amended return is required.      

@ harlemboyrah wrote:  Can you please help me find out where my federal Refund is? its been over 6 months and i have not recieved it yet ,i mailed it out .Can you you help ? Can you find my federal refund?   So you filed by mail?  If so, I'll assume you printed, signed, dated, and physically mailed the return yourself, since TurboTax does not mail it for you.   What is showing at the IRS "Where's My Refund" tool?   Is there any message there? https://www.irs.gov/wheres-my-refund   Here are some tips when using that tool:   Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen.   Look at your actual Federal return to get the Federal refund amount to use in the tool, i.e., your Form 1040, Line 35a.

There is no fixed or official rate for state tax withholding on a distribution from a retirement account. The amount that was withheld is whatever percentage you specified to the account trustee or custodian when you made the withdrawal. It has nothing to do with the tax rate that will apply to the distribution on your state tax return. The tax that was withheld on the 1099-R will be applied towards your total state tax obligation. It does not apply specifically to the retirement distribution.  

How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf

What??  Can you give more details?  The default state withholding is usually like 10% or less.  What do you mean it doesn't match the state distribution?  It should not match 100% of the distribution.  The withholding is just an estimated about to cover the tax due on the distribution.   If they took out too much you will get it back as a refund on your tax return.