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If the 1099-Q distribution was entirely used for qualified education expenses (including room and board) you don't need to enter it in TurboTax.  Keep records of what expenses the distribution was used for.   Here's more detailed info on Form 1099-Q.   @talltodd 

I do see the forms under "Open Forms" on top left but when I do print preview or click "Forms" on top right, I do not see these forms there. Does it mean these will not be submitted to IRS by Turbotax? 

TurboTax correctly calculates the maximum permissible combined employee elective deferral and employer contributions.   It seems that your net earnings from self employment is sufficient to support only a $72,270 total addition to your solo 401(k).  Net earnings are net profit minus the deductible portion of self-employment taxes.  If you have no W-2 job where you paid Social Security tax, a $72,270 maximum addition implies net profit of $220,215.  To be eligible for additions totaling $77,500 you would need net profit of at least $246,720.  (If you have W-2 income that results in a smaller deductible portion of self-employment taxes, that would mean a bit less net profit would be needed.)

I started my 2025 return online. Prior it was done on computer. Got to investments which went smoothly last year. This year wants me to pay double for online premium for schedule D. can i transfer everything i did online to my computer with Deluxe download or do i have to start over with my computer? 

The 529 funds that were converted to a Roth IRA don't get entered into TurboTax.  Since this is a non-deductible rollover contribution, you need to track it yourself with Form 8606 to keep it non-taxable.  Also, if you're the recipient of the 1099-Q and your son is the beneficiary, the IRA contribution may be for him and he'll track it himself.     If the 1099-Q distribution was used for qualified education expenses, you don't need to enter it into your return, if you claim him as a dependent. Here's more info on Form 1099-Q.   @rmdesantis55 

Indiana calculates the underpayment penalty on a quarterly basis. Even if all four estimated payments were made on time, each installment must be large enough to meet the required amount. This is 25% of 90% of the current-year tax. Or 100% of the prior-year tax).    If earlier quarterly payments were insufficient, a small penalty may apply for those quarters, even if you ultimately overpaid.     When you change the 4th payment date to 2025, TurboTax reallocates that payment to earlier quarters, which removes the penalty but wouldn't reflect the actual payment timing.   If your 2025 income was uneven during the year, you may be able to reduce or eliminate the penalty by using Indiana’s annualized income method (Schedule IT-2210A).   Payment of Indiana Estimated Tax by Individuals.       

To enter Investment Interest expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Retirement and Investments On Investment Interest Expenses, click the start or update button

If you filed a Married filing joint return with your wife, even if she did not have any income, the AGI you need to use for her would be the one from your joint return.  If you need to find your last year's AGI, see the TurboTax help article below:   How do I find last year's AGI?    To correct your last year's AGI and e-file your return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return    @ethantheshadley       

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   On State estimated taxes for 2025, click the start button

After you enter form 1099-R keep going.   If you have entered a birth date which makes you older than 70 1/2  there will be a page that asks Do any of these situations apply? Midway down is Were any of these funds sent directly to a charity?   Then it will ask for the amount.   The code in box 7 of form 1099-R must be 7 and the little IRA/SEP/SIMPLE box must be checked.  A IRA QCD should be 0 taxable on 1040 line 4b and the QCD box checked.  Unless you have other 1099R taxable amounts on 4b.  You can’t do a QCD from a 401K.   If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check lines 4b & 5b for any taxable amounts. 

Are you referring to the Solar Market Development Tax Credit which was repealed on July 1, 2025?   This credit requires a credit approval number reported on Form RPD-41317   Learn more reports:   This is a tax credit for a taxpayer who has received certification from the Energy, Minerals and Natural Resources Department (EMNRD) for the purchase and installation of a qualified photovoltaic or solar thermal system in a residence, business or agricultural center.   The approved system must be purchased and installed after January 1, 2006, but before December 31, 2016.   Or are you referring to the New Solar Market Development Tax Credit?     This credit requires a credit approval number reported on Form TRD-41406   Learn more reports:   This is a tax credit for a taxpayer who has received certification from the Energy, Minerals and Natural Resources Department (EMNRD) for the purchase and installation of a qualified photovoltaic or solar thermal system in a residence, business or agricultural enterprise.   The approved system must be purchased and installed on or after March 1, 2020, but before December 31, 2031.   Or are you referring to something else?  Please clarify.  

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button