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This is because you were only covered for those 3 months under that policy. You may have another policy for other months which should be reported on a separate form 1095-A.   When entering your form 1095-A, only fill in the amounts for the 3 months. Leave the oher boxes blank. Do NOT fill in 0.

It depends. If you received Form 1099-MISC, there are several places to report the income. See this TurboTax article for instructions for most versions of Form 1099-MISC: Where do I enter a 1099-MISC?   If you paid someone else and need to provide Form 1099-MISC to them, log into your TurboTax return, then open a new browser tab and go to the Quick Employer Forms site.

The Form 1099-R section has been updated in both the online and desktop editions.   If you are using the TurboTax desktop editions, click on Online at the top of the desktop program screen.  Click on Check for Updates

depends which forms you need, check the tool (Intuit website may be having some issues at the moment).   1099R is now available in latest s/w release.   https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg

You MUST have the school's employer identification no. to claim the more generous American Opportunity Credit (AOC). Ask the school for it. It should be a question they frequently hear.    The fact that you don't get a 1098-T may indicate that your school is not an "eligible institution".  Enter your school at the link below, to see if it's on the dept. of education list. https://www.savingforcollege.com/eligible-institutions

(a) I am from Germany (b) Yes I was a J1 Visa student  (c) my internship was starting November 1st 2024, ended February 28th 2025 My tax filing for the 2 months in 2024 went really well and without problems. Thank you for circling back soon 

Thank you. Yes she has around $1000 in additional expenses that were not included on the 1098. The actual tuition amount plus lab fees, lab supplies (purchased on Amazon) books and a laptop were purchased. There were no restrictions on the scholarships. She used the remaining funds for rent for off campus housing. So I would need to add the excess on her return and enter no expenses and then enter just the expenses on mine or the entire 1098t?

Less “rebate” doesn’t mean you’re paying more taxes. It just means you didn’t overpay. Check how much taxes you paid the previous years vs how much you’re going to pay for 2025. That’s a better gauge of whether you’re paying more or less taxes. 

If your form 1099-R has $0.01 in both boxes 1 and 2a, you can safely ignore it and not enter it on your tax return.   On tax returns, amounts are rounded to the nearest dollar, 0 to 49 cents rounded down, 50 cents and plus rounded to the next dollar. $0.01 rounds down to 0 and will not be entered on your tax return.

There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit.  .                                                           Reference: Line 7 instructions for form 8863. https://www.irs.gov/instructions/i8863#en_US_2024_publink53002gd0e674 https://www.irs.gov/instructions/i8863

To use the "loop hole", do not enter $9500 as the scholarship amount.  Enter the 1098-T, exactly as received. When asked  if you want to allocate part of  scholarships to room and board or other noneducational expenses, enter the full $12,000. That frees up the $2500 for the Tuition credit.   Be  aware, if 2025 was your fifth calendar year in school, your parents may have already claimed the more generous American Opportunity Credit (AOC) the maximum four times allowed.  In that case, you will only be eligible for the Lifetime Learning Credit (LLC).  You get only  $500, instead of $2125 for the AOC.   Q. I have found out that I have not been claiming the scholarship as taxable income for the past 3.5 years. What is the best way to go about remedying this?  A. You should probably file amended returns for the past three years and also for 2021, if tax is owed.   That said, be aware that Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025)* and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  If you did not have enough income to be required to file or enough to owe taxes, you can probably forget about it.  *$12,550 (2021), $12,950 (2022), $13,850 (2023), and $14,600 (2024).    Q. My tax returns have been accepted each year just fine? A. Taxable scholarship is not currently an topic of IRS monitoring.   

Here is the TurboTax W-4 calculator link.  You can use this to help you decide what you should enter.     Are you single or married?  Are you over 65 or under 65?  Do you have other income?  Do you have taxes withheld from your other sources of income?  Do you want a refund or to break even so you just don't have to pay in?   All of the above are things to consider when you are filling out a W-4.  How you fill it out is very specific to the individual.   For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income, but it can lower your tax liability. Which could affect how you fill out your W-4 This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those over 65, it does not apply to those who are blind and under 65 If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.    The standard deduction for tax year 2026 is $16,100 for single and $32,200 for married filing jointly. For those over 65 or blind your standard deduction is increased by: $2,000 per qualifying factor if you are single or filing head of household $1,600 per person per qualifying factor if you are married (filing jointly or separately)   This is NOT available for those who itemize deductions.      The $6000 senior bonus deduction and the additional amount for those over 65 or blind would be the amount you would enter in box 4b.   If you are receiving Social Security, no more than 85% of that would be included in your taxable income. Thresholds for 85% Taxable: Single: Combined income above $34,000. Married Filing Jointly: Combined income above $44,000. Married Filing Separate: Benefits are taxable at 85% regardless of income level. Thresholds for 50% Taxable: Single: Combined income between $25,000 and $34,000. Married Filing Jointly: Combined income between $32,000 and $44,000. Calculation Formula: "Combined Income" is calculated as your Adjusted Gross Income (AGI) + Nontaxable Interest + 1/2 of your Social Security Benefits.    

Here is the TurboTax W-4 calculator link.  You can use this to help you decide what you should enter.     Are you single or married?  Are you over 65 or under 65?  Do you have other income?  Do you have taxes withheld from your other sources of income?  Do you want a refund or to break even so you just don't have to pay in?   All of the above are things to consider when you are filling out a W-4.  How you fill it out is very specific to the individual.   For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income, but it can lower your tax liability. Which could affect how you fill out your W-4 This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those over 65, it does not apply to those who are blind and under 65 If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.    The standard deduction for tax year 2026 is $16,100 for single and $32,200 for married filing jointly. For those over 65 or blind your standard deduction is increased by: $2,000 per qualifying factor if you are single or filing head of household $1,600 per person per qualifying factor if you are married (filing jointly or separately)   This is NOT available for those who itemize deductions.      The $6000 senior bonus deduction and the additional amount for those over 65 or blind would be the amount you would enter in box 4b.   If you are receiving Social Security, no more than 85% of that would be included in your taxable income. Thresholds for 85% Taxable: Single: Combined income above $34,000. Married Filing Jointly: Combined income above $44,000. Married Filing Separate: Benefits are taxable at 85% regardless of income level. Thresholds for 50% Taxable: Single: Combined income between $25,000 and $34,000. Married Filing Jointly: Combined income between $32,000 and $44,000. Calculation Formula: "Combined Income" is calculated as your Adjusted Gross Income (AGI) + Nontaxable Interest + 1/2 of your Social Security Benefits.