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 Yes t hat area should be updated on Jan 21.     See Expert Marilyn's post here for the 1/21 date and that they know about the form 3909 glitch https://ttlc.intuit.com/community/retirement/discussio... See more...
 Yes t hat area should be updated on Jan 21.     See Expert Marilyn's post here for the 1/21 date and that they know about the form 3909 glitch https://ttlc.intuit.com/community/retirement/discussion/when-will-the-ira-401-k-pension-plan-withdrawals-1099-r-form-1099-r-section-be-available-the-program/00/3718837  
It is January 18 and I still cannot enter my 1099-R income. The message says it needs updates from Intuit. Seems like we should have this by now. 
Q. One $2K unrestricted scholarship we reclaimed from the 529 – after it was applied to R&B on direct bill. Can we still count this (if paying taxes on it) toward allowed 529 expenses (R&B)? A. Yes... See more...
Q. One $2K unrestricted scholarship we reclaimed from the 529 – after it was applied to R&B on direct bill. Can we still count this (if paying taxes on it) toward allowed 529 expenses (R&B)? A. Yes.  Look at it this way: for QEE accounting, the taxable scholarship didn't pay for anything. It's just income. You're free to allocate $2000 R&B to the 529 distribution. It's a qualified expense for the 529 distribution.    Q. So does that increase 529 QEE out of $14,693 total distribution? A. Increases it.     Q. Another ~  $2K unrestricted scholarship we took as a refund direct from the college and applied to living expenses. If taxed on it, does this increase or reduce our 529 QEE out of total distribution?  A. Increases it. Because the $2k  is taxed, it's only income. It does not have to be allocated to any expenses at tax filing time.   Q. Also, since our kid has tax-free scholarship more than triple the amount of 529 NQEE, I assume there's no 10% tax penalty on 529 NQEE?   A. Yes.  But, better yet, just allocate the expenses to the 529 distribution, not the scholarship taxable income.          
You can enter most things.  If you have a 1099R for IRA or retirement that should be ready Jan 21.   What deductions can't you enter?  
I was more hoping to see if there is any advantage to using Intuit/ TT for deductions or breaks in the filing with RITA.   I've actually already filled out the return with RITA, I'm just hoping to ... See more...
I was more hoping to see if there is any advantage to using Intuit/ TT for deductions or breaks in the filing with RITA.   I've actually already filled out the return with RITA, I'm just hoping to find a way of paying them less.
When  will the online Turbo Tax program be updated so I can enter my Federal income data?  I know what the deductions are, but I am unable to enter them into the online program.  
How to downgrade to a lower version. https://ttlc.intuit.com/community/downgrading/help/can-i-downgrade-to-a-lower-priced-version-of-turbotax-online/00/25591   If you started your tax return in Tu... See more...
How to downgrade to a lower version. https://ttlc.intuit.com/community/downgrading/help/can-i-downgrade-to-a-lower-priced-version-of-turbotax-online/00/25591   If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is very limited now. Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 If the only reason you are getting upgraded to Deluxe is for the Retirement Savers Credit you can remove that. Go back to My Info and say you are a student. Then it won't give you the retirement savings credit.
@jy-estrada   I found 2 other articles on Divorced instead of that one for Alimony Getting Divorced article https://turbotax.intuit.com/tax-tips/marriage/getting-divorced/L20NC66cf Video tips fo... See more...
@jy-estrada   I found 2 other articles on Divorced instead of that one for Alimony Getting Divorced article https://turbotax.intuit.com/tax-tips/marriage/getting-divorced/L20NC66cf Video tips for Divorced couples https://turbotax.intuit.com/tax-tips/marriage/video-tax-tips-for-divorced-couples/L8YqvF7p5    
 There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship. The student reports all his scholarship, up to the amount needed to claim the American ... See more...
 There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship. The student reports all his scholarship, up to the amount needed to claim the American Opportunity Credit (AOC), as income on his return. That way, the parents  (or himself, if he is not a dependent) can claim the tuition credit on their return. They can do this because that much tuition was no longer paid by "tax free" scholarship.  You cannot do this  if the conditions of the grant are that it be used to pay for qualified expenses. Using an example: Student has $10,000 in box 5 of the 1098-T and $8000 in box 1. At first glance he/she has $2000 of taxable income and nobody can claim the American opportunity credit. But if she reports $6000 as income on her return, the parents can claim $4000 of qualified expenses on their return. Books and computers are also qualifying expenses for the AOC. So, extending the example, the student had another $1000 in expenses for those course materials, paid out of pocket. She would only need to report $5000 of taxable scholarship income, instead of $6000. The IRS actually encourages use of this technique. From the form 1040 instructions: “You may be able to increase an education credit if the student chooses to include all or part of a Pell grant or certain other scholarships or fellowships in income. For more information, see Pub. 970, the instructions for Form 1040 and IRS.gov/EdCredit".  PUB 970 even has examples of how to do the “loop hole”.
 Q. Would I be able to receive any of the education tax credit when I file?  A. No. The law was written this way to specifically prevent what you want to do (shift the AOTC to the student when the ... See more...
 Q. Would I be able to receive any of the education tax credit when I file?  A. No. The law was written this way to specifically prevent what you want to do (shift the AOTC to the student when the parents are not 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 (AOC or AOTC) 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   If the $2000 taxable grant is your only income, it is not enough to require you to file a tax return.  If you have enough other income, that you actually have a tax liability, then you may be eligible to claim an education credit to cover that liability, but it requires declaring more scholarship as taxable to free up tuition to claim the credit with. See separate reply.           
See Expert Marilyn's post here for the 1/21 date https://ttlc.intuit.com/community/retirement/discussion/when-will-the-ira-401-k-pension-plan-withdrawals-1099-r-form-1099-r-section-be-available-the-... See more...
See Expert Marilyn's post here for the 1/21 date https://ttlc.intuit.com/community/retirement/discussion/when-will-the-ira-401-k-pension-plan-withdrawals-1099-r-form-1099-r-section-be-available-the-program/00/3718837
How did you find that out. That retirement section of TurboTax will be available to input figures 
I entered the information for my 1099-G in TurboTax (Windows Desktop), but the "Wages & Income" screen still says that the form is "Available now". Since I entered the information, it should show the... See more...
I entered the information for my 1099-G in TurboTax (Windows Desktop), but the "Wages & Income" screen still says that the form is "Available now". Since I entered the information, it should show the amount of my state tax refund.
You mentioned "cloud storage", but we don't know which one that means.   So if you haven't already, check to see if the files could have ended up in OneDrive.   The default location in Windows for ... See more...
You mentioned "cloud storage", but we don't know which one that means.   So if you haven't already, check to see if the files could have ended up in OneDrive.   The default location in Windows for TurboTax files is the Documents\TurboTax folder.   You said you looked in Documents, but also be sure you looked in the TurboTax folder that is in Documents.  Maybe you already have.  
How were the prior returns prepared?   If prepared Online, they won't be on your computer (unless you downloaded them) but would be in your online account.   If prepared in desktop software, perform ... See more...
How were the prior returns prepared?   If prepared Online, they won't be on your computer (unless you downloaded them) but would be in your online account.   If prepared in desktop software, perform an automated search of your entire system for any files ending in *.tax2024 and also look in the Recycle Bin.   If you have more than 1 Windows user local account, such as an Admin account or other Windows user account,  log into each one and perform the searches in each Windows account.   
For Business check this table.  Looks like MN is all available https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotaxbusiness_states_windows_selector.html    UPDATE:  you didn't... See more...
For Business check this table.  Looks like MN is all available https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotaxbusiness_states_windows_selector.html    UPDATE:  you didn't mention it is for a trust.  Sorry Fiduciary isn't listed under MN on that list.  I just saw that all the business returns listed say available.  
Thank you for the response. It looks like I will have to retype it for this year. But the fact that H&R Block has valuation tables for donations will be very helpful for next year.
Which program are you using? Are you preparing an individual income tax return (1040) or a return for an entity (e.g., corporation or partnership)?   If you're using TurboTax Business, you need to ... See more...
Which program are you using? Are you preparing an individual income tax return (1040) or a return for an entity (e.g., corporation or partnership)?   If you're using TurboTax Business, you need to purchase the state from within the program. If you're using a personal version of TurboTax without a free state, then you need to pay for the state first and then the program will download it for you.    You need to provide more details.
I have downloaded the desktop version of Turbo Tax Home and business 2025 and when I went to start my tax return and transfer 2024 it wasn't there. I have looked everywhere that I can think that it s... See more...
I have downloaded the desktop version of Turbo Tax Home and business 2025 and when I went to start my tax return and transfer 2024 it wasn't there. I have looked everywhere that I can think that it should be, and I can't find any of the returns that I did for 2024. I have been using Turbo Tax for years and have never had this happen. How do I find the 2024 tax returns? I looked in Adobe Acrobat, documents, cloud storage and there is only one of the returns that I did for 2024. The returns are also missing for all the other years that I have done all the way back to 2018. I need help or this is going to cost me hours to prepare the returns for 2025.