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@gman98 as long as she is under 24 years old and a full-time student, provides less than 50% of her own support, lives with you at least 6 months of the year (and living away at school is still considered "living at home" as the IRS defines it), you can claim her as a dependent.   The year she turns 24 "all bets are off" as the rules change.  You could only claim her if YOU provide MORE THAN 50% of her financial support and she earns less than $5,200 (2025).   Living with you for any length of time is not a requirement.    Either way, the tax credit of claiming her is worth up to $500.

@mengtaizhang , generally agreeing with the answer from my colleague @LenaH ,  just wanted to add (a) if there is any way possible  it would be tax beneficial for you to depart the USA around 31st of December of 2025.  This would allow you to be a full year  tax resident -- full standard deduction and no need to file as dual  status  taxpayer ( form 1040 for the year 2025). (b)  if you have been a tax resident for significant time ( 7-10 years ) you would be treated as a long-term  resident and thus  come under the need  for exit/ sailing permit  ( as mentioned by @LenaH  ). Please consider familiarizing yourself  page 73 through 76 of the IRS Pub 519 --> 2024 Publication 519    ( I am not aware of  any substantial changes to this  under the  OBBB Act  of 2025  and so the 2024 Pub is generally valid ). Is there more I can do for you ?

Thanks for confirming Lena!   That's what I thought.  Will I still be able to claim her as a dependent even though I maintain the apartment for her grad studies? She uses the apartment for school, I provide her support and she is under 24 full time grad student.    thanks again

Maybe you are in the wrong account.   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery       And....no matter what you are seeing online.....you know that the return was filed and that the refund was sent.   TurboTax never gets updated by the IRS and never knows if a refund was issued.

You cannot prepare or file 2023 and 2024 at the same time.  Each tax year's return has to be prepared using the forms and software for the specific year in which the income was received.  So you have two federal (and maybe some state returns) to prepare---2023 and 2024.   Only 2024 can be prepared using online TurboTax, and only 2024 can be e-filed.   To prepare 2023, you will need desktop download software on a full PC or Mac, and the 2023 return will have to be filed by mail.     You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

I am having technical issues downloading the state program to test this in TurboTax Desktop. However, when I tested this in TurboTax Online, the distribution screen I posted earlier does not include the same Hawaii distribution amount box. However, when going through the state program, it automatically deducted the pension distribution. Because of the differences in screens, I cannot determine whether this would happen in TurboTax Desktop. I will continue to attempt TurboTax Desktop and edit my answer accordingly.    @SteamTrain        If you are using TurboTax Online, please ensure you marked the correct type of distribution after your 1099-R entry.   @marcmwall      

  When you requested your extension you were supposed to pay your estimated tax due.  Did you enter the payment you made into your tax return?    Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 

If your extension payment from 4868 line 7 did not automatically show up on 1040 you need to enter it. So make sure it's not already there before you enter it!   For 2024 Federal Extension payments should be on schedule 3 line 10. And go to 1040 line 31.   You can type estimates paid in the search box at the top of your return and click Find and it will give you a link to Jump To the screen where you enter Extension Payments.   To enter the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid