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@kaleigh-rosa75    Sounds like you signed up for LIVE professional help.   IF you have LIVE selected and haven't used it...then remove it now: How do I remove TurboTax Expert Assist?   ____________________________________________________ Don't ever use a phone or narrow-screen tablet to prepare and file...you can easily miss the default choices that are promoted continually...like LIVE service.

On the screen "Let's enter [name]'s HSA contributions", there are only two lines.    The top line is the number carried from the code W amount in box 12 on your W-2. You cannot enter anything here, because you already did when you entered the W-2.   The bottom line is the "personal" contributions, that is, any contributions that were made to the HSA that were NOT made through the employer.   If all the contributions were made through the employer (i.e., on the W-2), then leave the bottom line blank.

@happicampers-bf  perhaps you have pension ( 1099-R), Social Security ( SSA-1099) or interest / dividend income ( 1099-INT, 1099-DIV) all of which are supported  y TurboTax.  Or do you not have any reportable income at all ?

Thanks for clarifying things and for showing a simpler method. I over-complicated things and did unnecessary calculations. I was so hung up on the idea that since all the education expenses were covered by scholarship and 529, I would be double-dipping if AOTC was claimed. Here's what I did.   Parent return I did what you suggested and entered $4k on Box 1 and $0 on Box 5 of 1098-T. I entered nothing else in this section.   I deleted 10-Q, and that removed non-qualified portion of 529 distribution I included in misc. income. I didn't quite understand at first but it makes sense now because my student was reporting the amount I'm claiming for AOTC as taxable scholarship so there's no double-dipping.   Dependent student return In my original post, I labeled $30k as COA but it's actually the total educ exp paid by scholarship and 529 Scholarship = $20k (non-restricted) 529 distribution - $10k Tuition = $11k R&B = $18k (not exceeding school's COA) - allocated $10k to 10-Q distribution so 10-Q is fully covered. Required books/supplies = $1k   So my new calculation is QEE $11k (tuition) + $1k (books) - $4k (AOTC) = $8k (tax-free)    1098-T Box 1=$8k   Box 5=$20k    or   Box 1=$7k    Box 5=$20k   $1k entered in educ exp section for books Total Scholarship of $20k - $8k(QEE) = $12k taxable scholarship (reported in Sch 1 Line 8r)   I didn't even enter R&B anywhere in my student's tax return. As you indicated, scholarship in excess of QEE is taxable regardless of how it's spent (R&B, travel, shopping, etc.). Do I need to enter R&B?   Lastly, my student has $15k of total income from wages ($11k), dividends and capital gains before taxable scholarship so she needs to file a tax return and file Form 8615 (for kiddie tax). Fortunately, this year, we're in a lower tax bracket, and she is taxed under parent's tax rate.   I hope I accounted for everything correctly. Thanks so much for your help!

I am not sure of the context of your question, but if you are trying to list these children as dependents, you can list the 18 year old and the 17 year old in any case, but the 21 year old only if he/she is a full-time student.   TurboTax tries not to ask you for information that it does not need.   If the context is something else, come back and tell us.

@Art1982    The 6,000 (Single, or MFJ only one age 65 or older) ....  12,000(MFJ-both age 65 or older) SR deduction is applied to all your year's income....IRA-ROTH IRA conversion or not.   (ignoring the phase-out issue since you are apparently at 160,000 or more .)

If you owned both types of IRA accounts, you could select both types.  You'll get asked if you made contributions to both types and if you didn't make any contributions, you just answer no.  You'll get several questions to answer about the IRA accounts (both types).   Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. You can follow these steps to leave feedback with suggestions for changes once you file your return.  As long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.