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Q. I guess regardless of which option I choose an important step is to NOT declare the $1520 scholarship in the education section of my return and instead have my son report this as income on his return? A. Yes. The simple way to do it is have him enter the 1098-T with box 1 blank and box 5 with $1520.    Q How much more complicated would it be to do Option C compared to Option B? I would lean towards the option that maximizes the return unless that option is much more complicated. A. It should be worth the little extra effort. The key is to get TT to use $2000 for the credit (it won't do that automatically).  Enter the 1099-Q on your return, exactly as received.  Later, in the 1098-T section, enter the 1098-T with $10,783 in box 1 and box 5 blank (or $0).  Enter R&B and books at those screens (if you don't get those screens, I have a workaround).  If you get a screen asking "amount used to claim the education credit" change it to $2000 (this screen has been mostly missing this year).  After you finish the education/1098-T section, go to the forms mode and check the student information worksheet, and verify that $2000 was entered on line 18, as the amount used to claim the credit.   You can manually change/enter it there (line 18). Make the change/entry in the first column, on the left. Note: line 17 was used, for this,  prior to 2025.  

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.   If you still experience the issue after this, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

@Mjcarves No one from this forum can contact the bank for you.   To contact Cross River Bank regarding a TurboTax refund, you can call their main branch at 1-877-55CRB55 (1-877-552-7255), available Monday-Thursday 9:00 am–6:00 pm and Friday 9 am–3 pm EST. For issues specifically with TurboTax 5-day early refunds or check cashing, call the dedicated TurboTax/Cross River support line at 1-800-335-9612. Key Contact Information & Tips: Cross River Bank Main: 877-552-7255 Dedicated TurboTax/CRB Support: 1-800-335-9612 Email: accessibility@crossriver.com

No. The ROTH contribution should be entered with earned income equal or greater than the contribution. @MarilynG1 is correct that your 1099-Q should not be entered. For CA: The Adjustment: Since the rollover is tax-free federally but taxable in CA, he must add the earnings portion of the rollover to his California income. The Penalty: He also owes a 2.5% CA tax penalty on those earnings (since CA views this as a non-qualified withdrawal). This is on Form FTB 3805P. TurboTax Tip: Entering it as a "Miscellaneous Adjustment" or "Addition to Income" on the California return is the standard workaround to ensure the state gets its cut while keeping the federal return tax-free.

Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.   Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Hi Monika, Thanks for your response. My question is very simple: - I am age 62 and my wife is 58   1. My wife compelted a Roth conversion. The 1099-R in Box 7 as "2" with IRA bocx(X) --- TT said her Roth conversion was TAXABLE NO penalty as there were exceptions (All of it was converted to ROTH)   2. I also converted some of my Rollover IRA to Roth. MY 1099-R has 7 in Box 7 with an (x) for IRA -- TT indicated that this Roth conversion is NON-TAXABLE. -- I do not understand why this is NON-Taxable     For both these, I uploaded the 1099-R and answered the questions when i completed the IRA section under Investment income. Best regards, AC

TurboTax does not receive any kind of tax refund, federal or state. Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203 Have you factored in the TurboTax account fees and the TPG service charge of $40 plus any applicable sales tax? Review your TurboTax account fees - Sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents click on View Order Details   If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

  Subject: Urgent Escalation Needed – Cross River Bank Holding My Refund Hi, I need immediate help escalating an issue with Cross River Bank regarding my refund transfer. My IRS refund was sent to Cross River, but the deposit could not be posted. It should have been returned to the IRS promptly, but Cross River has been holding it with no communication. I have called their IRS/refund line multiple times, left voicemails, and attempted every contact method available. No one answers, and no one returns calls. There is no email or alternative support channel. At this point, I need TurboTax to escalate this internally. Cross River is not following normal ACH return timelines, and I cannot get any information about the status of my refund or when it will be returned to the IRS. Please open an escalation ticket with Cross River on my behalf and request: The status of my refund The date it was coded as unpostable When it will be returned to the IRS I appreciate your help — I cannot resolve this without your intervention. Thank you.

Well the missing entries are due to trying multiple things. When I started seeing the issue Mortgage Interest was the only entry in Rental that was not filled (due to the issue I had moved on and filled everything else. And it was still showing the issue). Then based on Help Center suggestion, I cleared all entries out and filled only Income and tried to fill Mortgage Interest (which still failed). Thats the current state that I shared in diagnostic copy.    @PatriciaV Some questions for switching to Desktop version as I have been using Online version for 13 years and never used desktop version before. I am surprised that is the only solution we can do.   1. Will I retain all my previous years Tax history? 2. Whatever I have filled so far in 2025 return online - am I going to lose it (that would be very painful)? Also Can I switch back to online after I get this problem fixed for 2025 return? I like the flexibility of being able to open turbo tax on any of my devices (including my phone)