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The 529 distribution (reported on Form 1099-Q) only needs to be reported on the tax return of the person whose SSN is on the form if the withdrawal is more than the tuition paid in Box 1 of the 1098-T plus other adjusted qualified educational expenses. In that case, the earnings on the excess distribution would be taxable income.   First, determine if the Form 1099-Q needs to be reported on the tax return by comparing the withdrawal with the tuition paid on the 1098-T added to other qualified educational expenses. To find out what are qualified educational expenses, review the IRS Tax benefits for education: Information center. Refer to the TurboTax articles Guide to IRS Form 1099-Q: Payments from Qualified Education Programs and What is IRS Form 1099-Q? for further details.   Secondly, enter the 1099-Q if the withdrawal exceeds the educational expenses by following the directions in the TurboTax Help article Where do I enter a 1099-Q?   When the student's school expenses are paid with these funds, you can't claim a tuition deduction or either of the educational tax credits for the same expense.

If your tax return is rejected for a missing Identity Protection PIN (IP PIN) despite selecting "No," the IRS system likely assigned you one due to a previous opt-in or potential identity theft, even if you don't recall it. You must retrieve the 6-digit PIN from your IRS Online Account or check for a CP01A notice mailed by the IRS to file electronically.  If you cannot log in, use the IRS Get an IP PIN tool to verify your identity and retrieve it.   See How to Get an IP PIN in 4 Easy Steps - TurboTax - Intuit

To qualify for the CA Earned Income Tax Credit CalEITC, you must meet all of the following requirements during the tax year: Be at least 18 years old, or have a qualifying child  Have earned income of at least $1 but not more than $32,900  Have a valid Social Security Number or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse or registered domestic partner (RDP), and any qualifying children  Live in California for more than half of the tax year  Not be eligible to be claimed as a qualifying child by another taxpayer  Not be eligible to be claimed as a dependent by another taxpayer, unless you have a qualifying child  If you are married or an RDP filing separately, you must also meet all of these conditions: You had a qualifying child who lived with you for more than half of the tax year, and  One of the following applies:  You lived apart from your spouse/RDP for the last six months of the tax year, or  You are legally separated under state law (with a written separation agreement or decree of separate maintenance) and did not live in the same household as your spouse/RDP at the end of the tax year. Refer to the CA Franchise Tax Board website: CalEITC Eligibility and credit information for additional details.    You can also check the Franchise Tax Board Earned Income Tax Credit Calculator.

Your instructions worked as last year, but I did not have to do this last step: "you must then override the NJ wages to subtract out the amount you just added in on the pension worksheet."   When following your original instructions, My line 20a went up by the taxable amount of the distribution.  My line 15  went down by the total amount of the distribution.  Line 27 went down by the excludable part of the pension. I believe this is all correct.

I'm getting this bug noted on the internet below and the suggestions below will not fix it.  I am using the online form and I cannot delete the sheet.  How can this bug be fixed? This is a known 2025 tax year bug in TurboTax (both Online and Desktop) triggered by 529 distributions (1099-Q) for K–12 students or incomplete student-status entries. Here's how to fix it quickly: Quick Fix (Works for Most Users) Switch to Forms View Online: Click Forms (top-right) → Open Forms Desktop: Press Ctrl+M (Windows) or Cmd+M (Mac) Delete the Problem Worksheet Scroll through all pages (use Next Page links) until you find Person on the Return Worksheet (note the typo "Retun" in some versions) for the person named in the error Click the form name, then click Delete at the bottom If you see a separate Enrollment Status or Student Status worksheet, delete that too Clear Student Status for K–12 Students Go back to Step-by-Step view Navigate to Personal Info → select the dependent causing the error Under Student Status (Part I): Uncheck "Was a student in 2025" Or leave all student-status fields blank (even for high schoolers using 529 funds) Save and continue Re-run Smart Check Go to File → Review → Fix any issues The error should now clear

@2tennpalmers wrote: can anyone cite an official IRS publication or ruling that backs it up?     "You use a dwelling unit as a home during the tax year if you use it for personal purposes more than the greater of: 14 days, or 10% of the total days it is rented to others at a fair rental price." https://www.irs.gov/publications/p527#en_US_2025_publink1000285456     "Used as a home but rented less than 15 days. If you use a dwelling unit as a home and you rent it less than 15 days during the year, its primary function isn’t considered to be rental and it shouldn’t be reported on Schedule E (Form 1040). You aren’t required to report the rental income and rental expenses from this activity."   https://www.irs.gov/publications/p527#en_US_2025_publink1000219202     It comes from the law at Section 280A(d)(1) and 280A(g).   https://www.law.cornell.edu/uscode/text/26/280A  

You might be thinking of Schedule 1 (Additional Income), or Schedule SE (Self-Employment Tax). Either way, TurboTax will generate the necessary forms when you enter your Form 1099-NEC and 1099-K for your Uber Eats driving income.   Go to Income Scroll down to Self-Employment (Schedule C, 1099-NEC...expenses) and click Start Add the line of work, "Uber Eats" and TurboTax will guide you through a specialized interview for your line of work, then Continue Select one of the three options on the, "How do you classify this work?" screen Continue answering the questions about the line of work until you reach the, "Your_info" screen Review your entries, then select, "Looks good" at the bottom of the screen Next, you have the option to Import from Uber directly, or Skip this to enter it yourself If entering it yourself, you will reach, "Let's enter the income for your _ work", select the first option, "Form 1099-NEC, for nonemployee compensation" Next, enter the information from the Form 1099-NEC you received You will be asked "Do you have more self-employmed income for Food delivery...?" Select "Yes" to enter your Form 1099-K, then Continue You will then be able to add any expenses which you incurred during this line of work

Since you indicated that you lived in two different states, you must file a part-year resident state tax return if you had income in both states. Follow the steps below to file part-year resident state tax returns for each state.    When you enter your personal information, make sure you select that you lived in another state in 2025. When you get to the screen titled Did you live in another state in 2025? Select yes. Select Texas as your Previous state of residence,  Enter the date that you became a resident of Missouri on the next screen. If you’ve already entered your personal information, review your entries to help ensure that TurboTax will help you create the correct part-year tax returns.    Launch Turbo Tax and select My Info A Personal profile summary screen will pop up Select Revisit by your address Scroll through the screens to ensure that you have the correct answers for your state of residence and choose that you lived in another state. A new section will appear asking for your previous state of residence. Select the other state that you lived in. Scroll down to Other State Income and select Edit Check your answer for Did you make money in any other states? Answer the questions and select Continue. After you complete your federal tax return and you move to the State Taxes sections, both of your part-year state returns will be listed.  Prepare the state that you moved from first, then the state that you live in.    ‌Review Multiple States—Where To File and take a look at How do I file if I moved to a different state last year? and How do I file a part-year state return? 

To remove your 1099-Q in TurboTax Online: From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.