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Q. If scholarship money remains, it is taxed as excess scholarship (other Income, 1040 line ??) A. Yes. Beginning with tax year 2022, line 8r of Schedule 1 (previously it went on line 1 of form 1040 with a notation SCH).    Q. The tuition amount paid by the 529 is included as an Other Scholarship entry. A. No, not usually. It depends on how you are doing it, which isn't clear.   Q. 1099-Q not entered based on TurboTax guidance. A. Yes, since you have determined that none of the 1099-Q is taxable.    Q. There are no AOTC credits involved. A. Why not. Even though the grandparent is the owner of the 529 and the student is the beneficiary, the parents may still claim the AOTC (unless their income is too high) if the student is their dependent.  See separate detailed post below.    Q. what I should enter or where I should enter it? A. Manually calculate the taxable amount of scholarship and enter the 1098-T, on the students return, with 0 on box 1 and the taxable amount in box 5.     For more detailed advice, provide some numbers.    

To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products For 2024 you will need Windows 10 or Mac Ventura 13 to install it on. If you can't install the Desktop program or if you have a simple return and want to file for free, you can fill out the blank IRS forms by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. 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 UPS or certified mail so you will know the IRS received the return. Don’t forget state. Important! Mail Federal and State in separate envelopes and mail each year in separate envelopes.

If you filed MFJ with your spouse last year, the AGI for each spouse is the AGI that's on your joint return.     Your 2024 tax return must have been accepted by the IRS for your prior year AGI to be on record. For more details, refer to the TurboTax article What if I entered the correct AGI and I'm still getting an e-file rejection? For more information.   You may also find it helpful to review the TurboTax article How do I fix e-file reject IND-031-04 or IND-032-04?   If you continue having problems, you may have to mail your return.

You can.    If you choose the Married Filing Separately (MFS) filing status, you won’t treat your spouse as a resident for tax purposes, and therefore you won’t include your spouse's income on your return. However, when filing MFS, the Standard Deduction is less than Married Filing Jointly (MFJ), and you lose certain tax credits and benefits you would otherwise be eligible for. Because a Nonresident Alien Spouse has no Social Security Number, you have the option to:   Attempt to e-file the return with the Social Security Number field blank, using the instructions linked below.  Print your entire tax return, write “NRA” where the spouse's social security number or ITIN should be, and mail it to the appropriate IRS office.   Print your entire tax return and apply for an Individual Tax Identification Number (ITIN) for your spouse which will allow you to easily e-file future returns.  Attach Form W-7 and all required documentation to your paper return. Take the package to a Certified Acceptance Agent, an IRS Taxpayer Assistance Center, or mail to the IRS office listed in the W-7 instructions.  Follow the instructions here to e-file >> Filing electronically with NRA spouse

ttax found no errors even with the missing info.  Looked at 2024 return, same missing info...no problems filing electronically.     fix the "master checkboxes"  worked.  The menus that popped up did not appear previously when entering data.  We import data from our financial institution so maybe that was part of the issue.    just an fyi, we talked to a rep about this on the phone before posting this Q, she had no idea what we were talking about.      

It appears the confusion is that if you dont input your dependent care expenses into the deduction, you are getting penalized for the DC FSA usage.   I also thought it was double dipping, but it was just doing the opposite. Initially displays a penalty for using the FSA, until the child expense is validated.

If it didn’t transfer over from last year then Enter a Capital Loss Carryover under Federal Taxes or Personal (Home & Business) Wages and Income Then scroll down to Investment Income Capital Loss Carryovers - Click Start or Revisit You enter the full amount that carried over, not just the 3,000 If you have the Online version you need the Premium version.

I'd like to review your tax return that is experiencing this issue but will need you to create a copy that doesn't have any of your personal information.  To create this diagnostic file, follow the instructions below to send it to us.   For TurboTax Online:   Sign into your TurboTax Online account Scroll down to Tax Tools from the menu ‌ side Select Tools from the dropdown  On the pop-up screen, select Share my file with agent A message that a diagnostic file gets sanitized and transmitted to us appears Provide the Token Number that was generated in this thread.  TurboTax Desktop Steps Open your return Click Online in the top menu bar Select Send Tax File to Agent Follow the prompts to generate the token number Provide the Token Number that was generated in this thread. 

If you received a W-2 from an insurance company for Disability pay, taxability depends on whether the premiums were paid by you, your employer, or both.     If the premiums were paid by your employer and weren't included in your taxable income, the disability is taxable. If you paid the premiums out of your own pocket or with payroll deductions that came out of your after-tax income, the disability isn't taxable. If you and your employer jointly paid the premiums, only the disability amount covered by your employer's payments are taxable. Most likely, income reported in Box 1 of a W-2 received from an insurance company would be taxable.  Your employer should add any taxable disability to their W-2 for you, often with a note/amount  in Box 12 or 14 and the 'third party disability' box checked.   If your W-2 from the insurance company has no amount in Box 1, and only an amount in Box 12/14, with 'third party disability' checked, this indicates it's non-taxable, and only for your records.  In this case, your disability pay (wage replacement) is most likely added to your employers W-2.   Here's more info on Third Party Sick Pay.   @user17744836875