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If you haven't passed the "Why are we recommending this? ... Expert Assist" page, you can opt for the less expensive "Do It Yourself" option by 1) clicking the "See other TurboTax Products" link 2) scroll to the bottom of the table (because they've hidden the important row at the bottom) 3) click 'Select' under the "Do It Yourself" column 4) click the Done button The table pop-up will disappear and the main TurboTax window should now show "Do It Yourself"      

To enter your deduction from the K-1, you will need to enter your K-1 and TurboTax will automatically put the amount(s) on the required line(s) on Form 1040.   Follow these steps to enter your K-1:   Go to Income on the Federal screen Scroll down to S-corps, Partnerships and Trusts and click the down arrow Select Start to the right of K-1 Select Yes to "Did you receive any Schedules K-1?" Begin entering the information from your K-1, following the prompts

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On State estimated taxes for 2025, click on the start button    

The  estimated size of the explanation box is 160 charaters,(not words). As an alternative you can use the "Forms Mode" in the desktop version to enter the explanation, or  If that is not enough, to print and mail the return with a separate, attached statement.

It is a violation of employment law for your former employer to report severance pay on Form 1099-NEC instead of Form W-2 for wages. Since this should have been W-2 wages, Social Security and Medicare taxes have not been paid on this income.  Your employer should pay half, and the other half should have been withheld from your pay.  However, by reporting the income on a 1099-NEC the employer is making you responsible for the entire amount of these taxes.  You will file Form 8919 making a claim that the pay should have been wages, with the employer paying their half.  Your half will be added to the taxes on your return.   To enter this correctly, follow these steps:   1. Under the "Income" tab, 2. Scroll down to "Other Common Income" 3. "Show More" 4. "Start/Revisit" the 1099-NEC topic 5. After entering the form data, continue until you arrive at a page titled "Do any of these uncommon situations apply?"  6. Select the option that reads: your employer reported this income on a 1099-NEC, but it should have been on a W-2 7. Next select the option that reads you received a W-2 and 1099-NEC from this employer 8. The Form 8919 will generate and only your share of Social Security and Medicare taxes will be added to your return. Note: if you enter this without the correct selections, Schedule SE may inadvertently be added to your return, where the full 100% amount of self-employment taxes will be calculated on the income, instead of the lower 50% amount on Form 8919. You should print the PDF of your return before filing to make sure everything looks correct. 

Yes, Line 6 is more than Line 9.  I may figure out the penalty before  I file her taxes and see what we're potentially looking at.  If not, I'll wait for them to send a letter if she owes a penalty.   Thank you for your help!

Thanks! After 7 changes to HSA process, deleting, manually adding and getting all rejected, I tried the "had  different plan types at different times of the year " and I think it worked. TT shows Feds accepted, thought I got an IM which says it was rejected. Still pending State and local. 

There is no longer an actual tuition deduction, but there is a tax credit. As others have said, only the parson who claims the student as a dependent can claim the tuition credit (including the student herself if she is not a dependent, with some limitations).   However the person who does claim the student, as a dependent (usually the parent), may claim the money you paid when calculating the credit.  Although the general rule, in taxes, is that you must be the one making the payment, to get the deduction or credit, there is an exception for education.

@dougmartin1880 what did you install on the iPad and what does "they are saying that iPad from Apple does not have an Apple license number" mean ... Turbotax Desktop version is not supported on iOS you need to use a proper Mac for that; on iPad you can use online version thru a browser (or iOS app?) but I don't think that would be asking for a license number.