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You should get an option to Print/Save your amended return in the FILE section, after the page 'three more steps...'  You should also be able to use the left-side menu under Tax Tools > Tools > Print Center for an amended return.   Save a PDF copy to view your 1040X.   It could be that your refund/amount due didn't change, and you're not required to amend.    You're asked about the reason for amending (changing filing status) in the interview.  If you're not able to view/print your return, try closing the program and clear your Cache and Cookies and retry.   @mohazouz 

It depends. You can generally e-file up to 5 state returns for each federal return in TurboTax Online version. TurboTax Desktop allows three state returns with one federal return. However, states have their own rules and each is somewhat different.   You should try to file without checking that box. It's a form you can keep in your tax file until and unless Ohio makes a request since it's not mandatory for every scenario. Attaching it can prevent the need for the Department of Taxation to request additional information. It's all right to keep it until then.

You can verify your TurboTax purchase by signing in to your TurboTax account and checking your Order Summary. You can also search your email inbox for a confirmation from Intuit/TurboTax.    If TurboTax prompts you to pay again while you are trying to file, the purchase likely did not go through or you are logged into the wrong TurboTax account.   You can also review your bank or credit card statement to see if there is charge from Intuit or TurboTax.   Please return to Community if you have any additional information or questions and we would be happy to help.

Your situation is not clear.   Was the "work scholarship" actually employer tuition reimbursement What was the amount Was the scholarship from her work included in box 5 of the 1098-T was the  work scholarship included on her W-2  If not, how was the work scholarship documented, e.g. form 1099-Misc Provide the following info for more specific help: Are you the student or parent. Is the  student  the parent's dependent. Box 1 of the 1098-T box 5 of the 1098-T Does box 5 include any of the 529/ESA plan payments (it should not) Is any of the Scholarship restricted; i.e. it must be used for tuition Box 1 of the 1099-Q Box 2 of the 1099-Q Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)? Room & board paid. If student lives off campus, what is school's R&B on campus charge. If he lives at home, the school’s R&B “allowance for cost of attendance” for student living with parents. Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers How much taxable income does the student have, from what sources Are you trying to claim the tuition credit (are you eligible; income not too high)? Is the student an undergrad or grad student? Is the student a degree candidate attending school half time or more? -------------------------------------------------------------------------------------------------------------------------------------------------- Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion (unless your income is too high).  The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the distribution is qualified, so 40% of the earnings are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $15,750 of taxable scholarship (in 2025) and still pay no income tax. 

You could try the following to see resolve your issue with the credit card payment:   Make sure the address on your return matches the address on the credit card Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". @user17754893549 

In-plan Roth rollovers (often called "conversions") are technically "Qualified Rollover Contributions." Most DIY software, including H&R Block, triggers that Line 5c checkbox based on the Box 7 Code on your 1099-R and your subsequent answers to the "What did you do with this money?"   Try these steps to force the software to recognize the rollover:   Check the 1099-R Code: Ensure the code in Box 7 is correct. For an in-plan Roth rollover of after-tax money, you likely have Code G (Direct rollover) or Code H (Direct rollover of Roth to Roth).  The "What Did You Do?" Screen: After entering the 1099-R, the software will ask if you "moved the money to another shared retirement account." Crucial Step: You must select that you rolled over the money. If you only select "converted to Roth," some versions of the software logic treat it as a "conversion" (which is taxable) and skip the "rollover" (nontaxable) checkbox, even though an in-plan Roth rollover is technically both.  Delete and Re-add: A common bug in the 2025 versions (seen in similar reports) is that if you imported last year's data, the "rollover" flag doesn't always reset correctly for the new 1040 layout. Delete the 1099-R entirely and manually re-enter it. This often forces the software to re-run the logic for the new Line 5c checkboxes.  

This is not a programming error. For a single filer who has Self-only coverage in an HDHP, then the "catch-up" contribution is supposed to be added to line 3 on the 8889. See the instructions for the 8889, for line 3, subfields 3 and 6 on page 4.   Line 7 has the $1,000 only for Family coverage. See the instructions for the 8889, line 7 on page 7 - read the text carefully.   Has your return actually been rejected? As you have described it, it should not be.

If you follow the TurboTax "file extension" prompt, it will transmit only Form 4868 and not your completed tax return.    Make sure to select this extension option rather than using the general "file" button to avoid submitting your tax return prematurely.   See also:   Filing an Income Tax Extension  How Do I Get an Extension on Taxes? IRS Form 4868: A Step-by-Step Guide to Filing an IRS Tax Extension Please return to Community if you have any additional information or questions and we would be happy to help.

Well, I filed again and my return has not been rejected (nor has it been accepted).  I'll take it as a win that it wasn't rejected within 20 minutes like the other 8-10 times I filed.   So, what did I do differently?  I went into the Form 8889-S (spouse form, not 8889-T) and checked the box that said my wife was covered by a HDHP all year.  I hope this doesn't get me into trouble, but it's been about 21 hours and my filing has not yet been rejected.   I'll keep you posted with the outcome.

Hi RVA002:   You don't need to check this box. This relates to the earned income credit (EIC). I'll spare the details, but if you want to read into it further, you may see Special rule for separated spouses under Dependents section of 2025 Form 1040 instructions, page 44.

When you are going through your Oklahoma return, you will get to the Sales Tax Credit screen.  That screen states to check all of the 4 items that apply.  You also need to check the 2nd box down that says You were a US citizen or legal resident (visa holders are not considered legal residents).  Once you click that and progress through the screens you will get a screen Sales Tax Credit Amount that will give you the amount of the sales tax credit you qualify for.

No, you're not missing anything. Once you enter the K-1, be sure you see a gain on Form 4797 and Schedule D. Keep in mind that the land portion of the sale will be Section 1231 (if applicable) and the building portion of the sale will be Section 1250. As you indicated all figures (net results) are reported on the K-1.   For this reason, it's important the net proceeds do flow to the appropriate location, starting with Form 4797, following to Schedule D and then either a Schedule D worksheet or a Qualified Dividends and Capital Gains Worksheet depending on your tax return.   If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets. If you are using TurboTax Online you can print your return before you file to review all the details.   You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? It's likely all numbers will flow correctly, however a sale has not always been reported on the K-1 in the past.    If not, then you can report the sale of your partnership using the information below. Since you have the net profit you can enter only the sales price, date and description. The cost, and depreciation would be zero in your situation. Keep your K-1 and any additional information documents in your tax file. Sale of Business Property: Income and Expenses at the top Scroll down to Other Business Situations For TurboTax Desktop: Business Income and Expenses > Less Common Business Situations Select Sale of Business Property Select Sales of business or rental property that you haven't already reported. Answer 'Yes' to Do all of the following apply...? Enter your sales information: Description of the Property (Machine Type) Sales Price/Sales Expenses  Date acquired and date sold Cost Depreciation @user17752306785