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Wait----what do you have?   Do you have a 1095B?   You do not ever enter a 1095B on a tax return at all.   If you have a 1095B, when it asks if you have a 1095A you jut say NO and move on.       If you have a 1095A because you had marketplace health insurance, aka "Obamacare" --- aka Affordable Care Act  -- aka healthcare.gov insurance then you must enter a 1095A.

If you are reporting a lump sum of social security in 2025 that included payments also for 2024, try following the steps below to enter your lump sum payment.  You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. Keep in mind that social security received by your spouse is also included in the calculation for 2024. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have your 2024 tax return available which is necessary for the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2025. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2024 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you (or your spouse) received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.

RedDogSD "I don't get why everyone is so upset about the software.  Is part of your 529 distribution taxable?  If not, THEN DON"T PUT ANYTHING IN TURBO TAX.  Read the instructions on your form."   We're upset because we are PAYING TurboTax to be our Tax Expert.  If we wanted to read every form and fill them out manually we would NOT have bought Turbo Tax.  Turbo Tax needs to provide a complete solution one way or the other...either allow us to enter all the valid information OR guide us to NOT DO IT.  A half-assed partial solution like the one they've provided is unacceptable for a professional software company and supposedly leading Income Tax solution.  As some one that has worked in software development for 30+ years this is embarrassing on their part.

Can you clarify if you received a Notice of Adjustment?  This would have the details of the adjustment- it is possible that when they calculated the foreign tax credit, there was a limitation based on the passive income which would create the credit carry forward as opposed to the refund.     It is also very likely that you can request the refund by send a protest to the decision.   You can call the IRS at 800-829-1040 7 a.m. to 7 p.m. local time.

"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds

This does not work for me in the home and business desktop on windows 11. I jump to the 8938 form, respond to the question Y when asked about foreign account and thresholds, but there is no "Add Account" button to add the details

Entering zero for the current value of your Traditional IRA, SEP, and SIMPLE accounts could lead to an incorrect tax calculation.  You should use your year-end account statements to provide accurate information in your tax return.     @taitcyrus 

The issue is with PDF document import. It has happened on two different brokerages. Here's the observation. On brokerage A: One PDF document is imported and it shows up as two separate 1099-B entries. The totals ($ and number of transactions) do not match the one PDF totals. There were 107 total transactions to be imported, which is well below the limit. About 15-20 transactions were not imported, resulting in the incorrect totals. On brokerage B - I didn't count the number of transactions but they were mismatched resulting in incorrect totals. Fortunately, the brokerage B offered online download, which I used.   I'm still needing this PDF document import functionality for brokerage A.   If this was because of browser Privacy or LAN settings, I would have expected nothing to be imported at all, not partials.   As you can imagine on partials, it's difficult to identify the missing transactions.

Ok, thanks for explaining. I wasn't sure if pell grant money could be used tax free and allocated to room and board living expenses to help claim education credit in a "different" more helpful way?    Another question...In 2024 we had a remaining balance due both semesters after scholarships/grants paid. Is the money we paid considered out of pocket and therefore not included in box 1 1098 QEE tuition paid? Can that be used to claim the AOTC and not have to add $4k to student's entry in box 1 taxes and our box 1?