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I entered the 1099-Q and 1098-T forms into TurboTax, then I tried to remove the information after reading these posts. It was very painful to try to remove the information after I entered it. I had to go into forms and click through multiple layers of forms to remove various information that I had entered, and to enter that my child (children/twins) were college students this year.     I was not certain whether I needed to enter that my daughter had a scholarship, but I managed to find a place to manually enter that even without reporting the 1098-T that had that information on it, and I found a way to enter it in a way that would not have it considered taxable.   If the advice is not to enter the 1098-T and 1099-Q information, then please make it easy and clear what must be entered even if the qualified expense cover more than the 529 plan distributions, and if the scholarship applies fully to tuition.

@lwschui wrote: This is the error code: Identity Protection Personal Identification Number (IPPIN) Reject Code IND-181-01 For some reason the IRS is expecting the first-named filer (primary taxpayer) on the return to have a 6-digit IP PIN.   You will not be able to efile without the IP PIN.  If you don't use one, you would have to file a paper return in the mail.   The IRS mails some people a new IP PIN every January.  If you did not get a letter in January with your IP PIN, the fastest way to get it is to retrieve it from your IRS online account if you have one.  If not, you will need to establish one.  Otherwise, if you have to get your IP PIN by mail, it can take up to 21 days.     If you are due a tax refund on your Federal return, there is no penalty for a late Federal return.   On the other hand, if you owe Federal (or state) taxes due, you can request an extension of time to file, but you still have to pay any taxes due by the April filing deadline.  But you should be able to do this in 1 day at the online IRS account.   This is a common situation.   There are other advantages of the online IRS account as well.   If you don't already have an IRS online account, you can create one in one or two sittings.  It's a tad onerous since you first have to create an ID.me account which requires a photo ID.  Then the ID.me account is used to sign into your online IRS account.   If the IRS has assigned you an IP PIN, you should be able to view it in the Profile section.    See these articles at the IRS website: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin or https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

It sounds like you would qualify to file as a resident, as opposed to a non-resident alien.  Whether you file as a non-resident depends on the Substantial Presence Text for the current tax year, not prior years.  Under the Substantial Presence Test:   You will be considered a United States resident for tax purposes if you meet the substantial presence test for the calendar year. To meet this test, you must be physically present in the United States (U.S.) on at least:   31 days during the current year, and 183 days during the 3-year period that includes the current year and the 2 years immediately before that, counting: All the days you were present in the current year, and 1/3 of the days you were present in the first year before the current year, and 1/6 of the days you were present in the second year before the current year. For more information, see the following IRS site: Substantial presence test

It's possible to change from paper to e-file as long as you haven't filed yet. If you do continue to receive a paper return, you may end up filing by mail. You are not actually adding another state or amending your tax return. How do I change from paper to e-file in TurboTax Online? @tglauner 

May I assume that you have a part-time gig as a real-estate agent? The IRS does not require you to make a profit in order to be able to deduct expenses; however, if need be, you have to be ready to prove that this was a serious business. For example, the IRS will expect you to make a profit 3 years out of 5 or similar tests.   So if you filed a Schedule C in the past on this business, you can enter expenses again...assuming that you are ready for any possible questions from the IRS about how serious your business is. 

Hello,   Thanks for the reply.  Here is some more detail on my concerns/question.   1.  I did identify my wife and I as Colorado residents when inputting "My Information" at the start of the return. 2.  The Social Security benefits received during 2025, from the Forms SSA-1099 we both received, were entered in the Income section. 3.  We each received 1099-R forms for distributions from our respective IRA accounts and the annuities we each have.   Now, as I work through the menu structure for the Colo state return, I see the following: "Here's the income that Colorado handles differently" "Social Security and Pension Income Exclusion .....  $XX,XXX"   The next screen is "Social Security Income." "Your pension exclusion so far is $0 and your total Social Security exclusion is $XX,XXX."  It is the $0 figure I am concerned about.   What do I enter on the next 2 screens to address the IRA distributions and annuity payments we received during 2025? "IRA Distributions?" and "Other Pension and Annuity Income Exclusions" Can you provide some guidance on these 2 screens?   Hope this makes sense....  Would welcome the opportunity to talk directly....   Thank you!   How do I complete the next  Next screen is     

No, that amount is calculated from other entries on your tax return.   It is possible you have dependent care expenses paid for by your employer. They would be listed in box 10 on your W-2 form. That amount would be subtracted from your total paid for dependent care expenses to determine the amount allowed for the credit calculation.

This problem with TurboTax is not new this season. I ran into the exact same problem last year. I'm also seeing other users report the same issue as far back as 2022, though I didn't have a problem until my 2024 tax filings. I will attempt your workaround but I do not have high hopes.  When that doesn't work I'm going to attempt to use the IRS Free Fillable Forms and e-file through that which will prove that the issue is not an IRS issue since it uses the same e-file system.  I'll post back once I have something.

When you are in the Virginia state return, look for the page/screen titled Here's the income Virginia handles differently.   In the Medical section, the first item is Long-Term Care Premiums Deduction - click Start next to that item to enter your deductible premium amounts on the following screen.    If you don't see that section under Medical - scroll up to the top of the page.     

You may need to contact the administrator who sent you the 1099-R.   One purpose of box 5 is to report distributions for dollars for insurance premiums paid by the plan administrator (in which case, there should be an entry on box 1), so a corrected 1099-R may be in order. Or if box 5 has "employee contributions", then this number was probably auto-printed on every 1099-R, even if there were no distributions, in which case, as the others said, if this is what the plan administrator intended, you can just dispose of the 1099-R.   I am just concerned that this might be a 1099-R that was printed in error, so a call to the plan administrator would make you feel better about trashing that document.