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When I updated from Turbo Tax 2023 to Turbo Tax 2024 all my file tax files were brought into 2024.     Now I have updated from Turbo Tax 2024 to Turbo Tax 2025 and it seems my only option is to individually bring my old files into the 2025 version?  If this correct?  Am I doing something wrong?  Thanks.

Assuming your child is residing on-campus and on a school meal plan, look at the receipt or statement from the school. See if room and board is included in the billing statement. If the total of what you paid matches the 1099-T then room and board is included. Also, if your Adjusted Gross Income (AGI - believe it is line 11 on 1040) is 180K or higher you are not eligible for AOC and will not get any credits.    AOC - American Opportunity Credit.

Thanks for the reply! What’s strange is that I have said NO on the enabling section but it keeps getting rejected because it says I need to put a number there. But I don’t have anything to enter! I’m hoping it gets resolved soon.

Ok, I figured it out with the help of AI... in case this comes up for anyone else.  The question is "What is the AGI for person X in 2024"   The question ACTUALLY is "What is the AGI for this SSN in 2024"   This is important because my wife used a TIN last year and an SSN this year. So putting ZERO did not work, it did work when I answered "This person didn't do a tax return last year".... which is incorrect, but correct according to their auto check.

@lexpu    And don't look for them to be added to the Std Deduction that is on line 12e of your form 1040..   The extra Senior deduction ends up as an entirely different entry on your form 1040, as all...or part of the $$$ showing on line 13b. AND If you are married and filing separately (MFS) the Sr deduction isn't allowed at all.  

If the column says "Qualified Overtime Pay" it's the number you will post as the total.   If it doesn't say that, you will have to ask your employer if it represents  The total overtime earned, or  The premium overtime (50%) earned. You should post the (50%) overtime with your W-2.   If you have the total Overtime earnings. you can calculate the premium by taking that number and dividing by (3). (Total Overtime Pay) / 3 = (Premium Overtime Pay)

What was the effective date of your son's withdrawal according to the school? You said he was "enrolled Jan-Apr 28." If that's what the school's records show, then he was not enrolled in May. To be considered a student he only has to be enrolled "during some part of each of any 5 calendar months." So if he was enrolled for even one day in May, that would count as one of the 5 months. But if his withdrawal was effective April 28, he only has 4 months. I don't think it matters when the paperwork was completed. What does his transcript show as the withdrawal date?  

Sine the acceptance happened recently, the best course of action is to wait until the IRS lets you know what information they need by sending you a letter.  Without that, we cannot anticipate what they may request.

Oh, I just remembered.    There is a way to have 2 licenses or 2 versions.  You don’t have to install the second program.   Under Help - Switch Product - Activate new product.  Don't know what that will do or what benefit you will get.  Don't think it will allow you to efile more than 5.  Or give you a different free state program.  

If Box 16 (State distribution) on your 1099-R is blank, it often means no state tax was withheld or you live in a state without income tax. If tax software requires a value, generally enter the gross distribution amount from Box 1 or Box 2a into Box 16, or leave it blank if no state taxes are withheld..... . 

Since I resent being forced, by Intuit, to build a new pc just to accommodate Windows 11, just to accommodate TTax 2025, I was considering trying the online version of TTax Premier.  I've consistently used Intuit's products since the mid-90's, including TTax, Quicken and QBooks.  I read online comparisons and almost all of what I read mentioned being 'prodded' into paying for extra services while completing your taxes.  This thread seals my decision to try HR Block this year, after consistent loyalty to Intuit.   And my two adult children, whom I weaned on Intuit products, will also be going elsewhere...   To all those who took the time to express their pain & frustration, thanks for sharing specifics; saved me the trouble!

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

SUCCESS FINALLY ON 2/15/26.  I tried repeatedly with Windows Edge running Windows 11. Loaded up Firefox and made it the default browser and it worked immediately. I tried over 20 times with edge . Something in the settings in blocking but I am not sure what it is. I also have the VPN TURNED OFF.

@1151pky    I saw the same "Problem"   BUT   You click on the "pencil" to the right side of it.....that starts the Edit. Editing walks you thru the Form...to eventually, the area that needs more information.   One of my Charity donations had both Cash and  Item/Stock donations.  The cash wasn't the problem, but in the stock donation, I had to hit a second pencil and walk thru that donation , to get the missing part of the charity address entered