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Thanks for replying David.  I live in a Co Operative building in Manhattan.  How would I get the property tax bill or tax assessment as a Share Holder in the Co Operative?  Assuming once I get it I would need the total # of shares to determine % allocated to me to then get my portion of the Land Value of the entire building?  right?     Appreciate your help!

A CP5071 letter means the IRS needs you to verify your identity before they will finish processing your tax return. This is usually to prevent fraud. You should follow the instructions in the letter.   Understanding your CP5071 series notice    

There is no federal deduction for making a contribution to a 529 plan, so there is no place in the TurboTax (TT) Federal program to enter it.  TT will not be tracking your contributions.    Some states allow a deduction on the state return. If your state is one, it will come up in the state interview; usually in the "Here's how (your state) handles income differently" section.  If you state allows a carryforward, the TT state program will track that.    For a state list of eligible plans, see: https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-wort...

As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. This amount is reflected on Schedule 1A, Part V, Line 37 Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  For more information, see Deductions for Seniors.  

Answered at your other post.   https://ttlc.intuit.com/community/college-education/discussion/if-1098-t-was-received-but-taxpayer-is-claimed-as-a-dependent-then-no-action-needed-for-education/00/3880203

I could not find any way to enter my 2026 RMDs and my withheld taxes into a window.  After a lot of struggling with the entries, I finally realized that I was already overwithholding from the RMDs and would not owe any estimated taxes.  Another  year of this and I will stop using Turbotax after at least 20  years, dating back to using my dot matrix printer.

As BillM223 implies, the first-home penalty exception only applies to distributions from IRAs.  If the Form 1099-R provided by the payer does not have the IRA/SEP/SIMPLE box marked (and likely code 1 in box 7), your distribution is not eligible for this penalty exception.

Turbo tax is free for simple returns (like W-2 income, standard deduction, and limited credits). More complex items (self-employment, itemizing, rental income, etc.) require a paid version. Go here to see if you qualify.    

The 1098-T is only an informational document. The form or the numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means the parents are  eligible for a tuition credit or possibly the student has taxable scholarship income.    Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114