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Yes, you do not need to be precise in your description, especially since it involves a small amount. Stock non employee is probably the closest that you are going to get. Reporting it is the biggest "key" and you are in complete compliance with the tax code in reporting the income.    For the date acquired in NJ, don't leave it blank. Enter the date you originally purchased the parent company stock. If you aren't sure of the exact day, using "Various" (if the software allows text) or an approximate date from that original purchase is ‌standard practice. In this case, don't enter the date of the sale.

To get your IP PIN  you can log in to the IRS portal at IRS.gov/IPPIN and click the "Get an IP PIN" button.   When the ID.me login screen appears, it might prompt you to "Sign in with a Passkey." If you have one set up, use your phone’s FaceID, TouchID, or PIN. If you don't want to use it or don't have one, look for a link that says "Sign in with password instead" or "Try another way." 

Living expenses (food & lodging or room & board) are not qualified expenses for claiming an education credit.   Living expenses are qualified for a tax free distribution from a 529 or ESA college savings plan. 

@btpwallstreet if those "monthly expenses" are not Qualified Educational Expenses (QEE), then no, you can not.   If those "monthly expenses" are living expenses, then no, they are not deductible.   Qualified Educational Expenses are generally tuition and books and anything else required for class.  Room and Board is not QEE. 

Como residente en EE.UU., puedes presentar una declaración conjunta en TurboTax si estás casado. Para pedir un aplazamiento de presentación, puedes presentar un Formulario 4868 para una extensión automática hasta el 15 de octubre usando TurboTax, lo que te da más tiempo para declarar. En cuanto a Colombia, es probable que también debas presentar declaraciones de impuestos allí, ya que los residentes fiscales colombianos deben declarar sus ingresos globales. EE.UU. y Colombia tienen tratados para evitar la doble tributación, y en EE.UU. puedes usar créditos por impuestos pagados en el extranjero para mitigar la doble carga tributaria.   Para hacer una extensión en TurboTax y obtener más tiempo para presentar tu declaración, sigue estos pasos: 1. Accede a la sección de Extensiones dentro de TurboTax. 2. Selecciona Presentar una extensión automática para enviar el Formulario 4868. 3. Completa la información solicitada, incluyendo una estimación de impuestos adeudados. 4. Envía la extensión electrónicamente a través de TurboTax.    

This can be caused by missing details on imported 1099 forms, blank forms carried forward from a prior year or an import error or just to confirm certain information.   Some common reasons and fixes:   1.       Missing Data on Form 1099-B Even if you imported your 1099-B, the software may flag transactions as "Needs Review" if specific fields are blank, like: Cost Basis, Date Acquired/Sold, Wash Sales Sometimes you have to confirm transactions that have wash-sale adjustments. You can click on the "Review" button to check your transactions for missing information. Look for any blank fields. 2.      Blank Forms or Multiple Import Issues  If you imported your data, you may have an empty form that is not fully deleted. You can go to your investment section of TurboTax and look for forms with no data and delete the form.   3.      Sometimes the software gets stuck in a loop where it asks you to review data that is already correct. You can click the pencil icon to edit your entered forms, click through the details and click Done or Continue to force the software to acknowledge the entry. You can also try entering a summary total rather than listing every transaction that  was imported – from the front page of your Form 1099. 4.      Digital Assets Question Make sure you have answered Yes or No to the questions regarding whether you sold, exchanged, or disposed of any digital assets (cryptocurrency).   5.     Clear your cache and cookies ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies. Also, try a different browser, such as Chrome or Firefox. 6.      If you have an entry with just cents, like $0.05 it may have been rounded to zero, which can trigger a review. Change the amount to $1 or if it's negligible, delete the entry.   Often you can still file your TurboTax return even if a "Needs Review" message persists, if the final Complete Check or Smart Check finds no actual errors.   How do I view and delete forms in TurboTax Online?   How do I delete a tax form in TurboTax Desktop?   Please return to Community if you have any additional information or questions and we would be happy to help.

NY is very particular about the document number. Enter the first 3 characters after, not including "IDUSA".  Some other users experienced errors with incorrect issue and expiry dates, so double check they are correct and not swapped as well.    For more information, see Where do I find my document number so that I can e-file my New York return?

@ThomasM125 ???????   there is no residency requirement for Qualified Relatives who are blood (excluding cousins). The is only a residecy requirement for Qualified Children and Qualified Relatives who are not blood related or who are cousins.    I am assuming the daughter is at least 19 years old and not in school.   @casey5226  if your daugher's income is less than $5200 (2025) and you provide more than 50% of her financial support, she is your dependent.  There is no requirement that she lives with you.   Similarly, if your grandchild's income is less than $5200 (2025) and you provide more than 50% of her financial support, the grandchild is your dependent.  There is not requirement that the grandchild lives with you.  This is a little tricker since it presumes no one else can claim the grandchild as a Qualified Child.    Best to simply run your scenario through the offical IRS tool.    https://www.irs.gov/help/ita/whom-may-i-claim-as-a-dependent  

You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents. Choose Other as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis not reported on a Form 1099-B.  

Are you a single filer as opposed to married joint return?   If so, be sure you are using the 2024 AGI from the original 2024 Form 1040, Line 11, not an amended one.    If that is what failed, then try using an AGI of 0.   Finally, if the actual 2024 AGI failed, and then the AGI of 0 fails, then there is a third option if you want to efile.   You can get a 6-digit IP PIN, if desired, and when you enter that in the IP PIN section (not in the File section), there is not a need for AGI verification since the IP PIN is a more powerful verifier.  If you go that route, here's where to enter it:  Federal > Other Tax Situations > Other Return Info > Identity Protection PIN

It is a 2 step process that begins in the federal section. Federal: Open to Federal > Wages & Income > Investment Income. Edit your 1099-B. continue through entries Look for a checkbox or a follow-up screen that asks, "Tell us more about these sales" or "Any special situations?" Select the box that indicates these are U.S. Government Obligations or U.S. Treasury Bonds. This "flags" the income as being derived from a federal source that is typically exempt from state tax. State: Open to State tab for Virginia. Go through the Virginia interview. Do not manually enter it in the "Other Subtractions" screen yet. Look for a screen titled "Any Subtractions from Income?" or "U.S. Government Obligations." Because you flagged it in the Federal section, TurboTax should display a list of your investments and ask you to confirm how much of that gain came from U.S. Obligations. Enter the amount , if asked. Great job catching the code 99!

If you did not have a  High Deductible Health Plan (HDHP), your HSA provider is not correct. The reason your HSA provider says "no issue" is that they only look at the annual contribution limit set by the IRS ($4,150 for individuals in 2025). Since your employer only put in $1,500, you are well under that "ceiling." However, your eligibility to contribute even $1 depends entirely on having a HDHP.    Any amount put into an HSA while ineligible is considered an excess contribution, which is the $1,500 your employer contributed. The IRS charges a 6% excise tax on that excess every single year it remains in the account.   Your options are to check the box to withdraw the excess funds, and contact your HSA provider to do so, or pay the penalty.  The penalty will be applicable every year the money stays in the account.   For some more information, see Basics of Health Savings Accounts