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Box 1 is $58,936 and Box 5 8s $72,640, so the difference is $13,704. Book and computer expenses (not paid to university) are around $380, so don't make much of a difference.  I already deleted the 1098-T once and reentered it.  TT correctly shows in the tuition and fellowship in the education section of deductions and credits.  The $13,704 shows up as income on Schedule 1, line 8r, which goes to line 8 on 1040. I had to trick TT to get it reported by saying it was used for room and board.  Now I have one response saying that if it's reported as income, I can take the credit and yours that says I can't! 

There is no blue Requests link and I am not expecting a refund. I do see the balance that I owe and can make that payment through the Louisiana website. But, if I do that, I do not want the payment setup through Turbo Tax to be made also.

We are not able to respond to business and occupation tax (B&O) or sales tax questions. Contact your state offices or a local professional in regards to whether you have responsibility for these taxes as a LLC.   Telephone Information Center Mon through Fri, 8 a.m. - 5 p.m. (PT) (closed Wed 8-9 a.m.) Closed on holidays. 360-705-6741  Business licensing 360-705-6705  Tax assistance 360-705-6706  Español (impuestos y licencias) 360-704-5900  Remote sales and consumer use tax 360-534-1324  Forest tax

When you add transactions that have a different Form 8949 category (e.g. Short Term A, B, or C) the program will add new page to the Form 8949 for those transactions.  So if you have transactions with all six categories, your 8949 will be six pages, with additional pages if needed due to the number of transactions.  You don't need to do anything, other than enter the transactions.  The program does the rest.  

The first-year choice doesn't apply to dependents, just to a spouse. !! Your sister and niece do not qualify to be your dependent in 2024 but will qualify in 2025 if they continue to live with you.   Be sure to get Social Security Numbers for your sister and niece so you can file electronically in 2025.   @ccjil 

"Since there is only one HSA account to consider,"   I don't see that stated.  Also, it's rather lame to have to falsely answer None to accommodate the persistent bug in TurboTax where TurboTax incorrectly determines that there has been a lapse in coverage that results in a penalty.  How can TurboTax even conclude that there was a lapse in coverage if all 12 months show family HDHP coverage (if it's the case that there was family coverage for all 12 months of the year)?   Because your wife is covered by the family HDHP plan she is eligible to contribute to an HSA.  If you did not contributed the family limit to your HSA, your wife is eligible to contribute the remainder of the family limit to her HSA as long as she was covered in December.  Also, if your wife is over age 55, she can contribute the her catch-up contribution to her HSA.  However, these contributions can only be reported in TurboTax if you tell TurboTax that she has family HDHP coverage.  If None is selected for each month, TurboTax will erroneously indicate that your wife's contribution limit (without regard to your contributions) is $0.

I apologize for not being clear in my question.   Please look at Form 8283 (Noncash Charitable Contributions), Section A, line 1(i).  Why does TurboTax  show "Average Share" for purchased stock that is donated and "Comparative Sales" for inherited stock that is donated?  I fully understand how fair value is calculated.  My question is why does TurboTax show valuation different methods on Section A, line 1(i) of Form 8283 when the exact same method of calculating fair value is used to determine the donation amount?  Perhaps I should call someone at TurboTax to discuss.  If so, please provide me a phone number to call.  Thank you very much.

You need to report the sale of the stock in addition to the entering the W-2 form. You enter investment sales in the Wages and Income section of TurboTax, then Investments Sales, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc...  Choose Stock, Bonds, Mutual Funds 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.   The restricted stock units (RSU's) are taxable income and as such the value of them is included in your salary wages (box 1), social security wages (box 3) and Medicare wages (box 5) on your W-2 form. Since you have to pay social security and Medicare taxes on the income, and also income taxes, some of the shares are sold by the company to pay those taxes. They are paid in by the company.   You need to report the sale of those shares to report any resulting gain or loss, but the gain or loss is minimal since you buy and sell them almost immediately. So, the gain on sale when you report the Form 1099-B in TurboTax should be minimal. Often, the Form 1099-B will report a minimal amount for the cost basis as you may have paid little or nothing to acquire the shares. However, the income reported on your W-2 form needs to be included in the cost basis of the shares sold, so you may need to adjust the cost basis reported on the Form 1099-B to compensate for that.   A simple way to determine the cost basis of your RSU shares sold is to divide the income for the RSU's as reported on your W-2 form, plus any additional money you may have spent to acquire them, by the number of shares acquired. That will give you the cost of the shares that you can then multiply by the number of shares sold to arrive at their cost basis.   On the stock sale screen, indicate that the cost basis is missing or incorrect and you will have an opportunity to enter the correct cost basis:        

To clarify, you moved the funds to a regular bank account out of the Roth IRA in March 2024? Then you should have gotten a 2024 Form 1099-R for the distribution. If you requested the withdrawal of excess contribution plus earnings then your 2024 Form 1099-R should have codes P and J. The earnings are taxable in the year you made the contribution. Therefore, this will have to be reported on your 2023 return. Please see How do I amend my federal tax return for a prior year? Please check with your financial institute where you can find the 2024 Form 1099-R.     Or do you mean it was closed in March 2025? If this is the case then you will have to pay the 6% penalty on your 2023 and 2024 return for the excess contribution. Since this was after the due date you were required make a regular distribution and you only had to withdraw the excess without earnings. You will receive a 2025 Form 1099-R with code J (if you are under 59 1/1). If you are over 59 1/2 the code will be T or Q. You will enter this Form 1099-R next year on your 2025 return and it will resolve the excess contribution.   On your 2024 return to pay the 6% penalty:   Click on “Jump to IRA contributions" Select “Roth IRA” On the "Do you have any Excess Roth Contributions" answer "Yes" On the "Enter Excess Contributions" screen enter the total excess contribution from 2023    

You can leave the 1099-B off of your return since the cost and selling price should equal. Keep it with your tax files should you need it later and keep notes about the cost basis which is your original discounted purchase and the interest income reported each year (equals the redemption price).   Due to the amount and type of transaction, it's not likely the IRS will question it later.   If you want to manually enter it, then you can follow the steps below. Do Not Import. Open or continue your return. Navigate to the 1099-B section: TurboTax Online/Mobile: Go to 1099-B. TurboTax Desktop: Search for 1099-B and select the Jump to link. Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B: If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen. On the following screens, answer the questions about your 1099-B. When you reach the Review your sales screen, the form you just entered should be listed.  @feiwenw