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@MarilynG1 - but it uses the total withdrawn minus the total accounted for in qualified expenses in the computation of tax owed, correct? I totally agree with keeping them for records, but in the case that these other expenses still don't add up to the total withdrawn, it's important to be able to tell TT somewhere that there were qualified expenses. The only box I'd seen was one to enter other supplies and materials (nothing for room and board). Even if there had been another box that was "other qualified expenses" with a note to keep records of these, I'd have been happy!

Thanks for your help but it didn't help. I looked at the form again and found that I can edit the individual lines on line 15 which are blank  BUT there is a zero 0 on the total space of line 15 that I can't delete which is causing the problem. I found on my own where I could delete form AR3 but I'm nervous to do it since that form contains my itemized deductions. So as you said I can delete the form and re-create it. But I am hesitant to do that because I don't want to mess things up.    

The "substitute" Form 1099-R that you enter for tax year 2025 reports contributions for that year. You will ignore the 1099-R (if any) reporting those contributions that is prepared for tax year 2026. As previously mentioned, Code G informs the IRS this amount is a designated Roth nonelective contribution and/or designated Roth matching contribution for the year in which the contributions were allocated.   @AKBunk 

The scroll bars are there.  You will have to adjust your screen to see them.   For Windows  Go to Settings  Ease of Access Display and  Make sure that the Automatically hide scroll bars is set to Off.   For macOS,  Go to System Settings Appearance Show scroll bars Always.

if you work(ed) for Turbotax for 11 years perhaps you an tell us why it's more expensive, doesn't have Forms mode, and only good for 1 return...   if you're still on Win 10 your options are - set up a Win 11 VM and run TT desktop there - switch to TT online.  Intuit had an offer this year to switch a desktop license for Online Premium Fed+State - get a refund and switch to HR Block or TaxAct (or a cheaper online service like FreeTaxUSA)

Yes, but there are other qualified expenses for a 529 distribution (computers, books/materials not from the school) that are not accounted for in TurboTax.  If your 529 distribution was used for a combination of these, TurboTax does not track whether you have any 529 unqualified expenses to make any of your 1099-Q distribution taxable, and in fact, does not report it to the IRS, but only prepares a worksheet for your use. That's why it's best to have your own records.    Here's more discussion on 1099-Q Distributions.   @soccerhack     

Code B in box 7 means you had a distribution from a ROTH IRA. As such, there should be an amount in box 1 which reports the gross distribution. Since you said you rolled over a 401K balance to a traditional IRA, I'm not sure what the second 1099-R is reporting. I suggest you ask the broker what is being reported on the second 1099-R. Since it shows no gross distribution, it may not need to be reported on your tax return.

The problem is not Turbotax but PNC.  They expect to have a fix for this in a few months, but not sure if it will work with turbotax this year, but PNC is confident it will be working ok again for next year.  PNC made a change to the backend they are using and they don't integrate with turbotax at this moment.

Thanks for your quick reply! I see where I erred initially. After selecting the option for "actual expenses," the next screen listed several expense items, e.g. "Gasoline," but didn't show any lines related to depreciation. I didn't realize that by selecting "Continue," I would proceed to those screens.