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This code means your dealer did not upload your information to the IRS system so you could claim the credit.  The IRS is temporarily allowing dealers who did not upload the paperwork within the three day window to do so.  You should contact your dealer to get them to do the paperwork so you can claim the credit. 

@ frostily0495  I'm not a tax expert, and I don't know specifically about your fund, but in your original question you said it was a "Total Stock Market Index Fund ETF."    By that type of fund's definition it would definitely have less than 50% assets in US government obligations, and you, in fact, said that the fund reports that US Govt figure is only 0.30% .  i.e., it only has a very tiny smidge of US Govt obligations--as would be normal in a total stock market fund.   Likewise, a total stock market fund ETF, which is an extremely broadbased fund of stocks, would have no business holding a large number of California (or any other state) obligations, if it has any at all.  If it has any state obligations at all, I would guess the percentage for California is extremely low; i.e., a tiny fraction--but it may have none at all.   You could ask a Vanguard representative if you really wanted to nail it down.   But logically speaking, based on the type of fund ETF, if it were me, I'd assume that the percentage is very tiny, which would allow me to answer: "yes, the dividends are from funds with less than 50% invested in US Govt and California obligations."      When you indicate that, I would expect that California will then include that $14 as taxable (i.e., won't exclude it) because the fund has less than 50%.

my Taxes were rejected by federal because my son inadvertantly claimed himself as a dependent (his first year doing taxes himself). The error from TurboTax was to create a IRS IP PIN, which I did and entered per your instructions (thank you).  I also had my son amend his return and refile with the correct info.  Is that everything I need to do to get my taxes acepted?

If you have already filed your tax return, you can not request an extension. The extension extends your period to file your tax return but does not extend when you tax is due.   If you have already filed your taxes, you can set up installment payments directly with the IRS.  You can apply for a payment plan (Form 9465) at the IRS Payment Plans and Installment Agreements website.   Click here to Apply online for a payment plan   Your specific tax situation determines which payment options are available to you. Payment options include full payment, a short-term payment plan or a long-term payment plan   The IRS does charge a user fee for setting up or reinstating an installment agreement.   Entering into an installment agreement can provide you with peace of mind that the IRS will not pursue any of the harshest collection methods at its disposal, but interest and penalty charges will continue to accrue on your unpaid tax balances     Click here for "Facts about IRS Payment Plans"

No.  There are no credits for taking care of your parents.  However, if you financially provide over half of their support, then you may be able to claim them as dependents, if they do not receive more than $5,050 in income not counting social security. 

In the Arizona interview, try entering the total interest from your Federal return, if none of it relates to Arizona, to see if this resolves your issue.  It would all be taxable in AZ.    @alison.price   

Thanks for the prompt reply. The college bursar monthly statement explicitly specifies in the description that the $15,000 is a credit for room and board. So, at this point, should I just file the 1098-T under the child's return and categorize it as taxable?  

If you haven't filed your taxes yet, you can remove a duplicate child from your tax filing by following these steps: Sign into turbotax Go to the About  Me - TurboTaxsection, Find the dependent you want to remove, and click the trash can icon next to their name For more details, you can refer to TurboTax support and Intuit guidelines  

If you used TurboTax last year, your carryover amount will be saved.   If not, you can enter the amount when you go through the Energy Credits section.   Go to Deductions & Credits, then scroll to Your Home and go through the interview for Home Energy Credits.   You will be asked about carryover amounts from prior years.   The amount can be found on your 2023 Form 5695 - Line 16.