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TurboTax calculates this accurately, however there are a couple of scenarios that could cause this experience,  Different employers with the same third party payroll service - there is a separate action for this situation if the EIN is the same for two employers. You may need to file Form 843 Claim for Refund and Request for Abatement to receive your refund of excess social security tax withheld after your return has been accepted through e-file. W-2 entries do not have the correct spouse selected.  - double check the owner of each W-2 to make sure your spouse is selected for the correct two employers. @nikkikarlsruher 

Thank you for the update. When documents are uploaded, it's hard to say where the error in transmitting happens, on the sender's side or receiver.    We will keep an eye to see if this occurs again and if so, if the documents are sourced by Fidelity. 

Well, TT makes it possible to download the manual updates.  So in THEORY as long as you download and save BOTH the application/download file and the manual updates file, then you SHOULD be able to install again at any point in the future.  HOWEVER, this would not work if online activation is required as part of the installation process and TT refuses to activate any longer after 3 years has passed.  This process is what I'm trying to understand.  ARE WE NOW SIMPLY LEASING THE PRODUCT FOR 3 YEARS, AFTER WHICH IT BECOMES UNUSABLE EXCEPT ON THE MACHINE ORIGINALLY INSTALLED??   This subject probably warrants a separate post...

Yes, you will have to file a California nonresident tax return because the rental properties are located in California and the management company withheld taxes.  You will enter the 592-B under Estimated Taxes in the federal section of TurboTax to get proper credit for the payments.       

You do not need a TIN to enter your SSA-1099 in TurboTax.   In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter form SSA-1099 and click Enter In the search result box, click on Jump to form SSA-1099 TurboTax will take you directly to the section where you can start entering your form SSA-1099.

In order for the distributions form the 529 and ESA plans to be qualified (tax free) distributions, she must be attending  an eligible educational institution.    An eligible educational institution also includes certain educational institutions located outside the United States that are eligible to participate in a student aid program administered by the U.S. Department of Education.  Enter your school at the link below, to see if it's on the dept. of education list. https://www.savingforcollege.com/eligible-institutions   In order to claim either of the education credits, the school must be an eligible institution. You cannot claim the American Opportunity Credit (the more generous of the two credits) if the school is unable to provide a U.S. Federal Employer Identification Number (EIN or FEIN).  You can still claim the Lifetime Learning Credit if the foreign school is on Dept. of Education (DE)  list. __________________________________________________________________________________________ Qualified Tuition Plans  (QTP 529 Plans) and ESA Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will usually be reported on IRS form 1099-Q (but probably not from a foreign school).  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion. The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses(including room & board which is only qualified for the 1099-Q)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the earnings are tax free; 40% are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $14,600 of taxable scholarship (in 2024) and still pay no income tax.   

When I look at your forms: Sch A  line 17 is a higher number than line 14.  Line 14 is limited by the charity limitations. Line 13 comes from Worksheet Charity Limit 2.   Worksheet Charity Limit 2  your contributions are being limited by your income.  Line 7 shows your carryover from last year.  Line 44 shows your carry over for next year. I don't have last year's return to know  if there is a problem between the two. I don't see a problem if the carryover numbers are correct.  To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now.