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if that were true a lot of brokerages are breaking the law!  1099B and consolidated 1099s are due by mid February not 1/31 which will be a big hold up for a lot of people.   I'm not doing anything til end Feb, all this forms noise and issues should be stable by then - it's been clear since the initial release last year that this tax season would require some patience.

Tried all this and same problem, 2 hours with Tech support and they are suggesting a refund as the best solution. So people, if it doesn't work, it won't ever work and you should simply request a refund.

No you must report the deduction for Home Mortgage Interest in the year it was paid, you cannot add it to a different tax year.  You can, however, amend your 2024 tax return to claim the deduction.  See How do I amend my federal tax return for a prior year?

Do not check the prompt that the aid was already on your W-2.  When asked to enter the amount of tax free assistance, enter only the $5250.  Do not enter the $892 anywhere.    Since you were taxed on that $892, it's not really employer assistance.  It's you befog tax money and you may use it to claim the tuition credit. 

@jnfrench This was a response to your comment that "Many investment companies and banks don't have their 1099s available for import until sometime in February."  I was simply pointing out that those 1099s are in fact legally required to be ready by January 31st.

@tinesha  @MaryK4    We moved to OK in 2023. I learned about the credit after submitting my 2024 taxes last year. I filed amended returns for both 2023 and 2024 and provided copies of diploma & transcript. We received refunds for both years.   We file our own taxes electronically with TT, so wondering how to submit Form 564 with my state return. I think I'm going to have to file our state return by mail in order to include Form 564 with my return. Worth it for the credit.

Did he give you a W2 or 1099NEC?   If he gave you a 1099NEC or paid you in cash with no form you file it as self employment income.   You need to fill out schedule C for self employment business income and pay self employment tax in addition to regular income tax on it.  The SE tax is to pay Social Security and Medicare tax that wasn't taken out like on a W2.   You use your own name and ssn or business name and EIN if you have one.   You should say you use the Cash Accounting Method and all  income is at risk.  After you put in your income and expenses  if your net profit is $400 or more you will pay 15.3% for Self Employment tax in addition to your regular income tax.  The Schedule SE will be automatically filled out for it.   You can enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to the Premium version.  Or use any of the Desktop installed programs.  All the Desktop programs have the same forms.  You just get more help and guidance in the higher versions.   How to enter income from Self Employment https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/...     How to enter self employment expenses https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-my-self-employment-business-expenses-like-home-office-vehicle-mileage-and-supplies/00/27109     Here is some IRS reading material……   IRS information on Self Employment http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Self-Employed-Individuals-Tax-Center   Pulication 334, Tax Guide for Small Business http://www.irs.gov/pub/irs-pdf/p334.pdf

You must add back the interest from the states outside of DC on the screen, Other Additions to Federal Income.    To get to this section of your state return, please follow the steps below: Open your DC return. On the screen, Items Taxed by DC, scroll down to Other DC additions to federal income. Enter the description and amount that is taxable in DC on the screen, Other Additions to Federal Income.  This amount will flow to your DC Schedule I, Calculation A, line 9, in addition to your D-40 , Line 6.

I'm having the same problem as others in this forum have mentioned.  My return was rejected because of the 1095-A but after I fixed the error, it crashes when I try to re-send it.  I use the desk top version.  Are you going to send out updates to correct this problem?   Thanks,

The choices I have are    Stock                                             Mutual funds, index fund, for ETF                                             Bonds                                             Option

A lot of the information on your state tax return comes from your federal return.  It's carried over and has to be edited on the federal return.     If you tell us what specific information it is that you are trying to edit we may be able to help you better.