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Yes, you can claim your daughter as a dependent and can also claim her education credit by entering her 1098-T on your tax return.   If her income is only wages reported on a form W-2, she is not required to file her own tax return.    Please read this TurboTax article on Who Can I Claim as a Tax dependent?

@user17681719336 The issue with being unable to enter 9 digits for the Kentucky Employer ID on the W-2 screen has been resolved.  Feel free to go back and re-enter the employer ID with the three leading zeros and you should be good to go.

Thanks for your response to my question. The issue is that TurboTax is not following this workflow. I reached out to Koinly with the same question and they recommended waiting until January 31st and then try to enter the cryptocurrency .csv as other users are experiencing the same issue. The statement I received from Koinly is: "The crypto reporting section of TurboTax is currently under review until January 31 due to the new regulations coming in with 1099-DA forms. Until that point, you may be unable to upload Koinly TurboTax CSV files or any other gain/loss CSV files from other providers. We apologize for any inconvenience, and we'll update our guide as soon as TurboTax has finalized the section." As a side note, besides the cryptocurrency matter, TurboTax has been extremely "buggy" this year and I've provided feedback within the app multiple times on other issues. Quite frustrating and I'm now looking at other options for filing. 

Yes, that is fine, but you will need to show in your return that this is a share policy allocation. When you finish this part of the return, a screen will ask if this policy is shared with someone who is not on your tax return. Here you will say yes.   Then when you are asked what the SSN of the other taxpayer is, you will enter your mother's Social Security Number. Next, you will enter the allocation percentages for your percentage of the "Premium," "SLCSP," and "APTC" (Columns A, B, and C on the form) that belong to you. This is a decision that you and your mother must make because she'll need to report her percentages the same way on her tax return.   If your mom is claiming the full credit on her return, you enter 0% for all three percentages on your return. This tells the IRS you are on the policy, but 100% of the credit belongs to her.    

Te aparece un error cuando escribes tu nombre? El truco está en escribir tu nombre exactamente como aparece arriba en la sección de la firma, incluyendo las iniciales del segundo nombre y el uso de mayúsculas. Verifica como está escrito tu nombre arriba en la sección de la firma. Asegúrate de usar las mayúsculas tal como se muestran, e incluir o quitar cualquier inicial del segundo nombre para que coincida tal y como aparece tu nombre.    

Agreed.  Someone screwed up on rewriting the charity reporting system.    I initially used the non-form interface and all I was asked was to provide a total for each charity.    Very strange since the IRS wants to see each individual donation by amount by date.    Always been that way, always will.     One hell of a way to get audited or get your return rejected for non-compliance.   Come on Turbo Tax development team, get with it.   Itemized deductions separated by date and by amount is nothing new.   This did not happen when we had ItsDeductible!

I have the same question. I turned 73 in 2025 and took the required RMD in 2025. I could have waited until April 1, 2026 to take my 2025 RMD. I am not sure what to put in this RMD box in TurboTax on this page: "Let's get more information about your Required Minimum Distribution (RMD)." If I put in the full RMD taken in 2025, my tax liability went unexpectedly way up. If I put in zero, the tax liability is what I expected. TurboTax info is very confusing. It stated that "Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1."   Which number do I put on this page: "Let's get more information about your Required Minimum Distribution (RMD)"?

The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

To check if you signed up for the TurboTax Refund Advance and were approved, you can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

Do you see something that says view more options? The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

If you are sure you don't need this form, you can delete it.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button. Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.