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You will need to keep going through the prompt until you get to the section where it asks "Tell us which person may have qualified for a penalty exception". To go through the questions again, go to the "wage and income" section and click "review" next to the IRA section, then click continue to go through the questions again. Once you get to the "Tell us which person may have qualified..." screen, click on the pencil icon next to your name, and answer the questions accordingly.  Once you get to the part where it says "These situations may lower your tax bill" you will enter the amount you took out for qualified education expenses in the "Higher educations expenses" field.  Click continue, and that should remove your early distribution penalty.    Here's a link with additional information regarding exceptions to the early retirement distribution penalty: Are there exceptions to the early distribution penalty on an IRA?

Yes. I calculated it and entered the data separately for the 401K and the 3 IRAs. And they clearly show up that way in TurboTax that I have completed so far.   I just took a look at the federal form 5329 and it is section IX that applies to "Excess Accumulation". So it seems reasonable that when Turbo releases that form it will force the software to reveal the details of how it concluded an additional tax is due and how the amount was calculated.   Another reason I think form 5329 is relevant is because Turbo mentions within my account that it won't be available until Jan 28. That indicates that Turbo knows that form is required for my filing. 

Your taxes would be calculated using the Qualified Dividends and Capital Gains Tax Worksheet, not the tax tables. Go to IRS Form 1040 Instructions page 38 for the worksheet - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=38   If you are using the TurboTax desktop editions, click on Forms.  The worksheet should be shown on the left side of the screen.  Click to open

You should report the distribution if it was not used to pay for qualifying medical expenses. You do that in the Less Common Income section of TurboTax and then 1099-SA, HSA, MSA. You will need the name, address and federal ID number of the company that was holding the funds.

  MY DEPENDENT HAD A JOB If your dependent has a W-2 for his after-school job, summer job, etc. you do not include the information on your own return. You can still claim your child as a dependent on your own return.  He/she can file his own return for a refund of some of his withheld wages from boxes 2 or 17 (he won’t get back anything for Social Security or Medicare), but MUST indicate on it that he can be claimed as a dependent on someone else’s return.  (Supervise this closely or prepare it for him!) If your dependent’s earnings were over $400 and were reported on a 1099Misc or 1099NEC then he must file a return and pay self-employment tax for Social Security and Medicare.     You might also want to use free software from the IRS Free File versions: https://apps.irs.gov/app/freeFile/

No scroll bar at all at the bottom of the screen, either from the get go start point in TT or when I am looking at 1099-R. Expanding or shrinking the screen does not show any lower scroll bar. There is a scroll bar on the right when looking at the various topics form the menu (W-2, 1099, etc etc) but never a lower screen scroll bar. Also the screen display is full in that there is a lot of visible screen and I would expect to see the pen and trashcan, there's plenty of display room on the screen. Thanks

Thank you so much for your detailed explanation - I'll add to "rental income".  I  used your link to again reread Vacant Property:   Vacant while listed for sale. If you sell property you held for rental purposes, you can deduct the ordinary and necessary expenses for managing, conserving, or maintaining the property until it is sold. (emphasis added)  If the property isn’t held out and available for rent while listed for sale, the expenses aren’t deductible rental expenses.   I understand that the insurance expenses is not deductible as a rental expense.  However, I did have to pay for electricity, water, propane,  etc., while repairing and cleaning the property while it was Vacant While Listed for Sale from 1/9/25 until closing.   Aren't the utilities and supplies (replace broken deadbolt, cleaning supplies, etc., part of "...managing, conserving, or maintaining ... "?    I've reviewed some other posts and although my situation is not similar in many respects - I could not have made repairs without utilities     https://ttlc.intuit.com/community/user/viewprofilepage/user-id/9621  @RobertB4444  and @Carl    Any clarification would be helpful.  Many thanks!  

You hear all kinds of stuff.   The fee for using TurboTax depends on which software you use.  It can be anywhere from totally free to costing a few hundred dollars, depending on the version of the software you use and the level of help you choose. ONLINE 2025 https://turbotax.intuit.com/personal-taxes/online/ And just so you know—online prices go up in March—Pay your fee before then to lock in the discount     https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm   https://turbotax.intuit.com/personal-taxes/online/live/full-service/ LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/       You can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules       

thanks, but it does not work, each time I enter a donation of gifts the previous entry will disappear.  Have tried deleting it all and update but this appears to be intuits software glitch, my only hope is turbotax fixes this.  seems pretty simple.