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Thank you for showing me the information.   @SusanY1 wrote: TurboTax accepts the information for assistance in calculating this, but disregards it when it determines there is no taxable distribution.   This is the problem that I've been having!  TurboTax accepts the information but does NOT disregard it.  There is no place for me to enter the tuition paid amount, so TurboTax adds the distribution to my taxable income and charges me a penalty.   In the past I've been able to enter the tuition paid and TurboTax has correctly determined it was not a taxable distribution.  Not this year.

To avoid a penalty for late payment of tax, the safe harbor is to pay in 100% (110% if income over $150,000) of your previous year's tax liability on a quarterly basis, or 90% of the current year tax on a quarterly basis. Otherwise, you can pay in the actual amount of tax due on your income for each quarter. If you choose that option, you may need to file Form 2210 as part of your yearly Form 1040 filing to report your income earned by quarter. You can complete the form in TurboTax in the Other Tax Situations section and then Additional Tax Payments, then Underpayment Penalties.   You will use your final marginal tax rate to estimate the tax due by quarter, as that is the rate you will use to calculate the tax when you file your tax return. The tax is due quarterly based on the income earned in that quarter, unless you use the safe Harbor method in which case you take the total tax from the current or previous year and divide that by four.    

Thank you for the explanation @baldietax and @VolvoGirl. Very helpful - I think I will just buy a new laptop - did not want to spend the money but that may be the best option. And TT is not doing any updates for 2025 tax to allow Windows 10, correct?   Thank you again.

Having the exact same issue myself, and hadn't had this issue with last year's version of TT Deluxe (which is odd given that our mortgage situation hasn't changed).  Have already gone in to delete the 1098's twice and then re-entered all data, yet still got the same "no mortgage interest is deductibe" result.  I managed to override the values that didn't transfer to the M.I.D. WS as they should have, but would prefer TT fix this issue sooner-than-later to have more confidence in the accuracy of my calculations prior to filing.

After trying to replicate the issue you described, it would be helpful to have a diagnostic copy of your tax return to compare.  Sharing a diagnostic copy of your tax return will allow someone to take a closer look with an actual user return and submit this experience for further review if necessary.  Having a diagnostic tax file is the first step to get it resolved.   The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.  It is important to know the version of the desktop program you are using since the home office screens vary depending on which one you are using.  The Home and Business version questions are more detailed.   For a desktop version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.

No.  You do not need to file a state tax return because you received a refund last year and a 1099-G from them.  This is not taxable for the state.   For your federal return, this is only taxable if you itemized your deductions last year and took a deduction for your state and local taxes.     If you took the standard deduction, then it would not be taxable on your federal return either.  You can determine if you took the standard deduction by looking at your form 1040 for 2024 line 12.  If the number on line 12 matches the little box to the side, then you know you took the standard deduction.   If you were claimed as a dependent on your return, then your standard deduction may be lower, but this still means your refund would not be taxable.                                                                                        Standard Deduction 2024  Single or Married filing separately, $14,600  Married filing jointly or Qualifying surviving spouse, $29,200  Head of household, $21,900

Presumably you're on Win 10 or Mac OS 13 which Turbotax no longer supports.  Online navigation is different to desktop, it's very interview-centric and constantly upselling, functionality is different (no forms mode) and you can only file 1 return per account, it's generally more expensive than desktop.  I don't think the switch is a good experience for long-term desktop users.   To request a refund try this or you may need to call Turbotax but say "billing" when asked the reason for the call.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US

@ geraldbishop485 wrote:  What my IP Pin for this year. Where is the IP Pin located on my W2 Are you required to have a 6-digit IP PIN (Identity Protection PIN) assigned by the IRS?   If so, you won't find it on a W-2.   If you're required to have one, the IRS should have either mailed you a new one last month, or you can retrieve it from your online IRS account.    Once you have it, @ DoninGA's comment in this thread lists the navigation steps to enter it.   IRS:  Retrieve your IP PIN https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

I wish that worked. Nothing would allow me to go back and enter there.  I will not be using TT to file my state taxes anymore.  it doesn’t allow access to entering uncommon situations like mine anymore.