All Posts

It depends.   First the tuition you "paid off" must have been tuition for 2025.  If it was for 2024 or earlier it is not a qualified expense for the AOC. No, you can not us tax free "grant money" to claim the AOC.  Furthermore, you can not "double dip" on tax benefits.  That is, you cannot use the same amount of tuition to claim the AOC and also claim the grant to be tax free.  But, declaring the grant to be partially taxable, to free up more tuition for the AOC, is usually an option.  But, you do not need a revised 1098-T to claim the AOC (generally, schools seldom issue corrected 1098-Ts).  The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.  If you claim the tuition credit, you do need to report that you got one. You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2025 expenses". Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.

I think turbo tax screwed up this year, I'm going back to HRblock. You think they would know the laws by now.  Still waiting on my refund 6 weeks. Thy say they don't have control of your refund, but they caused the delay.

Since the property has been placed in service for "several years" you would need to file Form 3115 to report prior-year depreciation that was never taken in the current year.  Form 3115 is only available in TurboTax Desktop and you will need to fill it out manually.  Here's an IRS link that gives more information about Form 3115: About Form 3115, Application for Change in Accounting Method @user17733467997 

I don't know OR state tax program but I don't think the state programs provide a breakdown of the subtractions/additions in your state return from Treasuries/Munis etc.   I make a spreadsheet offline with what I know these to be based on my 1099s and reconcile to the final numbers on state return.  Usually any discrepancies are input issue.

Go to Deductions and Credits > Your Home > Home Energy Credits and click Start.  Then answer 'yes' to the first question.     If you did not have any new energy credits to claim, just continue through that section until you see an input screen asking about any carryforward amounts.  It will come up toward the end of a series of questions in this section.

Try deleting an reentering the Form 1099-R, making sure when TurboTax asks what you did with the money that you say that you "did something else with the money,"  that you cashed it out.  You must not indicate that you rolled the money over to another retirement account. (It doesn't matter that the distribution was done in-kind, TurboTax still refers to it as money.)  Check to see that the amount appears on Form 1040 line 5b.  Unless you your tax return includes some other distribution from an employer plan, insurance plan or annuity that is not fully taxable, line 5a should be blank.  Make sure that the Rollover box on line 5c of Form 1040 is not marked unless you rolled over some other distribution from an employer plan.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

The 1098-T from your school shows how much you paid in tuition in box 1 and how much you received in Scholarships and Grants in box 5.     Do you have taxable income?  Was box 5 scholarships more than box 1 tuition expenses?  Are you using ABLE funds to pay for schooling?     I am assuming you are in your first 4 years of school and an adult over 23 years old since you said you are just starting school and you are disabled.     You may be able to use the 1098-T to claim an  education credit, if you qualify.   If you have taxable income high enough that you have a tax liability, you may be able to claim the full American Opportunity Tax Credit.  If you do not have taxable income, you may still be able to claim the refundable portion of the AOTC  if you paid for the tuition and fees out of pocket or through a loan.     To enter it select the following: Federal Deductions and Credits Education Form 1098-T   If your tuition was fully paid for by grants or scholarships, then generally you would not be able to claim an education credit and you would not need to enter your 1098-T on your return, unless box 5 is greater than box 1 and results in taxable income.  There is an IRS allowed loop hole to this which is treating your scholarships and grants as taxable income that was used to pay for room and board.  If you use the grants to pay for room and board (living expenses other than qualified education expenses) you could still claim the refundable portion of the AOTC.  To do this, in TurboTax, when you are asked was any of the scholarship used to pay for room and board answer yes and enter the amount. Also, be sure to include any other required books and expenses that you did not pay directly to the school.  If you have no other income, then it is likely that your standard deduction will wipe out the scholarships and grants you claim as taxable income.    The AOTC is worth up to $2,500 which consists of a maximum $1,000 refundable portion or 40% of your expenses up to $4,000.    If you used ABLE funds to pay for your education, then you would not need to enter this on your return as the ABLE funds are tax free when used for qualified expenses and you cannot "double dip" meaning you cannot take a tax credit for expenses that are paid for with tax exempt income.    NOTE:  If someone else claims you on their return, they would enter the 1098-T on their return to claim any education credits.  You cannot claim an education credit if you are claimed as a dependent on someone else's return.    If you have passed the first four years of your education, then you would not qualify for the American Opportunity Tax Credit.  However, if you did have taxable income that leads to a tax liability, then you may be able to claim the $2,000 NON Refundable  Lifetime Learning Credit

Federal and state tax refunds are processed and issued separately by the IRS and your state.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0