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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/     Or….Post clearly worded, very specific complete questions here in the user forum.  We cannot see your screen or your tax return.  

Room and board, books and a computer are qualified expenses for a 529 plan distribution.  So, it's probable that the parents can claim most of the $8250 of tuition for the Lifetime Learning Credit (LLC).   They should probably claim all of the $8250 for the LLC, even if it means the student pays a little tax on the 529 earnings (the 10% penalty is waived in this situation).        As to the dependency issue, she probably qualifies as your dependent, but it may be necessary (but probably not) to run the support calculation.  There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. The support test is different for each type. The support test, for a QC, is only that the child didn't provide more than half his own support. The support test for a Qualifying Relative is that the taxpayer provided more than half the relative's support. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year   So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants.  Support from a 529 plan, where the parent is the owner, is considered as coming form the parent, not the student-beneficiary.  The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf   With the 2018 tax law change, most students will get the same refund whether they claim themselves or not. The personal exemption has been eliminated and the standard deduction increased. However, she only qualify for an education credit, if she is not a dependent.    

I can't duplicate this error.  Are you still experiencing this?  There have been some pretty large updates dropped this week so please make sure to restart your program to see if this is still occurring.

Thank you for responding to my note about being unable to edit my charitable donations in the Step by Step. There is no pencil or trash icon on my screen for that worksheet. These icons did appear briefly the last time I opened TurboTax, but have now disappeared again. Every time I open TurboTax, it updates automatically. Is that what you mean by "update my program"? If not, I don't see the link above that you're referring to. Thanks again.

We cannot see your screen, your return or your account.  Have you entered ALL of your 2025 information?  All your income, etc.?  Many tax documents that you need do not arrive until late January or even February, so maybe you do not have it all there yet.   There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc.  You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17?  If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC) Did you have any “side gigs” like rideshare driving or delivery driving—-with no tax withheld?   Are you 65 or older ?  If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.   And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41   Print out 2024  and 2025  and compare them side by side to see what is different.    https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN

MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  

It depends on if the tax return has been accepted or not. If the tax return hasn't been accepted by the taxing authority (IRS), you can edit the 1099-NEC information.   If the tax return has been accepted, you will need to wait until the tax return has been fully processed. Then you will file an amendment.   How to file an amendment:   You will have to use the same TurboTax account that you used for the original tax return.  Log in You will see the option to amend a tax year The refund calculator will start new at $0 Enter the relevant changes to get the refund or tax due  Make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment    Amend TurboTax Online  Amend TurboTax CD/Download   

Yes, you'll need to report the 1095-A on your return and indicate that you 'shared with someone not on your return'.  Then you need to choose an allocation %.  If your ex-spouse paid the premiums, she could allocate 100% and you 0%.   Here's more info on reporting a Shared Marketplace Policy.   @samsoulliere     

Hi Dawn, Thanks for trying to help, but in TurboTax Premier 2025 I am not seeing the screens you are seeing in the "Retirement Plans and Social Security" sub-section of the "Wages & Income" section.    

Update: For a brief moment (1 day), the EDIT button appeared and I was able to make some edits to my Charitable Donations worksheet in the Step by Step form. The EDIT buttons have disappeared again. VERY FRUSTRATING!

@netengler wrote: mesquitebean - Thank you for taking time to reply.  To clarify, I was able to simply edit all the 2024 values except for one number - Total Itemized Deductions in the Two-Year Comparison sheet.  I overrode this value with the correct number.  Oddly, I was able to simply edit the same number in the Carryover Worksheet - that one didn't require an override. We used Std Deduction in 2024 and will use again in 2025, so hopefully this value won't prevent e-filing??  I suspect the reason it wouldn't let you edit on the 2-year history is because it was flowing from the other worksheet.    In many cases, to edit a number you have to go back to the source worksheet.   Even if corrected on another worksheet, an overridden value on the destination form won't change.  If you have now corrected it on the carryover worksheet, see if you can remove the override from the 2-year history and see if it now shows the correct value without an override.

Thanks so much for the information. A quick followup: You want just enough foreign interest income each year to create a "limit" on Form 1116 that exceeds the taxes you pay that year. This allows you to use the carryover from 2024 and 2025 - How do I determine this amount? Is there a simple formula to figure this amount?

Your son can enter only the months he shared the policy with you in the 1095-A section.  Don't enter any 0's for other months; just leave blank.  You will both need to indicate that you 'shared a policy with someone not on your return' and give an allocation %.  If you paid the premiums, he can choose 0% on his return and you would choose 100%.   @jaedpt 

Not a problem.  You can delete that entry using the instructions below, then re-enter the Form 1099-NEC again.    Click this link for instructions to enter a 1099-NEC.   How to delete forms in TurboTax Online  How to delete forms in TurboTax Desktop                  Does a 1099-NEC or 1099-MISC mean I'm self-employed?

I did put in the main residence I live in and said it was my primary home.  I also listed the two other homes that I own and also where I made improvements on as well as listing them as rental.      This is where I am seeing the problem:   But it errors out when submitting the tax returns.  

Your parents, most likely,  use the 1098-T to claim the education credit. Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114