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If you're in TurboTax Online, and you haven't filed yet:  On the center menu, go to Personal Info [Continue] Select My Info from the left sidebar You will see a menu on the center screen It will contain Your personal information Your Spouse (if appropriate) And you dependents Click the arrow to the right of the name to show individual information If changes have to be made, select [Revisit]

"My question remains why is data that I submit via the TurboTax EasyStep interview process not accurately reflected in the forms that TurboTax creates."   What form(s)?  In your situation, there is usually no education form sent to the IRS.  TurboTax "Worksheets" are not sent to the IRS. 

Weird. I've done this every year for ages. The prior year tax return is listed on my desktop computer in a folder called TURBOTAX. I see 1040s going back to 2021, which is when I bought this computer. The 2025 1040 that I'm working on is listed in the same folder. When I first opened it a few weeks ago, TTax looked only for the 2024 file and transferred the data immediately.   To be on the safe side, I keep the TTax software on my computer for three years in case I have to file an amended 1040.   Good luck!

The Home Accessibility Tax Credit (HATC) is a non-refundable tax credit designed to help homeowners cover the costs of renovations that make their home more accessible and safer. You may be eligible to claim an amount for home accessibility expenses if you incurred eligible expenses for a qualifying renovation that improves accessibility or reduces the risk of injury in an eligible dwelling. Visit this CRA link to learn more and verify your eligibility: Home accessibility expenses   To claim the HATC for a child, they must be eligible for the DTC. Without this, the software will not allow the claim.   Thank you for choosing TurboTax.

No.  You can't claim a tax credit for the same expenses that were paid for with tax-free veteran benefits.  This would be considered double-dipping.  You can‌ claim the American Opportunity Tax Credit (AOTC) or Life-Time Learning Credit (LLC) only on expenses not covered by tax-free tuition assistance. You must subtract the tax-free VA tuition payments from your total qualified expenses.

Hi. I called cross river again and i spoke to Corey guys..he was very helpful.he confirmed that my funds were there last week and as  of yesterday he told me that they had been returned to the irs on Tuesday and to give it a few days then check with the irs again. I know we have all gotten plenty of run around but I hope we all get our funds sooner than later.

Are you working on your tax return or your daughter's?   Student-dependents are not, usually, eligible for a tuition credit on their own tax return.  Technically there is a provision that allows your student-dependent to claim a federal tuition credit, from a practical matter it seldom works out.  A full time student, under age 24, is only eligible for the refundable portion of the American Opportunity Credit (AOTC) if he/she supports himself by working. She cannot be supporting herself on student loans & grants and 529 plans and parental support.  It is usually best if the parent claims that credit.   If the student actually has a tax liability, there is a provision to allow him to claim a non-refundable tuition credit. But then the parent must forgo claiming the student as a dependent, and the $500 other dependent credit.  The student must still indicate that he can be claimed as a dependent, on his return. This is worth up to $2500 (AOTC shifts to all non refundable)      

You appear to be focused on the outcome regarding what and how much credit is being recognized.  I as the signer of the tax return am focused on ensuring the accuracy of the return in addition to the result.    My question remains why is data that I submit via the TurboTax EasyStep interview process not accurately reflected in the forms that TurboTax creates?

This error is caused by the Form 5695 Residential Energy Credit section,  It will ask if someone else lives in the home, select NO.  This is often misunderstood for Married Filing Jointly returns.

Well, I didn't fill it out, and when I look at it, I see that the only item on is a dollar figure for my ROTH IRA. So I reckon it's just a record-keeping item.    I do have a Traditional IRA as well, and I am required to take 10% annually since I'm an old guy, but there's nothing on that form relating to the RMD, which is reported on a 1099-R from the brokerage house.   Good luck!

This is how I solved this problem. Click on the "Forms " button at the top. You will see a list of all the forms. Click on the form called "NY state worksheet" or something like that. Now, right click where you see the name of the trust and select "override."  You should now be able to rename the trust to shorten the name. I abbreviated a word or two. I agree that it is not  acceptable to need to essentially change the name of the trust. In all fairness, it may be a NYS requirement and not up to Turbotax.

If you're trying to check the status of your refund: “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return