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Ys, it should be the full $598.50. Where did you enter the OT premium and when you walked through the remaining steps did you select that you already know the deductible amount or you would like TurboTax to calculate it for you?   If you said you would like TurboTax to calculate it for you, it would have divided it by 3 and then entered that amount as the deduction.   To fix this you can go back through the W-2 section and then when you get to the Overtime questions, the one that says do you want us to calculate it for you or do you know the number, select that you know the number and that is the right amount.  This will take it back up to the full amount. 

I know y'all don’t care and this might even be funny to you guys but, yall haven’t sent my refund it’s been over a 3 weeks and every day comes and goes and yall people don’t send my refund. Yall do this 2 me every year and make me go searching and taking the extra mile to get my refund. I’m disgusted with you all and hope you guys gain some dignity.

@MarilynG1    I agree with your comment about the audit not required, as I noted in my comment about the order of questions on Form 5695 (Residential Energy Credits) and the verbiage in the form's instructions.   BUT - also as I said earlier - this is a Turbo Tax bug - unless I specify a non-zero amount for the audit (I did not have one), Turbo Tax is NOT giving me the A/C credit.   So, I am forced to specify $1 for the audit I did not have, and then Turbo Tax correctly enters Form 5695, and I get my $600 credit.   This is DEFINITELY a Turbo Tax bug.

This is likely because you did not select the box that says you have already completed 4 years of school.   Go back to your 1098-T entry section and walk through the steps.  You will come to a question that says do any of these apply.  One of the questions is did you complete 4 years of college?  Say yes or put a check mark in that box.  This will take away the American Opportunity Tax Credit and give you the Lifetime Learning Credit if you qualify.   To get there select the following: Federal Deductions and Credits Education 1098-T

When you enter your personal information in the Personal Info section, be sure to include your address.  The program will allow you to add the option to file your Missouri state tax return.   Under your State tab section, you can enter your Missouri MOScholars donation to generate the MO-TC Form.    Enter your Donation to MOScholars: Open or continue your return. Click on the State tab, and then Click on the Missouri tax return Locate the "Miscellaneous Missouri Credits" (or "Credits" section; Line 42). Enter your donation information for the (MES) MO Scholars Credit. You may be allowed up to a 50% deduction for qualified contributions.   For reference: MO-1040 2025 Individual Income Tax Return - Long Form For reference: Form MO-TC 2025 Miscellaneous Income Tax Credits     [Updated 2/13/26 | 9:53AM PST] @jharris3401 

@KrisD15    On your following comment: DO NOT ENTER EXPENSES SUCH AS ROOM AND BOARD WHICH DO NOT APPLY TOWARDS AN EDUCATION CREDIT.   Your comment is only partially correct because it is short-sided. In almost all of employee responses in various posts, they focus on the education credit but missing another very important element which is about offsetting the 529 distributions against ALL of qualified education expenses, including Room & Board. If the taxpayer does not include the Room & Board expense (as you suggested) which is a huge amount, any 529 distributions used to pay for this qualified expenses will not only become taxable income but also subject to 10% penalty!   Room & Board expenses, up to the amount published by the college as part of the Cost of Attendance (COA) are QUALIFIED education expenses, allowing one to use their 529 distributions toward it. Therefore it is imperative for TT to allow the user to enter their Room & Board expenses [as well as any other qualified expenses].   The image below explains the QUALIFIED expenses for the purpose of 529 distributions that the taxpayer should be allowed to enter. The red box shows what is now missing. It worked perfectly well up until this year.  

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