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When you are in the program you can select the Expert Help button to connect with an expert, but you can also select a specific product to get additional assistance you can here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products    

It depends. If your boyfriend meets the qualifying requirements of a qualifying relative, then you can claim them as a dependent. Below you will find the basic qualifiers:    The following questions must be true to claim him as a qualifying relative:   The individual can’t be claimed as a dependent by someone else.  The individual must be a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.  If the individual is married, they can’t file a joint return with their spouse. The individual  must live with you all year. The individual  can’t have made more than $5,200 in income in 2025. You must provide more than half of their total support for the year.    Please review the TurboTax Help article Who can I claim as my dependent?

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

If your BF lived with you for the entire year in 2025 and had less than $5200 of income not counting any Social Security, you may be able to claim him as a "qualifying relative" dependent and get the non-refundable $500 credit for other dependents.   Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5200 in 2025 (not counting Social Security) You provided more than half of their financial support.   IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent       

Did you have federal tax withheld or New Jersey tax withheld? If federal tax was withheld, in W-2G box 4, that does not apply to the New Jersey tax return, so it will not be transferred. If the W-2G has NJ in box 13 and state tax withheld in box 15, that should transfer to the New Jersey tax return. But check to make sure that the New Jersey tax withheld on the W-2G is included in the New Jersey tax withheld on Form NJ-1040NR line 50.  

That is correct.  You can import the form again, but you may need to delete the original if the 2nd import doesn't overwrite the first one.   Or you can edit the 1099 that was already imported.   The best option will depend on how many changes there are.   And yes, save your tax file before the RE-import and you will want to give it that file a new name, so you end up with different tax files to compare.   

This is a know issue in TurboTax.  See the TurboTax help article below to sign up for updates.     Why am I getting address errors for my Home Energy credit when the address has already been added and is correct?   @Jrleithoff 

When will Turbo Tax update their CA product so that my previously disallowed passive loss carryforwards show up? The program should show those in my 2025 tax return (which it does not).   Same problem last year.  I had to enter a lot of data manually last year.  ARE YOU EVER GOING TO FIX THIS PROBLEM.  MAY i PLEASE GET A REFUND FOR THIS YEAR ANBD LAST YEAR

First of all, lets be clear that "what dollars were used for what" throughout the year does NOT (necessarily)  need to be the same as the way you report it on your tax return. In other words, you could get a scholarship, pay tuition, pay Room and Board, buy a laptop needed for class, and then rearrange the expenses however is best on your tax return to get an education credit or lower your tax liability.      Next, I don't think you understand the forms. Box 1 is Only Tuition and fees, no Room and Board. So if box shows 7,110, that is ONLY tuition and fees, NOT Room and Board (even if the room and board was paid to the school) So asking if 4,000 should go to room and board has nothing to do with the 7,100 in box 1 on a 1098-T. Room and board expense does not show on Form 1098-T.    It can seem a bit complicated, but IRS Pub 970 has some great examples to illustrate the options you might have.    Ok, so based on your numbers you have 7,110 for tuition and fees expenses paid to the school. You had 5,303 in scholarships paid in your name to the school. So right off you have 1,807 expenses to apply towards an education credit.   Now, do you also have Books, Fees, and Supplies to add to your expenses? I do not know that. Can you apply for the American Opportunity Tax Credit? I do not know that without additional information but if you are eligible, you most likely will want to ty to get it.    The American Opportunity Tax Credit maxes out with 4000 expenses.  SO if you already have 1807 in tuition, you max out with 2,193 additional education expenses.    You could then allocate 2,193 of the scholarship to room and board leaving only 3110 to go toward tuition leaving 4,000 for an education credit (the max)  This means you will be taxed as income the 2,193, but the credit will more than likely make up for the tax on the income.    You may need to clarify what numbers are reporting what. Contact the school student aid or school billing records if you are not sure.       

Hello,   Has there been any resolution to this issue of having only 5 lines available for the T1135?  Other tax software like UFile provide way more lines for its users.  Limiting the number of lines to 5 for Part B(2)-Shares of non-resident corporations is not realistic.  It is not correct to "combine items" as suggested in TurboTaxSusan's response below since the T1135 instructions clearly say that the taxpayer must "report the detail of EACH PARTICULAR PROPERTY that was held at any time during the year in the appropriate category".  Also, asking the customer to mail in the T1135 when Netfile capability is supposed to be available with the software does not seem to take into consideration that this presents additional work and cost to the customer.  I don't understand while there are so many lines available in the Schedule 3, but only 5 lines are available in Part B(2) of the T1135.     This issue has been raised in earlier years.  If it has not been fixed for the 2025 year, is TurboTax ever going to get around to fixing it?  If not, customers who hold shares of more than 5 non-resident corporations at any time during the year may have to seek other software options unless they want to be saddled with the additional inconvenience and cost of filing the T1135 by mail separately.   Thank you.