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If you are a legal resident of GA for only part of the tax year and are required to file a federal tax return, you are required to file  Form 500 as a part-year resident.  Review the GA website: Part-Year Residency Filing Requirements for additional details.   TurboTax will guide you through allocating your income when you move from one state to another during the year. When you are preparing your part-year resident tax returns, you will allocate your income to the state that you were a resident of when you received it.    If you've already entered your personal information, review your entries to help ensure that TurboTax will help you create the correct part-year tax returns.    Go to the Personal profile screen. Under Your info, select your Name and select Edit. Continue to the Let's check for some other situations screen. On the line for I lived in another state: Check the box. Select your GA as your previous state of residence. Enter the date you became a resident of your new state NC. If the rest of your information is accurate, select Continue. After you complete your federal tax return and you move to the State Taxes sections, both of your part-year state returns will be listed.  Prepare the state that you moved from first, then the state that you live in.   Please visit this TurboTax Help articles How do I file a part-year state return? and How do I allocate (split) income for a part-year state return? for further explanation.

You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it.  It's expected to be resolved in a TurboTax update to be released by February 27th.              The 2025 education and 529 sections appear totally redesigned, from last year. For more info, about 529 distributions, see: https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-college-room-and-board-expenses-that-were-paid-for-by-a-529-disbursement/00/3782831

I couldn’t agree more.  Believe me I am more than PO about the situation. I will never use TurboTax again after 2-3 decades of using it.  But if you want to file there is a way to do it.  The person I was responding to didn’t seem to understand that he /she had options if they didn’t want to wait any longer.

You probably need to ask the employer.   If box 19 is blank then leave boxes 18-20 Blank, no spaces.  Otherwise put the amount from box 1 into box 18.  If you have a different amount in box 16 than box 1 you can put box 16 into box 18.  

Expanding on what DaveF1006 said, because a IRA inherited by a non-spouse beneficiary can only be moved by nonreportable trustee-to-trustee transfer, TurboTax prohibits you from reporting a distribution from an inherited IRA as having been rolled over.   If the funds were paid to you personally and you then deposited them into another inherited IRA, that deposit is a failed rollover and instead constitutes an excess ordinary contribution that is subject to penalty unless corrected by a return of contribution by the due date of your tax return, including extensions.   If the funds were instead made payable directly to the new inherited IRA (or at least to the new IRA custodian for your benefit and deposited directly into the new inherited IRA), no Form 1099-R should have been issued.  In this case you would need to obtain a corrected Form 1099-R from the original IRA custodian indicating that $0 was distributed.  There should also be no Form 5498 from the new inherited IRA indicating receipt of a rollover.

Of course it can be done manually, but doesn't that miss the whole point of having a fully functioning tax preparation program? Years ago I did all of my returns manually, so I'm well aware of those options, too. I'm buying a product because of what it promises to do for me otherwise, what's the point? It's like buying a car that does everything a car is supposed to do except that it only turns left. You can still get where you need to go but it takes a lot longer.

Anyone has issue printing/saving the tax return but form 8825 pages (2) are blanks??!! I installed the latest updates and called in and was told this is a known issue and it is safe to file the tax return. Just wanted to see if anyone else has this issue and if you have filed it yet. Thanks!

Did you already e-file?  I'm assuming that you didn't because you said that you uploaded your W-2. If not, you don't need to amend your tax return. You can delete your W-2 and enter it again.   To delete the Form W-2:    Open TurboTax  Enter W-2 in the search bar  Select Jump to w-2 link in the search results  Select the trash can icon to delete the W-2.   For additional information, review to the TurboTax Help article How do I view and delete forms in TurboTax Online?   Refer to the TurboTax article How do I change my W-2 info in TurboTax? to delete your W-2.  

My research on this topic has led me to conclude that it should be categorized as "Other deductible state or local tax" particularly if you ITEMIZE deductions.  If you are taking the standard deduction, it won't matter.

To all those who've been killing themselves trying to figure out what to do about Room and Board expenses in the context of 529 distribution / 1098T and 1099Q forms. I just spent about 2 hours on the phone talking to two different agents AND their supervisor. The answer is as stupid as it gets and as simple as it gets - you CAN enter this info under OTHER BOOKS AND MATERIALS NOT REQUIRED BY THE SCHOOL. I made the supervisor tell me where she got this info from, apparently, it's ONLY available on THEIR system, average user of turbotax has no access to it. Anyway, here's what she emailed me:   "Tax preparation software often undergoes annual redesigns that may hide specific input fields, such as room and board, unless specific triggers are met. For taxpayers attempting to offset a Form 1099-Q distribution, encountering a lack of a dedicated room and board field in the education interview is a known challenge in the 2025/2026 tax versions. Tax experts and software specialists note that the "Optional books and materials" field serves as a technically sound alternative for these entries. The primary function of entering room and board expenses when a 529 distribution is involved is to calculate the Adjusted Qualified Education Expenses (AQEE). Because the IRS primarily reviews the final taxable or non-taxable status of the distribution rather than a line-by-line category breakdown of "books" versus "housing," using this available field ensures the software correctly identifies the distribution as non-taxable."   and this: (i guess this was her attempt to justify the stupidity of the whole thing) "Room and board are not qualified expenses for the American Opportunity Tax Credit (AOTC) or the Lifetime Learning Credit (LLC). Since these credits are the primary focus of the Education section, software often omits room and board to prevent users from accidentally claiming an illegal credit."   HOPEFULLY THIS WILL ELIMINATE A LOT OF HEADACHES

This can be done manually.  Just let the program lead you through the program for all of your 1099’s.  For 1099 B’s you can either enter each individual transactions or you can choose to enter the summaries for each Box as outlined in the 1099.  Box A - short term transactions where your broker forwarded the cost basis to the IRS.  Box B without cost basis and so on down the list.  The program will fill out Schedule D,  8949 and the 8453 if a copy of the 1099 needs to be forwarded to the IRS.  It’s a pain the a$$ and this should not have happened but this method will work just fine

The really short answer is that payroll taxes (as well as withholding on IRA distributions) are totally separate from estimated tax payments. The former are considered as equally withheld throughout the year. The latter are counted per quarter. Just because I had paycheck withholding done does not mean my estimated tax payments are also considered equally withheld throughout the year!