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He is too young to e-file.   It is not based on having a driver's license, although it is based on age.   Until he is at least 16, his returns will have to be filed by mail.   Print it, have him sign and date it in ink, and mail the return in.

@LB641  To enter an investment sale  Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button   Using the desktop editions -   On the next screen click on Yes On the next screen click on Add investments On the next screen Skip Import On the next screen click on Stocks, Bonds, Mutual Funds and continue

Thanks!  As I pointed out.  We do come down here quite often in the Winter primarily Late January through March to get out of the cold.  This year we came early specifically for this treatment.  It did overlap slightly to a regularly scheduled stay in 2026.  I would think that I could claim the mileage and nightly stay for my wife and I through the treatment anyway?  Or just the treatment days?   Also...thank you for the encouraging words!

Thanks for your suggestion. Unfortunately it did not work for me.   Intuit needs to correct this issue, not me.  It begs the question of what other errors have crept into my tax prep.  At this point I will likely not file my taxes with the "Premier" product unless the company corrects this visible error.

That's correct. When I go to print, I have options to print the federal and/or the state tax return. I only select one of them for printing (as I have done for many years). I only expect to get that tax return printed, not both. I want to be sure I am getting the complete tax return for what I have selected, not a mixture of federal and state. (However, Delaware is an exception and a good part of the federal return is included with that state return). My issue is with the federal return. I don't want to, for example e-file the federal return and submit part of my state return. No part of my state return is necessary for filing my federal tax return. This is just a bug in the Deluxe version this year--that separate tax returns can't be printed.

Don't enter anything on either tax return.     The 1099-Q (and 1098-T) is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it).  In addition to that, the 1099-Q section of TurboTax is currently broke and won't be fixed until Feb 27.  References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form."  If you were eligible for the tuition credit, the answer would be  a little different. 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 if interested. 

Vous ne pourrez pas changer cette sélection. Il faut commencer une nouvelle déclaration. Après en avoir commencé une nouvelle vous pourrez supprimer l'ancienne. Une poubelle apparait à droite de l'écran pour les déclarations non-utilisées.     Merci de choisir TurboImpôt.

No. While your description is detailed, without specific data to work with, we have no way to find out if TurboTax is treating this incorrectly or if there is a misperception on your part.   Sending us a diagnostic file will pinpoint the error and will help us reconstruct the logic behind it.  The diagnostic file sent is scrubbed of any personal data or PII. I have been an Intuit seasonal employee for 12 years and we have never had legal issues with clients sending us diagnostic files. All that is sent to us are numbers specific to your tax returns.   There have been several who have read this post, and none can determine your issue without looking at the diagnostic file that is specific to your issue. If there is a calculation error that the developers need to look at, they will require a diagnostic file before troubleshooting.                

Yes, we should probably wait until 27th!   But if you're eager, try entering those numbers in the "Person" sheet way down at the bottom of the Forms list. The "Student Worsheet" says on it one can't enter into that wks; you need to go to "Person" info. (Learned the hard way!) when the numbers get in there right, it does seem to save the numbers, and run it all through the Checker at the end. 

Thank you for replying.  On a separate but related note, I asked a similar question on someone else's post (because it was the same as mine) and expert ThomasM125 was telling me that I could NOT take a tax loss deduction on my personal tax return : "The loss may be reflected on a trust K-1 schedule if the house was sold while in the possession of the trust, but the deductibility of the loss would depend on the tax laws regarding that.   No, the loss would not be deductible since the house is not an investment or business property. It is a personal asset and as such gains on it's sale may be taxable but losses would not be deductible. "   Mary - is there some nuance I'm missing as to why you think I could take the K-1 capital loss on my personal tax return but another tax expert says I can't?        

No, it definitely is there.  I have pinpointed the problem: the program is stuck at the "forms" level (hence the (-) sign. There is a "federal" level above that level. The solution is to "un-stick" the forms level. That's what I cannot do. Thanks for trying to help.

@rich_zuch wrote: I would suspect that no H&R Block users running Windows 10 are making any such switch.  They're switching to TurboTax ONLINE if they're running Windows 10 from H&R Block desktop because no version of H&R Block can import their Merrill 1099s. It's that bad.     @rich_zuch wrote: ...what is prudent and cost effective in a black and white TODAY, not some nebulous tomorrow. There really isn't anything nebulous about this scenario. It's a certainty that all DIY tax prep software providers are going to stop supporting Windows 10 at some point and, quite likely, that will be for the 2026 tax year software.