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Ditto. Still not there. I got an update to Version 025.000.0267 on friday (i'm guessing the weekly thurs night update?), but the education expenses page still only includes prompts for required and optional books. I stepped through entire Deductions & Credits > Education section via "Visit All". When it got to education expenses, it said i don't qualify for credits, pressed continue, edit/stepped thru the "schools" section again, then 'continue' again to get to the (still incomplete) education expense page.  Note, on my first attempt through, i did not edit/step through my existing "school" entry, in that case, 'continue' just brought me back to the main deductions page, skipping the education expense page all together.  Clearly there is some conditional logic that is at play here that is not working correctly.

Yes. She should file as single since it has now been more than two years after the year of death and also requires her to have a dependent child.   In Common Law States (non-community property), the IRS treats a joint account as being owned 50/50 by each spouse. Therefore, your father's half was stepped up to the Fair Market Value (FMV) on his date of death, but her half keeps the original cost basis (what was actually paid for the stocks).   To input this in TurboTax, do the following: Enter the Form 1099-B exactly as it is writtent, by going to Federal; Wages & Income; Investment Income, Stocks, Cryptocurrency, Mutual Funds, Other On the screen that asks "Do any of these less common situations apply?", check the box for "I need to adjust my cost basis" TurboTax will then ask for the Corrected Basis. Enter the amount you calculated using the 50/50 rule above For the "Inherited" half, TurboTax often suggests typing "Inherited" as the date, which automatically grants Long-Term Capital Gains treatment, regardless of how long she actually held them

Rejection code F1040-526-04 is an error in the date of birth (DOB) entered for the spouse or second person on a joint return.  It doesn't match IRS records.    Despite matching last year, the IRS database may have outdated information, or a typo was introduced. 

For tax purposes, foster parents are considered legal parents when determining whether or not the child is a dependent on your tax return as long as the foster child was placed in your home by the state or an agency approved by the state.   In the TurboTax Online interview area for your foster child, after you select that you are the legal parents, the following screen will allow you to select Foster Child and answer the question as to whether or not the child was placed with you by an authorized placement agency, judgment, or court order.   See this TurboTax article for more information on the rules for claiming dependents on taxes.

No, I am using desktop Turbo Tax Deluxe installed on my laptop. Like I have always done. This year when I answered the question as to whether I had 1099b (downloaded from my stockbroker) TT flashed that to deal with 1099 I need to upgrade. Could be a bug or a change for 2025. Do you know?

Thank you Mary. I don't have pay stubs as the amount is direct deposited to my bank each month. I do have those bank statements that show the direct deposits. But I'll give it to the end of February, and then follow your directions and notify the IRS. Thanks again!

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Definitely worth asking.  Yes, that $2000 will reduce the taxable amount of his scholarship.  The "proper way" is to add the 2nd 1098-T to his return (not yours).   TurboTax (TT) should do it correctly.  But, that can get messy and  I have heard some gripes in this forum.    Just adding the $2000 ($10,895) to the first 1098-T  will get you the right result ($6017 of taxable scholarship).   Change only the entry on the student's tax return. For yours, it still $4000 in box 1 and 0 (or blank) in box 5.