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I'm using TT desktop.   The pdf is 570 pages, so maybe i can drop off at a local IRS office if needed.    My bank is not able connect (error 103) , but it should. It is  Apex clearing. If it would work, I wouldn't need to send anything?    Thanks 

@bbjaspan    So....The US govt 1099-INT has $$ in box 3 and 12, and accrued interest in the follow-up.   So the $$ transferred to GA as a subtraction should be  Box 3, minus box 12, minus accrued interest . _____________ Just checking..BUT: In case you didn't realize it,  the Accrued Interest referred to here, was the extra $$ you paid to the seller of the Govt bond for the interest that hadn't yet been paid out on that bond.  

Sorry to hear, I am not a TT advisor, but there are many reasons why this could be happening on your system. I have used TT for many years and this is the first time this has happened to me too. Its either a TT things or a Chrome browser thing. You could change your default browser  on your computer so that when TT opens that window it is not using Chrome but Firefox, Edge etc. I would advise posting here on a separate thread and also indicate what browser and version you are using,  and what computer operating system you are using. Best of luck! 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

Depreciation for Schedule E was updated this week and is now ready to use; I was able to move past the error screen today after updating my desktop software (linked here).   If you've run the updates (including those for TurboTax Business, if applicable) - or you've logged out and then logged back in to TurboTax Online - and you're still unable to move forward with entering your depreciable rental assets for the year, then follow the below troubleshooting steps for your software platform--   First, begin troubleshooting by logging out of the TurboTax platform you're using, Online or Desktop. From there, try these options:  If you are using TurboTax Online Check ‌your browser's settings - Clear your Cache and Cookies Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge  Log back into TurboTax Online and select Pick up where you left off to return.   Or, try using a different web browser to login and complete your entries - i.e. try logging in on Mozilla Firefox if you are using Google Chrome; or try using Chrome if you are using Microsoft Edge.  If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there. If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.   

No. You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 26.   The date is subject to change, so check on 2-26  to see if it is ready.   Before that, do not change anything at all on your return.    

 There is a tax “loop hole” available to claim an education credit, for the parents of students on scholarship (if their income isn't too high to qualify). The student reports all his scholarship, up to the amount needed to claim the American Opportunity Credit (AOC), as income on his return. That way, the parents  (or himself, if he is not a dependent) can claim the tuition credit on their return. They can do this because that much tuition was no longer paid by "tax free" scholarship.  You cannot do this  if the conditions of the grant are that it be used to pay for qualified expenses. Using an example: Student has $10,000 in box 5 of the 1098-T and $8000 in box 1. At first glance he/she has $2000 of taxable income and nobody can claim the American opportunity credit. But if she reports $6000 as income on her return, the parents can claim $4000 of qualified expenses on their return. Books and computers are also qualifying expenses for the AOC. So, extending the example, the student had another $1000 in expenses for those course materials, paid out of pocket. She would only need to report $5000 of taxable scholarship income, instead of $6000. The IRS actually encourages use of this technique. From the form 1040 instructions: “You may be able to increase an education credit if the student chooses to include all or part of a Pell grant or certain other scholarships or fellowships in income. For more information, see Pub. 970, the instructions for Form 1040 and IRS.gov/EdCredit".  PUB 970 even has examples of how to do the “loop hole”.

A 4952 was generated for me, I'm not sure why. Schedule A Line 9 was 0, which came from Form 4952 Line 8, the smaller of line 3 (which was blank) and Net investment income (not zero). Form 4952 Line 8 was populated with 0.   I am using the desktop version and I checked for and installed updates this morning. I had followed the data source helper to see why I had 0 in 1116 Comp Wks Part I 4b1A.   I'm not sure clearing out the field was correct, as my foreign source income was over $5k.

This is not what I was asking.    Tips are located in both places.   However Box 7 does not reflect all tips.  Box 14 does under OBBB Qualified tips.  It should override box 7 for correct reporting.  Will this be dealt with or not?  

After entering the 1098-T, you will reach a screen that will  asked if any of the scholarship was used for room and board (R&B), answer yes. Then enter the amount you want to be taxable (usually the difference between boxes 1 and 5), in the pop up box. R&B are not "qualified educational expenses" for tax free scholarship.  So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.  This will put it on line 8r of Schedule 1.   Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions.

This forum has no access to your return so what you provided gives us no clue as to why TurboTax says there's an excess. To contribute $8500 for 2025 you must have been covered every month by a Family HDHP,     Did you use the Last-Month Rule in 2024? If not, delete any entries you made for 2024. If you were covered by Medicare or a general non-HDHP you would be ineligible for part of 2025