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RedDogSD "I don't get why everyone is so upset about the software.  Is part of your 529 distribution taxable?  If not, THEN DON"T PUT ANYTHING IN TURBO TAX.  Read the instructions on your form."   We're upset because we are PAYING TurboTax to be our Tax Expert.  If we wanted to read every form and fill them out manually we would NOT have bought Turbo Tax.  Turbo Tax needs to provide a complete solution one way or the other...either allow us to enter all the valid information OR guide us to NOT DO IT.  A half-assed partial solution like the one they've provided is unacceptable for a professional software company and supposedly leading Income Tax solution.  As some one that has worked in software development for 30+ years this is embarrassing on their part.

Can you clarify if you received a Notice of Adjustment?  This would have the details of the adjustment- it is possible that when they calculated the foreign tax credit, there was a limitation based on the passive income which would create the credit carry forward as opposed to the refund.     It is also very likely that you can request the refund by send a protest to the decision.   You can call the IRS at 800-829-1040 7 a.m. to 7 p.m. local time.

"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds

This does not work for me in the home and business desktop on windows 11. I jump to the 8938 form, respond to the question Y when asked about foreign account and thresholds, but there is no "Add Account" button to add the details

Entering zero for the current value of your Traditional IRA, SEP, and SIMPLE accounts could lead to an incorrect tax calculation.  You should use your year-end account statements to provide accurate information in your tax return.     @taitcyrus 

The issue is with PDF document import. It has happened on two different brokerages. Here's the observation. On brokerage A: One PDF document is imported and it shows up as two separate 1099-B entries. The totals ($ and number of transactions) do not match the one PDF totals. There were 107 total transactions to be imported, which is well below the limit. About 15-20 transactions were not imported, resulting in the incorrect totals. On brokerage B - I didn't count the number of transactions but they were mismatched resulting in incorrect totals. Fortunately, the brokerage B offered online download, which I used.   I'm still needing this PDF document import functionality for brokerage A.   If this was because of browser Privacy or LAN settings, I would have expected nothing to be imported at all, not partials.   As you can imagine on partials, it's difficult to identify the missing transactions.

Ok, thanks for explaining. I wasn't sure if pell grant money could be used tax free and allocated to room and board living expenses to help claim education credit in a "different" more helpful way?    Another question...In 2024 we had a remaining balance due both semesters after scholarships/grants paid. Is the money we paid considered out of pocket and therefore not included in box 1 1098 QEE tuition paid? Can that be used to claim the AOTC and not have to add $4k to student's entry in box 1 taxes and our box 1?  

I couldn't enter the document ID (2nd entry) to download more than one account from LPL Financial. TT kept blocking text entry when I clicked to the 2nd entry. ...turns out that, if instead of clicking on that 2nd box, you instead TAB to it, TT will accept the document ID and load the desired account info. SHEESH! This year's TurboTax is riddled with stupid problems like this! Hope this is helpful

 We do not schedule sessions with the tax experts from this user forum.   You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb https://ttlc.intuit.com/community/tax-topics/help/learn-about-turbotax-live-s-chat-feature/01/981746#M3984   @user17716908648

Your exactly right that the 2024 return transfer to 2025 includes tax exempt dividends with the interest value. That's a bug, but it's great to understand it. I agree that it shouldn't cause any audit issues though. Thank you very much for your prompt help. 

You'll probably have to ask the school why they classified your $3000 as room& board (lodging) scholarship rather than the emergency housing assistance grant you think it should be,   That said, the 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.    You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2024 expenses". Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS. "