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I was just informed today, March 23rd, that the update for QTP to Roth transfers has now been scheduled to run on Thursday, March 26th. Update TurboTax on Friday, March 27th and it should be there. @mirwaise 

Yes, if you enter your total Property Tax in the Home Office section for your Business first, TurboTax will apportion the amount for Home Office Expense, and the balance will transfer to Schedule A.   That way, you don't need to determine the amount to enter in the itemized deductions section.  You can skip the Property Tax entry in that section.     @TLin1     

Let me give you two scenarios: If she is your dependent, you can claim the education credit, if your qualify. Your tax liability is probably larger than hers to qualify for more credit.  Currently: For the full credit, your MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you're filing jointly) For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly) There is no credit given if your MAGI is above $90,000 ($180,000 if you’re filing jointly) You could have $2500 tax relief AOTC plus $500 for claiming her as a dependent. If you are claiming her and the credit, you enter the 1098-T with box 1 $4000 and the scholarship is blank. Your daughter enters Box 1 minus $4,000 and box 5 full amount   If she is not being claimed, she can claim the education credit by claiming $4,000 for tuition. Enter the 1098-T as it is. Claim room and board expenses of .... box 5 is $31,127  minus  $5,138 (used on education) equals the amount to enter for room and board. This triggers the education credit. The AOTC is split into two parts. The non-refundable part lowers tax liability up to $1500. Another$1,000 is refundable.

There seems to be many variables depending on browser, headers, etc. It may even be easier to use summary totals from your file. A solution can be to enter summary transactions if you have many transactions.    Your brokerage statements or CSV files should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate). You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted)

The What-If Worksheet in TurboTax calculates automatically if you enter figures in another column besides the one that displays the actual entries you made in your return. It is a desktop-only feature used to simulate tax scenarios (like changing income or deductions) without affecting your actual return.  Find it by switching to "Forms Mode", clicking Open Form and entering "What-if" in the search box.    To calculate, open the worksheet, copy existing data into a new column, fill in filing status/age, and input new figures. For example, it automatically calculates Total Income, Line 22, based on the income and deductions entered.   The first column, Current Tax Return, shows the results based on what you entered in the program. You can set up the other columns using the checkboxes at the top of the form, or you can just enter different figures in the entry fields in another column to see the impact, for example, of making a deductible IRA contribution.    The Worksheet is also set up to be able to run separate versus joint filing scenarios.   As @VolvoGirl noted, you have the option to make payments directly on the IRS website rather than using the vouchers.   @anonymouse1

Hi NicolleR1,   Before making this post I logged out of TurboTax, updated my browser, cleared my cache, opened a new browser, and STILL nothing worked. I eventually turned off all of my browser extensions and tried again an hour later and was finally able to proceed.   Thank you for the tip about the customer support phone number. Using the help function, I was only able to see AI help or a paid "Ask a Tax Expert" link. There was no option for technical support (another way Turbo Tax fails its customers).    

Wait.   YES.   You have to file a completely separate 1040 tax return for him under his name and ssn.   Did he get any 1099NEC in prior years?   The only thing you can report on your return is if he only has interest and dividends.    And don’t use your account.  Online is only good for 1 return per account.  Don’t use your account or you will overwrite your return and it will be gone.  And you have to pay for each account separately so it might get expensive.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return Be sure on his return you check the box that he can be claimed on someone else’s return.   

When the browser window opens to Sign In to your brokerage account, click the icon in front of the URL address. In the Settings window, and choose 'Allow' for Local Network.   @WilliamKarnofsky     

The only way alimony received would be taxable in 2025 would be if it was from a divorce consummated before 2019, or one that was from before 2019 and modified later but included a clause that it would be taxable. You can learn more from this IRS article.

@debert , if what you are trying to do is get the  Home sale gain excluded  ( up to $250,000 per filer ), then you only have to report the sale of the home  in the year it sold ( in your case 2025).   TurboTax will ask you if this was your main home, how long did you use it as your main home  and  when did you acquire it.  TurboTax will do the rest.  I am assuming that you have a 1099-S . To be able to exclude the gain, you have to meet the following conditions : (a) At least one of the filers have to have owned the prop. for two years; (b) Bothe filers  must have used the prop. as main home for a total of 763 days  with a look back period of 5 years from the  date of closing of the sale. (c) Neither of you must have availed yourselves of this exclusion in the last two years.   Does this help ?   Is there more  I can do for you ?

I can't find the citation that I am looking for, but I am almost certain that if you were "in business" when the 'work' was created, any royalties from that is still considered as business income.   This isn't what I was looking for, but here is a clip from an IRS Audit Guide:   Self-Employment Tax Issues (1) Songwriters are generally considered self-employed individuals. Situations may exist where retired songwriters are receiving royalties from past works. The taxpayer may no longer be active in the business but would still owe self- employment tax on any royalties. There may be circumstances where a songwriter is an employee such as when they perform all or most of their songwriting services through an unrelated employer or through a closely held and controlled corporation of their own. (2) Although royalties may be reported on Form 1099-MISC as royalty income, generally the income should be recognized as self-employment income on Schedule C.   https://www.irs.gov/pub/irs-pdf/p5774.pdf#page=84