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You do not need to report your 1099-QA (Distributions from ABLE Accounts) on your tax return as long as they were spent on the beneficiary's health, independence, or quality of life (e.g., housing, personal expenses, etc.).   However, if you used some of the money for non-qualified expense (or just want to file for your own records) you do need to enter it.   Enter 1099-QA in TurboTax: Open or continue your return. Search for "1099-QA" in the Search box. Click on the "Jump to 1099-QA" link.  This will take you directly to the screen titled "ABLE Account Distributions." or... Select Wages & Income under the Federal tab. Scroll down and select Less Common Income. Look for Miscellaneous Income, 1099-A, 1099-C. Click Start next to Taxable Distributions from an ABLE Account (Form 1099-QA). Only enter the "Taxable" portion (the program will ask you for the Gross Distribution (Box 1) and the Earnings (Box 2).   If you spent the money on qualified expenses, TurboTax will calculate that $0 is taxable.   If you don't enter the form, you should still keep the 1099-QA and your receipts for your personal records in case the IRS ever asks for proof that the spending was qualified.

it depends on how the qualified HSA contributions were made. If 100% through your employer, there should be no effect on your income taxes because wages in box 1 of the W-2 were already reduced. You do not enter them as personal contributions. They will appear on line 9 of Form 8889. Direct personal contributions will reduce your taxable income and should appear on line 2 

Replying to limited life.   Glad you had a more positive experience than many last year and again this year.  Thanks for sharing your thoughts and they may apply in some cases.  While this may be happening in some cases, the frequency of these long delays in TT sending returns to the IRS IMO goes way beyond those types of special cases at least wrt last year.   This year I used an alternate tax filing sw recommended by others last year.  Much easier to use than TT and no problem activating, none of the vigorous and obnoxious pushing online only versions and making it difficult to get desktop only versions, none of the irritating non applicable notices that keep pestering users every day,  immediately got customer service wrt one security question I had.  Got notice of successful efiling immediately and w/in 3 minutes also got another email confirming receipt by IRS/accepted for processing by IRS.  The sw indicated it may take up to 24 hours for IRS to update status when looking up for refund/filing status but in my case it happened in less than an hour.   Want to greatly thank last year users who recommended other tax sw as it has been a positive experience and a huge improvement over TT for me.

For a capital loss carryover - 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 Capital Loss Carryover, click the start or update button

Form  1040X  which is used to amend your tax return isn’t available yet but should be ready by the end of next week.    You won't be able to file an amendment until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.     Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once you file your amendment, you can check the status of your amended tax return at Where’s My Amended Return?

@jamesontsavalas Check out the list of locked forms. Why does TurboTax say my forms are locked or haven't been finalized? If none of these apply to you, close the unused forms in FormsView—at the top of the page, "Edit > Forms > Close unused forms."   Make sure you open, clear, and close each one separately.    

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Q. can we enter $2k, instead of $4k in our box 1? A. Yes, you can enter any amount, up to $4000   Q. Do we get the full AOTC? A. No. The AOTC is 100% of the 1st $2000 of qualified educational expenses (QEE). So, $2000 only gets you $2000 AOTC, not the full $2500.   At a minimum, you should use $3075 (34498 - 32350 + 558 + 369 = 3075). But, should still enter $4000, unless his tax rate on the $925 taxable scholarship is 25% or more (unlikely).     

The registration fees may be deductible on your federal and state tax return as an itemized deduction even if paid to a state you do not reside in, depending on state regulations in your state. They are itemized deductions if the fee is based on the value of your vehicle. Otherwise, they are not deductible. Also, you need to benefit from itemizing your deductions for the deduction to help you.   You enter the fees in the Deductions and Credits section, then Cars and Other things you own.

@broman235 The TurboTax online Free edition supports entry of the Form 1098-E for student loan interest.   Go to this website for the Free edition, scroll down the page and click on Tax Forms, enter 1098-E and it will show which online editions support the Form 1098-E - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp#tax-forms

Same.. wish there was a way to bypass this form..mine is also not necessary..for the last 3 years I’ve had similar issues being blocked from efiling for forms that don’t impact my return.. each year I’ve had to find my own solution..very frustrating..in this instance I would understand if I was claiming the CCA but my form is also blank?!

To clarify again, are you able to utilize your entire credit this year, or was there a carryover? I tested this in TurboTax online, and it just gave me the full credit and did not ask additional questions.    What I did next was change the amount of the 1099 DIV to over $600. Then I went through the foreign tax questions again. When it asked me if I wanted to take the simplified election, I said no.  I then continued through the interview until I was done.  When done, I looked at my forms and saw that Form 1116, the worksheet, and Schedule B (1116) was present in the forms.   Next, I changed the amount back to $500. When I looked at the forms, all that remained was Form 1116 -- Foreign Tax Credit Comp Wks.    The main ingredient here is in the first step, indicate that you do not want to take the simplified election. Try this to see if this is the missing ingredient. This will only work if you had a carryover and were unable to claim your full $500 credit this year.   As far as the spreadsheet, you can create one for your own records. The only problem is that if you took a credit that was under the Foreign Tax Credit threshold, IRS won't allow the carryover to be applied for future years. The IRS explicitly states in Topic 856 "If you claim the credit without filing Form 1116, you can't carry back or carry forward any unused foreign tax to or from this year" Having the Form 1116 -- Foreign Tax Credit Comp Wks. in your return may be your saving grace for next year.        

You have to file a separate tax return for each child. You cannot include their income on your tax return. Their UTMA transactions and income go on their individual tax returns, not on your tax return. You go through the "Child's Income" section on each of their tax returns, not on your tax return. You said that the children's UTMA accounts have capital gains "which are more than offset by capital gains losses that I have." Your capital losses cannot offset the children's capital gains. Their capital gains go on their tax returns. Your capital losses go on your tax return. Their is an option to report a child's income on the parent's tax return. You cannot use that option because the children have capital gains. It's usually not a good idea to do that anyway. The only advantage of reporting the child's income on the parent's return is that it's less paperwork. It will not save any tax, and in many cases you could end up paying more tax overall than if you file separate returns for the children.  

When you are entering your 1099-R do you mean that you are seeing your Federal tax due increase?  After you click "I inherited this IRA", then enter the details on the next few screens, you'll get to the screen "Let's get more information about your Required Minimum Distribution (RMD)".  In the RMD due by Dec. 31, 2025 box, you will enter the RMD for this 1099-R.  After you click continue, you may notice your Federal tax due increase at the top of the screen - this is normal.  On the next screen, if you click "The entire distribution applied to the December 31, 2025 RMD", the Federal tax due will drop back down again.   TurboTax has no means of determining your RMD for you, so it isn't possible that TurboTax is doubling your RMD in the forms.  If you have other details you could share about the issues you are seeing - such as if you are being penalized on Form 5329, etc., that will help us to better help you.