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Where is "here"?  You need to enter all the codes with amounts.  W2 Box 12a - 12d are just the box numbers. They don't have to be filled in. But if they have a Code (1 or 2 capital letters) and amount you need to enter it. Don't confuse the lowercase letters a-d with the uppercase Codes A, B, C, D, DD, etc. The lowercase a-d are just part of the box label. You don't enter them. You can enter the Code and Amount in any box 12.  If you have more than 4 Codes you can add more rows +add a row.    Are you having trouble entering a code and amou nt?      

  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately

@tt_user_0801  said: "It appears that there used to be a way to zero out the credit amount in TT.  However, that no longer appears to be an option." That appears to be correct. One (and so far only one) user says he's seen it. But I've yet to find it.   Q. How can I remove that adjustment so that I am not paying tax on my 529 withdrawal? A. You can check the student information worksheet. You can manually change it there (line 17). Make the change in the first column, on the left. But, better yet, just delete the 1099-Q.   The 1099-Q (and 1098-T) is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form."   

Morgan Stanley StockPlan Connect and Morgan Stanley Wealth Management both appear on the Intuit Partner List of companies from which you can import Forms 1098 and 1099. If you are not sure which company website you should use for import, contact your broker.   TurboTax does provide steps through which you can import information from your financial institutions so that you don't have to manually enter the tax forms they prepare for you. See this blog article for more information about importing broker data.  

I had the same problem with all of my brokerage accounts. After trying, all of the advice found here and on the Internet, I decided to enter everything manually. But the problem is, it seems, that once  TurboTax, has you marked as importing your 1099s, it won't let you go back to manual entry.   I fussed around with this for quite a while, even deleted and reinstalled TurboTax to no avail. However, I finally found a way where I could manually enter my data, even though TurboTax kept forcing me into an import loop.   What I had to do was go back to wages and income, and then go to where you enter your stock information. It then comes up with a screen that says "let's finish pulling in your investment income." Go down until you see the line that says "add investments." Click on the add investments.  Next you should see the screen that lists all of the possible brokerages. The secret here is to go toward the bottom and click on Skip Import.  Now you are back to where you can enter your 1099 manually.   Iin retrospect, it may seem obvious, but it wasn't obvious to me. 

Not sure what you thought the $40 was for----always--always--always---look at your fees before you e-file so you know what you are dealing with.   The $40 "refund processing fee" is the fee that is charged when you make the choice to have all of your TurboTax software fees deducted from your federal refund instead of paying upfront using a credit or debit card before you file.   When you make that choice, your refund goes from the IRS to a third party bank; that bank  takes your TT fees out of the refund, keeps $40 for itself, and sends you the rest of the refund.    You had to agree to it---it is important to read every screen carefully to see what you are agreeing to.   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.  You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com    What is Refund Processing Service?   How can I see my TurboTax  fees?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k      

Had similar occur.  All was fine and my return was ready to file, now comes a new update and it eliminated the responses to 21a and 21b and said to fix the error I should change the address in 21c to blank.  Going through again my 30% credit for hybrid hot water heat pump tank was eliminated.  Appears there is a bug in whoever updated this form.  Will need to delay filing because of this bug and a potential $2000 error.  Please review and repair this update error.

The $40 was only the service charge to have the regular TurboTax fees deducted from your refund.  So you must have been in a paid version, not the Free Edition.  172.20-40 = 132.20 for fees.      How to review your fees https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/00/26353

Follow these instructions from the FAQ Where do I enter my estimated tax payments?: If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section. Navigate to the estimated tax payments section: TurboTax Online/Mobile: Go to estimated tax payments (< click here) under Deductions & Credits. TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates. If you paid 2025 estimated taxes in 2025, you'll enter just one amount for each state or locality.