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You can still claim education expenses even if you did not receive a 1098T.  You will enter this information in the same area as the 1098T.  Here's a link that gives instructions on how to get there: Where do I enter Form 1098-T (Tuition Statement)?

Thank you for sharing that link! The exceptions to penalties can be confusing.    If you look at that document, the portion you highlighted does have a footnote #5 which reads:   "5 For purposes of this notice, a “permissible distribution” means a distribution that meets the distribution restriction requirements in sections 401(k)(2)(B)(i), 403(b)(7)(A)(i), 403(b)(11), and 457(d)(1)(A) and is permissible under the plan. Thus, for example, a participant in a plan that does not permit emergency personal expense distributions may meet the requirements for a hardship distribution if the plan permits hardship distributions. In addition, a participant who terminated service with an employer with an accrued benefit under a section 401(k) plan that does not permit emergency personal expense distributions may meet the distribution restrictions for severance from employment. "   I read that to mean that a taxpayer can take a 1,000 Emergency Withdrawal if their plan has that option, and if the plan does not, the Taxpayer can still make the distribution and call it something else, such as a hardship Distribution.  I will need to do more research.   Thank you for using TurboTax. 

If you are using TurboTax Desktop, go to Forms and fix box 32 on directly on Schedule C.      If you are using TurboTax Online, you need to go back to your return, go Self Employed Income and Expenses, then edit your business.   On the business profile page, scroll all the way down until you see Other Situations and QBI - the risk question is in there.        Scroll past General, Income and Expenses and look for Final Details or Other Business Situations.   As long as you have the box checked for 'All not at risk', when you delete the form 6198, it will just regenerate.   You have to change your answer in the interview.    

How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,  

What state?   If you sell a T-bill on the secondary market for a profit before it matures, that profit is considered a capital gain.  Most states treat these gains as taxable income, similar to gains from selling stocks.    

My state was originally $699- I got $358.59- after the math I did in chat gpt it come out to the exact dollar amount after state taxes and the turbo tax fees. I am requesting a refund and a class action lawsuit at this rate.  This is unacceptable! We work hard for our money, I am trying ti buy a house a count on this!