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That's just it. For this daughter, there wasn't a question about being a student under “Uncommon situations”. There was for my other daughter, hence my confusion. Another person posted an answer that may help answer why. Thank you

Q. Well, the child is not dependent anymore, got more than $5,200 for the internship. Right? A. Maybe. The $5200 income rule, alone, does not disqualify a student-child from being a dependent. There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year   So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants. The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html   Q.  I should still be able to claim 1099-Q distribution as tax free, since I used this money to pay for their qualified expenses (regardless of dependency status the child is still the beneficiary). Right? A. Yes. It even goes further. You did not have to actually use the money to pay education expenses. It is only necessary that he had expenses and did not use those expenses to claim another tax benefit (tax free scholarship and/or tuition credit), no double dipping. Room and board (R&B) are qualified expenses for a 529 distribution but not tax free scholarship and a tuition credit.   Q. The child will not be able to claim educational credit though, but this is OK, since I am getting tax relief, which should be bigger. Right? A. It depends on the numbers, including how much R&B there is.  Only the earnings portion of the 1099-Q is taxable.  So the taxable portion, of a distribution is only a fraction of the total distribution. So, it depends on the student's tax liability and which credit he is eligible for, whether you benefit is bigger. The tuition credit is usually the biggest benefit.  Tax free scholarship also usually beats tax free 529 distribution. The 10% penalty is waived in those situations. 

Je dois partir en voyage à l’extérieur du pays, et serai de retour uniquement le 29 avril. Je dois donc transmettre mes déclarations d’impôts rapidement au fédéral et au provincial. Solution? Pouvez-vous me transférer à vos frais à un bureau comptable qui pourra faire mes rapports d’impôts?

From IRS Pub 590-A: The IRS treats as compensation any amount properly shown in box 1 (Wages, tips, other compensation) of Form W-2, Wage and Tax Statement, provided that amount is reduced by any amount properly shown in box 11 (Nonqualified plans).

From the Income Summary screen, click Start/Update to see the source of income listed on the page. On the Form 1099-OID summary page, look for a pencil icon to the right of your entry (screenshot below).   If this is missing, go to Online in the header and check for updates. You may need to manually update per this article: Manually Update TurboTax for Windows Software     [edited 3/5/2026 | 2:01 pm PT]

If you can save your CSV as a PDF or JPG, in TurboTax Online you can drag/drop it into your return.  You'll still enter summary totals.  If you decide to use TurboTax Online, you can Get a Refund from TurboTax for your desktop product.    @cybui1       

Attendre quelques jours pour ceux qui sont en ligne ? Hier on m'a dit que ce serait possible aujourd'hui, je n'y arrive toujours pas. Après avoir rappelé, on m'a PROMIS que demain tout serait en ordre. Et vous dites qu'il faudra attendre quelques jours ? Qui dit la vérité exactement ? C'est incroyable de nous avoir fait payer AVANT de nous montrer le message comme quoi il serait impossible d'envoyer notre formulaire d'impôt.

Does someone have to file 2025 form 1127 if they work for the department of education (S.I. school) since 2018 and recently got married in 2025 and lived in NJ for most of 2025? She had NYC and NYS withheld taxes. thanks  

Page 26 of the Oklahoma Instructions says, "Provide W-2s, 1099s, or other withholding statements to substantiate withholding," implying that only Forms 1099-R that show state tax withholding are required to be included with your filing.  If they wanted all Forms W-2 and 1099 to be included, they should have omitted "to substantiate withholding."

Thanks Marilyn, It does seem that expert opinion on this differs though - here's a different opinion.................   https://ttlc.intuit.com/community/retirement/discussion/imputed-income-ira-contribution/00/3536144  

Utilisez-vous TurboImpôt en ligne ou la version téléchargé sur votre ordinateur?    Vous ne pouvez pas faire ces étapes dans TurboImpôt en ligne puisque vous n'avez pas accès aux formulaires. Si vous utilisez la version en ligne, il faudra patienter quelques jours car une mise à jour est prévue très bientôt.   Si vous utilisez TurboImpôt téléchargé, passez en mode Formulaires. Cherchez et ouvrez l'Annexe 3.      Cliquez sur Édition dans le menu en haut de l'écran - ensuite Formulaires - effacer le formulaire courant     Refaites les mêmes étapes; cliquez sur Édition - Formulaires - Fermer formulaires inutilisés.   Refaites les mêmes étapes pour le TP-726.7 et l'annexe L.   Merci de choisir TurboImpôt