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TT online only supports current tax year   TT desktop is supported back to 2022 currently (they support activation of the s/w for current year + 3 previous tax years) so you would need to buy and install the s/w to file these years using Turbotax, and file by print and mail.   If you are due refunds then prioritize 2022 as the last day to claim a refund for 2022 is April 15th.   Your other option if you don't want to print and mail is to try FreeTaxUSA can't vouch for them but they seem to have a good structure for online prep for past years, and e-file for these years may still possible through them with an Identity Protection PIN.

Great! Thanks so much. The line 55 currently shows -0- balance on Form 5329 and it also shows my waiver statement. Moreover, please advise how to properly report the 2026 for this missing 2025 1099R once preparing 2026 tax return since the 2026 1099R will show the total of 2 RMDs: one for 2025 and another for 2026. Appreciate so much.

Q: One other after thought: It's unclear, to me, what the $1000 room & board (R&B) scholarship is and why isn't it included in box 5 of the 1098-T.  Although it was issued for R&B, is it restricted to R&B? Technically a scholarship restricted to R&B would be taxable income to the student (R&B is not a qualified expense for tax free scholarship). But, if it can be used for tuition, then deducting $17K instead of $16K is correct.   In other words, if you're sure there was actually $17K of scholarship, and not the $16K shown in box 5 of the 1098-T, then use  the original calculation of $1691 as the taxable amount of the 529 distribution, rather than  $1186.     A. In her scholarship letter is specifically says $1000 scholarship for Room And board.  I suspect it is not included in Box 5 of the 1098-T because it is only for R&B and the 1098-T does not include R&B cost in Box 1 and therefore does not include R&B scholarship in box 5.   So, going under the assumption that the $1000 in scholarship for R&B would that mean I need to add the $1000 to the $1186 for a total of $2286 in the workaround discussed or do I need to do something different? Or is the calculation of 1186 correct?

So,  I was filing jointly for my federal taxes and planning to file state taxes jointly too, so does it mean I need to file state taxes separately? Or can I file them jointly too? Also, I am not sure if you know, but how can I do that through Turbotax online?

To qualify for the Ohio Joint Filing Credit, you and your spouse must each have at least $500 of qualifying income, file jointly, and have a MAGI less than $750,000.  "Qualifying income" is any income included in Adjusted Gross Income (AGI) other than: Interest, Dividends and Distributions, Capitital Gains, and Rents and Royalties.  Amounts deducted on the Ohio Schedule of Adjustments are not included in Ohio AGI, and therefore NOT "qualifying income". Examples of such items are Business Income, tax refunds, social security and railroad retirement benefits.   So, if your only Ohio income is business income, you do not qualify for the Joint Filing Credit.

Q. Does this count as "earned income" for the question "Did you provide over half of your own support with earned income during 2025?" A. No.    Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for purposes of the support question,  for the kiddie tax and other purposes (e.g. EIC).  For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions. Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income.   If part of the reason, you are asking that question is to see if you can claim her as  a dependent: As @DaveF1006  said, Scholarships are ignored in the support calculation.    In addition, if you are the owner of the 529 plan, the money that was withdrawn is considered as support provided by you, not her,  in the support calculation.   

Your wife would file as a part-year resident in Illinois (reporting income earned while she was an IL resident), and a part-year resident in Ohio starting from the date she moved there. You would file as a full-year Ohio resident if you lived there the entire year.

A T. Rowe Price representative just contacted us to let us know that the problem is resolved. We opened TurboTax, updated the software and now you have two choices for importing from T. Rowe Price; one is for T Rowe Price Mutual funds, the other T Rowe Price Brokerage - the missing import option. We tried it and it worked for us. I hope it works for everyone.

To contact TurboTax desktop support, go to the TurboTax Contact Us page,  Enter your question, and  Select your support method (live chat or phone).  For screen sharing,  Activate SmartLook/Livelook by  Following the agent's instructions,  Usually initiated via a "Share my screen" option in the help menu (in the top left above the logo). 

The principle is that you owe tax to the state where you live and to the state(s) where you work. If you indeed moved to Idaho in October 2025 (i.e., you changed your mailing address, your voter registration, your vehicle registration, opened utility bills, told your friends you had moved, set up mail forwarding with the Post Office, etc.), then please see this paragraph about non-residents and part-year residents in the Idaho instructions (page 2). Every part-year resident with a total of more than $2,500 gross income from either or both of these:  *All sources while a resident  *Idaho sources while a nonresident Now, your income was not from Idaho sources, so the question is, were you a resident of Idaho for the last 3 months? If you were a resident and you made more than $2,500 during that time (even if in Washington State), then you must file a part-year return for Idaho.   Please note that Form 43 in Idaho is the "Part-year Resident and Nonresident Income Tax Return", so if you are directed this way, this is correct.

This can happens if the sale was entered once in the general Rental Income/Expenses section and again in the specific Depreciation/Asset section.   First, check if the math is actually wrong or just confusing. The sale of a rental is split: The portion of your gain equal to the depreciation (recapture) you took is taxed at ordinary rates (capped at 25%) and appears on Form 4797, Part III. Any profit above your original purchase price is a capital gain and appears on Schedule D. For example, you are being double-taxed if your total gain (Sale Price minus Adjusted Basis) is $100k, and your tax summary shows $100k in Capital Gains PLUS $30k in Recapture. But, if they total $100k combined, the software is working correctly.   In TurboTax Business, users often report the sale in the "Sale of Business Property" interview and also mark the asset as "Sold" in the Depreciation section. This creates two separate versions of the same sale. If this is the case, here is how to fix it: Go to the Federal Taxes tab -> Income -> Rental Real Estate. Look for the section "Sale of Property / Depreciation". Make sure you didn't enter the sale under "Sale of Business Property" if you already marked the individual assets (Building, Land, Improvements) as sold within the Asset Summary. It is better to report the sale through the Asset Entry section. When you mark an asset as "Sold" there, TurboTax automatically generates the 4797 and carries the numbers to Schedule D.   If you have used Overrides, you might have "broken" the background calculation, which is why your numbers won't flow to Form 4797. Overrides in TurboTax often disable the automated links between forms. Here's how you can reset it: Switch to Forms Mode (top right). Locate Form 4797 and Form 8949 in the list on the left. If they contain red "Override" marks, right-click the field and select "Cancel Override". If the numbers are still wrong, delete Form 4797 entirely from the Forms list (File -> Remove Form 4797). Go back to Step-by-Step mode and re-enter the sale info for the assets. Deleting the form forces the software to re-calculate from scratch. Another common error taxpayers make is that Land is not depreciable and should never have recapture. Ensure that when you enter the sale, you have allocated the sales price between the Building and the Land separately. If you put the full sales price on the Building asset, you will have more recapture than you should.