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Hi Robert:  During the interview I had to enter the amounts from the different boxes on my K1. One of them was box 13 with code M - Amounts paid for medical insurance. I entered $8293.  After your response, I went back and deleted that code and deleted the $8293. The 1095 A is ok and the 8962 re-populated. It was a fairly easy fix.  I just never thought of the K1 as the culprit. I really appreciate your help. Thank you!

One problem, I've seen, and it carries over from last year, is that TT has allocated $10,0000 of expenses to the tuition credit, instead of the more appropriate $4000 or even though the student is not claiming the credit.  In the past, TT provided a screen  titled  “education expenses used for a tax credit”. It was usually prepopulated (often with $10K). You could change it for the amount you want to allocate to the ed credit (probably $0 in your case). So far, this year, I haven't found that screen, even after the Feb 26-27 updates. If you don't get that screen, you can check the student information worksheet. You can manually change it there (line 18). Make the change in the first column, on the left. 

TT, please re-examine this - it seems property taxes are to be included in calculating the line 9b deduction according to IRS and the 2025 Form 8960 instructions.   In contrast to the 2024 Form 8960 instructions, the 2025 version of the Form 8960 instructions expressly state that property taxes are to be included in calculating the deduction.  The 2025 Instructions for Form 8960 says "Include state, local, and foreign income taxes you paid for the tax year that are attributable to NII. Include also state, local, and foreign real property taxes paid for the tax year, as well as state and local personal property taxes paid that are attributable to NII."  (See 2025 Instructions, p. 17).   This is consistent with IRC 164(a)(1),which specifically lists state and local real property taxes as deductible.     If TurboTax is not including property taxes on the 8960 worksheet or in Line 9b, this contradicts the express IRS Form 8960 instructions for 2025 and appears to be wrong given the authority cited above.   It appears an update to the software on this issue is necessary.   Please advise.   Thanks

Q. If that is not taxable, and we are not claiming a tuition credit, do I even need to submit the 1098-T? A. No. You do not need to enter it in TurboTax (TT).     The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly you have taxable scholarship income.  If neither is the case, and you enter it in TT, TT will make no entries on any actual tax forms.  So, just don't enter it. The interview is complicated and mistakes are possible.    If you claim a tuition credit, you do need to report that you got one. You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2025 expenses". Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.   If she has already claimed the AOTC 4 times, she may still be eligible for the less generous Lifetime Learning Credit (LLC), which is 20% of tuition paid (up to $10K) and is non refundable (it can only be used to reduce your tax liability).  You may want to look at amending your 2024 return to claim it. There's even a loop hole available to claim the credit, if you are on scholarship.  But, that's not as lucrative with the LLC, as it is for the AOTC.     

This is a public forum with no access to the actual programming. It might help if you told us the state, because not all require a single-member LLC to file its own "income tax" return along with the individual's state income tax return. Some require filing a separate form to pay the annual licensing or franchise tax that TurboTax does not do. Worst case, you print out the state and mail it.     

In case anyone is still following this, they've fixed it in the online edition.  If you go to Federal Review, there's a checkbox for this now, but it was automatically checked for me, so you probably don't even need to do that.  When I reviewed my return again, it was now checked on there.   Does your return use the Earned Income Credit? Just want to be sure it is fixed for people who are not using that credit. Thanks

If your return got rejected for an incorrect IP PIN you can fix this in TurboTax, by signing in and selecting "Fix my return".Go to the Federal tab, then Other Tax Situations, and select Start/Revisit next to Identity Protection PIN to update to the correct 6-digit number. Then you can re-file your tax return in the File section of your TurboTax program..   

I'm in a similar situation to the original poster. It seems weird that the distribution from 401k to IRA and then the subsequent conversion from IRA to Roth is counted as 'income' twice. It's the same pot of money, so why does it appear in turbotax as double the income? For example if $5,000 was distributed from 401k to IRA then $5,005 is converted from IRA to Roth IRA, it shows up as $10,005 in income on turbotax  (I get it that the second conversion is taxable, but it's the same $5k not new money) In review the AGI includes the $10,005, however it would seem that the actual income is $5,005. 

To enter stock sales in TurboTax Online, click on the search icon and:   Type in 1099-B Click on "Jump to 1099-b" The program will guide you through entering your stock sales In TurboTax Desktop:   Go to Federal Taxes tab Select "Wages & Income", then "I'll choose what I work on" Scroll down to "Stocks, Crypto-Currency..." On the screen with "Let us enter your Tax Documents" click on "Skip Import" box at bottom of page On the screen with "OK let's start with one investment type" Select the "Stocks..." box, then click on Continue.  

If you are having issues paying for your TurboTax  Advantage, you can try the steps below to resolve this:  Sometimes simply signing out and signing back into your TurboTax account can clear this. Clear your cache and delete your cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Also try a different web browser, such as Google Chrome or Firefox.   And try using incognito mode (private browsing). If you are using TurboTax Desktop, you can try the following:  Run the program as an administrator. Set your display scaling to 100% in Windows Display Settings. Make sure your software is updated by clicking "Online" in the top menu and selecting "Check for Updates." Some other payment issues fixes you can try are as follows: Verify that your Billing Address for your credit card exactly matches your address that your financial instituion has on file. Make sure that your address matches your address in your "My Info" section of TurboTax. Disable any ad blockers or antivirus programs that could be blocking the secure payment screen.  You can contact TurboTax Customer Service using this link: Turbo Tax Customer Service. Please return to Community if you have any additional information or questions and we would be happy to help.

If your return has been transmitted and rejected by Maryland, you can correct your tax return and re-transmit.    If your return has been transmitted and accepted by Maryland, you will have to amend your Maryland income tax return.  However, before amending your tax return, do not enter the return and do not make any changes.   If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.    If you used the CD/download product, sign back into your return and select Amend a filed return.    See also this TurboTax Help.