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A few other users had a similar experience re: being prompted for a Canadian pension income entry.   If you are still having this issue:   We have information that in some cases this situation could have been created if you imported a 1099-R from your financial institution. If this applies to you, we recommend that you delete that 1099-R and re-enter it manually.  If you are in TurboTax Online, follow these instructions to delete the 1099-R. If you are using a Desktop version of TurboTax, follow these instructions.   @MikeD15 

  MY DEPENDENT SAID HE COULD NOT BE CLAIMED   Your dependent made a very common mistake often made by teenagers and students who are filing their first tax returns.  In MY INFO they should have said that they can be claimed as someone else’s dependent—-but they answered incorrectly and now your e-file is being rejected.   Your dependent will have to amend their return to change the way they answered that question in MY INFO.   They cannot amend until their return has been fully processed.   But you do not have to wait for them to amend.  Waiting will not help you at all.   You can file your return by mail, since mailed returns are not rejected.   It will take longer for the IRS to process your mailed return and delay your refund.   OR….Get an IP PIN to e-file.     GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

You should contact your plan administrator and withdraw the RMD for 2025 now- your penalty may be reduced from 25% to 10%.  You can enter the information in TurboTax so the 5329 can be filed with your tax return.    

It depends. TurboTax does offer the following: Get 20% off or file 100% free with TurboTax by 2/28. Maximize your refund with guaranteed 100% accuracy. From simple to complex, file with expert support—or let a pro do it all for $150. Act fast for exclusive savings.  TurboTax Reviews The community is here to help you and answer as many questions as you might have. We welcome your feedback.

No one in this user forum has access to your account.    If you do not want to use TT, you can clear out the information you entered and simply abandon the account.  Nothing will happen with it; no one can access it unless you provide them with your account and user ID.       If you have not registered, paid or e-filed you can clear and start over---- or do not start over... CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost  

You are doing the right thing because a blank amount could result in higher taxes paid without looking into the cost basis on your own.   Since you inherited the stock, you are able to use a tax advantage referred to as "step up basis", which means that your cost basis is not what the original owner paid, but rather the Fair Market Value (FMV) of the stock on the date of the person's death.   To report this Form 1099-B manually do the following:   Click on Wages & Income Select Add more income Scroll down to Investments and Savings and click down arrow Select Stock, Crypto...(1099-B...) Select Add investments, Add a different way Select Stock, Bonds, Mutual Funds (1099-B) Enter brokerage information, then Continue In the "Tell us about the sales..." answer the questions, then Continue In the "Now choose how to enter your sales", Continue Here, you will reach the box to select the Long-term basis not report to IRS (noncovered) Input the Proceeds (amount from your Form 1099-B) Input the Total cost basis (the FMV at the date of death) For Total cost basis, check the box below the sales section, I need to adjust my total cost basis Note that the holding period is automatically treated as Long-Term Keep documentation for justification of the adjustment

the online version is now fixed in that there is now a room and board section.  however, it is not calculating correctly. the equal numbers 1098-t andd 10990q do not cancel each other out.  it is creating a taxable event.  the problem seems to be the number that is in the earnings section of the 1099-q.  that is creating the taxable event . if you put the entire amount in 3. basis, then there is no taxable event.  at this point, I'm giving up and deleting the sections entirely since you don't have to report 1099-q and 1098t if all the distribution from 1099-q is for qualified education expenses, which it is. 

Preparing your return "on your own" does not mean free if you used a do-it-yourself version of Deluxe or Premium.    Only the Free Edition is free.    If you have fees, then you may have used a paid version such as Deluxe.     HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        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   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/      

Here are the instructions for reporting income from a Schedule K-1 in TurboTax Online and Desktop: TurboTax Online Go to the K-1 (<click here) screen under Wages & Income. On the Schedules K-1 or Q page, select Yes. On the Did you receive any Schedules K-1? page, select Yes. Select Start next to the type of Schedule K-1 form you have, and enter your information.   TurboTax Desktop Open TurboTax and continue your return. Select Search Topics. Search for and select K-1. On the Schedules K-1 and Schedule Q screen, select Yes. Select Start next to the type of Schedule K-1 form you have, and enter your information. To use the jump-to link for TurboTax Online, make sure you're currently logged into the software.    FAQ - Where do I enter a Schedule K-1 that I received?

To avoid business-related charges in TurboTax when you have no business income, you can delete the business forms (Schedule C) from your return. Go to Tax Tools > Tools > Delete a form in the left menu, select the business form, and delete it.