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1.The amount of room and board that is reasonable (according to the college) is deductible from the 529 withdrawal, just not the excess.  2. Yes. dorm and apartment expenses within the college guidelines will go against the 529 withdrawal. 3. Yes! The 529 is not taxable when used on eligible expenses along with qualified room and board.

Good morning,   I'm having the same issue with my Virginia age deduction not displaying. has this issue been resolved? If not, how can i override the software to enter the deduction?   Thanks,   Ken Mayfield

Thanks for reply but my issue is that estimated payments entered are not being picked up in the tax calc and consequently the  standard deduction was used. Itemized deductions including the state estimated payments exceed the standard deduction. Not sure why system is not including the state payments i entered.

Thank you VolvoGirl! This would be great information for TT to put in follow-up questions.  RMD is new for me this year. Appreciate your reply and only wish I didn't spend so much time before putting this to rest. Thanks again - stay well......

My fault.  In the beginning when I entered W-2's, apparently I put my wife's W-2 as mine.  So it had me going over on 401K contributions.  Once I changed it to my wife's W-2, it corrected itself.  Thanks for the reply.

You enter the deduction as a negative adjustment to "Other Income" as follows:   1. From the Federal menu in TurboTax find Wages and Income  2. Find Less Common Income 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other Reportable Income 5. Enter a description of the adjustment and the adjustment as a negative number   Also, only lawsuit recoveries involved with employer discrimination and whistleblower claims are deductible in 2025. You can learn more in this TurboTax article.  

When you entered the 1099-R in TurboTax for the rollover from the traditional 401(k) to the traditional IRA, there are several questions that follow after the numbers are entered in.  One of the questions is "Did you move the money to a Roth IRA?"  If you answered Yes, it would make this non-taxable rollover taxable.  Even though you did eventually convert this money over to a Roth IRA, this question should be answered as No since the other 1099-R for the Roth conversion is reporting this information.   When you enter the 1099-R for the rollover and the conversion, the rollover will show up on Form 1040 line 5a with the amount of the rollover, and line 5b will be zero and line c will have the Rollover box checked.  The conversion will show up on line 4a and 4b as the amount converted.  The total of line 4b and 5b are the taxable amounts, so since 5b is zero, the taxable amount will be the amount reported on line 4b.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Yes, the software is likely keeping a hidden worksheet active. To delete it for good, try these steps in order:   The "Forms Mode" Method (If using Desktop/Pro versions):   Switch to Forms Mode (usually a button in the top right). Look at the list of forms on the left. Find the one labeled "Foreign Pension" or "Canadian Pension Worksheet." Click it, then select Delete Form at the bottom of the screen when it appears. Check if there is also a "Foreign Tax Credit" (Form 1116) or a "Statement of Foreign Income" linked to it and delete those as well. The "Delete a Form" Tool (If using Online versions):   Go to Tax Tools on the left menu, then select Tools.  Click Delete a form from the pop-up list. Find the Canadian pension worksheet or foreign pension.  If you see it, delete it. Immediately after deleting, sign out of the software and sign back in. This clears the "cache" that often causes the form to reappear when you navigate back to the Social Security section.