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If you have a 1098-T, instead of a 1098,  Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114   In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Education   --Education Expenses and Scholarships (1098-T)

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

Taxes are not so straight forward for calculations. Credit Limit Worksheet A isn't just looking at your total tax; it’s designed to figure out how much of your tax can be offset by non-refundable credits before you are allowed to claim the refundable portion (the ACTC). Line 13 is  trying to determine the limit of your tax liability that can be reduced. The formula generally looks like this: Line 13 =Total Tax -Certain Non-refundable Credits If you have other credits (like Energy credits or Foreign Tax credits), those reduce your tax liability first, which changes the amount available on Line 13. @stuckdoingtaxes1 

Your state estimated tax payments will serve as a credit your state tax liability and have to be entered on your tax return.   You enter your state estimated tax payments in the Federal section and they will flow through to your state return.   In TurboTax Online, you can enter the state estimated taxes you paid by following these steps:   Open your tax return Click on Federal in the left-hand column, then Deductions & Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to State estimated taxes for 2025.

When you are married or common law, you must provide the CRA with certain information for the total household income to be calculated.   You don't need his entire return finished with the accurate figures. You just need to total his income and deductions to find his Line 23600 (Net Income). You can enter an estimate for now just to bypass the screen, but you must update it with the exact number before hitting "Submit."   Thank you for choosing TurboTax.

The error on the W-2 will not present a problem with your return as long as you report the correct overtime on your return. The entry in box 14 is mostly just for your information to help you enter the proper overtime on your tax return.

@tommarks1    Also, after this year's taxes are taken care of.... download the PDF copies of every prior year's tax files, and back them up on a USB flash drive  (keep in a safe place/file drawer, or Bank Safe deposit box).  TTX only keeps the last 7 years of files, and drops one year each succeeding year.    You may need to reference some of those files in the future, and it's best to keep your own copies.

@EAS inc At the moment there are no plans to support the electronic filing of the Alberta AT1. The Quebec CO-17 isn't even included to be filled out. Other provinces like Ontario, don't have separate filing requirements - everything just goes with the T2 to the CRA.   If you need assistance with TurboTax Business Incorporated or preparing your incorporated business tax return (T2), you can contact the dedicated support team using the chat here: https://public-consumer-chat.app.intuit.com/app/ccs/consumer?experienceId=ttbInc. Agents are available from 9:00 am to 6:00 pm EST, Monday to Friday.   You can also visit the Intuit Profile support site. TurboTax Business Incorporated is based off of Profile software.      

Try deleting the 1099R and all of its worksheets again. Log out and close your return so the changes can be saved. Re-enter these again and see if it makes a difference. Make sure no rollover boxes are checked.

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: -Your Home  -Mortgage Interest & refinancing    Every taxpayer  gets a "standard deduction” based on his filing status. A single person gets a “Standard” deduction of $15,750 and a married couple get a Standard deduction of $31,500 (more if over 65)    Taxpayers who have certain types of personal expenses (mortgage interest, state & local taxes, medical expenses, and charitable gifts being the most common) may itemize expenses and if the total is more than the standard deduction, they may take those “Itemized” deductions instead of (not in addition to) the standard deduction.