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Of course it can be done manually, but doesn't that miss the whole point of having a fully functioning tax preparation program? Years ago I did all of my returns manually, so I'm well aware of those options, too. I'm buying a product because of what it promises to do for me otherwise, what's the point? It's like buying a car that does everything a car is supposed to do except that it only turns left. You can still get where you need to go but it takes a lot longer.

Anyone has issue printing/saving the tax return but form 8825 pages (2) are blanks??!! I installed the latest updates and called in and was told this is a known issue and it is safe to file the tax return. Just wanted to see if anyone else has this issue and if you have filed it yet. Thanks!

Did you already e-file?  I'm assuming that you didn't because you said that you uploaded your W-2. If not, you don't need to amend your tax return. You can delete your W-2 and enter it again.   To delete the Form W-2:    Open TurboTax  Enter W-2 in the search bar  Select Jump to w-2 link in the search results  Select the trash can icon to delete the W-2.   For additional information, review to the TurboTax Help article How do I view and delete forms in TurboTax Online?   Refer to the TurboTax article How do I change my W-2 info in TurboTax? to delete your W-2.  

My research on this topic has led me to conclude that it should be categorized as "Other deductible state or local tax" particularly if you ITEMIZE deductions.  If you are taking the standard deduction, it won't matter.

To all those who've been killing themselves trying to figure out what to do about Room and Board expenses in the context of 529 distribution / 1098T and 1099Q forms. I just spent about 2 hours on the phone talking to two different agents AND their supervisor. The answer is as stupid as it gets and as simple as it gets - you CAN enter this info under OTHER BOOKS AND MATERIALS NOT REQUIRED BY THE SCHOOL. I made the supervisor tell me where she got this info from, apparently, it's ONLY available on THEIR system, average user of turbotax has no access to it. Anyway, here's what she emailed me:   "Tax preparation software often undergoes annual redesigns that may hide specific input fields, such as room and board, unless specific triggers are met. For taxpayers attempting to offset a Form 1099-Q distribution, encountering a lack of a dedicated room and board field in the education interview is a known challenge in the 2025/2026 tax versions. Tax experts and software specialists note that the "Optional books and materials" field serves as a technically sound alternative for these entries. The primary function of entering room and board expenses when a 529 distribution is involved is to calculate the Adjusted Qualified Education Expenses (AQEE). Because the IRS primarily reviews the final taxable or non-taxable status of the distribution rather than a line-by-line category breakdown of "books" versus "housing," using this available field ensures the software correctly identifies the distribution as non-taxable."   and this: (i guess this was her attempt to justify the stupidity of the whole thing) "Room and board are not qualified expenses for the American Opportunity Tax Credit (AOTC) or the Lifetime Learning Credit (LLC). Since these credits are the primary focus of the Education section, software often omits room and board to prevent users from accidentally claiming an illegal credit."   HOPEFULLY THIS WILL ELIMINATE A LOT OF HEADACHES

This can be done manually.  Just let the program lead you through the program for all of your 1099’s.  For 1099 B’s you can either enter each individual transactions or you can choose to enter the summaries for each Box as outlined in the 1099.  Box A - short term transactions where your broker forwarded the cost basis to the IRS.  Box B without cost basis and so on down the list.  The program will fill out Schedule D,  8949 and the 8453 if a copy of the 1099 needs to be forwarded to the IRS.  It’s a pain the a$$ and this should not have happened but this method will work just fine

The really short answer is that payroll taxes (as well as withholding on IRA distributions) are totally separate from estimated tax payments. The former are considered as equally withheld throughout the year. The latter are counted per quarter. Just because I had paycheck withholding done does not mean my estimated tax payments are also considered equally withheld throughout the year!

Listed below are options you can take if you don't have your W-2:   Contact your payroll department to request a duplicate W-2.  Contact the IRS for help at 1-800-829-1040. The IRS can help you with trying to obtain your W-2, or File a Form 4852 as a substitute W-2 Form along with your tax return, but you will have to mail your tax return.   For more information, refer to the TurboTax Help article What To Do If You Haven't Received a W-2 and How do I file a substitute W-2 using Form 4852?   

Hi @pk .  This is my first time trying to fill out the Form 1116.  I have foreign dividends allocated to Various and RIC (2 1099-Div's).  I saw online that I would most likely get a larger Foreign tax credit using the Form 1116 instead of doing the simplified method of calculating foreign tax credit.  This was also the first time Turbo Tax has mentioned using simplified method of calculating foreign tax credit.  I declined it since I paid over $1k in foreign taxes.  We don't have any investment interest expenses since theses are simply from mutual funds and stocks. I initially filled everything out by going category by category.  The screenshot shown is from when I performed Smart Check and it found 3 items that needed fixing.  I figured that I don't have any deductible other interest, so I figure this section is not really needed so I put zero, but I'm guessing that I probably need to use the foreign income % provided by each broker to calculate the total foreign income (qualified and ordinary dividends) for 2025?    Row C below contains the portion of foreign dividends by country source.   On another note, we will be MFJ itemizing deductions and are not subject to AMT.  I feel like Turbotax need to build in more in app explanations for the foreign tax credit and how to fill out Form 1116.  There were unfortunately no popups on this screen for help.

Yes, the distribution code was 4. My mom passed in January 2025.  I know that the amount of the distribution was based on her age not mine.  Does that mean she had to take the distribution?  I will have to check if the RMD was because of her or done for those of us who inherited.  There are multiple family members that also received distributions.  This is so frustrating as this is the second tax program I've used to figure this out and there are so many people having problems with this issue!   Thanks.  Julie