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When you make your selection regarding the source of the 1099-R that about to enter, you are shown 4 choices in 4 boxes containing definitions of the types of sources you need to select from.  After selecting the box that applies, you would expect the program to advance to the next page because the "Continue" selection is not visible, and it should be, without scrolling down to find it.  My mistake was not expecting I needed to search for   the "Continue" selection. 

Para saber dónde está tu reembolso, puedes consultar la información más reciente de tu reembolso de impuestos federales en el sitio del IRS (Servicio de Impuestos Internos): ¿Dónde está mi reembolso?.   Si buscas información actualizada sobre tu reembolso estatal, utiliza el servicio de búsqueda de reembolsos del Gobierno estatal.   Para hablar con alguien, selecciona tu producto a continuación y sigue los pasos para obtener la ayuda que necesitas de la persona adecuada. Actualmente estamos abiertos todos los días, de 5 am a 9 pm PST.   Inicia sesión en tu cuenta de TurboTax y abre tu declaración. Selecciona Buscar y escribe tu pregunta. Selecciona Contáctanos en la parte inferior del panel de ayuda. Elige cómo te gustaría comunicarte con nosotros. Nota: Hablar uno a uno con un especialista en vivo no está cubierto con TurboTax Free Edition. Se te pedirá que agregues los beneficios PLUS primero.  

We cannot see what you did when you prepared your return.    Did you pay for a license code?   We know that there are some users who purchased desktop download and then realize that they cannot use the download because they have Windows 10.  There are others who see an offer to "switch" to online when they begin their return---not understanding that the switch to online will only give them one federal and one state return.  We do not know what you did.   We cannot tell from uour post whether you used online or desktop.     We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.  

Yes I know you have offered that as a solution, but no matter how I slice it I just don't see a good way to make it fit in that definition. Even when I find guidance using a stipend under that category it says if a W2 or 1099 was NOT received, which in this case it was.  While the return is for a full time student, it had nothing to do with paying for school. Believe me, I wish I could be comfortable doing it that way, but frankly this question was directed to the person who answered about the standard deduction.  Sorry if it didn't appear that way.  (I have also considered your second solution, but what concerns me there is again is says NOT reported on a 1099.)   Thanks.  

This could be happening if you chose to 'visit all' in the Retirement Income section of TurboTax.   The question about being a US citizen living abroad is a standard question related to Social Security income.   If you get the question about the Canadian pension, click the Back button instead of Continue.  Then, if you see a seemingly blank entry for Canadian pension data, click the trash can icon beside it to delete it.  Otherwise, click any other section of TurboTax to navigate away from the Retirement Income section so that an unneeded Canadian pension worksheet will not be created.    

Bill,   The scenario you modeled is correct.  I received my excess contribution distribution for 2024 in March of 2025 and another distribution in late December 2025 for my total excess contributions made in 2025.  This happened because I found out in February 2025 that having Medicare (signed up in March 2024) made me ineligible to contribute to my HSA for 10 months when I did my 2024 taxes.  By then it was too late to change my healthcare plan to totally stop HSA contributions in 2025, but I reduced them to the minimum allowed by my plan.  I figured I would take care of all of this on my 2025 taxes by taking the distribution in December 2025 instead of having to worry about this for 2026 taxes.   I updated TT2025, then went through the HSA interview as you suggested.  Line 8f on my 2025 form 1040 does not include the $1020 that should be there.  It only shows the $61 in earnings that I got in 2025.  So, yes, I guess we do have a different issue.   I really appreciate your help.  I think most other folks in this same situation wouldn't catch this error in their favor (see chat string, one other person has the same problem).  I know I owe the taxes on the $1020 excess contribution deducted from my W2 earnings by my employer.  I just want to do the right thing.

@user17714382775 wrote: Can I remove the information I added to get back to the original return? Yes, you must remove any changes you made to the original tax return before amending the return.

I don't get why everyone is so upset about the software.  Is part of your 529 distribution taxable?  If not, THEN DON"T PUT ANYTHING IN TURBO TAX.  Read the instructions on your form.   Note: Distributions from Coverdell education savings accounts (CESAs) under section 530, and qualified tuition programs (QTPs) under section 529, including rollovers, may be taxable. Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution. See Pub. 970 and the instructions for Forms 1040 and 1040-SR for more information. Also see Form 5329 and its separate instructions.   So, if you know that you only took out the right amount of money from the 529 to cover qualified expenses, then just ignore the subject in Turbo Tax.  Don't enter the 1099-Q or 1098-T.  

Right now there isn't anywhere else to put it unless you are using the desktop software and can enter the expenses in the correct categories.  Turbotax needs to fix this. If we enter R&B as books and materials, aren't those amounts now eligible for the AOTC?

First, you should report the Roth IRA contribution in TurboTax because you will be given the options onscreen for what you intend to do to correct the excess contribution.  Once you have indicated that you will remove the excess before the due date of your return, there will not be any 6% penalty imposed.     When entering the Form 1099-R for a return of an excess Roth IRA contribution plus earnings you need to use code J with code P.  Code P will say in the drop-down menu that it is taxable in 2024, but follow-up information will indicate that it is taxable in 2025 instead.     Since you made the excess contribution in 2025 and withdrew the 2025 excess Roth IRA contribution plus earnings in 2026 before the due date, then you will get a 2026 Form 1099-R in 2027 which should have codes P and J.  This 1099-R will have to be included on your 2025 tax return and you have two options:     Amend your 2025 return after you actually have your 2026 Form 1099-R in hand.  OR   You can report it now in your 2025 return and ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding.  Then you must enter the 2026 Form 1099-R into the 2026 tax return since the withholdings are reported in the year that the tax was withheld.  The 2026 code P will not do anything to the 2026 tax return income but the withholdings will be applied to 2026.   If you wish to report the Form 1099-R now as part of your 2025 return without amending it later, go to the use these steps:     Go to Wages and Income > Retirement Plans and Social Security > Form 1099-R section of your return to add a Form 1099-R Select "I'll type it in myself" Box 1 enter total distribution (contribution plus earning) Box 2a enter the earnings Box 7 enter J and P Click "Continue" On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"? On the "Which year on Form 1099-R" screen say that this is a 2026 Form 1099-R. Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".     See the following TurboTax help article to learn more:   What happens if I made an excess Roth IRA contribution because my modified adjusted gross income is too high?    

Q. I cannot figure out if/how to over ride Turbo Tax  to make it earned rather than unearned income for purposes of the 1040 itself. Any ideas?  A.  As previously explained, it should to be entered as taxable  scholarship. That's the "right way" to do it, in my opinion.  I have answered this  same basic question, dozens of times that way. This is less likely to wave a red flag than any other way.    The alternate, is to enter it as other earned income (line 1h of form 1040).  In TurboTax (TT)enter at (not at the 1099-MISC place): - Federal Taxes tab  - Wages & Income Scroll down to: -Less Common Income       -Misc Income, 1099-A, 1099-C        - On the next screen, choose – Other income not already reported on a form W-2 or 1099           - On the next screen, choose – Other earned income (not earned income not reported on a W-2 or 1099)              -The next screen will be "Other earned income summary". Click on the "Add +" button                 - On the next screen enter the amount and description, e.g. National lab stipend on 1099-Misc                                 or maybe just Stipend