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Using schedule E or not will not have any effect on the 179 carryover on your K1.   If you have adjusted the carryover amount as @Mike9241 shows you above then it may or may not have an effect on your taxes.  It would carryover on to schedule E page 2 and from there to wherever it effects your taxes.  But making the adjustments is up to you.  TurboTax does not do this computation automatically.

Most retirement plans are Qualified Plans, including 401(k) and 403(b) plans.   If you want to confirm the type retirement plan you have, you can contact the plan administrator (the issuer of your Form 1099-R).   Here is a TurboTax article on Form 1099-R that may be helpful.

I have an amount on Line 2b and Line 7 which I think is correct.  I had one override eliminated it and it made no difference, closed and restarted program and still no difference. Could it be a problem with the program?   Thanks for your help!  

You only need to enter the 1098-T and subtract out qualified expenses, like books and supplies. I just created a dependent return with box 5 larger than box 1. It carries the excess scholarship income to Sch 1 line r for Scholarship income as expected. It carries to the 1040, line 8.   A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form 1098-T, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the form 1098-T Save your return while closing the program. Update the program Open Enter the information again. @twinzby2 

Just one other beneficiary, so my limit is $10,000 annually. I checked my returns for all 3 years and it looks like the full amount of my distributions were included in my AGIs. Thank you for your help as this has been super frustrating because it's so particular to NYS and I have no idea why it's being miscalculated in TurboTax. What other information about my situation do you need?

@fgreenfield I am dealing with the same issue for my wife and I. Not sure where the information sheet is pulling from, but it did not include our middle names. So of course it does not match our Illinois driver's license. I was on the phone with TurboTax and they had no solution for me and told me to mail it in. Not something I would want to do.   TURBOTAX please help.   Thanks

A trust can't do anything. A trustee must act for the trust following the terms of the trust. For a non-grantor trust, how can a trustee have the donative intent required to complete a gift, under e.g., Commissioner v. Duberstein, 363 U.S. 278 (1960). How would a gift from a trust play into the DNI rules in I.R.C. 661-2?   Isn't the better way to think of it that the grantor made a gift when the trust became irrevocable and that the trustee is not gifting to the beneficiaries, but rather  just following the terms of the grantor's gift by making distributions? Those distributions may carry out income or might be gifts of corpus, depending upon the circumstances.

We are aware that some customers are still experiencing issues when trying to file but they are not able to proceed.  We are currently investigating that.    In case you are still having this problem, try these steps:   In TurboTax online: Clear your browsers, cookies and cache:  How do I delete cookies  How to clear your cache    In TurboTax Desktop: make sure the software is updated, reboot your computer, and check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.    Otherwise, once the program is update, we will notify you.

If you're trying to import 1099's from a financial institution, make sure you have a clear, unblocked connection.  Users report success by using an incognito window, disabling anti-virus programs, and allowing a LAN connection in your browser settings.    All institutions don't yet have import-ready forms available.  Make sure you also have 'third party access' allowed in your institution's account settings.     Remember that the IRS already has copies of all your 1099's, so using Summary Totals in your tax return is all that's required.  If you can share your specific issue, we'll try to help.   @rjhetzer86             

You are required to file the Oregon Non-resident return, if your income from the sale is above the filing threshold for Oregon.  Even if you not above the filing threshold, you may benefit from filing the Oregon non-resident return if they over-witheld the amount of tax on the home sale.  And this filing may also allow you to claim a "credit for taxes paid to other states" on your resident state tax return.