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Q. It sounds like I need to put part of the scholarship on her income tax form and part on mine correct? A. No. All of the taxable scholarship goes on her return.  You only enter the 1098-T to claim the AOC. The simple way to do that is enter a 1098-T with $4000 inbox 1 and box 5 blank.  You are allowed to do that. For an explanation, see the "Five points of the 1098-T" link.   Q. Do we put the overage amount plus the $4000 for AOC on her taxes so that I can claim the AOC?  A. Yes.   Q.  She had a small job and earned $6000 and she already filed her taxes to get her refund.  Does she need to file an amended tax return (adjustment)?  A. Technically no.  But you want to anyway just to document all this.  The reason she doesn't need to file an amendment is that the $6000 wages + $4000 + $1853 excess scholarship = $11,853 which is less than the $15,750 filing requirement. She will not owe any tax or have to give back any of her refund.     

Please tell us what your HDHP coverage was, for how many months, and the same for your spouse.   Do each of you have HSAs or just one of you?   How did you contribute the $5,500? Through an employer or directly to one of your HSAs?   Hmmmn, I just had a thought. Did you both have Self-only coverage? But in the HSA interview, you said that your spouse did not contribute...that would mean that you put all of it into your HSA. But if you had Self-only coverage, your limit was only $4,300 unless you are 55+ in which case, your limit would be $5,300.   Is this what is happening to you?

Starting with the 2026 tax year (for return filed in 2027), those taxpayers who do not itemize deductions can take an above-the-line deduction for charitable contributions up to $1,000 for single filers and $2,000 for married filing jointly.

Patricia-- No disrespect, but I think we're all referring to the same issue discussed at length in this thread, which initially affected TT2024. This year, when running the final review, I got an error that needed to be fixed with the Schedule E Worksheet, regarding an empty passive operating loss value. In years past, this value had been carried over from prior year returns, but something got broken at some point. As you described earlier in the thread, to pull the needed value, we should look in a certain place in our prior year return, and input the appropriate value, but after doing this, we all get the error that "sum of losses in individual years should not be greater than the total loss". Another TT user discovered that this error is caused by the system carrying over the value from a prior year, but incorrectly inputting the value in the wrong year; and that same user described a workaround--purchase TT desktop, and manually edit the form to move the values around to be correct. If that's our only option, and you guys are going to essentially refuse to address it, okay--just say that. I find it very insulting that just last week, another admin commented that a fix was expected for this issue by last Friday; but when you finally responded to my request for information, it's like it's the first time you're hearing about this issue. I'm about 10 minutes away from moving my business elsewhere--I hear freetaxusa has been doing a great job for people, maybe they actually care about their customers.

@rlpittman80 also if your return is 1 form beyond "Free" and hitting the "Deluxe" version plus state fees you might want to explore other options to file - paper mailing is a bit drastic - see https://apps.irs.gov/app/freeFile/browse-all-offers/

If you're using the download version of TurboTax, go the Personal tab, click on Deductions and Credits.  Under Estimates and Other Taxes Paid, find Sales Tax and click Update.  When you get to the screen "Places you lived", click the trashcan icon to the far right of the state where you lived.  This will give you a blank amount for sales and will force the state and local income tax deduction.   If using the online version of TurboTax, log in and then click on Deductions & Credits, then Review/Edit.  Click on Estimates and Other Taxes Paid, then click Revisit for Sales Tax.  When you get to the "Places you lived screen, click the trashcan icon to the far right of the state where you lived.  This will give you a blank amount for sales and will force the state and local income tax deduction.

@rlpittman80 paying with your refund adds an extra $40 to the fees for this "service", so if you're concerned with fees certainly don't use this option, it's like a very bad loan on your fees and routes your return through a third party bank which can cause delays and confusion.

There is nothing wrong with IRS form as far as I can tell.  It's TT not inputting the information correctly.  The second person that helped me online was able to open my Online account in TT desktop and manually correct the error and then ran a check.  It was fine.  My error shows up on item 17a, b, c and d of form 5695.  17 a, b, and c are all marked "No" when they should be marked "Yes".  One question about if you plan on keeping your heat pump for more than 5 years was never asked by TT online. 17d I believe should have had my address and it was blank.  So let's hope TT fixes "their" bug.

This makes me so mad!  I give a crap ton of stuff away and this tool saved me tons of money, plus it insured I was guessing the same as everyone else across Turbo Tax.  This was one of the only reasons I actually haven't looked at other software packages.  I guess next year, I will start looking.

"But for field entry "Contributions [spouse] personally made (not through your employer)" ... I should have entered is $328.09."   Correct.   ""do any of these situations apply? ..."[spouse] overfunded their HSA last year. "   As Opus 17 said, she did not overfund her HSA in 2024 because the excess was resolved with the return of excess contribution.  2025 TurboTax is asking about the net result for 2024, not the intermediate result where the excess had not yet been returned.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

My problem is that when I enter the actual payment dates into TurboTax, it is calculating an interest payment due and raising my tax due to an incorrect number.  I don't want to enter incorrect payment dates so what other way exists to make TurboTax not assign this incorrect fee?