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How do we declare more of the scholarship as taxable income in this situation in TT 2025 desktop version? Recap the amount from my original post:   Tuition expenses: $25,000 Room & Board: $12,000 Books & Computer: $2000 1098-T in his name: Box 1: $25,000 Box 5: $40,000 TT puts $15,000 scholarship as taxable income. 1099-Q in his name: Box 1: $39,000 TT uses this to cover $14000 and calculates the earning portion as taxable income.    Where in TT do I change the amount to allocate $4000 to claim AOTC? If I say scholarship is used to pay Room & Board/other expenses for $19,000. that gives $40,000 - $19,000 = $21,000 is used to cover Box 1 $25,000 Tuition? But leaving $4000 in tuition will still be covered by the 1099-Q withdraw. Am I just out of luck to use “loop hole” available to claim an education credit?    

Came back at it today after all the updates and it is still not handling one of my students correctly.  Oddly, for my return and another student, everything is working as it should.  I am on the Desktop Deluxe version.   

@lide  Oui, vous avez raison. C'est pour cette raison que, pour le moment, nous suggérons à la clientèle de s'assurer que les formulaires inutilisés soient effacés et fermés.   Nous comprenons que chaque situation est unique et que parfois, les étapes de dépannage peuvent ne pas fonctionner pour tous.   Merci de partager les différentes solutions avec les autres utilisateurs.

I had the exact same problem and error message, but after successfully using a Costco PC Premier download on two returns.  Then Windows 11 did some sort of update.  I rolled back that update and paused updates for the max 5 weeks and then TT ran fine. Clearly Intuit should be savvy to this widely recurring problem and include in one of their insanely many updates a fix for this fundamental problem.

Bonjour @user17722170920  Il m'est malheureusement impossible de vous indiquer la raison exacte de cette différence dans votre dossier.   Même si vos revenus de pension totaux sont identiques, le montant à la ligne 31400 se calcule à partir de votre revenu de pension admissible, qui peut être différent de votre revenu brut. Voici quelques raisons fréquentes qui pourraient expliquer pourquoi votre montant admissible est plus bas que celui de votre mari : Le fractionnement du revenu de pension : Si vous avez fait un choix de transférer une partie de votre pension à votre mari, cela diminue votre montant admissible pour ce crédit et augmente le sien. L'âge : Certains revenus de retraite (comme les retraits d'un FERR ou d'un REER) ne donnent droit à ce crédit que si vous avez 65 ans ou plus. Le type de pension : Certaines pensions (par exemple, d'origine étrangère non imposable) ne donnent pas droit au crédit. Des remboursements manquants (RAP ou REEP) : Si vous aviez un remboursement à faire au Régime d'accession à la propriété ou à l'éducation permanente et qu'il n'a pas été fait, cela réduit le calcul de votre crédit. Si cette réponse répond bien à votre question, merci de l'identifier comme solution confirmée!

@Delphision Yes, there is a tax convention between France and Canada: https://www.canada.ca/en/department-finance/programs/tax-policy/tax-treaties/country/france-convention-consolidated-1975-1987-1995-2010.html      

My actual point was: why would TurboTax, tell me to fill out a form without giving me any instructions on how to fill out the form? Nothing on the 5498 form matched up with the TurboTax field contents. That is simply poor design, at the very least. My guess is that there wasno user testing, whatsoever.   In fact, I did not need that form, at all. It was a TurboTax loop problem, not mine. I ran into three different loops, which is ridiculous.  This happened last year, as well, and I ended up speaking with one of the high muckety-muck specialist who said he had no idea why it was happening, although he could see it.    But it’s done now. And I have already signed up to be a VITA volunteer next year, so I may run into other people who are sick to death of TurboTax. I have used it for decades, and have generally been very happy. But not anymore.

baldietax  Thank you. Found that Help Doc yesterday and was able to complete it. Wish they would have made this a simpler process. Generate Form 8606 when inputing Form 1099-R, instead of making a 2 separate steps . The most confusing part is there is no info in the App that Form 8606 has been generated until you look inside tax summary.

If you have a MY Account at CRA, you should go online and change your marital status. If you intend to keep the hyphenated name, change it at the same time and record any address change, or you will have to mail in your return. If you choose not to change your name until next year, you will have to mail the 2026 return as well.  They may request a copy of your marriage certificate as documentation.

Hi @ReneV4,   Thank you for providing this additional advice. I was out of town most of this past week and I'm just getting the chance to see and try this.   Unfortunately, I still do not see the options that you are suggesting here. I am trying to complete taxes for my mother's estate and I am using TurboTax Business, not regular TurboTax. The only Investment Income (Form 1099-B, capital gains/loss, home sales) options I have are: Stocks, Mutual Funds, Bonds, Other Capital Loss Carryover Home Sales When I open Stocks, Mutual Funds, Bonds, Other, I don't get an option to +Add Investments. I only have the option to Add Another Account and this makes me select an institution, which takes me down the path of only being able to select Boxes A, B, D, E, and X.   Do you have any further advice? Know of any assistance I can get from Intuit for this?   Thanks, Craig

Non, à ce jour, le formulaire TP-80 est toujours dans la liste des formulaires verrouillés et en période de révision par le gouvernement.   Vous pouvez consulter l'article suivant: Pourquoi TurboImpôt indique-t-il que mes formulaires sont verrouillés ou n’ont pas été finalisés?   Dès que nous recevrons la version finale, une mise à jour sera disponible.    Merci de votre patience.