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Just to follow up on my original post and respond to all the replies, I had tried running Windows 10 on my Ubuntu system via VirtualBox, and managed to finish TT for tax year 2024, but my system was bogged down, since it was running on a ca 2013 Mac desktop computer.   For tax year 2025 and beyond, I bought a new Windows 11 desktop computer and set it up to dual boot Win 11 and Ubuntu. The Win 11 partition is relatively small since I don't anticipate having much use for it other than running TT once a year. I also created a very small shared partition so I could transfer tax data between operating systems.

@goober_007  were you able to file with either forms that are currently locked ?  I contacted a few companies like H&R block and two accounting offices today and they said T777 or business expenses (CCA) forms were locked from CRA  I will use Ufile if you can confirm this

To enter your direct Qualified Charitable Deduction that's reported on your 1099-R, follow the steps below:   Select Federal Select Wages & Income Scroll down to Retirement Plans and Social Security Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R) Add your 1099-R. Refer to the TurboTax Help article  Where do I enter my 1099-R? for more details.   TurboTax will ask you a series of questions regarding your distribution after you enter your 1099-R.   Select I transferred all or part of this money directly to charity on the Do any of these situations apply to you? Screen. Enter the amount that was transferred directly to charity when you get to that screen.   You will get a screen that tells you the amount of your retirement distribution that is designated as a nontaxable Qualified Charitable Distribution (QCD).   The full amount of the distribution that's reported on your Form 1099-R will be on line 4a (IRA Distributions) of your Form 1040 or 1040-SR. The taxable amount reported on Line 4b will be the total distribution less the QCD amount and will have "QCD" entered next to it.   Refer to the TurboTax Help article What is a Qualified Charitable Distribution? for more information.  

@tmsessions7  Typical time frames for Idaho from the state's tax commission website:   E-filers: You can expect your refund about seven to eight weeks after you receive an acknowledgment that we have your return.  Paper filers: You can expect your refund about 10 to 11 weeks after we receive your return. We must manually enter information from paper returns into our database.   See the info in this FAQ which also has a link for the Idaho State Tax Commission website, if needed.   FAQ:  How do I track my Idaho tax refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-idaho-tax-refund/L6qE0ttSf_US_en_US

To fix a rejected TurboTax return:   Sign in to your account  Select "Fix my return" to identify the error code and reason  Correct the data (e.g., SSN, PIN, or AGI)  Go to the file section to resubmit.   For additional information, refer to the TurboTax articles Video: What to Do If Your Tax Return Is Rejected by the IRS and What does my rejected return code mean and how do I fix it?

@joebob8000    Are you getting either the AOC or LLC credit.  Look in the student worksheet form and see what is being applied in line 18 towards credits.  This should only be 4k if you are receiving the full AOC credit or 10k if receiving the LLC in full.  It gets complicated what the number should be there if your potentially being phased out on the credit.  I bet your entire 1098qt amount is listed in that line 18 when possibly only some of it should be, or none of it if your not eligible for either of the credits.  The result is that some of your expenses are not being allocated correctly between the credits and the 1099q income.  

@sungjinhan10  ADDENDUM As you will see in that FAQ above, if your refund does not arrive at least 1 day earlier than it would have arrived if it had come directly from the IRS, then the $35 fee will not be charged.

I realize that if all my 1099-Q distributions are for qualified education expenses than its a wash and I guess i don't need to enter it into TurboTax (desktop premier), however, that just doesn't seem right.  And if someone wasn't paying attention, they could get burned on this.   Why does the interview not understand that the total expenses matches the total distributions.  I am entering values in the room and board and books and computer categories, but if i look at 1040 line 8 I see additional income and the Schedule 1 I see a portion of my distribution as taxable.  Looking at the QTP computation of taxable distribution, it looks like it is reporting exactly a 10,000 excess distribution, but none of my numbers align with the qualified or excess numbers.     Should i just override the values in the form?   I'd rather have the tax software I paid for work correctly and accurately.

If you don't have access to your email address and are unable to sign in to your TurboTax account, review the TurboTax article I need help signing in to my Intuit Account for step by step instructions.    For help with your verification code, refer to the TurboTax article What if I'm having trouble with my filing verification code?   @jbozarth43 

@ sungjinhan10  Please be aware that this is a public Internet forum.  You should not post personal information here.  To remove your email address and other personal info, you can edit your question above.  To do that, click the tiny blue 3-dot icon just to the right of your question.    This is mainly a user community--not a direct route to TurboTax Support.   TurboTax Customer Support does not use email for support and does not normally communicate with email addresses in the user forum.   This is a duplicate question which can create confusion and redundancy.   Your question was answered previously at the thread linked below.  Please see the details that were left you there as well as contact information, if needed: https://ttlc.intuit.com/community/after-you-file/discussion/35-deduction-from-my-tax-refund-for-the-up-to-5-days-early-refund-service-i-did-not-know-this-option/01/3819508#M820289   "Based on my experience, I did not receive my refund notably earlier"   The timing is based on when the IRS has approved and scheduled the funds to be transferred.   Also be aware that if you did NOT receive your refund at least 1 day earlier than if it had come directly from the IRS, you will not be charged the $35 fee.   See the details in this FAQ:   FAQ:  "Up to 5 days early" offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-e...

What tax year are you amending? If you filed a joint return, then the AGI will be the same for both of you.   Your 2024 tax return must have been accepted by the IRS for your prior year AGI to be on record. For more details, refer to the TurboTax article What if I entered the correct AGI and I'm still getting an e-file rejection? For more information.   You may also find it helpful to review the TurboTax article How do I fix e-file reject IND-031-04 or IND-032-04?

Form 4797 is sufficient.  Form 8594 is informational and helps the IRS keep track of what was sold and to who.  Although it's recommended to include this form, the IRS won't come knocking at your door if you don't file it.