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@sambb wrote: WHO ARE YOU ?   You haven't checked lately because it actually works.   I asked google AI.. it reports Turbo Tax does not work until sometime after Feb 11. What are you talking about? I have copies of BOTH programs (as well as a few others) and that screenshot was taken earlier TODAY. In fact, TurboTax actually works with respect to rental property depreciation, at least from the test return I set up months ago.    Just a hint: AI is 100% WRONG about quite a few facts and scenarios. I've actually caught Gemini and ChatGPT serving erroneous information in response to several queries. They're nowhere near 100% reliable especially with respect to inquiries that contain ambiguities.

Yes, when you choose to import E*Trade, a separate browser window opens to enter your user name and password.  After entering these, click on 'Get My Forms'.     If you're not able to do that and  receive an error message, it could be that the import-coded documents are not yet available.  If you can share what happens after entering your credentials, we'll try to help.   @MDIRKS1962 

You can't enter those room & board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year.    The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "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."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

She will need to amend her tax return to change her dependency.   You will have to print and mail your tax return, including her as your dependent.  Your tax return cannot be e-filed since the IRS has already received a tax return with your daughter's Social Security number.  The IRS will pay the tax refund, if any, as shown on your tax return.   See this TurboTax support FAQ for how to print and mail a tax return using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/print-mail-return-turbotax-online/L5bwuqXGy_US_en_US   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

If it does reject you can fix it and send it again, that's common.  Happens a lot.     If it Rejects..... Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

No. This missed W-2 must be included on an amended 2024 tax return. How do I amend a return for a prior year? Do I need to amend my return? Review all of the instructions before you begin so that TurboTax knows the original number and the corrected numbers. 

You can't enter those room & board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year. 

Q.  Should I not fill that in and just go by 1098T?  A. Yes.    That box is for people who get an erroneous 1098-T.  By entering $14,000, you tell TT that only $14,000 was paid by both you AND the scholarship.    You said you had $47,000 in box 2. I assume you meant box 1. 

A 2024 W-2 cannot be entered on a 2025 tax return.  You will have to amend the 2024 tax return you filed to add the W-2   See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

@taxmodern wrote: ....IRC § 262(a) prohibits deducting personal expenses ("no deduction shall be allowed for personal, living, or family expenses").... Thet section of the Code is irrelevant to this scenario because the property was NOT being held for personal use in the tax year the expense was paid and Section 164 provides that real estate taxes are allowed as a deduction for the taxable year within which the taxes are paid or accrued. Clearly, they were paid in the tax year that the property was being held for business use and note that the language contemplates an either/or situation (i.e., it's in the disjunctive).   I believe your contention could be summed up by stating that the deduction (Schedule E) should not be allowed because the tax payment is a personal expense, not a business expense or expense incurred for the production of income. However, the property was NOT being used for personal purposes at the time the taxes were paid. This scenario is not much different than if the owner had bought an appliance in 2024 in anticipation of securing a renter in 2025 AND did not actually pay for the appliance until 2025, which would make the expense deductible in 2025. 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. Be sure your tax return is accepted and processed.  The 1040-X is scheduled for later this month.  The IRS is not yet ready to accept amendments. The link below will keep you updated on the release date. Check to see if you need to amend your state as well. Do not change your original return until you have reviewed the information so that TurboTax knows the original numbers and the corrected numbers.   You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Amend a tax return for the current tax year Tax Form Availability

Not sure why you were required to download a desktop version of your 2023 TurboTax, but generally, if you filed a prior year return using TurboTax Online, here's how to do an Amendment online:   Log In: Sign in to the same TurboTax account you used to file the original return. Locate Return: On the "Tax Home" screen, scroll down to "Your tax returns & documents" and select the year you want to amend. Select Amend: Click on "Amend (change) return" and choose "Amend using TurboTax Online". Make Changes: The software will guide you through updating your income, deductions, or credits, which will automatically update the necessary Form 1040-X. File: Follow the instructions to file the amendment electronically (if available for that year and your return allows) or print and mail the document to the IRS.    @SameSameButDifferent