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"A government pension plan is taxable to the federal..." So the 1199 plan is a kind of funds by healthcare-insurance? Is that plan-type similar with the government pension plan?   "form 1040, line 12..." Thank you! Usually does the standard deduction include the EIC term?

No, your entries are incorrect.  You may want to check your entries for where you placed the decimal points or entered extra numbers.  If this does not correct the amount, you may want to delete the entry and start again.  Self- Employment tax.   Self-employment tax is a tax consisting of Social Security and Medicare taxes primarily for individuals who work for themselves. It is similar to the Social Security and Medicare taxes withheld from the pay of most wage earners.  The self-employment tax rate is 15.3%. The rate consists of two parts: 12.4% for social security (old-age, survivors, and disability insurance) and 2.9% for Medicare (hospital insurance).  Self-employment tax (Social Security and Medicare taxes)

Did you pay for TurboTax Online and wish to complete your return in a desktop product? If so, you will need to contact TurboTax Support to assist. We cannot process refunds in this forum.   TurboTax Support   @mihaimariateodora 

Carl, I assumed the online turbotax tool would calculate this for me if I entered the full annual tax and insurance amount.  Does this mean that for the tax and insurance expense, that I should calculate the prorated amount for the schedule E based on the time it was rented?  And is this ratio based on the "in service" date or the "date it was rented"  For example, if it was in-service for 100 of the 365 days per year (or 27.4% of the year), and my insurance expense was $1000, then I would report $274 on the schedule E insurance in TurboTax?   Thank you, Jason

Yes. here is the reporting process.   To report the 1042-S  Open your return in TurboTax  Click on Wages & Income  Scroll down to All Income Scroll down to Less Common Income  Scroll down to Miscellaneous Income, 1099-A, 1099-C  Click start  Scroll down to Other reportable income  Answer yes and record this as 1042S income and then the amount. To report the US tax paid: With your return open Click on Deductions & Credits Scroll down to Estimates and Other Taxes Paid\ Click on Other Income Taxes Scroll down Other Income Taxes Click on Withholding not already entered on a W-2 or 1099

Q. Would you please explain what you mean by "increase her income by $4,000?" -- how you get this number? A.  You, the parent,  need $4000 of tuition (or other qualified expenses) to claim the max. AOC.  Right now all  $19,000 of her tuition is allocated to tax free scholarship. So, if we allocate $4000 of  $19,000 tuition to the AOC.  But that means there's only $15,000  of tuition for  tax free scholarship. So, $4000 more scholarship becomes taxable.    Q. how I do this on TT?  A. Theoretically, TT can do all that.  But it' s too easy to make mistakes. So, you manually calculate your entries.  For you, it's enter a 1098-T with $4000 in box 1 and 0 in box 5. For her, 0 in box 1 and $31K on box 5 (27K that was already taxable + the additional 4000).   Q. So reporting a number different from the original 1098-T is acceptable? A. Yes, what you enter is only used on the worksheets.  The entered "bogus" 1098-T is not sent to the IRS.     Q. I'm quite surprised that this could be done legally? A. Me too, the first time I heard it, 15+ years ago, in this forum.  Now, it's written up in the IRS publications.    Q.  Just to confirm -- $2,200 from 529 was too small to report (easily cover the housing cost), so I don't need to report it on my return, right?  A. Right?  Again, theoretically TT will come to that conclusion (if you do enter it) and enter nothing on the actual tax forms.  But this forum id full of frustrated users who could not get that to happen. Just don't enter it.*   Q.  I may not have all the receipts for her books and lab equipment. Is it ok to estimate? A.  Yes, unless you get audited (unlikely).    *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 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.  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." 

You can omit the Ohio entries on the W2 - you will have to file a nonresident tax return for Kentucky and Indiana.     You may want to review What is a state reciprocal agreement? - TurboTax Support - Intuit and discuss with your employer.

Thank you for your reply!   Would you be able to help me figure out how to fill out this part of the form? You mentioned to out in a Sale price of 0, what about the other parts?   for the 1099-B I added in the correct dates for purchase and then I took the K-1 adjusted cost basis and added the ordinary income to that figure and then divided this across various transactions.  Is that accurate?     The idea being the ordinary income will be taxed as part of this K-1 interview and the capital gains will be taxed as part of the 1099-B?