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The owner of the 529 plan account would be the individual who opened the account and retains control over investment decisions and withdrawals, which is typically the parent or some other relative.  It's also possible for a beneficiary to be the owner too, if they were the one who opened the account and controls the account.

Thanks so much for your reply. You mentioned "California does not allow a 'tax credit' in the same way the IRS does for Section 1341. Instead, California requires you to take a deduction from your income".   I checked the California Schedule CA Line 16 instruction page 33-34 - Other Itemized Deductions, under Claim of right, it says,   If you deducted the repayment on your federal tax return and are taking a credit for California, enter the amount of the federal deduction on line 16, column B. To help you determine whether to take a credit or deduction, see the Repayment section of federal Pub. 525, Taxable and Nontaxable Income. Remember to use the California tax rate in your computations. If you choose to take the credit instead of the deduction for California, add the credit amount online 78, the total payment line, of Form 540. To the left of the total, write “IRC 1341” and the amount of the credit.   It does seem to support taking the credit (in additional to use the deduction method)?   Would you clarify? I am really confused. Thanks

If you delete the dependents, you also deleted the 1095C info you put in the checkboxes.  You have to go to the insurance 1095C part and add that back in for the kids again by clicking all the checkboxes. 

@sorensenp In the section after you entered the SSA-1099 for social security benefits, you were asked if you lived in any of the foreign countries listed.  If you skipped this section or indicated Yes, then none of your SS benefits were taxed.

I don't think that it is possible for the $1,931 to be included on Schedule A line 11 unless it was included in an entry made directly on one of TurboTax's Charitable Organization Worksheets.  Check those worksheets, and TurboTax's Cash Contributions Worksheet and Charitable Contributions Summary.   You could also try temporarily changing the QCD amount to zero on this 1099-R in TurboTax.  I would be really surprised if doing so changes the amount on Schedule A line 11 because I don't think that the QCD entry indicated by the 1099-R entry is carrying over to Schedule A.

Yes, I did "Forms -> Delete xxx", and the "problem" went away. Thanks for the follow-up.   Btw, the problem/issue has existed for many years, isn't it inexcusable to still have it lingering around in 2026?  Intuit/TT can certainly do a better job of eliminating this type of incoherent behavior, since it has all the data already, unless, somehow, the left hand doesn't quite know what the right hand is doing...  Does Intuit even pay attention to what have been discussed on this board?

To resolve the $0 error on Line 18, you must manually allocate the expenses on the DC-specific screens (Schedule S):   1. Manually Split the Expenses: Navigate to the DC "Deduction Allocation" or "Schedule S" section. You must assign specific dollar amounts to each spouse. For example, if you both own the home, you might split the mortgage interest 50/50, or assign it to the spouse who actually paid the bill.   2. Watch the "SALT" Trap: DC does not allow a deduction for state and local income taxes, but it does allow a deduction for real estate taxes. If your federal Schedule A is mostly state income tax, your DC deduction will naturally be much lower than your federal one.   3. Check the "Itemized" Requirement: DC law states that if one spouse itemizes, the other must also itemize (they cannot take the standard deduction). If the software sees one spouse at $0 and the other trying to itemize, it may "zero out" both to force a correction.    

In addition to DoninGA's food answer (which sounds good to me), I believe that the general rule is that the use tax is for things that you buy from out of state but "consume/use" in your home state.   So, food and hotel services on your trip were used out of state, so "no use tax", but things ordered from your home through a service like Amazon to use at your home - "use tax yes" UNLESS Amazon collected sales taxes on your purchase - go check.    Read this discussion of Use Tax by Cornell Law School.

@TurboImpotLiseD  a écrit : Vous entrez les feuillets qui indiquent CONSOLIDÉ avec les cases appropriées. J'utilise la version De Luxe 2025 en ligne et je ne vois pas comment saisir les entrées consolidées. Dois-je saisir un T5008 et un Relevé 18 pour chaque ligne du Détails des transactions de titres?   Merci de m'éclairer, Alain

I'm using the Desktop software, @DawnC . I did try it multiple ways, including entering a zero, not entering a zero - each time followed by clicking the Continue button.   What finally worked (I thought) was saving the document after the changes, then closing TurboTax. When I re-opened it, the form was there and remained correct.   Double-checking in order to reply, though, I opened TT again. There were some updates; I let them install then reopen the app: now the MO-PTS is completely gone! I'll attempt to walk through that portion again and let you know what happens.

@PatriciaV , thanks for taking a look at this, please see attached image with the message  Message says: Schedule E Worksheet (Property name): Link to QBI Wksht must be entered: Look at the item A2   Note: I have another rental and it is not failing, I generated a final taxes report and for the another property and the missing value is populated there (it is the business name), I put the value in the box for this property and I get the same message.  

@user17748294106 wrote: ....that probably disqualified me as being even "quasi-luddite"🤣 It probably does except there are those who qualify because they're resistant to change and, as you should know, tech changes continually and rapidly.

As you go through your Maryland return, you will get to a screen Maryland Wage Income.  In the Wages From Maryland Sources box, you would enter the amount of your Maryland wages that you earned while living in Texas.   When you get to your Virginia return, you will get to a screen Part-Year Allocation where you can subtract the amount of income from the Federal Total that you allocated to Maryland as a Texas resident.  This way, you are not taxed in Virginia on the income taxed by Maryland for your period of residence in Texas.

Expert Assist Deluxe is a product lower than Expert Assist Premier, and it costs $75 per return. For products, pricing and features, refer to this link: https://turbotax.intuit.ca/tax/software/assist-review   Thank you for choosing TurboTax.