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Si vous êtes résident du Québec et que vous utilisez TurboImpôt Bureau, vous êtes en mesure de faire ce transfert à partir de la section Provincial >> Québec >> Profil des autres crédits du Québec (vous devez sélectionner l'option Information sur votre remboursement)     Merci de choisir TurboImpôt.

Dans TurboImpôt en ligne, dans le menu de gauche, cliquez sur Régimes d'épargnes enregistrés - cotisations à un REER. Vous serez sur la page  'Sommaire des cotisations au REER' Vos reçus seront listés.      Merci de choisir TurboImpôt

Please double check what you have entered on the T1198 form.   Line 68518 Total amount (principal and interest) must be the same amount as Line 68519 - Total principal (current and prior years) PLUS Total interest (current and prior years).    Also, Line 68519 - Total principal (current and prior years) must be the same as the total amount of total of boxes 68520 through 68560 added together.   You can see lines 10100, 10400, 12799, 12800 and 13000 on your detailed tax summary.    If you are still not able to resolve this issue, please contact our phone support team for more assistance.   

Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion (unless your income is too high).  The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the distribution is qualified, so 40% of the earnings are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; 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. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  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, in case of an IRS inquiry. 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."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $15,750 of taxable scholarship (in 2025) and still pay no income tax. 

Thanks very much, Marilyn.  We were able to work around our issue, although I'm surprised there is not better Turbo Tax documentation, or a disclaimer,  especially if this is something that the IRS could check mechanically. That said, the IRS documentation did not seem to address the scenario. Also, we were able to enter a 2026 "Date left".      

You can try the steps listed below to resolve this.   Click on Search at the top right of your TurboTax screen Type Form 1099-R in the search box and Enter Click on the link that says Jump to Form 1099-R Your screen will say Your 1099-R Summary. Click on the pencil icon next to the Form 1099-R you want to edit Make sure that the IRA/SEP/SIMPLE Box is not checked on the Form 1099-R input screen If you have an additional code such as B2 try entering them as "B" in the first code box and "2" (or whatever the other code is) in the second code box, rather than trying to combine them as B2. You will have to check the box that says I have more than one value in Box 7 Continue through the TurboTax screens until you see the screen that asks "Was this a distribution from a Roth IRA?" you must answer NO.(as this is a Roth 401K plan and not a Roth IRA) Continue through ALL of the rest of the follow-up screens  Run the final review again.   If this does not help the best way to fix this would be to delete that form 1099-R and enter it manually.  Make sure you are answering the ROth IRA question No.   If you are using TurboTax Online you can delete your Form 1099-R as follows: Go to "Tax Tools" in your left panel of your TurboTax screen, then  Select "Tools" and  under "Other Helpful Links"  select "Delete a Form."  This will bring up all of your forms and you can click on "Delete" next to the Form "1099-R" that you want to delete.  If you are using TurboTax Desktop, you can delete your Form 1099-R as follows:  Click on "Forms" on the top right of your screen to bring up  "Forms Mode"  Choose your "Form 1099-R" from the list of forms in the left panel of your TurboTax screen Use the "Delete Form" option at the bottom of your Form 1099-R that is displayed in your right panel of your TurboTax screen Select "Yes" to confirm the deletion of this form   You can get back to your Form 1099-R screens in TurboTax as follows to re-enter your Form 1099-R: Click on Search at the top right of your TurboTax screen Type Form 1099-R in your search box Click on the link Jump to Form 1099-R You will be able to re-enter your Form 1099-R on the following screens Make sure to answer all of the follow-up question   For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"    Please return to Community if you have any additional information or questions and we would be happy to help.   

One frequent problem, I've seen in this forum,, and it carries over from last year, is that TT has allocated $10,0000 of expenses to the tuition credit, instead of the more appropriate $4000 (or $0 if you  are not claiming the credit).  In the past, TT provided a screen  titled  “education expenses used for a tax credit”. It was usually prepopulated (often with $10K). You could change it for the amount you want to allocate to the ed credit. So far, this year, I haven't found that screen, even after recent updates. If you don't get that screen, you can check the student information worksheet. You can manually change it there (line 18). Make the change in the first column, on the left. It was line 17 prior to 2025.   But, I agree with @MinhT1 , your best bet is to just delete the 1099-Q. 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. 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." 

Yes, you may record these as medical facility fees.   IRS Publication 502, page 10, states:   You can include in medical expenses the cost of meals and lodging at a hospital or similar institution if a principal reason for being there is to receive medical care.

Déclaration de salarié. Si vous importez vos données de l'ARC, vous pourriez avoir certains accrochages et ne pas pouvoir utiliser un logiciel de salariée. Entrez vos donneés manuellement pour 2025.    Merci de choisir TurboImpôt

As Mike noted above, there is a Part V on form 8959. This part calculates what the withholding for Medicare should have been.    If it turns out that there was over withholding between you and your spouse, then the excess is applied to line 25c on form 1040. That is, the over withholding is just applied to your income tax, so you are not out anything.

J'ai lu qu'il était possible de fractionner le revenu du conjoint différement au fédéral et au provincial. Cependant, Turbo Impôt semble fractionner toujours le revenu du conjoint dont le nom a été choisi sur le formulaire fédéral T1032. A quel endroit je pourrais faire un choix différent du revenu à fractionner selon que je suis au fédéral ou au provincial?

Yes. You should amend your 2024 return using Form 1040-X to correctly report the inherited IRA RMD and restore your Traditional IRA basis.   Since your 2024 Form 1040 Line 4b is blank, it means you did not pay taxes on that $2,305 RMD. Additionally, your Form 8606 used up $2,305 of your $8,000 nondeductible basis to cover that distribution.    This means that you paid for your RMD using your own post-tax basis. This is a mistake because basis does not transfer between inherited an IRA and your own IRA.   To avoid double taxation, once because you lost the basis for your future Roth conversion and again when the IRS realizes the RMD should have been taxable income, you should amend your 2024 return so that Line 4b shows the $2,305 as taxable. Also, you should correct your Form 8606 so that Line 2 (total basis) remains the full $8,000.   This error likely occurred because the inherited IRA was not correctly identified. If the Form 1099-R for the inherited RMD was not flagged correctly as inherited, or death distribution using Code 4 in Box 7 and if the "I inherited this IRA" box was not checked, TurboTax likely assumed it was a standard distribution from your own IRA. It then looked at your $8,000 nondeductible contribution and applied the pro-rata rule, shielding the RMD with your basis.   The activity appears both in 2024 and 2025 because in 2024, you made the contribution, establishing your basis of $8,000, but you performed the conversion in the 2025 calendar year. Form 8606 tracks that 2024 basis and carries it forward to ensure you don't pay tax on that $7,485 when you file your 2025 return.   Yes. It does matter if the conversion carryover is overstated. If your 2025 Form 8606 shows a conversion of $7,485 and uses $7,485 of basis, you have $515 of leftover basis. The $515 remains in your Traditional IRA as basis for future years. If you report $0 basis, you lose the ability to withdraw that $515 tax-free in the future. If, on the other hand, you tell them you have $8,000 left, you are claiming a basis amount you have already partially used.