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You can't enter those 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... See more...
You can't enter those 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.    As others have said, 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 is off campus or 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." 
At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition". That will get you a screen, later, "Time to enter (stude... See more...
At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition". That will get you a screen, later, "Time to enter (student's name) educational expenses". Enter those expenses at "Optional books and materials from the school".     Do not enter room & board there. TT is working on the R&B entry, for 529 distributions. 
IRS forms does not report a form number 3840.   You may be referring to a state income tax form.   In TurboTax Online, you are able to remove the form by following these steps:   Down ... See more...
IRS forms does not report a form number 3840.   You may be referring to a state income tax form.   In TurboTax Online, you are able to remove the form by following these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right.
Follow these steps: The taxes should show on your w2 and be entered to match your w2.  While doing your OH return, your entry depends on where you live. Enter your actual school district or n... See more...
Follow these steps: The taxes should show on your w2 and be entered to match your w2.  While doing your OH return, your entry depends on where you live. Enter your actual school district or non-taxing district resident should be entered. You will select that you need a school district income tax return. Mark full year nonresident for the district listed on your w2. This will give you a refund.   City tax is different. You do pay city tax when you work in a city- but not the school district tax.
@beyobe  You didn't say what kind of loss.  Are you referring to capital loss carryover from 2024 from sales of stocks, bonds, mutual funds, etc.?  If so, see this:   With your return open, go to... See more...
@beyobe  You didn't say what kind of loss.  Are you referring to capital loss carryover from 2024 from sales of stocks, bonds, mutual funds, etc.?  If so, see this:   With your return open, go to left menu column and choose TAX TOOLS, then TOOLS. In the Tools window choose the blue button TOPIC SEARCH. In the topic search line enter the phrase capital loss carryover without quotes. Make the selection in the results, and either double-click on it, or click GO. Next screen:  "Do you have investment losses you couldn't claim last year?"  Also watch the video you are presented there. TIP:  You'll need to have your 2024 tax return present to answer the questions.
I would use "Household goods and clothing".  Personal property or Other would work as well.  For valuation method select "present value" (it is the same as Fair Market Value) which is typically the p... See more...
I would use "Household goods and clothing".  Personal property or Other would work as well.  For valuation method select "present value" (it is the same as Fair Market Value) which is typically the price you paid for the item at the grocery store. 
It has been fully resolved. The issue was my local network access which was turned off. That was the reason why I couldn’t see my import file. Thanks!
Thank you for the info - the link doesn't apply because we are still both on the deed, but it may help someone else. Thanks again!
This issue is occurring  for some when trying to file and pay TurboTax with your refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay... See more...
This issue is occurring  for some when trying to file and pay TurboTax with your refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.
Have to use the web as Turbo Tax for 2025 does not support Windows 10. You only find this out after buying the product. Used the product to file for a few years with no problem.
As Thomas said, make sure you identify the specific cost basis for each of the shares redeemed (800 in total, in this case) from the fund. That way, you can calculate the exact gain/or loss on the sa... See more...
As Thomas said, make sure you identify the specific cost basis for each of the shares redeemed (800 in total, in this case) from the fund. That way, you can calculate the exact gain/or loss on the sale of each of these individual shares, in sum.   The IRS requires exact and consistent cost basis tracking to be used at the time of redemption for short term and long term capital gain reporting on the 8949. For example, let's say you purchased the 800 shares in total on 2 separate dates at two different price points, 300 one day, and 500 another day later in the year, leading to 2 sale lots: [original cost of each share x 300] = Lot 1 basis [original cost of each share x 500] = Lot 2 basis  Lot 1 basis + Lot 2 basis = your total cost basis for the 800 shares sold in your partial redemption from the fund. This will lead to an adjusted gain/loss calculation, which factors in an exact basis number against the total sales proceeds. The tax cost basis on the shares sold will be identified and reported to you from your brokerage, using a method such as FIFO (First In First Out), specific identification, or Average Cost. You must use the same costing method in your individual tax return Form 8949 that your brokerage used when they reported the sale to you on your 1099.   You can learn more about the tax treatment that you have elected with your brokerage by checking out the 'Special Rules for Mutual Funds' section in IRS publication 550 Investment Income and Expenses.  Note that original cost basis per share will be adjusted if additional factors apply such as as purchase commissions, fees, or organizational actions like stock split(s) or return of capital. Combined, these will be your adjusted basis per share - see more in IRS Pub. 550 above. @br1634 
You may initiate the process to open a Trump account, Form 4547:   If your tax return lists, as a dependent, the child who was born in 2025, and You proceed through the FILE screens of eithe... See more...
You may initiate the process to open a Trump account, Form 4547:   If your tax return lists, as a dependent, the child who was born in 2025, and You proceed through the FILE screens of either TurboTax Online or TurboTax Desktop. The Trump Account program does not begin until July 2026.   Certain dependent children are also eligible for a Trump account to which you are able to contribute.   For more information, see this article.   See also this IRS website.  
In the HSA section, when TurboTax indicates that you had a $2,792 excess contribution just indicate you had $2,792 of contribution returned.  If the excess was contributed through your employer, Turb... See more...
In the HSA section, when TurboTax indicates that you had a $2,792 excess contribution just indicate you had $2,792 of contribution returned.  If the excess was contributed through your employer, TurboTax will add this amount to your income by including it on 2025 Schedule 1 line 8f.  There will be no penalty on Form 5329.   As for the $18.53 of interest, because the distribution occurred in 2026, the interest will be reported on a code-2 2026 Form 1099-SA that will be taxable on your 2026 tax return.  You will only receive a 2025 Form 1099-SA for the distributions you received in 2025, presumably used to pay qualified medical expenses.
What state(s) do you have attached?  The IRS and most states do not require you to enter any document numbers.   Try to go back and select the option ''I don't have a DL''.   
The $6,000 Enhanced Deduction for Seniors is reported on IRS Schedule 1-A Part V lines 31 through 37. The additional deduction is automatically included in your tax return when you complete the perso... See more...
The $6,000 Enhanced Deduction for Seniors is reported on IRS Schedule 1-A Part V lines 31 through 37. The additional deduction is automatically included in your tax return when you complete the personal information section of TurboTax and enter your date of birth and filing status.  There are other qualifications.  See here.    Deduction for Seniors New deduction: Effective for 2025 through 2028, individuals who are age 65 and older may claim an additional deduction of $6,000. This new deduction is in addition to the current additional standard deduction for seniors under existing law. The $6,000 senior deduction is per eligible individual (i.e., $12,000 total for a married couple where both spouses qualify). Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers). Qualifying taxpayers: To qualify for the additional deduction, a taxpayer must attain age 65 on or before the last day of the taxable year. Taxpayer eligibility: Deduction is available for both itemizing and non-itemizing taxpayers. Taxpayers must: include the Social Security Number of the qualifying individual(s) on the return, and file jointly if married, to claim the deduction. The total of IRS Schedule 1-A may be found on line 13b of the IRS form 1040.   In TurboTax Online, you may view the IRS form 1040 by selecting Tax Tools, then Tools, then View Tax Summary down the left side of the screen.   You may also print or view your full tax returns prior to filing after you have paid for the software.    View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return.