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After entering the expenses for the first college, you will be asked if you attended another.  Answer yes, and enter those expense separately. TurboTax will add them together to calculate your tuition credit.   Yes, you must have 1098-Ts from both schools or answer that you qualify for an exception. You qualify for an exception if you attended an eligible institution.    Many schools no longer mail out the 1098-T.  You obtain it from your school account, on line.  To be eligible for the tuition credits, the course must be taken at "an eligible institution". The school should be able to tell you if it is an eligible educational institution. In general, an eligible educational institution is an accredited college, university, vocational school, or other postsecondary educational institution, including accredited, public, nonprofit, and proprietary (privately-owned, profit-making) postsecondary institutions. Additionally, in order to be an eligible educational institution, the school must be eligible to participate in a student aid program administered by the Department of Education. If they issue a 1098-T they are probably an eligible institution. Enter your school at the link below, to see if it's on the dept. of education list.    https://www.savingforcollege.com/eligible-institutions   

Please take a look at the following IRS information about how to obtain your IP PIN once you have enrolled to get one.  The PIN can be obtained online or in person.   Get an identity protection PIN (IP PIN)  

@mssrleong    Just go ahead and indicate the box 1 $$ amount as the RMD.   Even for regularly-paid pensions, there is an RMD, but the pension plan has already pre-determined and used the correct amount.  Thus, your full gross in box 1 of that 1099-R is the RMD.

No, you cannot file a second return after you have filed with H&R Block.   Since you have another W-2 to include with your return, you will need to amend the return that you already filed.  This will include the second W-2 with your return and take that additional income and withholdings into account.  Your kids will still be listed on the tax return.  If you filed in a tax office, you should go back to that office to have the amended return done.  If you filed it yourself, the easiest thing to do is to use the same software to amend the return.  Or, you can get your tax data file and use TurboTax to create the amended return.   It takes 8 to 12 weeks to process an amended return after it is filed.

The Health Savings Account (HSA) section of TurboTax includes information about distributions from your HSA as well as contributions to the HSA.     Use the following steps to go to that section of your return:   Go to the Deductions & Credits section Scroll down to the HSA, MSA section Click Start or Update Be sure to check the box that you have an HSA account Go through the screens asking about receiving Form 1099-SA reporting distributions Next, you will be asked about  contributions  that were made to your HSA, either by you or through payroll deductions.  (This box is just below the amount that was reported on your W-2 in box 12 with code W)

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Yes, you can claim the newborn as a dependent if they have a Social Security number.   Note - A child born in 2025 is deemed to have lived in your home for the entire year.   To be a Qualifying Child - 1. The child must be your son, daughter, stepchild, foster child, brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them. 2. The child must be (a) under age 19 at the end of the year, (b) under age 24 at the end of the year and a full-time student or (c) any age and permanently and totally disabled. 3. The child must have lived with you for more than half of the year. Temporary absences while away at college are considered living with you. 4. The child must not have provided more than half of his or her own support for the year. 5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child. 6. The child must be a U.S. citizen or U.S., Canada or Mexico resident for some portion of the year. 7. The child must be younger than you unless disabled.