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Scholarship income should be listed on the 1098-T, box 5, an informational form, not a tax form.  If you did not receive a 1098-T, go through the education section and mark that you received scholarships. The program subtracts tuition and fees from scholarship income to get the taxable amount. A little tweaking is needed when also claiming the education credit by the parent or student.

I am in the same boat. I just finished my taxes and I got charged for two things. I got charged for TurboTax Online State 2025, which I already expected, and then I was charged for the upgrade that I said no to. How am I able to get that money back since you aren't able to talk to an actual person with these situations?

Oh, now I see others have run into this issue.  I'm not a tax expert, but by my interpretation that box should be checked.  To see this erroneous return generated after you pay for the product with no means to resolve is so frustrating  😠 https://ttlc.intuit.com/community/taxes/discussion/1040-5a-rollover-checkbox-unchecked-with-1099-r-code-g/00/3811079 https://ttlc.intuit.com/community/taxes/discussion/2025-form-1040-line-5c-rollover-not-checked/00/3836464   I don't think I'll be going back to turbotax after this one..  seems clear to me its improperly populated my tax return.

I have a few points to clarify as I find your response doesn't fully address the questions that I asked. First, I am using the desktop version, NOT the online version of TurboTax. Second, the husband's and wife's are being prepared in the same file (.tt25) Third, factually, they are CO-OWNERS at 50% each, NOT a partnership. Fourth, I am using the forms method, not EasyStep.   Based on the above: 1) I don't see any box labelled "Transfer to Spouse" on the T776 form in TurboTax. Where is it on the T776? Or is this in only in EasyStep , or not on the desktop version at all? 2) If the "Transfer to Spouse" box is not on the desktop version, and if I have selected "co-owners" on the form AND fully entered the information in PART 2 of the form ("Details of Co-owners and Partners") including "Percentage of ownership" at 50%, Line 2 on T776 is not changing to the proportional amount for each taxpayer. Should it? 3) Or, must I also enter 50% in PART 1 under "Your percentage of the partnership"? While this does change Line 2 to the correct proportional amount, it seems incorrect to enter 50% here as it is NOT a partnership (it is co-ownership). Please advise.   Thank you.

Yes, you should amend your return to change your filing status to married-filing separately or Head of Household if you qualify for that. It may result in you owing taxes as there are different tax rules for different filing statuses. If you file as married-joint, you would need a tax identification number for your spouse. I can't advise you on the process of waiting on acquiring a tax ID number as opposed to a social security number, accept to say it would be best to amend your return before the IRS makes an inquiry regarding that.    

No. You cannot claim those 2025 payments because the IRS mandates that the Energy Efficient Home Improvement Credit must be claimed in the tax year the equipment was "placed in service" (installed), regardless of when you actually pay the bill.    Since your insulation was installed in 2024, the tax benefit belongs to your 2024 tax return. If you did not take the credit last year, you can file an Amended Return (Form 1040-X) for 2024.

Vérifiez dans votre dossier électronique de l'ARC si vous avez un autre T4. Cette situation peut se produire lorsque vous changez de taux de cotisation d'assurance -emploi.  Se connecter à son compte de l'ARC   Le montant total est sur votre Relevé 1, et vous avez soit un T4 amendé ou un deuxième T4. Si vous avez un deuxième T4, vous pouvez additionné les montatns de vos deux T4 pour en entrer seulement 1 qui correspond aux montants de votre Relevé 1.   Si vous n'avez pas un autre T4 dans votre dossier électronique, clarifiez la situation avc votre employeur.   Merci de choisir TurboImpôt

Just to clarify, the advice you got from TurboTax was technically correct, but it may have been confusing in this situation. Here’s how to handle your pensions and IRA.   Since you already took the IRA distribution in September 2025, you must report it now. You cannot "ignore" it until next year because the money was physically moved in the 2025 calendar year. When TurboTax asks how much of that distribution was an RMD, you enter the amount that was required for 2025. Usually, an RMD requirement is listed on a disclosure statement or you may need to contact the IRA custodian to find out what the RMD requirement was for the year.   As far as the two pension distributions, the pension is a steady stream of payments mandated by the plan, it automatically satisfies the RMD requirement for that specific account.   Do you need to calculate an RMD for a pension? No. Is it reported as an RMD in the software? Generally, no. In the TurboTax interview, when it asks "Was this a Required Minimum Distribution?" for a standard monthly pension (1099-R), you should typically answer Yes, but then when it asks how much of it was an RMD, the answer is all of it. The "April 1" Rule: This does not apply to monthly pensions. Since he is already receiving the payments, the "distribution" is happening automatically. You simply report the 1099-R as it is written.            

Since you are using the desktop version, you can switch over to Forms mode. Look for the red exclamation marks and pink error boxes. You can check those boxes to correct things.   Some boxes allow entry while others require you data source (right click on windows) to find the original entry box. An override can prevent e-filing and will void the accuracy guarantee but the boxes you mention do not include those issues.