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If you already filed your tax return, it is your own choice to take a copy of the return to your accountant--or not.  If you have an accountant who keeps track of your finances, it would make sense to provide them with a copy of your self-prepared 2025 return.   You can print a copy of the return https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0  

The people worksheet does not have an affect on the Lifetime Learning Credit.  As you stated, this is a new worksheet.  If you are not getting a credit, are you sure you qualify.  A graduate student would generally not be eligible for the American Opportunity Tax Credit, but they could be for the Lifetime Learning Credit.  However, this credit is limited by your tax liability.  So, if you have $0 in tax liability, you would not be able to claim this credit and would not see the credit on form 8863.    The personal info worksheet, student info, form 8863 and schedule 3 are all working fine which is what is important.  Please check your return for these forms to see if you have numbers on these forms. If you are getting an error when you go to the review section, please go back through the dependent section for that student and double check your answers.  Also, go back through the 1098-T section.  This should resolve any errors that are showing up.     If the above does not resolve your issues, please send the diagnostic as per instructions above so I can take a deeper look at your return.   

What I find most disturbing is (in addition to their intentional decision to not support Windows 10) is this import issue was first reported way back in December and it still is not fixed. That suggests to me they made another intentional decision to NOT support their customers. And worse, in this case, their returning customers. Really sad. 

Since you already filed the original, the amended form just adds the corrected income into the total. A simple method for the amended return: Open to federal income section scroll to the bottom / show less common income Locate Miscellaneous Income, 1099-A, 1099-C, Start Scroll to the bottom Other reportable income, Start Other taxable income? Select YES Description  - whatever you want to say, NY inflation refund Amount, enter your amount  Continue

I am trying to log in to my TurboTax account for the second time, and when I put in my activation code, it shows  "Something's not right, try re-entering your code." Why doesn't my activation code work?  

Are you getting an error on Where's My Refund? Make sure you are entering the correct Federal refund amount and not the combined Federal and State refund. Also make sure you are entering your full federal refund amount, not the amount you would get if you had fees taken out.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

If your father completed 2/3 of his RMD prior to passing away, the remaining 1/3 becomes the responsibility of the beneficiaries. Because the IRA was split three ways, the remaining amount if divided among the three sons.    Note: Your father should also have a 1099-R for his 2/3 share, which must be reported on his final tax return. You and your brothers should each receive a separate 1099-R in your own names and social security numbers for the portions you withdrew.   If you are one of the two brothers who took your distribution, follow these steps in TurboTax to ensure you aren't taxed on your father's or brothers' shares:   Return to your 1099-R entry by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made Note: Box 7 should have Code 4 for an inherited IRA, as well as the IRA/SEP/SIMPLE box checked Ensure you selected, I inherited this IRA, Continue Enter the information about from whom it was inherited, Continue Answer the, "Did you have nondeductible contributions for this IRA?", typically "No", Continue Year when the person from whom you inherited IRA was born, Continue Next, "Let's get more information about your RMD", enter only the distribution amount on your Form 1099-R, Continue Next, select, The entire distribution applied to the December 31, 2025 RMD, Continue Next, in the Review your 1099-R summary, Continue (not the pencil) Continue answering the questions Next, when you see "Let's go over any required minimum distributions (RMD), select Continue (not the pencil)   Since your father was already taking RMDs, you must generally empty this inherited account by the end of the 10th year following the year of his death. Because he had already started RMDs, you have also be required to take annual distributions during years 1-9.

I may have done something wrong, but TT treated my entire withdrawal as income on the 2210 and State 2210A instead of just the gain from the sale. This caused a significantly higher penalty since i paid the tax in April. 

The IRS allows this deduction, but they want to make sure the person receiving the money is also reporting it as income. You will need:   The Seller’s Full Name. The Seller’s Mailing Address. The Seller’s Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). If you don't have their SSN, check your original closing documents or the promissory note. If it’s not there, you’ll need to ask them directly. If they refuse to provide it, you can still file, but you may have to attach a statement explaining your "due diligence" to get it to avoid a $50 penalty. Once you have this information, here is how you enter it.   Log in to TurboTax and open your return. Click on the Federal tab in the left-hand sidebar. Click on Deductions & Credits at the top. Scroll down to the Your Home section and click Start or Revisit next to Mortgage Interest and Refinancing (Form 1098). TurboTax will ask, "Did you get a 1098 for your mortgage?" Select No. The next screen will ask for the name of the lender. Enter the Seller's Name. You will then see a screen titled "Do any of these uncommon situations apply to your loan?" Check the box that says: "The seller is financing this loan and we didn't receive a 1098." Finish out the section.      

I checked the box for permanently and totally disabled. Once the box is checked, the amount due on my return drops instantly. You seem to be having another issue.   A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the state information worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the state information worksheet Save your return while closing the program. Update the program Open Enter the information again. If you still are not able to get the credit, you need to contact support.

yup looks like originally entered it as a recharacterization to a Roth contribution which will trigger the excess   if you got to No to that question on recharacterization (and zero'd out the amounts - sometimes TT gets confused) this should resolve the issue; you should see the contribution on line 1 and then 8606 will pick up the conversion from the 1099-R.  if you see asterisks on the 8606 amounts that means it's using a different worksheet.  you should end up with $8 taxable on your 1040.