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Thanks for the reply, but this doesn't help me... I need help with the process of inputting it into turbo tax STEP by STEP, because I've read varying methods of doing it but still don't have a clear method. Also, like I said, I filed before adding in the inflation check into my returns, so I have to amend and I need the steps on how to add the $200 with this in mind. 

@user17755792518 , absolutely agreeing with my colleague @DaveF1006  for a very definitive way to ensure proper entry of data, I just wonder about a more basic information about the situation.  You mentioned this is an  "hourly employee / wage earner ".  1.  Thus my question is     did the person get monthly / periodic  pay stub or just got paid ( but with no paperwork ) ? 2. Did the payor/employer withhold  taxes  -- federal, State and FICA ? 3. What type of work was the "person" performing ?   I ask because there are many situations where the  worker  considers himself/herself to be an employee  and gets paid periodically but the "employer" considers the worker as  hourly non-employee -- rightly or wrongly.   Withholding taxes is generally a reasonable  marker that the "employer" considers the worker  and "employee" and not a "gig" worker.  However, the "employer" is still supposed to provide some documentation -- W-2  pr 1099-NEC  etc.     

There is a second and rather opposite approach to this based on my testing. In summary, using @Hal_Al 's excellent workaround:   Approach 1: (this is what I initially did) In the step-by-step interview section, enter the credential program expense in the tuition field ($2,500) Then go to the "ESA/QTP Wks" and enter the credential program expense = 0 (the pink field of the image I posted earlier)   Approach 2: (opposite of above) In the step-by-step interview section, leave all expenses blank. Then go to the "ESA/QTP Wks" and enter the credential program expense = $2,500 (in the pink field of the image I posted)   End result of both approaches is the same. But you have to do one or the other and not both. Hope this helps others. Most likely by the time someone needs this info, TT has redesigned this section.

Thanks @Vanessa A @ThomasM125 wouldn't I would report the rental income of $2000 and rental expenses of $2000, effectively making it $0 tax liability? I did not live in the unit at all during the year and sublet it the entire time (but am not the owner of the property).    Why would I report just the months I made a profit and not account for the losses? 

Thank you very much for your input. we were able to absorb the additional cost and went ahead and Efiled knowing we can amend the tax filing when the investigation is completed. troubling situation as we had know Idea this happened until the point of filing. We've updated the FTC DHS IRS and worked with the healthcare.gov to track down the broker and license used. 

Without being able to compare your return from last year to this year, it is hard to say for sure.    If your employer withheld less tax from your paychecks throughout 2025, you received that money "upfront" in your take-home pay rather than waiting for it as a large lump sum refund.   To see exactly where the money went, compare your 2024 and 2025 returns: Select Tax Tools > Tools from the left menu. Select View Tax Summary. Compare the following lines to your 2024 return: Total Income: Did your earnings increase? Total Credits: Is this significantly lower than last year? (Check Schedule 3 and Form 8812). Total Payments/Withholding: Did you pay in less through your employer?

More info:   When choosing "Wells Fargo" we get further than choosing "Wells Fargo Clearing Services", the second option giving the error message and the 1st option getting to where it seems to work but does not actually give us the actual data imported, but it does send us an email each time saying we connected successfully, which is not true exactly, but at least there is some connection happening.   We did the LNA thing. We went back to chrome as a browser, we turned off ad blockers, and we are trying the other things given by the reply. if anything goes through I will reply again. 

In your case you will have to mail your return since you have not been able to verify your identity to be able to electronically file your return.    How do I solve my e-filing issue? How do I file my return by mail? @Ameille 

To delete form 1095-A in TurboTax Online, please follow these steps: Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center  page, click on Delete a form  A list of forms will appear. Locate Form 1095-A and click Delete next to it. On the next screen, click Delete Form

In your case you will have to mail your return since you have not been able to verify your identity to be able to electronically file your return.    How do I solve my e-filing issue? How do I file my return by mail? @Ameille 

In your case you will have to mail your return since you have not been able to verify your identity to be able to electronically file your return.    How do I solve my e-filing issue? How do I file my return by mail?

Thanks!  I had the same problem and found Turbo Tax to be completely worthless in helping.  Your solution to delete the "Social Sec" form and then go back to "update" Social Security income worked for me as well.  I spent two hours trying to get help fromTurbo Tax support.  Nothing they suggested worked!  So thanks for your solution!