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WOW! I thought I had to report it - Thank you so much! So I leave all of the tuition and room and board expenses under the deduction section but I can delete the 1099Q from the income section - thank you so much!  

Form 1099-MISC, Box 3 "Other Income" is generally not considered earned income and is typically not subject to self-employment tax. Instead it is reserved for items such as rents, royalties, prizes and awards and is reported as "Other Income" on schedule 1 of Form 1040.   However, If the 1099-MISC is attributable to your trade or business, it must be reported on a business return, such as Schedule C or Schedule F. If that business activity results in a net profit, that net profit is considered earned income. 

Why?.  TT has false advertising on the package for TT Premier Tax Software.  The column for "Calculates fair market value and deducts charitable donations" is boldly checked for TT Premier and not for Deluxe.  This brings up the question of credibility of TT for me.  Is my financial information safe with Intuit Turbo Tax?

What PIN number you are mention?   There's two different types of PIN numbers. The IRS issued IP PIN (Identity-Theft Protection PIN number) which is 6 Digit PIN issued every year by the IRS in order for you to file electronically, and the Signature PIN number. The signature PIN number is a 5-Digit number used as a signature.  If your Tax return was rejected due to a missing IP PIN, you should have received a letter from the IRS with the 6-digits number, or you can create an account on the IRS website to retrieve it.  Get an identity protection PIN (IP PIN)   To enter the IP PIN From your TurboTax main screen locate Uncommon Situations.  Select the sub-topic "Identity Protection PIN," and click Start.   If you ‌mention the TurboTax PIN, you can't get it back. Instead, use your last year Adjusted Gross Income (AGI) to verify your identity.   Open the link below to see how to get your last year's AGI How do I find last year's AGI?  

To generate Form 3568 in your California state return, go to State >> General Info. Work through the interview until you see the question "Do you have a dependent you didn't claim on your federal return?" Answer yes to this question and follow the interview to provide the necessary information. Be sure to check the box for "was not eligible for an SSN or ITIN" and choose the correct county of residency.

You may be reporting an Office of Personnel Management CSF-1099-R.   The tax free amount previously recovered is the difference between box 1 and box 2a on your 2023 and 2024 Federal 1040 income tax returns.  The questions at the screen Annuity information will compute the amount of box 1 which is taxable.   Click the ? to the right of Death benefit exclusion for more information.  It states (in part):   Death benefit exclusion If you are the beneficiary of a deceased employee or former employee, the amount paid to you by (or on behalf of) an employer because of the employee's death may qualify for a death benefit exclusion of up to $5,000. It does not apply to distributions from IRAs.  

I have done this but my holdup is the cautionary note TurboTax shows that says the figures on the tax return have to match the figures on the 1099-B, which they now don't.  I'm assuming a lot of automation is used to detect whether the figures match or not and may kick the return out.  If a person were reviewing it, they would see Box 14 on the W-2 has a V and the amount that was added to the total W-2 income for which taxes were taken out.  But as understaffed as IRS is.....  Am I overthinking this?   Lillian

If you have a Form 1099-C (Cancellation of Debt) related to a 2011 bankruptcy, you must use a TurboTax Desktop program (Home & Business or Premiere) to properly file with Form 982 and exclude your cancellation of debt from your taxable income.    The TurboTax Desktop version allows you to go to "Forms Mode" to enter the bankruptcy exception, which is necessary for debt discharged in a Title 11 bankruptcy. To get to Forms Mode, you will click on Forms at the top tight of your TurboTax screen. Your forms from you tax return will appear in the left panel of your TurboTax screen .    To switch to a desktop  program in TurboTax you can see this article: How do I switch from TurboTax Online to TurboTax Desktop?   The IRS has very strict rules for determining whether canceled debt is taxable or not. This is a very complex issue and you should consult a tax professional if you are considering filing Form 982 to exclude of your taxable debt.    The exceptions to determining a canceled debt as taxable include: Debt discharged under Title 11 bankruptcy (including chapters 7, 11 & 13) Canceled debt was on qualified farms and real business property Debt was canceled due to insolvency (to qualify, you must demonstrate your total debt exceeded the Fair Market value of all of your assets right before the debt was canceled. Use Insolvency Worksheet in IRS Pub 4681 to determine if you were insolvent)   You can easily get to the screens to enter your Form 1099-C in TurboTax as follows: Click on "Search" in the upper right of your TurboTax screen. Type "Form 1099-C" in the search bar Click on the link "Jump to Form 1099-C" Answer the follow-up questions regarding your discharged debt to determine if it is excludable. To get Form 982 to generate in TurboTax you will follow the steps listed below.  In your TurboTax Desktop, click on Forms to switch to Forms Mode In your left panel of your TurboTax Screen at the top right above "Forms in my Return" click on the open forms icon. Add Form 1099-C Enter your Form 1099-C information on Form 1099-C in your right panel of your TurboTax screen In your left panel Click on Canceled Debt Worksheet Complete the section that applies to you. If you are claiming insolvency, you will have to click on the QuickZoom button to complete the statement of insolvency Then select Form 982 in your left panel and complete the sections that apply to you You can then click on Schedule 1 in your left panel to make sure your debt was excluded  Click here for Guide to Debt Cancellation and Your Taxes  Click here for Instructions for Form 982     Click here for How do I enter a 1099-C?   Click here for How do I report excludable (non-taxable) canceled debt?   Please return to Community if you have any additional information or questions and we would be happy to help.

What documents did you send? The IRS letter asked for a completed form 5695 so I downloaded it from IRS website and am filling it out. I'll also send a copy of our receipt from the Amana furnace. Would that be enough?

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     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=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    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=m6guj526   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=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.  

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/     How to transfer last year’s return?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online