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Did you purchase the Will Builder? I'm not sure you can purchase it after the fact, but you could call ARAG and see.    I'm Here is a FAQ: What's Will Builder by ARAG® in TurboTax?   When you purchase the Will Builder through TurboTax, you will receive an email from ARAG with the next steps. Please check your spam folder if they didn't receive it in your inbox.   If you have additional questions, reach out to ARAG directly. Here's their Contact Us page for assistance.

The calculations are all correct.     The $100 appears to be the donations made to the various causes from form I-330.   Your SC tax on line 10 comes from the SC tax table and matches what is on the tax table Your solar credit carry forward as per SC rules is 1/2 of your tax and is showing on line 13 of your SC-1040 Your withholdings are $320 less than your tax liability which is where the $320 comes from   Then on line 28, $100 is listed for total contributions from I-330, this increased your amount due to $420.     It appears as though the state is refunding your $100 for contributions.    You would need to contact them to see why. 

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

A non-passive loss carryover from Schedule K-1 would be entered in TurboTax during the Schedule K-1 interview.  Open your return and navigate to the list of K-1s in your return. Choose "Partnerships" and the K-1 you need to work on. Follow the interview and look for the page "Describe the Partnership" and check the box for "I have at-risk losses carrying over from 20XX." Continue to the page "Enter your at-risk carryovers..." with an embedded worksheet for Schedule K-1 At-Risk Limitations Allocation.  Enter your loss carryovers as negative numbers on the appropriate line from Form 6198 (if you have one).  On a subsequent page, you'll also see a table by year to allow you to report each year separately. Your entries must total to the amount you previously entered. Continue back to the list of K-1s to save your entries.

TurboTax (TT) can handle the situation where the benefiiary is not a dependent and has no educational expenses.    Enter the 1099-Q.  When asked who the beneficiary is, answer "Someone else". Enter the beneficiary's name when asked who the student is (even though there is no actual student). Click continue at the 1099-Q summary screen. Click the edit (pencil) symbol at the "Nondependent student information summary" screen.  You can leave the "school attendance" screen blank (or check anything). You will finally get an "Expenses" screen. Leave it blank (or enter 0 at tuition & enrollment fees).   The taxable amount (box 2 of the 1099-Q) will go on line 8z of schedule 1 with the notation "Qual state (or private) tuition prgm from 1099-Q". The 10% penalty goes on line 8 of form 5329.

Tho technically correct, the answer is misleading.  You CAN use QCD to reduce your taxes (if you are 70 1/2 or older): * Say you are withdrawing $50,000/year from pre-tax IRA for living expenses * Say you contribute $5000/year to a charity * You are paying, assuming 20% income tax bracket, $1000 tax on that $5000 of your withdrawals that went to a charity * IF, instead, you withdraw $45,000/year for living, and do a QCD to your charity, you have saved the $1000 in taxes that you would have otherwise paid on that extra $5000.

You would not include them on your 2025 taxes, but if you made a profit on the sale, you will report this sale on your 2026 return and you should make an estimated payment by June 15th to cover the    As to how much you will have to pay, depends on how long you held the property, your other income, your tax bracket and your profit.     You can use the IRS Tax Withholding Estimator to help you determine how much you should pay. 

Is this for state?  If so, which state?  If you do not own any business, then you may be able to delete the form that is asking you for the pass through entity tax.  But, it depends on which state and which form.  Please provide as much detail as you can.  It sounds like a question may have been answered yes instead of no. 

I appreciate your replies and information. Thank you. I have one last question, a family member with a similar but slightly different situation. They need to report all 1099–Q distributions as non-educational. Their child no longer lives at home, is not claimed as their dependent, has not been a student for over two years and therefore does not have a 1098–T. With the glitch with 529’s in TurboTax, how would they go about reporting the full distribution so that they can properly pay taxes on that amount? (They are using the online version only for the first time). I just want to be sure I’m sharing the correct information with them for filing.

@sureshbk After you completed entry of the SSA-1099 for the Social Security benefits received in 2025, there was a following screen asking you if you lived in any of the foreign countries listed.  If you selected Yes or skipped over this screen, the TurboTax program would not have calculated any taxes on your Social Security benefits entered on the Form 1040 Line 6a.  Resulting in a 0 being entered on Form 1040 Line 6b.

For most working interest oil producers, you would multiply your gross income by 15% to determine your percentage depletion.   More info from the OnDemand Tax Guidance within TurboTax:   Percentage Depletion Is calculated by taking a certain percentage, based upon the type of mineral, by your gross income from the mineral property during the year. Gross income includes the amount received for the minerals but not amounts paid for rents and royalties for the property. The deduction using this method cannot be more than 50% of your taxable income from the property without taking into account the depletion deduction. Percentage depletion generally does not apply to oil and gas wells.    Small Producers Exemption: Generally, small oil and gas producers and royalty owners can use percentage depletion at a rate of 15%. The deduction is limited to the lessor of your taxable income from the property without regard to the deduction for depletion, or 65% of your taxable income from all sources without regard to the deduction for depletion.   Depending on the purpose of the extraction, the depletion rate may be different, in a range from 7% to 22% (see 26 U.S. Code § 613 - Percentage depletion for a complete list). 

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

Please provide more details?  What is the erroneous number?  What should the number be?  What do you see wrong with it?   If it is medical expenses, remember they are only deductible for the amount that is over 7.5% of your AGI.