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It's possible that you've zoomed in or zoomed out too far in your browser, to be able to access the scroll bar correctly; try pressing Ctrl+ or Ctrl - on your keyboard to see if this is your issue (on Mac, this may be Cmd+/-)    If you're on the mobile app, the above instructions would involve pinching in or out to zoom in and out, respectively.    General FAQ troubleshooting practices for issues with TurboTax Desktop: To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) Alternative steps for Mac users.   If you use TurboTax Online, you can try these troubleshooting tips:   Check ‌your browser's settings. (Clear your Cache and Cookies) Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge  Or, Try using a different web browser to login and complete your entries.  If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.

Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion (unless your income is too high).  The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the distribution is qualified, so 40% of the earnings are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $15,750 of taxable scholarship (in 2025) and still pay no income tax. 

The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

Even though ‌capital gains  appear combined on the 1040, the lower tax rate for long-term gains is still applied behind the scenes from the worksheet you completed.    Schedule D combines the totals to arrive at total taxable income on Form 1040, but then applies a separate capital gains tax calculation worksheet that taxes long-term gains at lower rates. You can switch to FORMs view and open the worksheet to verify the rates. 

Sorry--you do not have direct access to forms or schedules with online TurboTax until you pay your fees.   Until you pay your fees you can only preview Form 1040 and Schedules 1, 2, or 3.   If you want to see other forms and schedules before you e-file:   https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/00/26244  

To see what is causing your return to be rejected and find out how to fix it:   Sign in to your account Select the Fix my return button Follow any “fix it” instructions to update the information causing the rejection.   What does my rejected return code mean and how do I fix it? A common reason returns get rejected is when the IRS can't confirm your identity based on the AGI from the previous year.  If this is the case, you can correct your last year's AGI and e-file your return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return If you need to find your last year's AGI, see the TurboTax help article below:   How do I find last year's AGI?  

If the HSA contributions were reported on your W-2 in box 12 with code W, then they will not show up on Form 1040 Schedule 1 line 13.  The contributions reported through your payroll are already funded with pre-tax money and cannot also be deducted on your return.  If you made the HSA contributions yourself, outside of your payroll at work, then the contribution can be deducted because it was made with after-tax money.   Be sure that when you go through the HSA section of your return that you see onscreen the amount that was reported on the W-2 in box 12.  The HSA contributions will be reported on Form 8889, which also confirms that you were eligible to make the contribution based on your High Deductible Health Plan (HDHP) coverage for the year.   As for the difference between last year's return and this year's, take a look at the 2024 Form 1040 Schedule 1 line 13 to be sure whether the HSA contribution was actually deducted in 2024.  If it was and it was also reported on your 2024 W-2, then you should amend the 2024 return to remove that deducted contribution.     @user17747191160 

To enter rental income, expenses and rental asset depreciation - Click on Federal Taxes (Business using Home & Business) Click on Wages and Income (Business Income and Expenses using Home & Business) Click on I'll choose what I work on Scroll down to Rental Properties and Royalties On Rental Properties and Royalties (Sch E) , click on the start or update button

If you earned Airbnb income under $20,000 and didn't receive a Form 1099-K, you should still report the income on your tax return. The IRS requires you to report all rental income regardless of whether you get a 1099-K or not.   To report your Airbnb income under $20,000 without a 1099-K in TurboTax online, follow these steps: 1. Go to the Federal section, then select Wages & Income. 2. Scroll down to Rental Properties and Royalties (Schedule E) and select Start or Edit. 3. Enter your Airbnb rental income as gross receipts. 4. Add any related expenses (cleaning, maintenance, supplies) to reduce taxable income. This method correctly reports the income without needing a 1099-K.  

If I don't enter something somewhere, turbo tax will automatically add a TPA credit that I should not qualify for based on the HRA received. So, something has to be entered to balanced out the 1095 A information.

In TurboTax Online, you should see the version Premium in the upper left hand corner of the screen.   In TurboTax Online Premium, you may enter the IRS form 1099-B to Schedule B by following these steps:         Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Let's find your account, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue. @fsgerson0715 

You can file a joint return, even if your spouse had no income for the year. Make sure all of your spouses W-2 and 1099 income forms are included in the return before you file.    To change your federal filing status to Married Filing Jointly using TurboTax Online: Go to the Personal profile screen, and under Your info select your name, then select Revisit. Continue until you reach the About your household screen. Under Married, change the selection to Plan to file jointly. Select Continue and follow the instructions.   TurboTax FAQ 

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2022 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2022 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2022 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.   If filing the 2022 tax return for a tax refund, the envelope must be postmarked on or before April 15, 2026 or the refund will be forfeited.