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@DaveF1006 I'm not sure if I'm doing this right because a) the instructions direct me to an item titled "Online" in the top menu bar, which does not appear in my version of TurboTax; and b) the item I did click ("Send file to TurboTax agent" from the "Help" in the top menu bar) did not return a 6-digit token number. But it did return the following number: 64197366-00725704. I hope that works. Let me know.   P.S. looking at this message after I posted it, I don't see the token number I posted. I'm hoping you can see it anyway. If not, let me know and I'll try again.

Follow these steps to delete the Form 5329: From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.     

what a scam!  If you can't uncheck it, Turbotax is forcing people to pay for this useless feature, because it takes too much effort to start the tax return over again to remove this option.  What a scam TurboTax.  This should be a button you can select or unselect!!

The solution is to enter the full amount for the RMD from box 1 then on next page be sure to select  The entire distribution applied to ..... Option Then did you get periodic distribution... YES On next screen Did you start getting these payments in 2025 yes or no as applies to you.  

Hello, I'm a little confused.  I've seen on other places online that when it's under FMV to a relative you can deduct expenses up to, but not over income to offset income.  For example, I'm in this situation renting to my niece under FMV and paying for lawn maintenance. Am I not able to offset my income from the rental by the amount I've paid for lawn maintenance?

Based on Ohio tax guidelines, your Roth conversions, even if done in early retirement before age 55, generally qualify as "received on account of retirement" for the Ohio retirement income credit (or potential retirement income deduction) because they originate from qualified, tax-deferred retirement accounts, such as a 401(k) or traditional IRA.   The crucial element under Ohio law is that the funds originated in a qualified retirement plan or account, which you are withdrawing/converting after your retirement or permanent separation from employment.

The 1099-Q (Education Savings Account distribution) needs to be offset by the Education Expenses entered in the federal tax section (the program will think Line D is an orphan if they're not linked).   Open or continue your return. Under Federal tab, Click on Deductions & Credits. Scroll down to Education, and Click on Start/Revisit next to Expenses and Scholarships (Form 1098-T). Make sure you have entered your 1098-T (tuition statement... or manually entered the student's expenses). Proceed through the "Education" interview, and look for "Did you use your 529 plan to pay for any of these expenses?" or "Did you receive a 1099-Q?"  Answer "Yes" (this will link the two forms). You will then be asked to confirm how much of the distribution was used for room, board, and tuition. The program is trying to determine if your 1099-Q distribution is taxable.  For example: if $10,000$ came out of the 529 plan, but the Education Expenses Worksheet only shows $8,000 in costs, the program doesn't know where to put that remaining $2,000 (which might be taxable).