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There is no federal deduction for making a contribution to a 529 plan, so there is no place in the TurboTax (TT) Federal program to enter it.  TT will not be tracking your contributions.    Some states allow a deduction on the state return. If your state is one, it will come up in the state interview; usually in the "Here's how (your state) handles income differently" section.  If you state allows a carryforward, the TT state program will track that.    For a state list of eligible plans, see: https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-wort...

As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. This amount is reflected on Schedule 1A, Part V, Line 37 Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  For more information, see Deductions for Seniors.  

Answered at your other post.   https://ttlc.intuit.com/community/college-education/discussion/if-1098-t-was-received-but-taxpayer-is-claimed-as-a-dependent-then-no-action-needed-for-education/00/3880203

I could not find any way to enter my 2026 RMDs and my withheld taxes into a window.  After a lot of struggling with the entries, I finally realized that I was already overwithholding from the RMDs and would not owe any estimated taxes.  Another  year of this and I will stop using Turbotax after at least 20  years, dating back to using my dot matrix printer.

As BillM223 implies, the first-home penalty exception only applies to distributions from IRAs.  If the Form 1099-R provided by the payer does not have the IRA/SEP/SIMPLE box marked (and likely code 1 in box 7), your distribution is not eligible for this penalty exception.

Turbo tax is free for simple returns (like W-2 income, standard deduction, and limited credits). More complex items (self-employment, itemizing, rental income, etc.) require a paid version. Go here to see if you qualify.    

The 1098-T is only an informational document. The form or the numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means the parents are  eligible for a tuition credit or possibly the student has taxable scholarship income.    Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114

So this seems to work. 1) I entered the AZ credit donations as State Estimated Taxes Paid as an Additional payment in the Interview.   This entry shows up on AZ Tax Pymt Wks (Tax Payments Worksheet) on line 5, Additional Payments.   2) I overrode the Payment value on line 5 to 0/blank.   The value of the credit donations no longer shows up in AZ Form 140 line 53.   3) I created forms 301, etc as usual to claim the donation credit amount.   The Fed and State checks pass without complaints.  Unknown...  will my return be blocked from e-filing?   Can anyone see anything wrong with the approach?  

TurboTax makes it nearly impossible to create a Form 5329 Part IX under these circumstances, particularly with the online version.  My suggestion is to complete Form 5329 outside of TurboTax, then mail the form and, if you are not requesting a waiver, your penalty payment.   https://www.irs.gov/pub/irs-pdf/f5329.pdf https://www.irs.gov/pub/irs-pdf/i5329.pdf

Graduate students can use the loophole to claim the Lifetime Learning Credit. Increase the taxable income to leave room for tuition paid by you. Compare your results claiming different amounts of tuition paid and credit received against the change in income tax. A credit is a dollar for dollar reduction of your taxes while income is just a percentage change of tax liability. The IRS has a great brochure. Fees: To reduce the taxable portion of your scholarship (the amount where Box 5 exceeds Box 1), you can include expenses that weren't on your 1098-T only if they meet the IRS definition of Qualified Tuition and Related Expenses (QTRE). Required Books and Supplies: For the Lifetime Learning Credit, these only count if they must be paid directly to the university as a condition of enrollment. If you bought them from an outside vendor (like Amazon), they generally do not count for the LLC. Accident Insurance/Student Health Fees: Generally, no. The IRS is quite strict here. Even if the school requires you to have insurance, premiums and "student health fees" are specifically excluded from QTRE.