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Q.How do we correct this in filing? A. Just don't enter the 1099-Q.*   Technically, a 529 distribution must occur in the same year the expenses were paid.  This problem, of mismatched year end distributions, is fairly common.  Treat it as received and paid in the same year.  And hope you can explain it away if you receive an IRS notice.   You certainly meet  the intent of the 529 rules, if not the strict letter.  We haven't seen any reports, in this forum, of how that specific problem  has actually worked out.   Do a better job on timing next year   Several users, in the distant past, have reported receiving a CP2000 letter, from the IRS,  on unreported 529 distributions. They replied that their child was in college and the distributions were used for qualified expenses, which they listed, but they did not provide receipts. Others have reported just sending copies of the school's billing statements. They  later received a notices saying they were in the clear. I've noticed a significant drop (none that I have actually seen) in users, here,  reporting IRS notices about 1099-Qs, in the last few  years.   *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." 

Delete that 1099-Misc and the Schedule C that was started, instructions are below.  Then re-enter it, making sure to answer the follow-up questions as follows:   After you enter the reason for the 1099-Misc, mark None of the above on the next screen (uncommon situations). Answer Did the refund involve work that's like your main job?  NO Answer How often did you get this income?  You got it in 2025 only Answer Did the refund involve an intent to earn money?  NO   The income will be reported as Other Income on Line 8 of Form 1040 without generating a schedule C.      How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop

From your description, you are likely still a resident of New Hampshire and a nonresident of Pennsylvania. You can review this at Determining Residency especially at "Am I a resident of PA for Personal Income Tax purposes?", "Where am I domiciled?", and especially "What is a permanent abode?" - Further, college dormitories, fraternity houses, sorority houses and off-campus rentals by students enrolled in college or universities do not qualify as permanent abodes.   Really, it boils down to what you consider your domicile to be. If you intend to return to New Hampshire after your studies, then you are not a resident (for tax purposes) in Pennsylvania. Of course, residency for tuition purposes is different.

I have been a TT user for over 20 years.  The last 5 years, it literally gets worse every year.    I hate to start over with another product but I feel like they are almost begging me to as they make it harder and harder to use.  Get "can't open file"  errors constantly.  TT use to be great, Now it is crap.    

@user17752539210 wrote: My premium 1040sr after all done does not reflect my deduction for being a senior. Unable to get this Schedule 1a even to show up. Why? If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.