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Can you clarify if you saw a pop-up message at the top of your browser when attempting to import? If not, there may be a permission step you missed.    Please see our help article, How to update browser settings to fix data import issues in TurboTax. If this doesn't resolve the issue, let us know in the comments. 

HSA distributions are reported on Forms 1099-SA that must be entered into TurboTax.  If the entire amount distributed was used only for qualified medical expenses, you only need to tell TurboTax, when asked, that the entire amount was used for qualified medical expenses.  TurboTax will then show on Form 8889 Part II that the taxable amount of this income is zero.

Percentage Depletion is similar to depreciation, but without a machine or vehicle.  Basically, as they remove gas from your property and pay you for it, your gas reserves are decreasing or being depleted so the value it has is being exhausted. Since there is not active drilling on your property, you cannot claim depletion since your gas is not being depleted.    Schedule E is for all types of rentals and royalties and even a K-1 from a partnership return.  So not all fields apply to all activities.  Think of it like this, you could have a small restaurant that you own as an individual and I could have a consulting business.  We both could use Schedule C to report our income, but you would not likely be able to claim the home office deduction, because you don't work at home in a home office at all.  But, I could claim the home office because I meet the criteria.  Even though we are both using the same form, not everything applies to both of us.     

No, do not ignore it.   There's something inconsistent in the posting of your Social Security (SSA-1099) between tax years 2024 and 2025. Recheck the posting of the Social Security section. Confirm that the initial value entered is from Box 5, not Box 1.   To post your Social Security, please follow these steps.  Log into TurboTax Select Wages & Income Scroll to and select Social Security (SSA-1099, RRB-1099) Now click Start or Edit or Add another 1099-R The screen may show Did you receive Social Security or Railroad Retirement benefits in 2023? Answer Yes If you filed a 1099-SSA last year, it may show an entry screen for you and‌ your spouse. Continue through the interview. Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?    

Form 8606 is used to track non-deductible contributions / basis in your Traditional IRA.  It's also required if you perform a Roth conversion (even if you don't have a basis).  See "Who Must File" in Form 8606 instructions https://www.irs.gov/pub/irs-pdf/i8606.pdf   If you have a basis in your IRA and have any type of distribution reported on 1099-R, Form 8606 will calculate how much of the distribution is taxable and puts that amount on Form 1040 Line 4b.   Turbotax will include it in your return based on your 1099-R or IRA contribution inputs.  Please provide more details on your situation or concern if the above doesn't help.

Q. Can an adult mark full time student (FTS) or is it just a child? A. Yes, but it depends on what you are trying to accomplish.   FTS status, in the personal information section of TurboTax (TT) mostly affects whether the student can be claimed as a dependent. If you are trying to claim a tuition credit, you will be given a chance to enter your status in the educational expenses section of TT, later, 

Make sure that in the HSA section you have not entered the code-W amount as personal contributions.  Amounts reported with code W are considered to be employer contributions, even when made by payroll deduction.  Enter amounts shown in box 12 of your W-2 only in box 12 of TurboTax's W-2 form, nowhere else in TurboTax.

You say "I do not qualify for AOTC or LLC" and your wife is claiming him as a dependent. People filing MFS are automatically disqualified from claiming a tuition credit.  But, if you lived apart the entire 2nd half of 2025, she may qualify to file as Head of Household and, if her income is not too high, qualify for the AOTC.   Diverting some tuition to her return for the AOTC, would make some of the 1099-Q distribution taxable on you or your son's return. Since he has no other income, there may be very little tax.  Better yet, making some of his scholarship taxable would result in no tax (see below and/or "5 points on 1098-T" link for  explanations). _______________________________________________________________________________________________ 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. 

If you are unable to enter the home office expenses due to a message stating "We have hit a snag," try logging completely out of Turbo Tax, close your browser,  then log back in. Also try clearing your cache and deleting your cookies. This usually resolves looping errors.    If you still experience an issue, come back and let us know.   

If the excess distribution is included on your Form 1099-R, it seems that the 403(b) allows a late rollover under IRS Rev. Proc. 2020-46 self-certification that the rollover of this amount would qualify for a waiver of the 60-day rollover deadline due to financial-institution error.  Under these circumstances, you would report on your tax return that the redeposited amount was rolled over.  If this was a related to the distribution of an RMD, when TurboTax asks how much was RMD, indicate only the amount of the actual RMD.  (The portion distributed in excess of your actual RMD was not an RMD.)

IRS Form 5329, "Additional Taxes on Qualified Retirement Plans," is used to report early withdrawals, excess contributions, and missed required minimum distributions (RMDs) from IRAs or retirement plans.   If you don't have any of these conditions, you won't need it. Return to the IRA/401(k) distribution section (1099-R) and be sure you answered "Yes" to "Did you take your Required Minimum Distribution?".