All Posts

It includes your dependents.   Here's a post on the five main points on the 1098-T tax form issued by colleges: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114

I don’t understand where both of you are getting hung up on Married filing Separately?   That shouldn’t apply.   When did her spouse pass?  Sounds like she is filing Single now and 1/2 of ss is 12,250 (24,500/2) plus 6,250 is only 18,500 and less than 25,000 makes none of SS taxable.   So her taxable income is only 6,250.   Much less that the Standard Deduction 17,750.    So she doesn’t have to file except to get back any withholding taken out on the 1099R or SSA-1099.   

You have to allow a realistic amount of time for the IRS to pull your payment out.  They do not pull out your payment until they have accepted your return and begun to process it.   You will need to watch your own bank account to see when that happens.     Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/  

Does your IRS form 1099-R include an amount in box 1 and box 2a?  If so, at the screens titled Annuity information, you may report the amount in box 2a as the taxable amount.   At the question, For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, select Yes.    The box 2a amount will be reported as the Taxable amount.  

Enter everything that is shown on your W-2 exactly as it appears.  You do not do any "adding" of anything.   Just enter the information from the boxes.    If you have more than one W-2, after you enter the first one, you click Add W-2 and keep going until every 2025 W-2 you received has been entered.

@JeffCharger 31/12/2025 should work. Double check that you've put the date on all your t5008 slips.   If you are still not able to resolve this issue, please contact our phone support team for more assistance.     

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   You can remove TurboTax LIVE Help as follows How do I remove TurboTax Live?   You could also try calling TurboTax Customer Service: Turbo Tax Customer Service   If you have additional information or questions regarding this, please return to Community and we would be glad to help.