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You can't get scholarship income on the correct line without entering it as a 1098-T in TurboTax Online.     But if you are using the desktop software, you can enter it directly on the Other Income worksheet on line 8r.   

I figured out my error.  I had missed line 8, 11, and 13 on the Form 8606 for the non pro rata taxpayer.  I'm showing a zero basis on line 14 now and not going to worry about the IRA Information Worksheet.  

I am filling out my dad's taxes.  He's 86, and retired.   Why is Turbo tax forcing me to fill out this WA State Family credit.   I tried to not fill it out, and it wouldn't let me e-file his return, so then I tried to fill out the WA form and it said he wasn't eligible, which of course he's not.   But it still won't let me e-file.     What can be done?

This is usually a PDF viewer issue, try the following to troubleshoot your issue:   Try using a different browser. Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file Disable “Print in grayscale/black only” if the PDF is white text on dark background Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows). Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler” Let us know if these do not correct your issue. @dkissel 

Here are some more troubleshooting ideas for you to import your 1099 forms:   If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection Clear cache/cookies, then try the import again If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry Temporarily disable firewalls or antivirus software, which can block connection to broker servers Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances Ensure your document ID from the broker has the correct number of characters You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.   @paswines 

After you enter your wife's name, date of birth and occupation (she could be "housewife" or "unemployed" since she isn't working) and click Continue, you'll get a screen titled "Tell us more about [wife's name]".  On that screen, the 3rd selection from the bottom is "[Wife's name] is a nonresident alien spouse or dual-status alien spouse".  In your information, in the "About your household" section, you selected Plan to file separately or as Head of Household".   Because your wife doesn't have a Social Security Number or ITIN, you won't be able to file the return electronically.  You can mail the return, but you should also consider having your wife apply for an ITIN and mail that along with the tax return.  The IRS has Taxpayer Advocate Services that can help you with that.  Or you can find a Certifying Acceptance Agent who can help you with filling the W-7 form to mail with your return.   This article from TurboTax has helpful information about the process of filing a tax return with a non-resident spouse.

Go back through your HSA information you entered.  Go to federal>deductions and credits> medical>1099SA, HSA... When you get to the 1099-SA summary, select edit next to your entry.    Navigate through the screens until you get to a screen that says, let's enter XXX HSA Contributions. Remove the zero and leave blank where it says Contributions XXX made (not through our employer)   Once done, this should remove Schedule 1 from your Wisconsin return since it doesn't accept zeros.   @user17744604217     

You don't need to prepare Schedule J unless the trust was:     Previously treated at any time as a foreign trust (unless an exception is provided in future regulations); or Created before March 1, 1984, unless that trust would not be aggregated with other trusts under the rules of section 643(f) if that section applied to the trust.  

No, you won't lose the ability to do your tax return on your computer if you transfer your file to TurboTax online.   You can transfer your online TurboTax file to your desktop version. You will see an option for that on your left menu bar while working on your program in TurboTax. Look for the Tax Tools menu option, then Tools, then see the option on the right to  Save your (year) return to your computer.      

New Jersey Temporary Disability Insurance (TDI) benefits are federally taxable but not taxable in New Jersey. While the state does not issue a W-2, your employer is responsible for reporting these payments as third-party sick pay. If missing, request a corrected W-2 from your employer, as they can download the necessary data.  Here's more info from the State of New Jersey, Division of Temporary Disability.   What You Should Do: Verify Amount: Confirm the total amount of benefits you received from the NJ Division of Temporary Disability Insurance. Contact Employer: Inform your employer they can download the "Temporary Disability Insurance Year-End Statement" to update their records and issue a corrected W-2. Report Income: The benefits should appear as third-party sick pay, typically in Box 1 of the W-2 (and sometimes in Box 12 or 14, depending on the employer's setup). If Employer Refuses: If the employer refuses to correct it, you may need to file IRS Form 4852 (Substitute for W-2) and contact the IRS at 800-829-1040.   However, if you use Form 4852, you won't be able to Efile and will need to print and mail your return.  Another option is to request the corrected W-2 (document dates, times, person spoken to, etc.) and Efile with the W-2 you have.  When you receive the corrected W-2 (the IRS will contact them, so they will issue it eventually), you can Amend your return.   @user17744743028