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In the online version, it is called Tax Topic To enter or correct a Form XXXX in TurboTax, you can follow these steps              Select Tax Tools from the left sidebar. On the drop-down select Tools There will be 2 green boxes Select Topics Search Type  XXXX Continue through the interview or post your corrections  

@loneambulance1  asked:  "What do I need to do when TurboTax says the IRS approved my refund, but my IRS RealID account says it hasn’t gotten my tax return yet?"   What is a RealID account?   Do you mean an online IRS account that you log into through ID.me?  It can take a while for the online IRS account to update, plus we don't know how long it has been since you efiled (assuming that was your filing method.)   What do you see when you check on your refund using the IRS tracker tool at https://www.irs.gov/refunds Is there any message there?   There are usually 3 stages at that tool: Return received and is being processed. Refund approved. Refund sent and an expected deposit date.

"the only case that applies is that I was 24 last year"   I'll assume that means  you were 23 at the end of 2024 and 24 at the end of 2025.  For 2024 you would not qualify for being a non dependent and could not get the refundable portion of the AOTC.   You do qualify as a non dependent and for the AOTC for 2025.  You just have to answer the interview questions correctly. Do not check the box that says another taxpayer can claim you on their return

TurboTax can only report when the tax return has been Accepted by the IRS.  Accepted and Approved have totally different meanings.   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds    

To start with, did you clear the cache and cookies in your browser? We suggest you use Chrome, Firefox or Safari as your browse.   For issues with the functioning of TurboTax contact   What's the TurboTax phone number? To connect to a person for your account issues,  Call 1-800-446-8848 (or 1-800-4-INTUIT).  Support is available daily from 5 AM to 9 PM PT.  You can also try reaching out via the Intuit Contact Page.

Distributions you receive from your business are handled differently depending on your business type. For sole proprietorships (Schedule C): Distributions, often called owner's draws, aren't reported as income or expenses on Schedule C. You enter your business income and expenses normally, but don't enter draws separately. For S corporations and partnerships: Distributions aren't entered in the income section. Instead, enter them in the Business Info section under shareholder or partner distributions. For S corps, use the Shareholder Information area to report distributions. For partnerships, distributions affect capital accounts and are reflected on Schedule K-1. Distributions reduce your basis in the business and are generally not taxable unless they exceed your basis. TurboTax will handle the proper reporting on business tax forms, not as federal income entries.

@NCperson  Thanks for the reply. It is for student loan purposes, and as far as we know the loan forgiveness would be tax free (PSLF).   One additional question-- if my wife enters the 1098 manually, I assume this would show up as an entry in Schedule A in row 8a. For her, would it be more appropriate to enter it in 8b somehow (and my entry would be in row 8a)?

You withdrew the 2024 excess contribution in time since you removed it before October 15th, 2025 (IRS). Please do not say yes that you had an excess contribution when TurboTax ask about prior excess contributions. Please delete the entry:   Go to the IRA contributions screen under Deductions & credits in the Federal section. Select Roth IRA continue through the questions until you get to the "Enter your excess Roth IRA contributions made in 2024 or prior years" screen and delete any entry.   To clarify, your excess contribution was $5,100? If yes, then your Form 1099-R doesn't seem correct. Box 1 should have the gross distribution (excess + earnings) and box 2a has the earnings (IRS). Please verify, the earnings and total amount returned to you.    Also note, the 2025 Form 1099-R with code PJ belongs on your 2024 return. 

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

To report a backdoor Roth IRA contribution in TurboTax Online, follow these key steps: 1. Enter Your Traditional IRA Contribution: Go to the Federal Taxes section, then select Retirement Plans and Social Security. Find and enter your nondeductible contribution to a Traditional IRA. 2. Indicate the Contribution is Nondeductible: When prompted, select the option that your contribution is nondeductible to avoid double taxation. 3. Report Roth IRA Conversion: Proceed to the section for IRA conversions. Enter the amount you converted from the Traditional IRA to a Roth IRA. 4. Complete Form 8606: TurboTax will guide you to fill out Form 8606, which reports nondeductible contributions and conversions related to the backdoor Roth IRA. 5. Review and File: Review your entries carefully before filing. This process assumes you have already made a nondeductible contribution to a Traditional IRA and then converted it to a Roth IRA in the same tax year. This is the common "backdoor" method if your income exceeds Roth IRA limits.

Q. What do I do, about this transaction history that reads like gobble-**bleep**? Or does it even matter since, I can tell that box 1 only has the tuition and fees?  A. You need to ask the school if the scholarship  that is “the value of tuition”  is actually restricted to being used for tuition and fees.  You description implies that, but not conclusively.  If it is restricted, you cannot use the loop hole.  If it is not totally restricted, you can. Yes it matters.  Everybody's box 1 only has the tuition and fee.   Q. Should she still be claimed as a dependent? A. Yes, assuming she's under 24 and assuming she hasn't moved out of your home (being away at school doesn't count as moving out)   Q. If I can maximize this return, is it advisable to do an amended tax return for the prior years that were also very much like this one? Those I just basically left the scholarships as tax free, claimed the books paid for AOTC and she paid the tax on the “excess scholarships.! A. Yes.   She will have to amend too (most likely) to report up to $4000 more taxable scholarship.