Deductions & credits

With due respect, you're not reading or understanding what I'm writing.

 

I import my W2 from a PDF, I review it, and there is $4k shown as going to the HSA. I already know, at this point, that TurboTax is NOT going to show it as tax deductible, that's fine, that's great, I get it.

 

Later on I go through the "interview" and confirm that I DO have a high deductible plan.

 

After  the interview, Turbo Tax is STILL saying that I owe taxes on that $4k. That's a bug, like it or not. I've confirmed it's HDHP, and Turbo Tax was STILL SAYING I OWED TAXES ON IT. I'm not sure what I'm doing wrong in explaining it to you - all the conditions had been met.

 

Then I go to edit my W2; I delete that HSA field... then I manually add it back in. THEN, magically, Turbo Tax says it's tax free.

 

That's the order of operations.  It's wrong. I shouldn't have to do that. Period. It's a bug.

 

Similarly, when I added cash donations, they simply didn't appear. I entered one three times, and it wouldn't show. So I saved the progress so far, went to another section, then came back to donations, and my donation was listed three times. This is a bug. You might consider that it's simply a UI issue, but it's still a bug, and it makes it confusing and difficult to finish taxes - the very thing people pay for TurboTax to avoid.