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Begin by contacting the ACA marketplace to report that an unauthorized application for benefits was filed using your credentials last year, a situation you have only recently discovered.    The marketplace will start an investigation. The process for getting a canceled Form 1095-A can take up to 45 days, which is longer than the tax filing deadline.    If you try to file electronically, your return will be rejected. File a paper tax return by mail, followed by a detailed explanation of these ACA-related circumstances.

Bank of America routing numbers are still a problem for TurboTax Deluxe for the Mac. This problem apparently has been known for a month and not fixed. It is preventing me (and others) from filing taxes electronically. TurboTax's response and help pages have offered a number of non-solutions with no commitment to actually fixing the software bug. This is a critical software failure, folks! Fix it!

You have several choices on how to handle this extra $1,000.   1. The simplest would be to apply to any medical bills that you had incurred since the HSA was created (when the first dollar went into it) that were not otherwise reimbursed by insurance. Yes, this is true even of expenses in previous years. You just need to document what you did.   In addition, the IRS is not clear about expenses in the near future; if you are planning to have planning work done or get eye surgery or whatever, this is the time to do it - again, document what you did.   2. Contact your HSA custodian and ask that they consider the withdrawal of excess contributions as a "mistaken distribution". Note that they don't have to do this, so be nice. You will have to give them the money back from the distribution, but then you would initiate a second "withdrawal of excess contributions", this time for the correct amount. Also ask them to calculate the earnings and to add that to the withdrawal.   3. The last choice is more problematic: split the 1099-SA that you receive into two forms. One form for the correct amount of the excess distributions and the earnings will have the distribution code of '2', and the second 1099-SA will have the $1,000 for the distribution and a distribution code of '1'.   Note that this latter 1099-SA will have the distribution added back to Other Income along with a 20% penalty. Hence try to do #1 or #2 if you can.     @um_goblue 

It depends. It's important for you to know the rules on rental income if you rented less than 15 days.    Next, if you did rent more than 15 days, you will have to indicate you own the apartment to be enter the rental expenses and income, you will not enter any asset since you do not own the building or land.   NOTE: You are not required to report rental income from real estate if the days rented is less than 15 days.  This will not flag your tax return for the IRS.  Used as a home but rented less than 15 days.  If you use a dwelling unit as a home and you rent it less than 15 days during the year, its primary function isn’t considered to be rental and it shouldn’t be reported on Schedule E (Form 1040). You aren’t required to report the rental income and rental expenses from this activity. Any expenses related to the home, such as mortgage interest, property taxes, and any qualified casualty loss, will be reported as normally allowed on Schedule A (Form 1040). IRS Publication 527 @dbelford 

Only very simple returns that use only Form 1040 with no extra forms or schedules can be prepared using the Free Edition.  More complicated returns require you to use a paid version. TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/    

I have the same issue. Straight forward:  High deductible family coverage for the full year and IRS continues to reject the return. The alternative is to file by paper but I don't want to print and mail 23 pages.

This happened to me and my transcript with the IRS says, Main Home in U.S., No.  I called Intuit to see if there is a way to fix this. They wanted me to share my browser, no thank you. He didn’t even ask for permission, just instructed me to click Cobrowse and I said flat out no. So then he said he’d send me an email but then I was disconnected. It was the correct TT number based on the recordings and holds and he had my email. In any case he never asked for my name or anything so I think it would have been a general email on updating your address. I have tried that through amending my return but the box is not there. The online chat just points me to the same thing.   So I called the IRS and after three transfers got somebody who told me he knows no way of fixing this. But he said it’s basically a computer glitch and the IRS doesn’t care. He said my main home address is in the U.S., I have my refund, he sees no reason for me to be audited and as far as the IRS is concerned, it’s all good. He says not to worry about an unchecked box.  I have to say that the IRS was much more helpful than TT, especially considering they are understaffed and absolutely swamped with calls, and I called them on April 7.

Your employer may have reported overtime paid to you but are you an employee:   exempt from the Fair Labor Standards Act or  non-exempt from the Fair Labor Standards Act.   You must select I was not an exempt employee to qualify for the deduction.    Click on the hyperlink What's an exempt employee for direction.  Exemptions from the minimum wage or overtime standards of the FSLA may also be found here. Or you may have to contact your employer to determine whether you are exempt or non-exempt.   For the qualified overtime deduction:      Maximum annual deduction is $12,500 ($25,000 for joint filers). Deduction phases out for taxpayers with modified adjusted gross income over $150,000 ($300,000 for joint filers). The deduction reduces federal income tax liability, it does not exempt overtime pay from Social Security and Medicare taxes.  Employees will still owe these taxes on their overtime earnings. Taxpayers filing as married filing separately are not eligible for the deduction. The deduction is available for both itemizing and non-itemizing taxpayers. See this TurboTax Help.    

In TurboTax Online, you can review your past year tax returns to see deductions claimed, such as a home office deduction. To view previous year deductions: 1. Open TurboTax and go to the Tax Home. 2. Select the year you want to review from the dropdown menu at the top. 3. Choose View Tax Returns or Print Center. 4. Open the PDF of your filed return and look for the Schedule C or Form 8829 where home office deductions are reported. This will let you verify if you claimed a home office deduction in prior years.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf

 When you file by mail---which is what you say you did--- it can take three or four weeks for a human to even open your envelope and enter the information into the system; then it will still take several more weeks or longer for the IRS to process your return and issue your refund.   You can watch for information on the IRS refund site.  You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr       @kristian12395