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If the total is under $500 Form 8283 is not required. You can simplify your entries. You do need to enter information and the easiest is to group it the date and charity. You can enter each date you made donations, where and general categories like clothing, toys, furniture, etc. Example: If you went to Goodwill on May 10th with three bags, enter it as one donation: "Household items and clothing" with a total value of $450.   Since TurboTax no longer provides the pricing guide, you are responsible for proving the "Fair Market Value." Keep a spreadsheet or a photo of the items you donated. Keep the receipt provided by the charity (even if it’s blank, keep it with your list of what was in the bags).

@user17730921876 wrote: I need to prepare schedule K-1 for my LLC.  We have two partners. I purchased the TurboTax Home and Business version.  Can I use this version for preparing the Schedule K-1? No. You need TurboTax Business to prepare a 1065 and associated K-1s.   See https://turbotax.intuit.com/small-business-taxes/cd-download   You would then use Home & Business to enter the K-1 that you generated with TurboTax Business.

I've tried this. It leads me to a page that says "We got your info from your 2024 tax return". Then, it moves me to a page "We'll start with some info from your 2024 tax return" and lists specific line numbers from Form 1040 and Sch D. Even though my loss was in 2023, should I just go ahead and edit these fields?

Hello,   I am having the same issue.   Please keep me updated as to when this is fixed so I can e-file my taxes.   Per the other user, when I manually override it causes errors and won't let me e-file.

You need to edit your business entries.    - On the screen that says Let's gather your business info, look for the section that says Less common business situations  - Choose the Business Credits option there  - On the next screen -  Other Business Credits , choose General Business Credits  - On the next screen you will see an option to enter your carryover business credits from 2024.

If you are trying to locate your IP PIN you can sign in to your IRS Online Account using ID.me on the IRS.gov website to retrieve your current IP PIN. Your IP PIN is available through your “Profile” page.  Retrieve your identity protection PIN (IP PIN)   If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity. You can use this link to create an online account Online account for individuals.   Note: If you are already in the IP PIN program, the IRS mails a new CP01A notice with your PIN in early January. If you have an IP PIN it will be on your letter.   To get your IP PIN reissued, you can call In the U.S. call 800-908-4490, Monday-Friday, 7 a.m. to 7 p.m. local time (Alaska and Hawaii follow Pacific Time). If you are able to verify your identity with a phone assistor, your IP PIN will be mailed to your address on file within 21 days. Steps to Find Your IP PIN Online Go to the IRS Get an IP PIN page. Click Get an IP PIN. Sign in to your ID.me account (or create a new one, which requires a photo of your government ID and a selfie). Once verified, navigate to your Profile to view your 6-digit PIN.    Please return to Community if you have any additional information or questions and we would be happy to help.  

The SEP/IRA box is not checked, and I answered "NO" to the follow-up question asking if the box was checked or not.  The problem that persists is that TurboTax uses that improper account's 1099-R's data, and I cannot find a way to enter the information for the Fidelity IRA that TurboTax should be using.

mkhalbert   please confirm for me that you have in the HSA Summary: "Tax-free Company Contributions                     $9,550", but that your first employer had a code W amount in box 12 of your W-2 of 8,058 and your second employer had a code W amount of 1,491.   Were all of your contributions through your two employers, or did you make some contributions directly to the HSA custodian?   One interpretation of your numbers is that you have code W values of 8,058 and 1,491 (which adds up to 9,549 as you note), then you also entered 1,491 as a "personal" HSA contribution on the "Let's enter [name]'s HSA contributions" screen, which would be a duplicate of the code W amount on the second W-2. If this is the case, $1 from the "personal" contribution would be applied against the annual HSA contribution limit, bringing it up to 9,550, leaving 1,490 as the excess.   If this interpretation is correct, just remove the 1,491 from the second line on the "Let's enter [name]'s HSA contributions" (it was a duplicate anyway), and the excess will go away.   P.S., when you got the excess message, how did you answer the question on withdrawing or not the excess? It may be important.   @mkhalbert