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If your Box 12 doesn't equal the total of your state's input, you can try the steps listed below.  Even if your spreadsheet sums to exactly $1,980.75, TurboTax may be rounding individual state entries before totaling them, or it may have a rounding mismatch from your imported data.   Even if your spreadsheet shows the sum is correct, your TurboTax software may have hidden cents in the imported data. Ensure the total in the state worksheet is exactly $1980.75. If you have small amounts from many states, look for a checkbox that allows you to indicate dividends from "more than one state" or a line item for "Multiple States" to aggregate smaller, non-resident state amounts. After listing specific states, if a small amount remains, attribute it to a "Multiple States" entry. This can correct rounding issues. Or Enter the full amount on one line/from one state, as multiple states.    I have seen people report that adding or subtracting $.01 from your home state (or largest state) entry can force the software to recognize the total as matching the reported Box 12 amount  Imported data can sometimes have hidden formatting errors. If the above did not work, try deleting and re-entering your Forms manually.    If you are using TurboTax Online you can delete a Form 1099-DIV as follows: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1099-DIV" If you are using TurboTax Desktop, you can delete a Form 1099-DIV as follows: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1099-DIV" In your right panel at the bottom of Form 1099-DIV, click on "Delete Form" Click on "Yes" to confirm the deletion.  You can easily get back to the TurboTax screen where you will re-enter your Form 1099-DIV as follows: Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-DIV" in the search box. Click on the link "Jump to Form 1099-DIV" Select add investments Select Skip Import and Continue Click on the box that says Dividends, (it will turn green) and select Continue Enter your 1099-DIV information and continue through your TurboTax screens  Make sure all follow-up questions are answered.   Click here for Where do I enter my 1099-DIV in TurboTax Online? Please return to Community if you have any additional information or questions and we would be happy to help.  

If you live in a state with no state tax, you should leave Box 15 (state) blank, There's nothing you need to report in boxes 15 through 17, so make sure there are no zeros.  Boxes 15-17 should all be left empty.

You should delete that 1099-SA - that is for distributions.     Did you have an excess contribution?    Any contributions done through your payroll dept are automatically transferred from your W-2.   It is rare to have additional contributions outside of payroll.       Are you showing an excess contribution?  Why am I showing an excess HSA contribution?   Use the following steps to go to that section of your return:   Go to the Deductions & Credits section Scroll down to the HSA, MSA section Click Start or Update Be sure to check the box that you have an HSA account Go through the screens asking about receiving Form 1099-SA reporting distributions Next, you will be asked about  contributions  that were made to your HSA, either by you or through payroll deductions.  (This box is just below the amount that was reported on your W-2 in box 12 with code W)

@AmyC I think many users would love to see this solution for AMD on Treasuries to flow as a subtraction to state returns, but when I enter a sale (on Mac Desktop Premier) this option does not exist?  

Since the REIT didn't send you a 1099-B (the form usually used for sales), you must manually create a "Sale" entry to tell the IRS how much you originally paid for those shares.   Go to Federal > Wages & Income. Find Stocks, Cryptocurrency, Mutual Funds, Other (under Investments and Savings) and click Start. When it asks "Did you sell any investments?", click Yes. If it asks how you want to enter your info, select "Enter a different way" or "Type it myself." On the screen "Select your investment type," choose Other Complete the "Sale" details as follows: Description: "Liquidation of [REIT Name]" Date Acquired: The date you first bought the REIT. Date Sold: The date of the liquidation payment (from your 1099-DIV). Proceeds: The amount from Box 9 of your 1099-DIV. Cost Basis: Your Adjusted Basis (Original cost minus all previous years' Return of Capital).

I see - thank you for the clarification. I unfortunately already filed my taxes having checked the box refusing to withdraw. However, I'm in contact with my HSA provider now to withdraw the contributions.    From what I understand, if they withdraw the amount before April 15th then the 6% tax won't apply? And if the amount isn't withdrawn by the deadline and I have to pay the tax, will I have to complete additional documentation for my 2026 taxes?

If you don't have a Form 1095-A because you were covered under your parents' employer health insurance, you can certify this in TurboTax to fix the Health Insurance error. When TurboTax asks if you received a 1095-A, select No. This certification allows you to e-file your return without Form 1095-A and resolves the rejection error related to Form 8962.   However, if you or someone in your household had Marketplace coverage but you don't have the form, filing your return without it may cause a rejection from the IRS until it's resolved.   If your tax return is rejected due to a missing or incorrect Form 1095-A, you need to correct the issue before refiling. First, confirm if you ‌have received Form 1095-A for Marketplace coverage. If you didn't get it, download it from your Marketplace account at HealthCare.gov or your state Marketplace site. Then, enter the Form 1095-A information exactly as it appears into TurboTax.

We do not know the nature of the annuity contract in which you were a part.   The IRS form 1099-R reporting an annuity distribution reports taxable income if box 2a Taxable amount reports an amount.

Yes. If the form does not report the basis, it is unknown by the broker and you select that box.    A money market fund does try to keep the $1/share value. There should not be a capital gain from withdrawing the cash. It was  held long term since it was years ago - regardless of the moving around it did. The basis would match the proceeds of $1900 listed. I don't know where you got $1885.42, maybe taxes were taken out for the difference. If it is reported on a 1099-B, you must list the sale of the fund, long term, proceeds $1900, basis $1900.   Since the fund does earn interest / dividends that are added regularly to the account, account for them. You $80 short term and $120 long term. Enter these to match the 1099-DIV or 1099-B.   Since you are helping someone disabled, we definitely don't want the net gain to be $1900! Glad you are asking questions!

I was able to file a month ago using a family member's credit card when it appeared turbo tax wasn't going to deal with this timely. While I do truly appreciate your efforts to provide such a detailed solution, I'm glad I didn't have to make an attempt - I'm neither tech savvy nor am I confident I wouldn't create another issue I couldn't solve on my own.  Certainly not saying you didn't give detailed instructions,  but it just makes it more frustrating that turbo tax expects us to go through this process rather than fixing it on their end. Thank you still for your efforts to help solve the problem.

@rhernandez0500 wrote: taxes for 2023  Are you trying to find your 2023 return prepared in Online TurboTax?   This answer assumes your previous returns were prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.