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You need the 1095A to enter information for marketplace health insurance.  The identifier will be on the 1095A.   ENTER 1095A  TT FAQ https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/enter-1095/L6CLFzhri_US_en_US?uid=m62itugr     TO FIND A 1095-A with healthcare.gov   How to find your 1095-A online Log in to your account. Under "Your Existing Applications," select your 2024 application — not your 2025 application. Select “Tax Forms." Download all 1095-As. Get screen-by-screen directions, with pictures (PDF, 504 KB).  

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimated - click the Start or Update button   You enter state estimated payments under the federal side (because they can be a federal itemized Deduction). THEN after you finish filling out the estimates under Federal you need to click on the State Tab at the top and start the state return over for it to update. You have to pick the right state from the drop down box and enter the right payment dates.

When you check out at the end, you should select "Mail return" You didn't transmit them (orange button) did yo If you hit the transmit now button (orange button) that would have transmitted them. You would have received an email stating that your return was accepted.   Click here for How do I file my return by mail?   If you need any additional mailing instructions, you can  contact your state Department of Revenue you can use this link: How do I contact my state Department of Revenue?

Unfortunately. TurboTax is not programmed to make the requested adjustment.  You will have to make the adjustment in the Other Adjustments to Income on the "Here's the income that California handles differently" page.  You can add as a subtraction.  

If you are filing a joint return with your spouse and they are part of a partnership.  They should have received a Schedule K-1.  You can add this by selecting the following:   Federal Personal Income I'll  choose what I work on Start next to Schedule K-1 under Business Investment and Estate/Trust Income near the bottom of the screen Yes to did you receive one Be sure to select your spouses name as the person who received it. 

Some clarification: The 1099-SA will come into play in 2025, because the HSA custodian is withdrawing the excess contribution NOW.   He filed his 2024 tax return already, paying the $1 excise tax on the excess contribution, because the excess remained in the HSA through 2024.   He will file his amended 2023 return soon, to remove the ineligible contribution from Form 8889 and to pay the $1 excess tax for 2023, as well.   When the 2025 tax year rolls around, he will see how the HSA custodian coded the withdrawal on the 1099-SA & go from there.

Great, thanks for the prompt response.   We followed your instructions and it makes sense that we've correctly addressed the split in Turbotax.   The 'Picture of Your 2024 Income' still shows that Roth/Rollover money as part of our total income, but we confirmed that when we did a rollover in a previous year, it also showed the rollover $ as part of our total income for that year (and we weren't charged income tax on it), so all is good.  Thanks for your detailed response! 

It depends. The amounts you put into your traditional IRA were already taxed on Pennsylvania (PA). This state does not allow any deduction from your income. However, if you have any earnings in the amount you rollover then that portion would be taxable. Selection should be one of the following depending on your situation. I'm eligible, Plans eligible (No PA tax) - If you have no earnings in your traditional IRA I'm not eligible yet, plan's eligible in PA - On the Retirement Income Summary you can edit your 1099-R to enter your cost basis.