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@markmil11 wrote: but do continue to provide noise to the forums, of course without any meaningful, helpful input. You mean like these:   1099s Issued to "Estate of xxxxx"   e-file 1040 for deceased??   Estate taxes   TTP Not Acknowledging my K-1 (form 1041) Final Trust Capital Loss Deduction. Why?   Inherited Land Sale   1041 estate return - What do I put in the box when TT asks how much I distributed to each beneficiary?   That's just the last couple of days. Where are your substantive posts that actually address tax issues? Anything beyond your constant whining? Feel free to post links.  

@Opus 17  my last reply, made just after your reply, may be helpful to review for additional info. To answer your questions. Did you actually get cash from the HSA? No, I did not receive cash or checks from my HSA after filing 2024 taxes.    The last thing to check is that the removed excess of $328 should have been reported on schedule 1, line 8f.  Correct, on my 2024 tax return, schedule 1, line 8f: Income from form 8889 = $328   For 2025, if the bank never sent you a check for the $328, then they deposited it back into the account as a contribution. (You may want to check your statements to make sure.)  So you would report this as an extra contribution (not from a W-2) in that amount, and it would be tax deductible. I believe this is where I may have gone wrong in the TT questionnaire. In the screen that reads, "Let's enter [spouses] HSA contributions (don't include contributions from cafeteria plans, etc." ... For field entry "2025 employer and payroll contributions (box 12 of W-2)" I entered $7,960. ...straighforward But for field entry "Contributions [spouse] personally made (not through your employer)" I originally entered $0. What I should have entered is $328.09. If I do, this triggers new questions to get more info, such as "do any of these situations apply? ..."[spouse] overfunded their HSA last year. IS THIS ASKING IF WE OVERFUNDED FOR 2024 TAX YEAR OR 2025? If 2024, then yes, we did, and more details are wanted, like total value of HSA at end of 2025, and value of contributions made in early 2026.

You may need Form 8962 if you entered a Form 1095-A reporting insurance premiums from the government insurance marketplace. If not, you can delete the Form 1095-A and 8962 by following these instructions and that may resolve your issue:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1095-A and 8962 in the list and delete them      

Are you trying to enter 1099-R information under Retirement Plans and Social Security?  If you are being asked for lenders and interest amounts, those sound like 1098 forms that would get entered under mortgage interest in the Deductions and Credits section of TurboTax.   If you have the desktop version of TurboTax, click on the Personal tab and then Personal Income under that.  If using the online version of TurboTax, you will click on Wages & Income on the left side menu, then find the Retirement category on the main screen.  Under Retirement Plans, you can select IRA, 401(k), Pension Plan Withdrawals (1099-R) - if you had the same providers as last year, blanks of those 1099-R forms should be available to you in this section.   If this information doesn't work for you, please reply back with as much detailed information as you can about the issues you are experiencing - that will help us be able to better help you.

Did you enter a military (from DFAS)  W-2?  It is required for the promotion.   Go back and verify the EIN number you entered on that W-2.   If you have a W-2 with a military EIN entered and you have ensured you entered a qualifying rank (make sure you did not select something other than Enlisted 1-9), the discount will be applied automatically.   Oh, and just to confirm, are you using TurboTax Online?     File your own taxes and get your 2025 federal and state taxes FREE when you:   Offer valid for active duty and reservists of an enlisted rank (E-1 through E-9) with a W2 from DFAS Excludes National Guard members Excludes TurboTax Live products Discount will be applied when you are ready to file   Thank you for your service!!

"was already included on my employer W-2 Form Line 1 as Wages and Income."   So you are saying that your employer added this excess amount back to Wages in boxes 1, 3 and 5 on the W-2? At the same time, did the employer also remove the excess from the code W amount in box 12 on your W-2? They should have. This is why we are all confused. You can't have the excess added to Boxes 1,3, and 5 and not removed from the code W amount in box 12. 

Did you use Turbo Tax last year?  It should have automatically transferred it.  If not, Enter a Capital Loss Carryover under Federal Taxes or Personal (Home & Business) Wages and Income Then scroll down to Investment Income Capital Loss Carryovers - Click the Start or Update button You enter the full amount that carried over, not just the 3,000

You have to get your Form 1099-G for the refund from the New York Department of Taxation and Finance website. (They don't send them in the mail.) Then enter the 1099-G in Federal Taxes > Wages & Income > 1099-MISC and Other Common Income > State and Local Tax Refunds on Form 1099-G. Make sure you go to the section for state and local tax refunds. Form 1099-G is also used for other purposes, and there are other places to enter different types of 1099-G.  

For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Capital Loss Carryover, click the start or update button

"I did NOT complete this form and let my HSA know.)"   Still, it seems that that is what they did based on the amount that they report as having been contributed for 2025.  If the $328 did not become part of your 2025 contribution, where did the $328 of cash go and why does the HSA claim that $8,288 was contributed for 2025?   " I believe I chose the option in TurboTax to rollover the excess into my 2025 HSA contributions."   I think you mean that you told 2025 TurboTax to treat $328 of excess contribution carried over from 2024 as part of your 2025 HSA contribution.  However, because you receives a return of that excess by the due date of your 2024 tax return, including extensions, there was no excess contribution to be carried from 2024 into 2025.  Perhaps when preparing your on your 2024 tax return you failed to tell TurboTax that you had the excess returned and TurboTax prepared your 2024 tax return as if no return of the excess contribution was done, or when 2025 TurboTax asked you told TurboTax that you did have an excess carried over from 2025.  Remember, what they did was essentially return $328 in case to you, which you then gave back to them to deposit as a 2025 contribution, so the net result was that there was no excess 2024 contribution.   If all of the 2024 contribution was made through your employer, your 2024 tax return should have shown $328 of taxable income on Schedule 1 line 8f.