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Also, to clarify- the only people that can uncheck form 5695 and resubmit are those that are married and filing jointly, correct? If I own a co-own a house with my fiance, and we are filing separately as we are not married yet, the fix will apply to me, correct? Thank you!

You may want to check regarding the qualifications for Medicaid as it relates to someone providing support for the recipient. It may be similar to an individual having to declare that they can be claimed as a dependent on someone else's tax return. It doesn't matter if they are actually claimed as such, the mere ability to be claimed as a dependent denies tax filers certain benefits. It may be the same with Medicaid recipients. If so, it may be prudent to claim the individual as a dependent since the mere fact that they qualify as such may deny them Medicaid benefits.

https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscription/00/25548     To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2  

The 1099-NEC is not self-employed income for scholarship. You will want to enter the income and subtract the amount used on Qualified Education Expenses - Internal Revenue Service.   First you will enter the 1099-NEC as sporadic or hobby income rather than self-employed. Follow these steps: Open your return to the federal income section Select income from Form 1099-NEC Enter the information from your form Continue Describe the reason  Continue Does one of these uncommon situations apply? Select not earned, sporadic, hobby - the screenshots different -  online, select hobby  desktop chooses sporadic Continue See the NEC summary Done Second, remove the qualified expenses. Open to federal income Locate Miscellaneous Income, 1099-A, 1099-C, Start Scroll to the bottom Other reportable income, Start Other taxable income? Select YES Description 1099-NEC for education expenses Amount, enter your negative amount, use a minus sign in front. Continue

You can provide an explanation for your HSA withdrawal not being made timely, such as  "Excess not withdrawn due to failure of broker to follow timely request to remove excess before tax filing deadline".     You can amend your 2023 tax return to reflect the failure to withdraw the excess.  You can do this using the TurboTax 2023 edition of TurboTax desktop or if you use TurboTax Online you can do it through the TurboTax account used to prepare your 2023 tax return. You will not be able to e-file the amendment you will have to mail it.   There are two main ways to correct HSA excess contributions:  1. You can withdraw the excess funds. To avoid a penalty, you can withdraw your excess HSA contributions from your HSA account before the deadline to file your taxes. This includes extensions, (which you tried to do but it is too late) or    2. You can deduct your excess contribution in a later year. If you missed the deadline to correct your excess HSA contribution for the tax year, you may be able to deduct it in a later year. You would report this on Form 5329. TurboTax will generate Form 5329 for you.   You can try to discuss the discrepancy with your HSA Broker to see if they can provide you with any help to remedy for their error. They should be able to initiate the withdrawal for you.   To enter this in TurboTax you can: Click on "Search" in the top right of your TurboTax screen Type "hsa" in the search box Select "Jump to hsa" Your screen will say, "Tell us about health-related accounts you had in 2024" On the screen that says "Let's enter your HSA contributions" you can indicate your excess 2023 HSA Contributions.   Your TurboTax screen will look something like this:       Click here for "Why am I showing an excess HSA contribution?"   Click here for How to File an Amended Tax Return with the IRS   Click here for How do I amend my federal tax return for a prior year?   Click here for Amending Your Income Tax Return

Review your entries: Go to My Info Section. Select Edit to the right of your name. Review the entry for State of residence on December 31, 2024. Review the entry for I lived in another state. If filing jointly, review the same entries for your spouse. Also, review your W-2s lines 15-17and, check if another state income taxes has been withheld.   You can delete your state return in TurboTax Online as long as you haven't paid yet. Open or continue your return. Select State Taxes from Tax Home. On the Status of your state returns screen, select the trashcan icon next to your state, then select Delete.

In Home & Business, select the Business tab to work on your business information.   See the screenshot that @KrisD posted yesterday to find where to enter the home office information.   @Taxpayer59 

Yes, you will need to adjust/add each of them manually if not all of them transferred successfully.   If you have more than 25 transactions that need to be reviewed, adjusted, or that need to be added, you might want to enter them as a sales summary instead of fixing them one by one. Below is a link on how to remove those transactions and instead input them as a whole summary   Use summary filing